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 membership |
|---|
| Total number of particpants at beginning of year | 2025-06-26 | 2 |
| Total number of particpants at end of year | 2025-06-26 | 2 |
| Number of Participants With Account Balances | 2025-06-26 | 1 |
| 2024: FULL CIRCLE FINANCIAL, LLC 401(K) PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-07-10 | 4 |
| Total number of particpants at end of year | 2024-07-10 | 2 |
| Number of Participants With Account Balances | 2024-07-10 | 1 |
| 2022: FULL CIRCLE FINANCIAL, LLC 401(K) PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-07-25 | 5 |
| Total number of particpants at end of year | 2022-07-25 | 3 |
| Number of Participants With Account Balances | 2022-07-25 | 3 |
| 2016: FULL CIRCLE FINANCIAL, LLC 401(K) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 7 |
| Number of participants with account balances | 2016-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 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 |
