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NANCY FLETCHER CFP 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameNANCY FLETCHER CFP 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

NANCY FLETCHER CFP 401 K PROFIT SHARING PLAN TRUST 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.

401k Sponsoring company profile

NANCY FLETCHER CFP has sponsored the creation of one or more 401k plans.

Company Name:NANCY FLETCHER CFP
Employer identification number (EIN):680345852
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NANCY FLETCHER CFP 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01NANCY FLETCHER2024-09-30
0012022-01-01NANCY FLETCHER2023-07-17
0012021-01-01NANCY FLETCHER2022-06-06
0012020-01-01NANCY FLETCHER, CFP2021-06-16
0012019-01-01NANCY FLETCHER2020-07-03
0012018-01-01NANCY FLETCHER2019-06-13
0012017-01-01NANCY FLETCHER2018-06-25
0012016-01-01NANCY FLETCHER2017-06-22

Plan Statistics for NANCY FLETCHER CFP 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for NANCY FLETCHER CFP 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: NANCY FLETCHER CFP 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year2025-09-224
Total number of particpants at end of year2025-09-220
Number of Participants With Account Balances2025-09-220
Total number of particpants at beginning of year2025-04-016
Total number of particpants at end of year2025-04-014
Number of Participants With Account Balances2025-04-013
2024: NANCY FLETCHER CFP 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year2024-09-306
Total number of particpants at end of year2024-09-306
Number of Participants With Account Balances2024-09-305
2022: NANCY FLETCHER CFP 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total number of particpants at beginning of year2022-06-065
Total number of particpants at end of year2022-06-065
Number of Participants With Account Balances2022-06-064

Financial Data on NANCY FLETCHER CFP 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : NANCY FLETCHER CFP 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-220
Total liabilities as of the end of the plan year2025-09-220
Total liabilities as of the beginning of the plan year2025-09-220
Total expenses incurred by plan in this plan year2025-09-22240560
Net assets as of the end of the plan year2025-09-220
Total assets as of the beginning of the plan year2025-09-22249667
Value of plan covered by a fidelity bond2025-09-2220000
Participant contributions to plan in this plan year2025-09-22728
Other expenses paid from plan in this plan year2025-09-220
Other contributions to plan in this plan year2025-09-220
Other income to plan in this plan year2025-09-22-10019
Plan net income in this plan year2025-09-22-249667
Net assets as of the end of the plan year2025-09-220
Net assets as of the beginning of the plan year2025-09-22249667
Employer contributions to plan in this plan year2025-09-22184
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-22277
Total transfers to/from plan in this plan year2025-04-010
Total liabilities as of the end of the plan year2025-04-010
Total liabilities as of the beginning of the plan year2025-04-010
Total expenses incurred by plan in this plan year2025-04-018229
Net assets as of the end of the plan year2025-04-01249667
Total assets as of the beginning of the plan year2025-04-01164228
Value of plan covered by a fidelity bond2025-04-0120000
Participant contributions to plan in this plan year2025-04-0148079
Value of participant loans at end of plan year2025-04-016323
Other expenses paid from plan in this plan year2025-04-010
Other contributions to plan in this plan year2025-04-010
Other income to plan in this plan year2025-04-0137138
Plan net income in this plan year2025-04-0185439
Net assets as of the end of the plan year2025-04-01249667
Net assets as of the beginning of the plan year2025-04-01164228
Employer contributions to plan in this plan year2025-04-018451
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-011011
2024 : NANCY FLETCHER CFP 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-300
Total liabilities as of the end of the plan year2024-09-300
Total liabilities as of the beginning of the plan year2024-09-300
Total expenses incurred by plan in this plan year2024-09-30120
Net assets as of the end of the plan year2024-09-30164228
Total assets as of the beginning of the plan year2024-09-3098097
Value of plan covered by a fidelity bond2024-09-3020000
Participant contributions to plan in this plan year2024-09-3033341
Value of participant loans at end of plan year2024-09-309812
Other expenses paid from plan in this plan year2024-09-300
Other contributions to plan in this plan year2024-09-300
Other income to plan in this plan year2024-09-3024281
Plan net income in this plan year2024-09-3066131
Net assets as of the end of the plan year2024-09-30164228
Net assets as of the beginning of the plan year2024-09-3098097
Employer contributions to plan in this plan year2024-09-308629
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-30120
2022 : NANCY FLETCHER CFP 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-060
Total liabilities as of the end of the plan year2022-06-060
Total liabilities as of the beginning of the plan year2022-06-060
Total expenses incurred by plan in this plan year2022-06-06145
Net assets as of the end of the plan year2022-06-0699417
Total assets as of the beginning of the plan year2022-06-0664692
Value of plan covered by a fidelity bond2022-06-0620000
Participant contributions to plan in this plan year2022-06-0614160
Value of participant loans at end of plan year2022-06-063986
Other expenses paid from plan in this plan year2022-06-060
Other contributions to plan in this plan year2022-06-060
Other income to plan in this plan year2022-06-0615455
Plan net income in this plan year2022-06-0634725
Net assets as of the end of the plan year2022-06-0699417
Net assets as of the beginning of the plan year2022-06-0664692
Employer contributions to plan in this plan year2022-06-065255
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-0675

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