401k Plan data: THE FINANCIAL ADVISORY GROUP, INC. 401K PROFIT SHARING PLAN plan

THE FINANCIAL ADVISORY GROUP, INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE FINANCIAL ADVISORY GROUP, INC. 401K PROFIT SHARING PLAN
Plan identification number	002

THE FINANCIAL ADVISORY GROUP, INC. 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

THE FINANCIAL ADVISORY GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE FINANCIAL ADVISORY GROUP, INC.

Employer identification number (EIN): 760536640

NAIC Classification: 523900

Additional information about THE FINANCIAL ADVISORY GROUP, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2010-08-09

Company Identification Number: P10000065145

Legal Registered Office Address: 3837 NW BOCA RATON BOULEVARD

BOCA RATON

33431

More information about THE FINANCIAL ADVISORY GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE FINANCIAL ADVISORY GROUP, INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 RICHARD ALPHONSO 2024-09-26 RICHARD ALPHONSO 2024-09-26
002 2022-01-01 RICHARD ALPHONSO 2023-10-15 RICHARD ALPHONSO 2023-10-15
002 2021-01-01 RICHARD ALPHONSO 2022-09-29
002 2020-01-01 RICHARD ALPHONSO 2021-10-11
002 2019-01-01 RICHARD ALPHONSO 2020-10-07
002 2018-01-01 RICHARD ALPHONSO 2019-10-02
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2015-01-01
002 2014-01-01 RICHARD ALPHONSO
002 2013-01-01 CONNIE ALPHONSO
002 2012-01-01 CONNIE ALPHONSO
002 2011-01-01 CONNIE ALPHONSO
002 2010-01-01 CONNIE ALPHONSO
002 2009-01-01 CONNIE ALPHONSO

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	RICHARD ALPHONSO	2024-09-26	RICHARD ALPHONSO	2024-09-26
002	2022-01-01	RICHARD ALPHONSO	2023-10-15	RICHARD ALPHONSO	2023-10-15
002	2021-01-01	RICHARD ALPHONSO	2022-09-29
002	2020-01-01	RICHARD ALPHONSO	2021-10-11
002	2019-01-01	RICHARD ALPHONSO	2020-10-07
002	2018-01-01	RICHARD ALPHONSO	2019-10-02
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2015-01-01
002	2014-01-01	RICHARD ALPHONSO
002	2013-01-01	CONNIE ALPHONSO
002	2012-01-01	CONNIE ALPHONSO
002	2011-01-01	CONNIE ALPHONSO
002	2010-01-01	CONNIE ALPHONSO
002	2009-01-01	CONNIE ALPHONSO

