FULL CIRCLE FINANCIAL, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FULL CIRCLE FINANCIAL, LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : FULL CIRCLE FINANCIAL, LLC 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-26 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-26 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-26 | 0 |
| Net assets as of the end of the plan year | 2025-06-26 | 9416 |
| Total assets as of the beginning of the plan year | 2025-06-26 | 5059 |
| Participant contributions to plan in this plan year | 2025-06-26 | 1720 |
| Other expenses paid from plan in this plan year | 2025-06-26 | 0 |
| Other contributions to plan in this plan year | 2025-06-26 | 0 |
| Other income to plan in this plan year | 2025-06-26 | 917 |
| Plan net income in this plan year | 2025-06-26 | 4357 |
| Net assets as of the end of the plan year | 2025-06-26 | 9416 |
| Net assets as of the beginning of the plan year | 2025-06-26 | 5059 |
| Employer contributions to plan in this plan year | 2025-06-26 | 1720 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-26 | 0 |
| 2024 : FULL CIRCLE FINANCIAL, LLC 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-10 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-10 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-10 | 10737 |
| Net assets as of the end of the plan year | 2024-07-10 | 5059 |
| Total assets as of the beginning of the plan year | 2024-07-10 | 9155 |
| Participant contributions to plan in this plan year | 2024-07-10 | 3025 |
| Other expenses paid from plan in this plan year | 2024-07-10 | 0 |
| Other contributions to plan in this plan year | 2024-07-10 | 0 |
| Other income to plan in this plan year | 2024-07-10 | 854 |
| Plan net income in this plan year | 2024-07-10 | -4096 |
| Net assets as of the end of the plan year | 2024-07-10 | 5059 |
| Net assets as of the beginning of the plan year | 2024-07-10 | 9155 |
| Employer contributions to plan in this plan year | 2024-07-10 | 2762 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-10 | 76 |
| 2022 : FULL CIRCLE FINANCIAL, LLC 401(K) PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-25 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-25 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-25 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-25 | 206792 |
| Net assets as of the end of the plan year | 2022-07-25 | 4408 |
| Total assets as of the beginning of the plan year | 2022-07-25 | 178904 |
| Participant contributions to plan in this plan year | 2022-07-25 | 3035 |
| Other expenses paid from plan in this plan year | 2022-07-25 | 0 |
| Other contributions to plan in this plan year | 2022-07-25 | 0 |
| Other income to plan in this plan year | 2022-07-25 | 26779 |
| Plan net income in this plan year | 2022-07-25 | -174496 |
| Net assets as of the end of the plan year | 2022-07-25 | 4408 |
| Net assets as of the beginning of the plan year | 2022-07-25 | 178904 |
| Employer contributions to plan in this plan year | 2022-07-25 | 2482 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-25 | 210 |
| 2016 : FULL CIRCLE FINANCIAL, LLC 401(K) PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $109,072 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $109,072 |
| Total plan assets at beginning of year | 2016-12-31 | $0 |
| Value of fidelity bond covering the plan | 2016-12-31 | $0 |
| Total contributions received or receivable from participants | 2016-12-31 | $7,830 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $99,774 |
| Net income (gross income less expenses) | 2016-12-31 | $109,072 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $109,072 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $1,468 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
