401k Plan data: FINANCIAL RESOURCES GROUP, LLC PROFIT SHARING PLAN & TRUST plan

FINANCIAL RESOURCES GROUP, LLC PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	FINANCIAL RESOURCES GROUP, LLC PROFIT SHARING PLAN & TRUST
Plan identification number	001

FINANCIAL RESOURCES GROUP, LLC PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined 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

FINANCIAL RESOURCES GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: FINANCIAL RESOURCES GROUP, LLC

Employer identification number (EIN): 272498503

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FINANCIAL RESOURCES GROUP, LLC PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 CHRISTA FRANSE
001 2013-01-01 CHRISTA FRANSE CHRISTA FRANSE 2014-10-15
001 2012-01-01 CHRISTA FRANSE
001 2011-01-01 CHRISTA FRANSE
001 2010-01-01 CHRISTA FRANSE 2012-01-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	CHRISTA FRANSE
001	2013-01-01	CHRISTA FRANSE		CHRISTA FRANSE	2014-10-15
001	2012-01-01	CHRISTA FRANSE
001	2011-01-01	CHRISTA FRANSE
001	2010-01-01	CHRISTA FRANSE	2012-01-23

Plan Statistics for FINANCIAL RESOURCES GROUP, LLC PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for FINANCIAL RESOURCES GROUP, LLC PROFIT SHARING PLAN & TRUST

Measure Date Value
2014: FINANCIAL RESOURCES GROUP, LLC PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 184
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 144
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 30
Total of all active and inactive participants 2014-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 174
Number of participants with account balances 2014-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: FINANCIAL RESOURCES GROUP, LLC PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 143
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 35
Total of all active and inactive participants 2013-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 178
Number of participants with account balances 2013-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: FINANCIAL RESOURCES GROUP, LLC PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 178
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 158
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 24
Total of all active and inactive participants 2012-01-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 182
Number of participants with account balances 2012-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 4
2011: FINANCIAL RESOURCES GROUP, LLC PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 166
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 12
Total of all active and inactive participants 2011-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 178
Number of participants with account balances 2011-01-01 142

Measure	Date	Value
2014: FINANCIAL RESOURCES GROUP, LLC PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	184
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	144
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	30
Total of all active and inactive participants	2014-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	174
Number of participants with account balances	2014-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: FINANCIAL RESOURCES GROUP, LLC PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	143
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	35
Total of all active and inactive participants	2013-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	178
Number of participants with account balances	2013-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: FINANCIAL RESOURCES GROUP, LLC PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	158
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	24
Total of all active and inactive participants	2012-01-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	182
Number of participants with account balances	2012-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	4
2011: FINANCIAL RESOURCES GROUP, LLC PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	166
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	12
Total of all active and inactive participants	2011-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	178
Number of participants with account balances	2011-01-01	142

Financial Data on FINANCIAL RESOURCES GROUP, LLC PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2014 : FINANCIAL RESOURCES GROUP, LLC PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	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	$1,716,095
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$907,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$904,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,339,748
Value of total assets at end of year	2014-12-31	$6,705,778
Value of total assets at beginning of year	2014-12-31	$5,897,384
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,625
Total interest from all sources	2014-12-31	$9,951
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$377,899
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$377,899
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
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
Contributions received from participants	2014-12-31	$1,056,838
Participant contributions at end of year	2014-12-31	$196,541
Participant contributions at beginning of year	2014-12-31	$243,603
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$40,591
Administrative expenses (other) incurred	2014-12-31	$3,625
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	$808,394
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,705,778
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,897,384
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$6,509,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$5,653,781
Interest on participant loans	2014-12-31	$9,951
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-11,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
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	$242,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$904,076
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	ELLIOTT DAVIS
Accountancy firm EIN	2014-12-31	570381582
2013 : FINANCIAL RESOURCES GROUP, LLC PROFIT SHARING PLAN & TRUST 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	$2,045,816
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$364,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$359,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,391,613
Value of total assets at end of year	2013-12-31	$5,897,384
Value of total assets at beginning of year	2013-12-31	$4,216,462
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$5,050
Total interest from all sources	2013-12-31	$9,981
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$220,820
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$220,820
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$422,000
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
Contributions received from participants	2013-12-31	$1,142,529
Participant contributions at end of year	2013-12-31	$243,603
Participant contributions at beginning of year	2013-12-31	$178,225
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$9,029
Other income not declared elsewhere	2013-12-31	$1
Administrative expenses (other) incurred	2013-12-31	$5,050
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	$1,680,922
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,897,384
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,216,462
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$5,653,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$4,038,237
Interest on participant loans	2013-12-31	$9,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$423,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
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	$240,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$359,844
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	ELLIOTT DAVIS
Accountancy firm EIN	2013-12-31	570381582
2012 : FINANCIAL RESOURCES GROUP, LLC PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$1,992,613
Total of all expenses incurred	2012-12-31	$253,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$223,259
Value of total corrective distributions	2012-12-31	$26,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,638,165
Value of total assets at end of year	2012-12-31	$4,216,462
Value of total assets at beginning of year	2012-12-31	$2,477,426
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$3,925
Total interest from all sources	2012-12-31	$8,408
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$87,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$87,988
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$248,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,212,534
Participant contributions at end of year	2012-12-31	$178,225
Participant contributions at beginning of year	2012-12-31	$132,658
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$160,910
Administrative expenses (other) incurred	2012-12-31	$3,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,739,036
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,216,462
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,477,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$4,038,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,344,768
Interest on participant loans	2012-12-31	$8,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$258,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$264,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$223,259
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	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	ELLIOTT DAVIS
Accountancy firm EIN	2012-12-31	570381582
2011 : FINANCIAL RESOURCES GROUP, LLC PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$1,324,827
Total of all expenses incurred	2011-12-31	$92,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$90,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,495,225
Value of total assets at end of year	2011-12-31	$2,477,426
Value of total assets at beginning of year	2011-12-31	$1,244,645
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,177
Total interest from all sources	2011-12-31	$811
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$49,590
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$49,590
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$125,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,164,215
Participant contributions at end of year	2011-12-31	$132,658
Participant contributions at beginning of year	2011-12-31	$2,608
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$331,010
Administrative expenses (other) incurred	2011-12-31	$1,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,232,781
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,477,426
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,244,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Interest on participant loans	2011-12-31	$811
Asset value of US Government securities at end of year	2011-12-31	$2,344,768
Asset value of US Government securities at beginning of year	2011-12-31	$1,242,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-220,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$90,869
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	2011-12-31	Yes
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	ELLIOTT DAVIS
Accountancy firm EIN	2011-12-31	570381582

Form 5500 Responses for FINANCIAL RESOURCES GROUP, LLC PROFIT SHARING PLAN & TRUST

2014: FINANCIAL RESOURCES GROUP, LLC PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FINANCIAL RESOURCES GROUP, LLC PROFIT SHARING PLAN & TRUST 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: FINANCIAL RESOURCES GROUP, LLC PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: FINANCIAL RESOURCES GROUP, LLC PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	FINANCIAL RESOURCES GROUP, LLC
Employer identification number (EIN):	272498503
NAIC Classification:	541600