| Plan Name | RICHARD C. FANCH PS/MONEY PURCHASE |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | RICHARD C. FANCH |
| Employer identification number (EIN): | 141822888 |
| NAIC Classification: | 541213 |
| NAIC Description: | Tax Preparation Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | RICHARD FANCH | 2024-10-10 | ||
| 001 | 2022-01-01 | RICHARD FANCH | 2023-10-02 | ||
| 001 | 2021-01-01 | RICHARD FANCH | 2022-07-15 | ||
| 001 | 2020-01-01 | RICHARD FANCH | 2021-10-01 | ||
| 001 | 2019-01-01 | RICHARD FANCH | 2020-10-06 | ||
| 001 | 2018-01-01 | RICHARD FANCH | 2019-07-12 | ||
| 001 | 2017-01-01 | RICHARD FANCH | 2018-07-17 | ||
| 001 | 2016-01-01 | RICHARD FANCH | 2017-06-14 | ||
| 001 | 2015-01-01 | RICHARD FANCH | 2016-09-06 | ||
| 001 | 2014-01-01 | RICHARD FANCH | 2015-10-05 | ||
| 001 | 2013-01-01 | RICHARD FANCH | 2014-10-07 | ||
| 001 | 2012-01-01 | RICHARD FANCH | 2013-10-03 | ||
| 001 | 2011-01-01 | RICHARD FANCH | 2012-09-28 | ||
| 001 | 2010-01-01 | RICHARD FANCH | 2011-09-30 |
| Measure | Date | Value |
|---|---|---|
| 2025: RICHARD C. FANCH PS/MONEY PURCHASE 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-09-04 | 1 |
| Total number of particpants at end of year | 2025-09-04 | 1 |
| Number of Participants With Account Balances | 2025-09-04 | 1 |
| 2024: RICHARD C. FANCH PS/MONEY PURCHASE 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-10-10 | 2 |
| Total number of particpants at end of year | 2024-10-10 | 2 |
| Number of Participants With Account Balances | 2024-10-10 | 2 |
| Measure | Date | Value |
|---|---|---|
| 2025 : RICHARD C. FANCH PS/MONEY PURCHASE 2025 401k financial data | ||
| Net assets as of the end of the plan year | 2025-09-04 | 102355 |
| Total assets as of the beginning of the plan year | 2025-09-04 | 87609 |
| Other income to plan in this plan year | 2025-09-04 | 11246 |
| Plan net income in this plan year | 2025-09-04 | 14746 |
| Net assets as of the end of the plan year | 2025-09-04 | 102355 |
| Net assets as of the beginning of the plan year | 2025-09-04 | 87609 |
| Employer contributions to plan in this plan year | 2025-09-04 | 3500 |
| 2024 : RICHARD C. FANCH PS/MONEY PURCHASE 2024 401k financial data | ||
| Net assets as of the end of the plan year | 2024-10-10 | 87609 |
| Total assets as of the beginning of the plan year | 2024-10-10 | 75245 |
| Other income to plan in this plan year | 2024-10-10 | 12364 |
| Plan net income in this plan year | 2024-10-10 | 12364 |
| Net assets as of the end of the plan year | 2024-10-10 | 87609 |
| Net assets as of the beginning of the plan year | 2024-10-10 | 75245 |