| Plan Name | ESTATE PLANNING CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | ESTATE PLANNING CONSULTANTS, INC. |
| Employer identification number (EIN): | 570713496 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
Additional information about ESTATE PLANNING CONSULTANTS, INC.
| Jurisdiction of Incorporation: | Nevada Department of State |
| Incorporation Date: | 2000-05-12 |
| Company Identification Number: | 20001303709 |
| Legal Registered Office Address: |
9120 DOUBLE DIAMOND PKWY RENO United States of America (USA) 89521 |
More information about ESTATE PLANNING CONSULTANTS, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | JOHN B. FERGUSON | 2024-08-29 | JOHN B. FERGUSON | 2024-08-29 |
| 001 | 2022-01-01 | JOHN B. FERGUSON | 2023-09-05 | JOHN B. FERGUSON | 2023-09-05 |
| 001 | 2021-01-01 | JOHN B. FERGUSON | 2022-08-31 | JOHN B. FERGUSON | 2022-08-31 |
| 001 | 2020-01-01 | JOHN B. FERGUSON | 2021-08-31 | JOHN B. FERGUSON | 2021-08-31 |
| 001 | 2019-01-01 | JOHN FERGUSON | 2020-10-14 | ||
| 001 | 2018-01-01 | JOHN FERGUSON | 2019-10-15 | ||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 | ||||
| 001 | 2014-01-01 | JOHN B. FERGUSON | |||
| 001 | 2013-01-01 | JOHN B. FERGUSON | |||
| 001 | 2012-01-01 | JOHN B. FERGUSON | |||
| 001 | 2011-01-01 | JOHN B. FERGUSON | |||
| 001 | 2010-01-01 | JEFFREY STRINGER | |||
| 001 | 2009-01-01 | JEFFREY STRINGER | |||
| 001 | 2009-01-01 | JEFFREY STRINGER | |||
| 001 | 2006-01-01 | JEFFREY STRINGER |
| Measure | Date | Value |
|---|---|---|
| 2023 : ESTATE PLANNING CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data | ||
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $868,568 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $773,282 |
| Total plan assets at end of year | 2023-12-31 | $591,102 |
| Total plan assets at beginning of year | 2023-12-31 | $495,816 |
| Value of fidelity bond covering the plan | 2023-12-31 | $850,000 |
| Other income received | 2023-12-31 | $868,568 |
| Net income (gross income less expenses) | 2023-12-31 | $95,286 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $591,102 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $495,816 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $773,282 |
| 2022 : ESTATE PLANNING CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $22,969 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $904,251 |
| Total plan assets at end of year | 2022-12-31 | $495,816 |
| Total plan assets at beginning of year | 2022-12-31 | $1,377,098 |
| Value of fidelity bond covering the plan | 2022-12-31 | $850,000 |
| Other income received | 2022-12-31 | $22,969 |
| Net income (gross income less expenses) | 2022-12-31 | $-881,282 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $495,816 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,377,098 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $904,251 |
| 2021 : ESTATE PLANNING CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data | ||
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $228 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $12,812 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $1,377,098 |
| Total plan assets at beginning of year | 2021-12-31 | $1,389,682 |
| Value of fidelity bond covering the plan | 2021-12-31 | $850,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $228 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $-12,584 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,377,098 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,389,682 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $12,812 |
| 2020 : ESTATE PLANNING CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data | ||
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $692,373 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $1,389,682 |
| Total plan assets at beginning of year | 2020-12-31 | $697,309 |
| Value of fidelity bond covering the plan | 2020-12-31 | $850,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $692,373 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $692,373 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,389,682 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $697,309 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
| 2019 : ESTATE PLANNING CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data | ||
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $6,315 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $178,508 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $697,309 |
| Total plan assets at beginning of year | 2019-12-31 | $869,502 |
| Value of fidelity bond covering the plan | 2019-12-31 | $850,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $178,508 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $6,315 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $-172,193 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $697,309 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $869,502 |
| Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $458,400 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
| 2018 : ESTATE PLANNING CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data | ||
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $169,124 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $216,851 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $869,502 |
| Total plan assets at beginning of year | 2018-12-31 | $917,229 |
| Value of fidelity bond covering the plan | 2018-12-31 | $850,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $216,851 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $169,124 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-47,727 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $869,502 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $917,229 |
| Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $500,000 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
| 2017 : ESTATE PLANNING CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data | ||
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $26,205 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $917,229 |
| Total plan assets at beginning of year | 2017-12-31 | $891,024 |
| Value of fidelity bond covering the plan | 2017-12-31 | $850,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $30,745 |
| Other income received | 2017-12-31 | $-4,540 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $26,205 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $917,229 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $891,024 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $885,000 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
| 2016 : ESTATE PLANNING CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data | ||
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $4,609 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $891,024 |
| Total plan assets at beginning of year | 2016-12-31 | $886,415 |
| Value of fidelity bond covering the plan | 2016-12-31 | $850,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $4,609 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $4,609 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $891,024 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $886,415 |
| Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $885,000 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
| 2015 : ESTATE PLANNING CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $-745 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $886,415 |
| Total plan assets at beginning of year | 2015-12-31 | $887,160 |
| Value of fidelity bond covering the plan | 2015-12-31 | $850,000 |
| Assets. Value of tangible personal property | 2015-12-31 | $0 |
| Total contributions received or receivable from participants | 2015-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2015-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-745 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $-745 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $886,415 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $887,160 |
| Assets. Value of participant loans | 2015-12-31 | $0 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2015-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2015-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $885,000 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2015-12-31 | $0 |
| Assets. Value of employer securities | 2015-12-31 | $0 |
| Assets. Value of employer real property | 2015-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
