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Plan Name | FCE BENEFITS PREVAILING WAGE 401(K) PROFIT SHARING PLAN - POSTAL FLEET SERVICES, INC. 401(K) PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | DAVID K. YOUNG CONSULTING, LLC |
Employer identification number (EIN): | 201307632 |
NAIC Classification: | 541219 |
NAIC Description: | Other Accounting Services |
Additional information about DAVID K. YOUNG CONSULTING, LLC
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2004-07-01 |
Company Identification Number: | 0800358627 |
Legal Registered Office Address: |
11118 WURZBACH RD STE 300 SAN ANTONIO United States of America (USA) 78230 |
More information about DAVID K. YOUNG CONSULTING, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2015-01-01 | DAVID K. YOUNG | |||
003 | 2014-01-01 | DAVID K. YOUNG | |||
003 | 2013-01-01 | DAVID YOUNG | |||
003 | 2012-01-01 | STEVE MISE | STEVE MISE | 2013-10-15 |
Measure | Date | Value |
---|---|---|
2015: FCE BENEFITS PREVAILING WAGE 401(K) PROFIT SHARING PLAN - POSTAL FLEET SERVICES, INC. 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 677 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 0 |
Number of participants with account balances | 2015-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: FCE BENEFITS PREVAILING WAGE 401(K) PROFIT SHARING PLAN - POSTAL FLEET SERVICES, INC. 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 467 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 512 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 165 |
Total of all active and inactive participants | 2014-01-01 | 677 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 677 |
Number of participants with account balances | 2014-01-01 | 647 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: FCE BENEFITS PREVAILING WAGE 401(K) PROFIT SHARING PLAN - POSTAL FLEET SERVICES, INC. 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 264 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 353 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 111 |
Total of all active and inactive participants | 2013-01-01 | 464 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 464 |
Number of participants with account balances | 2013-01-01 | 464 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: FCE BENEFITS PREVAILING WAGE 401(K) PROFIT SHARING PLAN - POSTAL FLEET SERVICES, INC. 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 94 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 254 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 10 |
Total of all active and inactive participants | 2012-01-01 | 264 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 264 |
Number of participants with account balances | 2012-01-01 | 264 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2015 : FCE BENEFITS PREVAILING WAGE 401(K) PROFIT SHARING PLAN - POSTAL FLEET SERVICES, INC. 401(K) PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $8,941 |
Total transfer of assets from this plan | 2015-12-31 | $1,950,759 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $979,092 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $578,060 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $476,882 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,041,632 |
Value of total assets at end of year | 2015-12-31 | $0 |
Value of total assets at beginning of year | 2015-12-31 | $1,540,786 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $101,178 |
Total interest from all sources | 2015-12-31 | $3,992 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2015-12-31 | $0 |
Administrative expenses professional fees incurred | 2015-12-31 | $61,419 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $154,079 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $48 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $401,032 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,540,786 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $39,759 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $1,121,041 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $3,992 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $236,822 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-66,532 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,041,584 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $182,923 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $476,882 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | Yes |
Did the plan have assets held for investment | 2015-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | WEAVER AND TIDWELL, L.L.P. |
Accountancy firm EIN | 2015-12-31 | 750786316 |
2014 : FCE BENEFITS PREVAILING WAGE 401(K) PROFIT SHARING PLAN - POSTAL FLEET SERVICES, INC. 401(K) PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $870,738 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $306,906 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $243,553 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $857,706 |
Value of total assets at end of year | 2014-12-31 | $1,540,786 |
Value of total assets at beginning of year | 2014-12-31 | $976,954 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $63,353 |
Total interest from all sources | 2014-12-31 | $2,585 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $35,909 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $120,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $3,856 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $563,832 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,540,786 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $976,954 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $27,444 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $1,121,041 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $724,339 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $2,585 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $236,822 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $119,356 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $10,447 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $853,850 |
Employer contributions (assets) at end of year | 2014-12-31 | $182,923 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $133,259 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $243,553 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | WEAVER AND TIDWELL, L.L.P. |
Accountancy firm EIN | 2014-12-31 | 750786316 |
2013 : FCE BENEFITS PREVAILING WAGE 401(K) PROFIT SHARING PLAN - POSTAL FLEET SERVICES, INC. 401(K) PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $647,125 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $123,951 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $96,965 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $572,488 |
Value of total assets at end of year | 2013-12-31 | $976,954 |
Value of total assets at beginning of year | 2013-12-31 | $453,780 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $26,986 |
Total interest from all sources | 2013-12-31 | $1,153 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $11,961 |
Was this plan covered by a fidelity bond | 2013-12-31 | No |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $10,000 |
Total non interest bearing cash at end of year | 2013-12-31 | $133,259 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $82,031 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $523,174 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $976,954 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $453,780 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $15,025 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $724,339 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $371,063 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $1,153 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $119,356 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $686 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $73,484 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $562,488 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $96,965 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | CALVETTI FERGUSON |
Accountancy firm EIN | 2013-12-31 | 134255527 |
2012 : FCE BENEFITS PREVAILING WAGE 401(K) PROFIT SHARING PLAN - POSTAL FLEET SERVICES, INC. 401(K) PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $505,564 |
Expenses. Total of all expenses incurred | 2012-12-31 | $51,784 |
Benefits paid (including direct rollovers) | 2012-12-31 | $40,511 |
Total plan assets at end of year | 2012-12-31 | $453,780 |
Total plan assets at beginning of year | 2012-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $11,273 |
Other income received | 2012-12-31 | $14,259 |
Net income (gross income less expenses) | 2012-12-31 | $453,780 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $453,780 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $491,305 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2015: FCE BENEFITS PREVAILING WAGE 401(K) PROFIT SHARING PLAN - POSTAL FLEET SERVICES, INC. 401(K) PLAN 2015 form 5500 responses | ||
---|---|---|
2015-01-01 | Type of plan entity | Mulitple employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | Yes |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: FCE BENEFITS PREVAILING WAGE 401(K) PROFIT SHARING PLAN - POSTAL FLEET SERVICES, INC. 401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Mulitple employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: FCE BENEFITS PREVAILING WAGE 401(K) PROFIT SHARING PLAN - POSTAL FLEET SERVICES, INC. 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: FCE BENEFITS PREVAILING WAGE 401(K) PROFIT SHARING PLAN - POSTAL FLEET SERVICES, INC. 401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Mulitple employer plan |
2012-01-01 | First time form 5500 has been submitted | Yes |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |