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FULL CIRCLE BROKERAGE-401K 401k Plan overview

Plan NameFULL CIRCLE BROKERAGE-401K
Plan identification number 001

FULL CIRCLE BROKERAGE-401K Benefits

401k Plan TypeDefined 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

FULL CIRCLE BROKERAGE INC has sponsored the creation of one or more 401k plans.

Company Name:FULL CIRCLE BROKERAGE INC
Employer identification number (EIN):364566472
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FULL CIRCLE BROKERAGE-401K

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ANTOINETTE DURANT2025-01-10
0012022-01-01ANTOINETTE DURANT2023-10-03
0012021-01-01ANTOINETTE DURANT2022-07-28
0012020-01-01ANTOINETTE DURANT2021-11-04
0012019-09-01ANTOINETTE DURANT2020-10-15

Plan Statistics for FULL CIRCLE BROKERAGE-401K

401k plan membership statisitcs for FULL CIRCLE BROKERAGE-401K

Measure Date Value
2025: FULL CIRCLE BROKERAGE-401K 2025 401k membership
Total number of particpants at beginning of year2025-01-103
Total number of particpants at end of year2025-01-103
Number of Participants With Account Balances2025-01-101
2022: FULL CIRCLE BROKERAGE-401K 2022 401k membership
Total number of particpants at beginning of year2022-07-283
Total number of particpants at end of year2022-07-282
Number of Participants With Account Balances2022-07-281

Financial Data on FULL CIRCLE BROKERAGE-401K

Measure Date Value
2025 : FULL CIRCLE BROKERAGE-401K 2025 401k financial data
Total expenses incurred by plan in this plan year2025-01-1085
Net assets as of the end of the plan year2025-01-1023868
Total assets as of the beginning of the plan year2025-01-1014978
Value of plan covered by a fidelity bond2025-01-102000
Participant contributions to plan in this plan year2025-01-103866
Other income to plan in this plan year2025-01-103448
Plan net income in this plan year2025-01-108890
Net assets as of the end of the plan year2025-01-1023868
Net assets as of the beginning of the plan year2025-01-1014978
Employer contributions to plan in this plan year2025-01-101661
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-1085
2022 : FULL CIRCLE BROKERAGE-401K 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-2843
Net assets as of the end of the plan year2022-07-2812584
Total assets as of the beginning of the plan year2022-07-286591
Value of plan covered by a fidelity bond2022-07-281000
Participant contributions to plan in this plan year2022-07-283035
Other income to plan in this plan year2022-07-281340
Plan net income in this plan year2022-07-285993
Net assets as of the end of the plan year2022-07-2812584
Net assets as of the beginning of the plan year2022-07-286591
Employer contributions to plan in this plan year2022-07-281661
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-2843

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