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Plan Name | FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT SHARING PLAN AND TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | FINANCIAL RESOURCES GROUP INVESTMENT SERVICES |
Employer identification number (EIN): | 464489444 |
NAIC Classification: | 523900 |
Additional information about FINANCIAL RESOURCES GROUP INVESTMENT SERVICES
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2015-09-22 |
Company Identification Number: | 0802298077 |
Legal Registered Office Address: |
360 KINGSLEY PARK DR STE 100 FORT MILL United States of America (USA) 29715 |
More information about FINANCIAL RESOURCES GROUP INVESTMENT SERVICES
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | LAURA KEADY | |||
001 | 2016-01-01 | CHRISTA FRANSE | |||
001 | 2016-01-01 | CHRISTA FRANSE | |||
001 | 2015-01-01 | CHRISTA FRANSE | CHRISTA FRANSE | 2016-10-13 |
Measure | Date | Value |
---|---|---|
2022: FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT SHARING PLAN AND TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 182 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 215 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 28 |
Total of all active and inactive participants | 2022-01-01 | 243 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 243 |
Number of participants with account balances | 2022-01-01 | 194 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 5 |
2021: FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT SHARING PLAN AND TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 179 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 149 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 27 |
Total of all active and inactive participants | 2021-01-01 | 176 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 176 |
Number of participants with account balances | 2021-01-01 | 159 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 4 |
2020: FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT SHARING PLAN AND TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 184 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 146 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 23 |
Total of all active and inactive participants | 2020-01-01 | 169 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 169 |
Number of participants with account balances | 2020-01-01 | 156 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
2019: FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT SHARING PLAN AND TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 193 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 149 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 31 |
Total of all active and inactive participants | 2019-01-01 | 180 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 180 |
Number of participants with account balances | 2019-01-01 | 162 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 9 |
2018: FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT SHARING PLAN AND TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 184 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 167 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 29 |
Total of all active and inactive participants | 2018-01-01 | 196 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 196 |
Number of participants with account balances | 2018-01-01 | 169 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT SHARING PLAN AND TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 176 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 137 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 45 |
Total of all active and inactive participants | 2017-01-01 | 182 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 182 |
Number of participants with account balances | 2017-01-01 | 162 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT SHARING PLAN AND TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 181 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 151 |
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 | 44 |
Total of all active and inactive participants | 2016-01-01 | 195 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 195 |
Number of participants with account balances | 2016-01-01 | 158 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT SHARING PLAN AND TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 181 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 152 |
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 | 29 |
Total of all active and inactive participants | 2015-01-01 | 181 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 181 |
Number of participants with account balances | 2015-01-01 | 139 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
Measure | Date | Value |
---|---|---|
2022 : FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT SHARING PLAN AND TRUST 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-283,720 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,100,509 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,073,562 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $888 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,568,080 |
Value of total assets at end of year | 2022-12-31 | $15,748,765 |
Value of total assets at beginning of year | 2022-12-31 | $17,132,994 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $26,059 |
Total interest from all sources | 2022-12-31 | $14,200 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $568,450 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $568,450 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,686,464 |
Participant contributions at end of year | 2022-12-31 | $277,945 |
Participant contributions at beginning of year | 2022-12-31 | $346,292 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $581,616 |
Other income not declared elsewhere | 2022-12-31 | $23,812 |
Administrative expenses (other) incurred | 2022-12-31 | $26,059 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,384,229 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $15,748,765 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $17,132,994 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $15,470,820 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $16,786,702 |
Interest on participant loans | 2022-12-31 | $14,200 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,458,262 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $300,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,073,562 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | GREERWALKER LLP |
Accountancy firm EIN | 2022-12-31 | 561434747 |
2021 : FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT SHARING PLAN AND TRUST 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $3,849,124 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,366,754 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,339,750 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $1,012 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,908,101 |
Value of total assets at end of year | 2021-12-31 | $17,132,994 |
Value of total assets at beginning of year | 2021-12-31 | $14,650,624 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $25,992 |
Total interest from all sources | 2021-12-31 | $18,663 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $920,577 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $920,577 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,490,466 |
Participant contributions at end of year | 2021-12-31 | $346,292 |
Participant contributions at beginning of year | 2021-12-31 | $395,248 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $152,635 |
Other income not declared elsewhere | 2021-12-31 | $23,631 |
Administrative expenses (other) incurred | 2021-12-31 | $25,992 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,482,370 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $17,132,994 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $14,650,624 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $16,786,702 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $14,255,376 |
Interest on participant loans | 2021-12-31 | $18,663 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $978,152 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $265,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,339,750 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | ELLIOTT DAVIS |
Accountancy firm EIN | 2021-12-31 | 570381582 |
2020 : FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT SHARING PLAN AND TRUST 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $4,069,276 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,328,008 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,295,253 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $12,900 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,032,047 |
Value of total assets at end of year | 2020-12-31 | $14,650,624 |
Value of total assets at beginning of year | 2020-12-31 | $11,909,356 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $19,855 |
Total interest from all sources | 2020-12-31 | $22,048 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $401,802 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $401,802 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,438,911 |
Participant contributions at end of year | 2020-12-31 | $395,248 |
Participant contributions at beginning of year | 2020-12-31 | $416,186 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $328,136 |
Other income not declared elsewhere | 2020-12-31 | $17,183 |
Administrative expenses (other) incurred | 2020-12-31 | $19,855 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,741,268 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $14,650,624 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $11,909,356 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $14,255,376 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $11,493,170 |
Interest on participant loans | 2020-12-31 | $22,048 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,596,196 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $265,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,295,253 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | ELLIOTT DAVIS |
Accountancy firm EIN | 2020-12-31 | 570381582 |
2019 : FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT SHARING PLAN AND TRUST 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $4,008,589 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,298,066 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,272,946 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $817 |
Value of total corrective distributions | 2019-12-31 | $286 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,554,080 |
Value of total assets at end of year | 2019-12-31 | $11,909,356 |
Value of total assets at beginning of year | 2019-12-31 | $10,198,833 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $24,017 |
Total interest from all sources | 2019-12-31 | $22,025 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $458,868 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $458,868 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,282,420 |
Participant contributions at end of year | 2019-12-31 | $416,186 |
Participant contributions at beginning of year | 2019-12-31 | $321,693 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $15,964 |
Other income not declared elsewhere | 2019-12-31 | $16,416 |
Administrative expenses (other) incurred | 2019-12-31 | $24,017 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,710,523 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $11,909,356 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,198,833 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $11,493,170 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $9,877,140 |
Interest on participant loans | 2019-12-31 | $22,025 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,957,200 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $255,696 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,272,946 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | ELLIOTT DAVIS |
Accountancy firm EIN | 2019-12-31 | 570381582 |
2018 : FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT SHARING PLAN AND TRUST 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $995,313 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,320,568 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,301,865 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $15,853 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,607,358 |
Value of total assets at end of year | 2018-12-31 | $10,198,833 |
Value of total assets at beginning of year | 2018-12-31 | $10,524,088 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $2,850 |
Total interest from all sources | 2018-12-31 | $13,470 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $611,775 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $611,775 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,209,524 |
Participant contributions at end of year | 2018-12-31 | $321,693 |
Participant contributions at beginning of year | 2018-12-31 | $264,416 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $167,850 |
Other income not declared elsewhere | 2018-12-31 | $3,583 |
Administrative expenses (other) incurred | 2018-12-31 | $2,850 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-325,255 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $10,198,833 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $10,524,088 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $9,877,140 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $10,259,672 |
Interest on participant loans | 2018-12-31 | $13,470 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,240,873 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $229,984 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,301,865 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | ELLIOTT DAVIS |
Accountancy firm EIN | 2018-12-31 | 570381582 |
2017 : FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT SHARING PLAN AND TRUST 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $2,900,674 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $657,642 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $652,192 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $2,058 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,266,256 |
Value of total assets at end of year | 2017-12-31 | $10,524,088 |
Value of total assets at beginning of year | 2017-12-31 | $8,281,056 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $3,392 |
Total interest from all sources | 2017-12-31 | $12,851 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $383,172 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $383,172 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,048,486 |
Participant contributions at end of year | 2017-12-31 | $264,416 |
Participant contributions at beginning of year | 2017-12-31 | $304,774 |
Administrative expenses (other) incurred | 2017-12-31 | $3,392 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,243,032 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $10,524,088 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $8,281,056 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $10,259,672 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $7,976,282 |
Interest on participant loans | 2017-12-31 | $12,851 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,238,395 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $217,770 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $652,192 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | ELLIOTT DAVIS |
Accountancy firm EIN | 2017-12-31 | 570381582 |
2016 : FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT SHARING PLAN AND TRUST 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,714,231 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $421,022 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $417,011 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $26 |
Value of total corrective distributions | 2016-12-31 | $285 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,013,472 |
Value of total assets at end of year | 2016-12-31 | $8,281,056 |
Value of total assets at beginning of year | 2016-12-31 | $6,987,847 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $3,700 |
Total interest from all sources | 2016-12-31 | $14,356 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $259,870 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $259,870 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,013,472 |
Participant contributions at end of year | 2016-12-31 | $304,774 |
Participant contributions at beginning of year | 2016-12-31 | $319,537 |
Administrative expenses (other) incurred | 2016-12-31 | $3,700 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,293,209 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $8,281,056 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,987,847 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $7,976,282 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $6,668,310 |
Interest on participant loans | 2016-12-31 | $14,356 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $426,533 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $417,011 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | ELLIOTT DAVIS |
Accountancy firm EIN | 2016-12-31 | 570381582 |
2015 : FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT SHARING PLAN AND TRUST 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $1,096,184 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $814,115 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $809,036 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $1,464 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,222,308 |
Value of total assets at end of year | 2015-12-31 | $6,987,847 |
Value of total assets at beginning of year | 2015-12-31 | $6,705,778 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $3,615 |
Total interest from all sources | 2015-12-31 | $10,994 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $325,090 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $325,090 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,003,515 |
Participant contributions at end of year | 2015-12-31 | $319,537 |
Participant contributions at beginning of year | 2015-12-31 | $196,541 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $5,573 |
Administrative expenses (other) incurred | 2015-12-31 | $3,615 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $282,069 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $6,987,847 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,705,778 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $6,668,310 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $6,509,237 |
Interest on participant loans | 2015-12-31 | $10,994 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-462,208 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $213,220 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $809,036 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | ELLIOTT DAVIS |
Accountancy firm EIN | 2015-12-31 | 570381582 |
2022: FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
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 |