| 2014 : ESTATE PLANNING CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data | ||
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $-150 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $887,160 |
| Total plan assets at beginning of year | 2014-12-31 | $887,310 |
| Value of fidelity bond covering the plan | 2014-12-31 | $850,000 |
| Assets. Value of tangible personal property | 2014-12-31 | $0 |
| Total contributions received or receivable from participants | 2014-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2014-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $-150 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $-150 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $887,160 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $887,310 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2014-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2014-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $885,000 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2014-12-31 | $0 |
| Assets. Value of employer securities | 2014-12-31 | $0 |
| Assets. Value of employer real property | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
| 2013 : ESTATE PLANNING CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data | ||
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $15,886 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $122,562 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $122,562 |
| Total plan assets at end of year | 2013-12-31 | $887,310 |
| Total plan assets at beginning of year | 2013-12-31 | $993,986 |
| Value of fidelity bond covering the plan | 2013-12-31 | $850,000 |
| Assets. Value of tangible personal property | 2013-12-31 | $0 |
| Total contributions received or receivable from participants | 2013-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2013-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $15,886 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $-106,676 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $887,310 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $993,986 |
| Assets. Value of participant loans | 2013-12-31 | $0 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2013-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2013-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $885,000 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2013-12-31 | $0 |
| Assets. Value of employer securities | 2013-12-31 | $0 |
| Assets. Value of employer real property | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2013-12-31 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : ESTATE PLANNING CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data | ||
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $14,034 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $993,986 |
| Total plan assets at beginning of year | 2012-12-31 | $979,952 |
| Value of fidelity bond covering the plan | 2012-12-31 | $850,000 |
| Assets. Value of tangible personal property | 2012-12-31 | $0 |
| Total contributions received or receivable from participants | 2012-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2012-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $14,034 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $14,034 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $993,986 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $979,952 |
| Assets. Value of participant loans | 2012-12-31 | $0 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2012-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2012-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $885,000 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2012-12-31 | $0 |
| Assets. Value of employer securities | 2012-12-31 | $0 |
| Assets. Value of employer real property | 2012-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
| 2011 : ESTATE PLANNING CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data | ||
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $-11,500 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $979,952 |
| Total plan assets at beginning of year | 2011-12-31 | $991,452 |
| Value of fidelity bond covering the plan | 2011-12-31 | $850,000 |
| Assets. Value of tangible personal property | 2011-12-31 | $0 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2011-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-11,500 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $-11,500 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $979,952 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $991,452 |
| Assets. Value of participant loans | 2011-12-31 | $0 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2011-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2011-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $885,000 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2011-12-31 | $0 |
| Assets. Value of employer securities | 2011-12-31 | $0 |
| Assets. Value of employer real property | 2011-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| 2010 : ESTATE PLANNING CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $11,398 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $991,452 |
| Total plan assets at beginning of year | 2010-12-31 | $980,054 |
| Value of fidelity bond covering the plan | 2010-12-31 | $0 |
| Assets. Value of tangible personal property | 2010-12-31 | $0 |
| Total contributions received or receivable from participants | 2010-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2010-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $11,398 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $11,398 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $991,452 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $980,054 |
| Assets. Value of participant loans | 2010-12-31 | $0 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2010-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2010-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $885,000 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2010-12-31 | $0 |
| Assets. Value of employer securities | 2010-12-31 | $0 |
| Assets. Value of employer real property | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| 2023: ESTATE PLANNING CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses | ||
|---|---|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: ESTATE PLANNING CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 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: ESTATE PLANNING CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 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: ESTATE PLANNING CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 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: ESTATE PLANNING CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 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: ESTATE PLANNING CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 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: ESTATE PLANNING CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 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: ESTATE PLANNING CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 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: ESTATE PLANNING CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 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 |
| 2014: ESTATE PLANNING CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 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: ESTATE PLANNING CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 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: ESTATE PLANNING CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses | ||
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ESTATE PLANNING CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: ESTATE PLANNING CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses | ||
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ESTATE PLANNING CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| 2006: ESTATE PLANNING CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2006 form 5500 responses | ||
| 2006-01-01 | Type of plan entity | Single employer plan |
| 2006-01-01 | Submission has been amended | No |
| 2006-01-01 | This submission is the final filing | No |
| 2006-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2006-01-01 | Plan is a collectively bargained plan | No |
| 2006-01-01 | Plan funding arrangement – Trust | Yes |
| 2006-01-01 | Plan benefit arrangement - Trust | Yes |