401k Plan data: JAMES FULGENZI 401(K) PLAN plan

JAMES FULGENZI 401(K) PLAN 401k Plan overview

Plan Name	JAMES FULGENZI 401(K) PLAN
Plan identification number	002

JAMES FULGENZI 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

JAMES FULGENZI has sponsored the creation of one or more 401k plans.

Company Name: JAMES FULGENZI

Employer identification number (EIN): 320034283

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES FULGENZI 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01
002 2017-01-01
002 2016-01-01 JAMES FULGENZI 2017-07-25
002 2015-01-01 JAMES FULGENZI JAMES FULGENZI 2016-10-12
002 2014-01-01 JAMES FULGENZI
002 2013-01-01 JAMES FULGENZI
002 2012-01-01 JAMES FULGENZI
002 2011-01-01 JAMES FULGENZI
002 2010-01-01 JAMES FULGENZI
002 2009-01-01 JAMES FULGENZI

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2018-01-01
002	2017-01-01
002	2016-01-01	JAMES FULGENZI	2017-07-25
002	2015-01-01	JAMES FULGENZI		JAMES FULGENZI	2016-10-12
002	2014-01-01	JAMES FULGENZI
002	2013-01-01	JAMES FULGENZI
002	2012-01-01	JAMES FULGENZI
002	2011-01-01	JAMES FULGENZI
002	2010-01-01	JAMES FULGENZI
002	2009-01-01	JAMES FULGENZI

Plan Statistics for JAMES FULGENZI 401(K) PLAN

401k plan membership statisitcs for JAMES FULGENZI 401(K) PLAN

Measure Date Value
2015: JAMES FULGENZI 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
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 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JAMES FULGENZI 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Total of all active and inactive participants 2014-01-01 1
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
2013: JAMES FULGENZI 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
Total of all active and inactive participants 2013-01-01 1
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 1
2012: JAMES FULGENZI 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Total of all active and inactive participants 2012-01-01 1
Total participants 2012-01-01 1
Number of participants with account balances 2012-01-01 1
2011: JAMES FULGENZI 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
Total of all active and inactive participants 2011-01-01 1
Total participants 2011-01-01 1
Number of participants with account balances 2011-01-01 1
2010: JAMES FULGENZI 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1
Total of all active and inactive participants 2010-01-01 1
Total participants 2010-01-01 1
2009: JAMES FULGENZI 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
Total of all active and inactive participants 2009-01-01 1
Total participants 2009-01-01 1
Number of participants with account balances 2009-01-01 1

Measure	Date	Value
2015: JAMES FULGENZI 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
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	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JAMES FULGENZI 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Total of all active and inactive participants	2014-01-01	1
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
2013: JAMES FULGENZI 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
Total of all active and inactive participants	2013-01-01	1
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	1
2012: JAMES FULGENZI 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Total of all active and inactive participants	2012-01-01	1
Total participants	2012-01-01	1
Number of participants with account balances	2012-01-01	1
2011: JAMES FULGENZI 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
Total of all active and inactive participants	2011-01-01	1
Total participants	2011-01-01	1
Number of participants with account balances	2011-01-01	1
2010: JAMES FULGENZI 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1
Total of all active and inactive participants	2010-01-01	1
Total participants	2010-01-01	1
2009: JAMES FULGENZI 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
Total of all active and inactive participants	2009-01-01	1
Total participants	2009-01-01	1
Number of participants with account balances	2009-01-01	1

Financial Data on JAMES FULGENZI 401(K) PLAN

Measure	Date	Value
2015 : JAMES FULGENZI 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-30,467
Expenses. Total of all expenses incurred	2015-12-31	$6,702
Total plan assets at end of year	2015-12-31	$483,679
Total plan assets at beginning of year	2015-12-31	$520,848
Other income received	2015-12-31	$-30,467
Net income (gross income less expenses)	2015-12-31	$-37,169
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$483,679
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$520,848
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$6,702
2014 : JAMES FULGENZI 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$26,045
Expenses. Total of all expenses incurred	2014-12-31	$6,360
Total plan assets at end of year	2014-12-31	$520,848
Total plan assets at beginning of year	2014-12-31	$501,163
Other income received	2014-12-31	$26,045
Net income (gross income less expenses)	2014-12-31	$19,685
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$520,848
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$501,163
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$6,360
2013 : JAMES FULGENZI 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$45,483
Expenses. Total of all expenses incurred	2013-12-31	$46,493
Benefits paid (including direct rollovers)	2013-12-31	$40,095
Total plan assets at end of year	2013-12-31	$501,163
Total plan assets at beginning of year	2013-12-31	$502,173
Expenses. Other expenses not covered elsewhere	2013-12-31	$6,398
Other income received	2013-12-31	$45,483
Net income (gross income less expenses)	2013-12-31	$-1,010
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$501,163
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$502,173
2012 : JAMES FULGENZI 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$65,780
Expenses. Total of all expenses incurred	2012-12-31	$5,807
Total plan assets at end of year	2012-12-31	$502,173
Total plan assets at beginning of year	2012-12-31	$442,200
Expenses. Other expenses not covered elsewhere	2012-12-31	$5,807
Other income received	2012-12-31	$55,780
Net income (gross income less expenses)	2012-12-31	$59,973
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$502,173
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$442,200
Total contributions received or receivable from employer(s)	2012-12-31	$10,000
2011 : JAMES FULGENZI 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-27,637
Expenses. Total of all expenses incurred	2011-12-31	$5,737
Total plan assets at end of year	2011-12-31	$442,200
Total plan assets at beginning of year	2011-12-31	$475,574
Expenses. Other expenses not covered elsewhere	2011-12-31	$5,737
Other income received	2011-12-31	$-27,637
Net income (gross income less expenses)	2011-12-31	$-33,374
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$442,200
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$475,574
2010 : JAMES FULGENZI 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$83,739
Expenses. Total of all expenses incurred	2010-12-31	$4,828
Total plan assets at end of year	2010-12-31	$475,574
Total plan assets at beginning of year	2010-12-31	$396,663
Expenses. Other expenses not covered elsewhere	2010-12-31	$4,828
Other income received	2010-12-31	$57,717
Net income (gross income less expenses)	2010-12-31	$78,911
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$475,574
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$396,663
Total contributions received or receivable from employer(s)	2010-12-31	$26,022

Form 5500 Responses for JAMES FULGENZI 401(K) PLAN

2015: JAMES FULGENZI 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	First time form 5500 has been submitted	Yes
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JAMES FULGENZI 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JAMES FULGENZI 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JAMES FULGENZI 401(K) PLAN 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: JAMES FULGENZI 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JAMES FULGENZI 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JAMES FULGENZI 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JAMES FULGENZI
Employer identification number (EIN):	320034283
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers