?>
Logo

FIRSTSTREET FOR BOOMERS AND BEYOND INC. 401K 401k Plan overview

Plan NameFIRSTSTREET FOR BOOMERS AND BEYOND INC. 401K
Plan identification number 001

FIRSTSTREET FOR BOOMERS AND BEYOND INC. 401K Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FIRSTSTREET FOR BOOMERS AND BEYOND, INC. has sponsored the creation of one or more 401k plans.

Company Name:FIRSTSTREET FOR BOOMERS AND BEYOND, INC.
Employer identification number (EIN):621314909
NAIC Classification:454110
NAIC Description:Electronic Shopping and Mail-Order Houses

Additional information about FIRSTSTREET FOR BOOMERS AND BEYOND, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2009-02-13
Company Identification Number: 0705594
Legal Registered Office Address: 1998 RUFFIN MILL RD
PO BOX 1122
COLONIAL HEIGHTS
United States of America (USA)
23834

More information about FIRSTSTREET FOR BOOMERS AND BEYOND, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRSTSTREET FOR BOOMERS AND BEYOND INC. 401K

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KELLY HAYERTZ MARK MORRISON2018-10-05
0012016-01-01KELLY HAYERTZ KEVIN MILLER2017-10-06
0012015-01-01KELLY HAYERTZ2016-07-12 KEVIN MILLER2016-07-12
0012014-01-01KELLY HAYERTZ2015-07-22 KEVIN MILLER2015-07-28
0012013-01-01KELLY HAYERTZ2014-07-19 KEVIN MILLER2014-07-29
0012012-01-01KELLY HAYERTZ2013-07-22 KEVIN MILLER2013-07-30
0012011-01-01KELLY HAYERTZ2012-07-17 KEVIN MILLER2012-07-17
0012010-01-01KELLY HAYERTZ2011-07-11 KEVIN MILLER2011-07-11

Plan Statistics for FIRSTSTREET FOR BOOMERS AND BEYOND INC. 401K

401k plan membership statisitcs for FIRSTSTREET FOR BOOMERS AND BEYOND INC. 401K

Measure Date Value
2022: FIRSTSTREET FOR BOOMERS AND BEYOND INC. 401K 2022 401k membership
Total participants, beginning-of-year2022-01-01174
Total number of active participants reported on line 7a of the Form 55002022-01-01117
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0132
Total of all active and inactive participants2022-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01150
Number of participants with account balances2022-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0115
2021: FIRSTSTREET FOR BOOMERS AND BEYOND INC. 401K 2021 401k membership
Total participants, beginning-of-year2021-01-01164
Total number of active participants reported on line 7a of the Form 55002021-01-01135
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0123
Total of all active and inactive participants2021-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01159
Number of participants with account balances2021-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: FIRSTSTREET FOR BOOMERS AND BEYOND INC. 401K 2020 401k membership
Total participants, beginning-of-year2020-01-01196
Total number of active participants reported on line 7a of the Form 55002020-01-01131
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0127
Total of all active and inactive participants2020-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01158
Number of participants with account balances2020-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: FIRSTSTREET FOR BOOMERS AND BEYOND INC. 401K 2019 401k membership
Total participants, beginning-of-year2019-01-01170
Total number of active participants reported on line 7a of the Form 55002019-01-01148
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0131
Total of all active and inactive participants2019-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01179
Number of participants with account balances2019-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: FIRSTSTREET FOR BOOMERS AND BEYOND INC. 401K 2018 401k membership
Total participants, beginning-of-year2018-01-01137
Total number of active participants reported on line 7a of the Form 55002018-01-01119
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0128
Total of all active and inactive participants2018-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01147
Number of participants with account balances2018-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FIRSTSTREET FOR BOOMERS AND BEYOND INC. 401K 2017 401k membership
Total participants, beginning-of-year2017-01-01155
Total number of active participants reported on line 7a of the Form 55002017-01-01101
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0136
Total of all active and inactive participants2017-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01137
Number of participants with account balances2017-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: FIRSTSTREET FOR BOOMERS AND BEYOND INC. 401K 2016 401k membership
Total participants, beginning-of-year2016-01-01122
Total number of active participants reported on line 7a of the Form 55002016-01-01135
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0120
Total of all active and inactive participants2016-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01155
Number of participants with account balances2016-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012

