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ALLEN & MOONEY INVESTMENT ADVISORS 401K PLAN 401k Plan overview

Plan NameALLEN & MOONEY INVESTMENT ADVISORS 401K PLAN
Plan identification number 001

ALLEN & MOONEY INVESTMENT ADVISORS 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FAIM INVESTMENTS, LLC has sponsored the creation of one or more 401k plans.

Company Name:FAIM INVESTMENTS, LLC
Employer identification number (EIN):582584517
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLEN & MOONEY INVESTMENT ADVISORS 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01CANITA GUNTER PETERSON2017-10-17
0012014-01-01CANITA GUNTER PETERSON2015-10-15
0012013-01-01CANITA GUNTER PETERSON2014-06-26
0012012-01-01CANITA GUNTER PETERSON2013-04-05
0012011-01-01CANITA GUNTER PETERSON2012-07-30
0012010-01-01CANITA GUNTER PETERSON2011-07-20

Plan Statistics for ALLEN & MOONEY INVESTMENT ADVISORS 401K PLAN

401k plan membership statisitcs for ALLEN & MOONEY INVESTMENT ADVISORS 401K PLAN

Measure Date Value
2025: ALLEN & MOONEY INVESTMENT ADVISORS 401K PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-1554
Total number of particpants at end of year2025-10-1551
Number of Participants With Account Balances2025-10-1543
2024: ALLEN & MOONEY INVESTMENT ADVISORS 401K PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-2947
Total number of particpants at end of year2024-07-2955
Number of Participants With Account Balances2024-07-2943
2022: ALLEN & MOONEY INVESTMENT ADVISORS 401K PLAN 2022 401k membership
Total number of particpants at beginning of year2022-09-1437
Total number of particpants at end of year2022-09-1436
Number of Participants With Account Balances2022-09-1431

Financial Data on ALLEN & MOONEY INVESTMENT ADVISORS 401K PLAN

Measure Date Value
2025 : ALLEN & MOONEY INVESTMENT ADVISORS 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-15229326
Net assets as of the end of the plan year2025-10-153920536
Total assets as of the beginning of the plan year2025-10-152945072
Value of plan covered by a fidelity bond2025-10-15500000
Participant contributions to plan in this plan year2025-10-15434001
Value of participant loans at end of plan year2025-10-1542619
Other income to plan in this plan year2025-10-15529937
Plan net income in this plan year2025-10-15975464
Net assets as of the end of the plan year2025-10-153920536
Net assets as of the beginning of the plan year2025-10-152945072
Employer contributions to plan in this plan year2025-10-15240852
Fees paid to broker by Benefit Provider2025-10-151745
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1519462
2024 : ALLEN & MOONEY INVESTMENT ADVISORS 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-2993016
Net assets as of the end of the plan year2024-07-292945072
Total assets as of the beginning of the plan year2024-07-291965891
Value of plan covered by a fidelity bond2024-07-29500000
Participant contributions to plan in this plan year2024-07-29390298
Value of participant loans at end of plan year2024-07-2972738
Other contributions to plan in this plan year2024-07-2920830
Other income to plan in this plan year2024-07-29452766
Plan net income in this plan year2024-07-29979181
Net assets as of the end of the plan year2024-07-292945072
Net assets as of the beginning of the plan year2024-07-291965891
Employer contributions to plan in this plan year2024-07-29208303
Fees paid to broker by Benefit Provider2024-07-292264
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2914088
2022 : ALLEN & MOONEY INVESTMENT ADVISORS 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-14319164
Net assets as of the end of the plan year2022-09-142365546
Total assets as of the beginning of the plan year2022-09-141911507
Value of plan covered by a fidelity bond2022-09-14500000
Participant contributions to plan in this plan year2022-09-14247937
Value of participant loans at end of plan year2022-09-1477275
Other contributions to plan in this plan year2022-09-144104
Other income to plan in this plan year2022-09-14387129
Plan net income in this plan year2022-09-14454039
Net assets as of the end of the plan year2022-09-142365546
Net assets as of the beginning of the plan year2022-09-141911507
Employer contributions to plan in this plan year2022-09-14134033
Fees paid to broker by Benefit Provider2022-09-143072
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-1411774

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