Financial Data on THE FINANCIAL ADVISORY GROUP, INC. 401K PROFIT SHARING PLAN

Measure	Date	Value
2023 : THE FINANCIAL ADVISORY GROUP, INC. 401K PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$629,756
Expenses. Total of all expenses incurred	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$6,018,114
Total plan assets at beginning of year	2023-12-31	$5,388,358
Value of fidelity bond covering the plan	2023-12-31	$1,000,000
Total contributions received or receivable from participants	2023-12-31	$176,623
Other income received	2023-12-31	$380,534
Net income (gross income less expenses)	2023-12-31	$629,756
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$6,018,114
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$5,388,358
Total contributions received or receivable from employer(s)	2023-12-31	$72,599
2022 : THE FINANCIAL ADVISORY GROUP, INC. 401K PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$-1,912,714
Total income from all sources	2022-12-31	$-898,193
Expenses. Total of all expenses incurred	2022-12-31	$300,267
Benefits paid (including direct rollovers)	2022-12-31	$299,492
Total plan assets at end of year	2022-12-31	$5,388,358
Total plan assets at beginning of year	2022-12-31	$8,499,532
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Total contributions received or receivable from participants	2022-12-31	$168,938
Other income received	2022-12-31	$-1,126,591
Net income (gross income less expenses)	2022-12-31	$-1,198,460
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$5,388,358
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$8,499,532
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$1,013,007
Total contributions received or receivable from employer(s)	2022-12-31	$59,460
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$775
2021 : THE FINANCIAL ADVISORY GROUP, INC. 401K PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,612,409
Expenses. Total of all expenses incurred	2021-12-31	$101,082
Benefits paid (including direct rollovers)	2021-12-31	$85,262
Total plan assets at end of year	2021-12-31	$9,483,050
Total plan assets at beginning of year	2021-12-31	$7,971,723
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Total contributions received or receivable from participants	2021-12-31	$229,424
Other income received	2021-12-31	$1,234,738
Net income (gross income less expenses)	2021-12-31	$1,511,327
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$9,483,050
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$7,971,723
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$982,558
Total contributions received or receivable from employer(s)	2021-12-31	$148,247
Value of corrective distributions	2021-12-31	$15,320
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : THE FINANCIAL ADVISORY GROUP, INC. 401K PROFIT SHARING PLAN 2020 401k financial data
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	$1,167,329
Expenses. Total of all expenses incurred	2020-12-31	$11,014
Benefits paid (including direct rollovers)	2020-12-31	$10,764
Total plan assets at end of year	2020-12-31	$7,971,723
Total plan assets at beginning of year	2020-12-31	$6,815,408
Value of fidelity bond covering the plan	2020-12-31	$700,000
Total contributions received or receivable from participants	2020-12-31	$224,620
Contributions received from other sources (not participants or employers)	2020-12-31	$40,381
Other income received	2020-12-31	$763,370
Net income (gross income less expenses)	2020-12-31	$1,156,315
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$7,971,723
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,815,408
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$702,909
Total contributions received or receivable from employer(s)	2020-12-31	$138,958
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$250
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : THE FINANCIAL ADVISORY GROUP, INC. 401K PROFIT SHARING PLAN 2019 401k financial data
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	$1,431,016
Expenses. Total of all expenses incurred	2019-12-31	$58,639
Benefits paid (including direct rollovers)	2019-12-31	$58,139
Total plan assets at end of year	2019-12-31	$6,815,408
Total plan assets at beginning of year	2019-12-31	$5,443,031
Value of fidelity bond covering the plan	2019-12-31	$700,000
Total contributions received or receivable from participants	2019-12-31	$209,952
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$1,089,444
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,372,377
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,815,408
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,443,031
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$790,317
Total contributions received or receivable from employer(s)	2019-12-31	$131,620
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	$500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : THE FINANCIAL ADVISORY GROUP, INC. 401K PROFIT SHARING PLAN 2018 401k financial data
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	$463,265
Expenses. Total of all expenses incurred	2018-12-31	$134,670
Benefits paid (including direct rollovers)	2018-12-31	$133,995
Total plan assets at end of year	2018-12-31	$5,443,031
Total plan assets at beginning of year	2018-12-31	$5,114,436
Value of fidelity bond covering the plan	2018-12-31	$700,000
Total contributions received or receivable from participants	2018-12-31	$192,715
Contributions received from other sources (not participants or employers)	2018-12-31	$19,886
Other income received	2018-12-31	$109,217
Net income (gross income less expenses)	2018-12-31	$328,595
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,443,031
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$5,114,436
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$644,568
Total contributions received or receivable from employer(s)	2018-12-31	$141,447
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$675
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : THE FINANCIAL ADVISORY GROUP, INC. 401K PROFIT SHARING PLAN 2017 401k financial data
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	$935,593
Expenses. Total of all expenses incurred	2017-12-31	$543,195
Benefits paid (including direct rollovers)	2017-12-31	$543,070
Total plan assets at end of year	2017-12-31	$5,114,436
Total plan assets at beginning of year	2017-12-31	$4,722,038
Value of fidelity bond covering the plan	2017-12-31	$700,000
Total contributions received or receivable from participants	2017-12-31	$215,931
Noncash contributions received	2017-12-31	$590,949
Net income (gross income less expenses)	2017-12-31	$392,398
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,114,436
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,722,038
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$445,290
Total contributions received or receivable from employer(s)	2017-12-31	$128,713
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$125
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : THE FINANCIAL ADVISORY GROUP, INC. 401K PROFIT SHARING PLAN 2016 401k financial data
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	$701,515
Expenses. Total of all expenses incurred	2016-12-31	$88,600
Benefits paid (including direct rollovers)	2016-12-31	$82,363
Total plan assets at end of year	2016-12-31	$4,722,038
Total plan assets at beginning of year	2016-12-31	$4,109,123
Value of fidelity bond covering the plan	2016-12-31	$700,000
Total contributions received or receivable from participants	2016-12-31	$243,043
Other income received	2016-12-31	$337,582
Net income (gross income less expenses)	2016-12-31	$612,915
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,722,038
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,109,123
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$445,958
Total contributions received or receivable from employer(s)	2016-12-31	$120,890
Value of corrective distributions	2016-12-31	$6,237
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : THE FINANCIAL ADVISORY GROUP, INC. 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$385,672
Expenses. Total of all expenses incurred	2015-12-31	$90,818
Benefits paid (including direct rollovers)	2015-12-31	$85,494
Total plan assets at end of year	2015-12-31	$4,104,678
Total plan assets at beginning of year	2015-12-31	$3,809,824
Value of fidelity bond covering the plan	2015-12-31	$700,000
Total contributions received or receivable from participants	2015-12-31	$191,815
Contributions received from other sources (not participants or employers)	2015-12-31	$74,691
Other income received	2015-12-31	$8,257
Net income (gross income less expenses)	2015-12-31	$294,854
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,104,678
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,809,824
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$490,625
Total contributions received or receivable from employer(s)	2015-12-31	$110,909
Value of corrective distributions	2015-12-31	$5,324
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : THE FINANCIAL ADVISORY GROUP, INC. 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$638,995
Expenses. Total of all expenses incurred	2014-12-31	$629,344
Benefits paid (including direct rollovers)	2014-12-31	$623,097
Total plan assets at end of year	2014-12-31	$3,809,824
Total plan assets at beginning of year	2014-12-31	$3,800,173
Value of fidelity bond covering the plan	2014-12-31	$700,000
Total contributions received or receivable from participants	2014-12-31	$164,591
Expenses. Other expenses not covered elsewhere	2014-12-31	$34
Other income received	2014-12-31	$361,505
Net income (gross income less expenses)	2014-12-31	$9,651
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,809,824
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,800,173
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$495,055
Total contributions received or receivable from employer(s)	2014-12-31	$112,899
Value of corrective distributions	2014-12-31	$6,213
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : THE FINANCIAL ADVISORY GROUP, INC. 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$730,994
Expenses. Total of all expenses incurred	2013-12-31	$48,612
Benefits paid (including direct rollovers)	2013-12-31	$42,070
Total plan assets at end of year	2013-12-31	$3,800,173
Total plan assets at beginning of year	2013-12-31	$3,117,791
Value of fidelity bond covering the plan	2013-12-31	$750,000
Total contributions received or receivable from participants	2013-12-31	$167,494
Contributions received from other sources (not participants or employers)	2013-12-31	$12,489
Other income received	2013-12-31	$454,736
Net income (gross income less expenses)	2013-12-31	$682,382
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,800,173
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,117,791
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$535,150
Total contributions received or receivable from employer(s)	2013-12-31	$96,275
Value of corrective distributions	2013-12-31	$6,542
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : THE FINANCIAL ADVISORY GROUP, INC. 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$437,461
Expenses. Total of all expenses incurred	2012-12-31	$13,852
Benefits paid (including direct rollovers)	2012-12-31	$8,148
Total plan assets at end of year	2012-12-31	$3,117,791
Total plan assets at beginning of year	2012-12-31	$2,694,182
Value of fidelity bond covering the plan	2012-12-31	$700,000
Total contributions received or receivable from participants	2012-12-31	$152,112
Other income received	2012-12-31	$177,646
Net income (gross income less expenses)	2012-12-31	$423,609
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,117,791
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,694,182
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$462,650
Total contributions received or receivable from employer(s)	2012-12-31	$107,703
Value of corrective distributions	2012-12-31	$5,704
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$760,736,338
2011 : THE FINANCIAL ADVISORY GROUP, INC. 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$222,198
Expenses. Total of all expenses incurred	2011-12-31	$134,780
Benefits paid (including direct rollovers)	2011-12-31	$134,780
Total plan assets at end of year	2011-12-31	$2,694,182
Total plan assets at beginning of year	2011-12-31	$2,606,764
Value of fidelity bond covering the plan	2011-12-31	$700,000
Total contributions received or receivable from participants	2011-12-31	$156,523
Other income received	2011-12-31	$-40,127
Net income (gross income less expenses)	2011-12-31	$87,418
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,694,182
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,606,764
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$462,650
Total contributions received or receivable from employer(s)	2011-12-31	$105,802
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : THE FINANCIAL ADVISORY GROUP, INC. 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$414,798
Expenses. Total of all expenses incurred	2010-12-31	$51,977
Benefits paid (including direct rollovers)	2010-12-31	$30,558
Total plan assets at end of year	2010-12-31	$2,606,764
Total plan assets at beginning of year	2010-12-31	$2,243,943
Value of fidelity bond covering the plan	2010-12-31	$700,000
Total contributions received or receivable from participants	2010-12-31	$142,130
Contributions received from other sources (not participants or employers)	2010-12-31	$2,449
Other income received	2010-12-31	$162,673
Net income (gross income less expenses)	2010-12-31	$362,821
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,606,764
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,243,943
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$463,900
Total contributions received or receivable from employer(s)	2010-12-31	$107,546
Value of corrective distributions	2010-12-31	$21,419
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : THE FINANCIAL ADVISORY GROUP, INC. 401K PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE FINANCIAL ADVISORY GROUP, INC. 401K PROFIT SHARING PLAN