Financial Data on FIRSTSTREET FOR BOOMERS AND BEYOND INC. 401K

Measure Date Value
2022 : FIRSTSTREET FOR BOOMERS AND BEYOND INC. 401K 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$12,771
Total income from all sources (including contributions)2022-12-31$-577,962
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,112,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,084,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$215,002
Value of total assets at end of year2022-12-31$3,655,394
Value of total assets at beginning of year2022-12-31$5,358,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$27,877
Total interest from all sources2022-12-31$1,898
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$68,342
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$68,342
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$750,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$238,732
Participant contributions at end of year2022-12-31$53,810
Participant contributions at beginning of year2022-12-31$33,825
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$12,771
Other income not declared elsewhere2022-12-31$30,516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,690,546
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,655,394
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,345,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$12,833
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,174,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,573,394
Interest on participant loans2022-12-31$1,898
Value of interest in common/collective trusts at end of year2022-12-31$426,769
Value of interest in common/collective trusts at beginning of year2022-12-31$622,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-813,225
Net investment gain or loss from common/collective trusts2022-12-31$-80,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$-23,730
Employer contributions (assets) at beginning of year2022-12-31$128,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,084,707
Contract administrator fees2022-12-31$15,044
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PKF O'CONNOR DAIVES LLP
Accountancy firm EIN2022-12-31271728945
2021 : FIRSTSTREET FOR BOOMERS AND BEYOND INC. 401K 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$12,771
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$21,361
Total income from all sources (including contributions)2021-12-31$1,402,672
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,105,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,055,236
Value of total corrective distributions2021-12-31$12,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$437,940
Value of total assets at end of year2021-12-31$5,358,711
Value of total assets at beginning of year2021-12-31$6,069,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$37,117
Total interest from all sources2021-12-31$4,512
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$81,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$81,477
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$750,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$309,393
Participant contributions at end of year2021-12-31$33,825
Participant contributions at beginning of year2021-12-31$69,920
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$12,771
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$21,361
Administrative expenses (other) incurred2021-12-31$15,304
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-702,452
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,345,940
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,048,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$8,785
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,573,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,930,786
Interest on participant loans2021-12-31$4,199
Interest earned on other investments2021-12-31$313
Value of interest in common/collective trusts at end of year2021-12-31$622,945
Value of interest in common/collective trusts at beginning of year2021-12-31$979,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$736,612
Net investment gain or loss from common/collective trusts2021-12-31$142,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$128,547
Employer contributions (assets) at end of year2021-12-31$128,547
Employer contributions (assets) at beginning of year2021-12-31$89,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,055,236
Contract administrator fees2021-12-31$13,028
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KEITER
Accountancy firm EIN2021-12-31541631262
2020 : FIRSTSTREET FOR BOOMERS AND BEYOND INC. 401K 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$21,361
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$21,981
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,059,463
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$377,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$306,510
Expenses. Certain deemed distributions of participant loans2020-12-31$16,025
Value of total corrective distributions2020-12-31$21,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$331,073
Value of total assets at end of year2020-12-31$6,069,753
Value of total assets at beginning of year2020-12-31$5,388,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$33,997
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$5,163
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$77,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$77,630
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$750,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$236,609
Participant contributions at end of year2020-12-31$69,920
Participant contributions at beginning of year2020-12-31$125,850
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$21,361
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$21,981
Other income not declared elsewhere2020-12-31$514
Administrative expenses (other) incurred2020-12-31$33,997
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$681,570
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,048,392
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,366,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,930,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,368,243
Interest on participant loans2020-12-31$5,163
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$979,583
Value of interest in common/collective trusts at beginning of year2020-12-31$793,300
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$543,702
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$101,381
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$89,464
Employer contributions (assets) at end of year2020-12-31$89,464
Employer contributions (assets) at beginning of year2020-12-31$101,410
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$306,510
Contract administrator fees2020-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31KEITER, STEPHENS, HURST, GARY & SHR
Accountancy firm EIN2020-12-31541631262
2019 : FIRSTSTREET FOR BOOMERS AND BEYOND INC. 401K 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$4,898,092
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$21,981
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$1,668,176
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,199,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,164,623
Expenses. Certain deemed distributions of participant loans2019-12-31$1,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$506,080
Value of total assets at end of year2019-12-31$5,388,803
