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THE FINANCIAL ADVISORY GROUP, LTD 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE FINANCIAL ADVISORY GROUP, LTD 401(K) PROFIT SHARING PLAN
Plan identification number 001

THE FINANCIAL ADVISORY GROUP, LTD 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE FINANCIAL ADVISORY GROUP, LTD. has sponsored the creation of one or more 401k plans.

Company Name:THE FINANCIAL ADVISORY GROUP, LTD.
Employer identification number (EIN):113692030
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE FINANCIAL ADVISORY GROUP, LTD 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARY WINAND2024-05-14
0012022-01-01MARY WINAND2023-07-26
0012021-01-01DIANA MOHN2022-07-08
0012020-01-01DIANA MOHN2021-04-23
0012019-01-01DIANA MOHN2020-07-30
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01DIANA L. MOHN2015-07-23
0012013-01-01DIANA L. MOHN2014-07-30
0012012-01-01DIANA L. MOHN2013-07-29
0012011-01-01DIANA L. MOHN2012-09-26
0012010-01-01DIANA L. MOHN2011-09-28

Financial Data on THE FINANCIAL ADVISORY GROUP, LTD 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : THE FINANCIAL ADVISORY GROUP, LTD 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-220
Net assets as of the end of the plan year2025-04-227511688
Total assets as of the beginning of the plan year2025-04-226243975
Value of plan covered by a fidelity bond2025-04-22500000
Participant contributions to plan in this plan year2025-04-22114409
Other contributions to plan in this plan year2025-04-221854
Other income to plan in this plan year2025-04-22990507
Plan net income in this plan year2025-04-221267713
Net assets as of the end of the plan year2025-04-227511688
Net assets as of the beginning of the plan year2025-04-226243975
Employer contributions to plan in this plan year2025-04-22160943
2024 : THE FINANCIAL ADVISORY GROUP, LTD 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-14549
Net assets as of the end of the plan year2024-05-146243975
Total assets as of the beginning of the plan year2024-05-145005395
Value of plan covered by a fidelity bond2024-05-14500000
Participant contributions to plan in this plan year2024-05-14105280
Other income to plan in this plan year2024-05-14977842
Plan net income in this plan year2024-05-141238580
Net assets as of the end of the plan year2024-05-146243975
Net assets as of the beginning of the plan year2024-05-145005395
Employer contributions to plan in this plan year2024-05-14156007
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-14100
2022 : THE FINANCIAL ADVISORY GROUP, LTD 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-080
Net assets as of the end of the plan year2022-07-085826732
Total assets as of the beginning of the plan year2022-07-084703072
Value of plan covered by a fidelity bond2022-07-08470308
Participant contributions to plan in this plan year2022-07-08105101
Other income to plan in this plan year2022-07-08869347
Plan net income in this plan year2022-07-081123660
Net assets as of the end of the plan year2022-07-085826732
Net assets as of the beginning of the plan year2022-07-084703072
Employer contributions to plan in this plan year2022-07-08149212

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