2023: THE FINANCIAL ADVISORY GROUP, INC. 401K 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: THE FINANCIAL ADVISORY GROUP, INC. 401K 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: THE FINANCIAL ADVISORY GROUP, INC. 401K 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: THE FINANCIAL ADVISORY GROUP, INC. 401K 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: THE FINANCIAL ADVISORY GROUP, INC. 401K 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: THE FINANCIAL ADVISORY GROUP, INC. 401K 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: THE FINANCIAL ADVISORY GROUP, INC. 401K 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: THE FINANCIAL ADVISORY GROUP, INC. 401K 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: THE FINANCIAL ADVISORY GROUP, INC. 401K 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: THE FINANCIAL ADVISORY GROUP, INC. 401K 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: THE FINANCIAL ADVISORY GROUP, INC. 401K 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: THE FINANCIAL ADVISORY GROUP, INC. 401K 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: THE FINANCIAL ADVISORY GROUP, INC. 401K 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: THE FINANCIAL ADVISORY GROUP, INC. 401K 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: THE FINANCIAL ADVISORY GROUP, INC. 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
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

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Company Name:	THE FINANCIAL ADVISORY GROUP, INC.
Employer identification number (EIN):	760536640
NAIC Classification:	523900

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2010-08-09
Company Identification Number:	P10000065145
Legal Registered Office Address:	3837 NW BOCA RATON BOULEVARD BOCA RATON 33431