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FIRST CITY CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameFIRST CITY CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST
Plan identification number 001

FIRST CITY CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

FIRST CITY CAPITAL MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:FIRST CITY CAPITAL MANAGEMENT, INC.
Employer identification number (EIN):581363057
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST CITY CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01E. LANE CURLEE, III2023-10-12 E. LANE CURLEE, III2023-10-12
0012021-01-01E. LANE CURLEE, III2022-10-07
0012020-01-01EDGAR GAY2021-10-12
0012019-01-01EDGAR GAY2020-08-06 EDGAR GAY2020-08-06
0012018-01-01EDGAR GAY2019-07-13 EDGAR GAY2019-07-13
0012017-01-01
0012016-01-01EDGAR GAY EDGAR GAY2017-07-07
0012015-01-01EDGAR GAY EDGAR GAY2016-07-06
0012014-01-01EDGAR GAY EDGAR GAY2015-07-10
0012013-01-01EDGAR GAY EDGAR GAY2014-06-26
0012012-01-01EDGAR GAY EDGAR GAY2013-07-22
0012011-01-01EDGAR GAY
0012010-01-01EDGAR GAY
0012009-01-01EDGAR GAY

Plan Statistics for FIRST CITY CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for FIRST CITY CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2017: FIRST CITY CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-017
Total number of active participants reported on line 7a of the Form 55002017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-017
Total participants2017-01-017
Number of participants with account balances2017-01-017
2016: FIRST CITY CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-017
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-017
Total participants2016-01-017
Number of participants with account balances2016-01-017
2015: FIRST CITY CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-017
Total participants2015-01-017
Number of participants with account balances2015-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FIRST CITY CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-017
Total participants2014-01-017
Number of participants with account balances2014-01-017
2013: FIRST CITY CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-016
Total participants2013-01-016
Number of participants with account balances2013-01-016
2012: FIRST CITY CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-016
Total participants2012-01-016
Number of participants with account balances2012-01-016
2011: FIRST CITY CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-016
Total participants2011-01-016
Number of participants with account balances2011-01-016
2010: FIRST CITY CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-017
Total number of active participants reported on line 7a of the Form 55002010-01-015
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-017
Total participants2010-01-017
Number of participants with account balances2010-01-017
2009: FIRST CITY CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-017
Total of all active and inactive participants2009-01-017
Total participants2009-01-017
Number of participants with account balances2009-01-017

Financial Data on FIRST CITY CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2016 : FIRST CITY CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$330,011
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$3,133,219
Total plan assets at beginning of year2016-12-31$2,803,208
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$57,305
Other income received2016-12-31$182,554
Net income (gross income less expenses)2016-12-31$330,011
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,133,219
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,803,208
Assets. Value of participant loans2016-12-31$62,557
Assets. Value of assets in partnership/joint-venture interests2016-12-31$11,000
Total contributions received or receivable from employer(s)2016-12-31$90,152
2015 : FIRST CITY CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$114,758
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$2,803,208
Total plan assets at beginning of year2015-12-31$2,688,450
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$53,750
Other income received2015-12-31$-28,367
Net income (gross income less expenses)2015-12-31$114,758
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,803,208
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,688,450
Assets. Value of participant loans2015-12-31$81,519
Assets. Value of assets in partnership/joint-venture interests2015-12-31$23,000
Total contributions received or receivable from employer(s)2015-12-31$89,375
2014 : FIRST CITY CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$278,067
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$2,688,450
Total plan assets at beginning of year2014-12-31$2,410,383
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$51,150
Other income received2014-12-31$144,467
Net income (gross income less expenses)2014-12-31$278,067
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,688,450
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,410,383
Assets. Value of participant loans2014-12-31$31,539
Assets. Value of assets in partnership/joint-venture interests2014-12-31$93,150
Total contributions received or receivable from employer(s)2014-12-31$82,450
2013 : FIRST CITY CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$615,763
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$2,410,383
Total plan assets at beginning of year2013-12-31$1,794,620
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$47,050
Other income received2013-12-31$495,588
Net income (gross income less expenses)2013-12-31$615,763
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,410,383
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,794,620
Assets. Value of participant loans2013-12-31$45,424
Assets. Value of assets in partnership/joint-venture interests2013-12-31$25,000
Total contributions received or receivable from employer(s)2013-12-31$73,125
2012 : FIRST CITY CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$306,923
Total plan assets at end of year2012-12-31$1,794,620
Total plan assets at beginning of year2012-12-31$1,487,397
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$45,000
Other income received2012-12-31$220,574
Net income (gross income less expenses)2012-12-31$306,923
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,794,620
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,487,397
Assets. Value of participant loans2012-12-31$25,445
Assets. Value of assets in partnership/joint-venture interests2012-12-31$22,708
Total contributions received or receivable from employer(s)2012-12-31$41,349
2011 : FIRST CITY CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$75,960
Expenses. Total of all expenses incurred2011-12-31$3,521
Benefits paid (including direct rollovers)2011-12-31$3,521
Total plan assets at end of year2011-12-31$1,487,397
Total plan assets at beginning of year2011-12-31$1,414,958
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$44,000
Other income received2011-12-31$-21,840
Net income (gross income less expenses)2011-12-31$72,439
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,487,397
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,414,958
Assets. Value of participant loans2011-12-31$38,133
Total contributions received or receivable from employer(s)2011-12-31$53,800
2010 : FIRST CITY CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$220,298
Total plan assets at end of year2010-12-31$1,414,958
Total plan assets at beginning of year2010-12-31$1,194,659
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$44,000
Other income received2010-12-31$128,238
Net income (gross income less expenses)2010-12-31$220,298
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,414,958
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,194,659
Assets. Value of participant loans2010-12-31$13,244
Total contributions received or receivable from employer(s)2010-12-31$48,060

Form 5500 Responses for FIRST CITY CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST

2017: FIRST CITY CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FIRST CITY CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FIRST CITY CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FIRST CITY CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FIRST CITY CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FIRST CITY CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FIRST CITY CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FIRST CITY CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FIRST CITY CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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