Value of total assets at beginning of year2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$33,688
Total interest from all sources2019-12-31$7,850
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$93,698
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$93,698
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$275,434
Participant contributions at end of year2019-12-31$125,850
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$21,981
Administrative expenses (other) incurred2019-12-31$33,688
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$468,730
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,366,822
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,368,243
Interest on participant loans2019-12-31$7,850
Value of interest in common/collective trusts at end of year2019-12-31$793,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$883,880
Net investment gain or loss from common/collective trusts2019-12-31$176,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$230,646
Employer contributions (assets) at end of year2019-12-31$101,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,164,623
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KEITER,STEPHENS,HURST,GARY&SHREAVES
Accountancy firm EIN2019-12-31541631262
2018 : FIRSTSTREET FOR BOOMERS AND BEYOND INC. 401K 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$133,380
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$489,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$428,364
Expenses. Certain deemed distributions of participant loans2018-12-31$51,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$461,945
Value of total assets at end of year2018-12-31$4,896,976
Value of total assets at beginning of year2018-12-31$5,253,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,232
Total interest from all sources2018-12-31$10,070
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$81,209
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$81,209
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$323,309
Participant contributions at end of year2018-12-31$194,420
Participant contributions at beginning of year2018-12-31$237,174
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$216
Administrative expenses (other) incurred2018-12-31$7,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-356,570
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,896,976
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,253,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,569,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,892,416
Interest on participant loans2018-12-31$7,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$132,854
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$123,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$123,956
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-419,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$138,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$428,364
Contract administrator fees2018-12-31$2,416
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2018-12-31133891517
2017 : FIRSTSTREET FOR BOOMERS AND BEYOND INC. 401K 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$1,196,319
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$223,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$183,472
Expenses. Certain deemed distributions of participant loans2017-12-31$28,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$475,196
Value of total assets at end of year2017-12-31$5,253,546
Value of total assets at beginning of year2017-12-31$4,280,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,848
Total interest from all sources2017-12-31$10,411
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$69,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$69,420
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$331,997
Participant contributions at end of year2017-12-31$237,174
Participant contributions at beginning of year2017-12-31$184,115
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$253
Administrative expenses (other) incurred2017-12-31$9,698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$973,266
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,253,546
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,280,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,892,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,015,119
Interest on participant loans2017-12-31$9,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$123,956
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$81,046
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$81,046
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$823
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$641,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$142,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$183,472
Contract administrator fees2017-12-31$1,150
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2017-12-31133891517
2016 : FIRSTSTREET FOR BOOMERS AND BEYOND INC. 401K 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$870,655
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$247,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$239,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$497,336
Value of total assets at end of year2016-12-31$4,280,280
Value of total assets at beginning of year2016-12-31$3,657,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,303
Total interest from all sources2016-12-31$7,460
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$62,460
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$62,460
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$335,115
Participant contributions at end of year2016-12-31$184,115
Participant contributions at beginning of year2016-12-31$155,921
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$14,374
Administrative expenses (other) incurred2016-12-31$7,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$623,142
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,280,280
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,657,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,015,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,427,423
Interest on participant loans2016-12-31$7,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$81,046
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$73,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$73,794
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$345
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$303,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$147,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$239,210
Contract administrator fees2016-12-31$1,150
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2016-12-31133891517

Form 5500 Responses for FIRSTSTREET FOR BOOMERS AND BEYOND INC. 401K

2022: FIRSTSTREET FOR BOOMERS AND BEYOND INC. 401K 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FIRSTSTREET FOR BOOMERS AND BEYOND INC. 401K 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FIRSTSTREET FOR BOOMERS AND BEYOND INC. 401K 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FIRSTSTREET FOR BOOMERS AND BEYOND INC. 401K 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FIRSTSTREET FOR BOOMERS AND BEYOND INC. 401K 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FIRSTSTREET FOR BOOMERS AND BEYOND INC. 401K 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
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: FIRSTSTREET FOR BOOMERS AND BEYOND INC. 401K 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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3