401k Plan data: FOCUS MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN plan

FOCUS MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	FOCUS MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

FOCUS MANAGEMENT, INC. 401(K) 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.

401k Sponsoring company profile

FOCUS MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name: FOCUS MANAGEMENT, INC.

Employer identification number (EIN): 770468250

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOCUS MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 STEVEN P. BIRD
001 2018-01-01 STEVEN P. BIRD
001 2017-01-01 STEVEN P. BIRD
001 2016-01-01 STEVEN P. BIRD
001 2015-01-01 STEVEN P. BIRD
001 2014-01-01 STEVEN P. BIRD
001 2013-01-01 STEVEN P. BIRD
001 2012-01-01 STEVEN P. BIRD
001 2011-01-01 TARA FARNSWORTH
001 2010-01-01 TARA FARNSWORTH
001 2009-01-01 TARA FARNSWORTH

Plan id#	Filing Submission Date	Name of Administrator
001	2019-01-01	STEVEN P. BIRD
001	2018-01-01	STEVEN P. BIRD
001	2017-01-01	STEVEN P. BIRD
001	2016-01-01	STEVEN P. BIRD
001	2015-01-01	STEVEN P. BIRD
001	2014-01-01	STEVEN P. BIRD
001	2013-01-01	STEVEN P. BIRD
001	2012-01-01	STEVEN P. BIRD
001	2011-01-01	TARA FARNSWORTH
001	2010-01-01	TARA FARNSWORTH
001	2009-01-01	TARA FARNSWORTH

Financial Data on FOCUS MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2019 : FOCUS MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-05-31	$21
Expenses. Total of all expenses incurred	2019-05-31	$783
Benefits paid (including direct rollovers)	2019-05-31	$783
Total plan assets at end of year	2019-05-31	$0
Total plan assets at beginning of year	2019-05-31	$762
Value of fidelity bond covering the plan	2019-05-31	$500,000
Total contributions received or receivable from participants	2019-05-31	$0
Contributions received from other sources (not participants or employers)	2019-05-31	$0
Other income received	2019-05-31	$21
Noncash contributions received	2019-05-31	$0
Net income (gross income less expenses)	2019-05-31	$-762
Net plan assets at end of year (total assets less liabilities)	2019-05-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2019-05-31	$762
Total contributions received or receivable from employer(s)	2019-05-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-05-31	$0
2018 : FOCUS MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$32,252
Expenses. Total of all expenses incurred	2018-12-31	$1,447,746
Benefits paid (including direct rollovers)	2018-12-31	$1,447,746
Total plan assets at end of year	2018-12-31	$762
Total plan assets at beginning of year	2018-12-31	$1,416,256
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$73,500
Other income received	2018-12-31	$-54,954
Net income (gross income less expenses)	2018-12-31	$-1,415,494
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$762
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,416,256
Total contributions received or receivable from employer(s)	2018-12-31	$13,706
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : FOCUS MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$338,090
Expenses. Total of all expenses incurred	2017-12-31	$762,447
Benefits paid (including direct rollovers)	2017-12-31	$762,447
Total plan assets at end of year	2017-12-31	$1,416,256
Total plan assets at beginning of year	2017-12-31	$1,840,613
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$72,000
Other income received	2017-12-31	$148,195
Net income (gross income less expenses)	2017-12-31	$-424,357
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,416,256
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,840,613
Total contributions received or receivable from employer(s)	2017-12-31	$117,895
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : FOCUS MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$257,749
Expenses. Total of all expenses incurred	2016-12-31	$660,585
Benefits paid (including direct rollovers)	2016-12-31	$660,585
Total plan assets at end of year	2016-12-31	$1,840,613
Total plan assets at beginning of year	2016-12-31	$2,243,449
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$72,000
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$65,016
Net income (gross income less expenses)	2016-12-31	$-402,836
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,840,613
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,243,449
Total contributions received or receivable from employer(s)	2016-12-31	$120,733
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : FOCUS MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$182,265
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$2,243,449
Total plan assets at beginning of year	2015-12-31	$2,061,184
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$72,000
Other income received	2015-12-31	$-9,949
Net income (gross income less expenses)	2015-12-31	$182,265
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,243,449
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,061,184
Total contributions received or receivable from employer(s)	2015-12-31	$120,214
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : FOCUS MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$216,875
Expenses. Total of all expenses incurred	2014-12-31	$153,047
Benefits paid (including direct rollovers)	2014-12-31	$153,047
Total plan assets at end of year	2014-12-31	$2,061,184
Total plan assets at beginning of year	2014-12-31	$1,997,356
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$73,000
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$-7,113
Net income (gross income less expenses)	2014-12-31	$63,828
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,061,184
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,997,356
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$186,685
Total contributions received or receivable from employer(s)	2014-12-31	$150,988
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : FOCUS MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$215,678
Expenses. Total of all expenses incurred	2013-12-31	$155,370
Benefits paid (including direct rollovers)	2013-12-31	$155,370
Total plan assets at end of year	2013-12-31	$1,997,356
Total plan assets at beginning of year	2013-12-31	$1,937,048
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$81,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$77,468
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$60,308
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,997,356
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,937,048
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$186,685
Total contributions received or receivable from employer(s)	2013-12-31	$57,210
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : FOCUS MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$285,287
Expenses. Total of all expenses incurred	2012-12-31	$424,262
Benefits paid (including direct rollovers)	2012-12-31	$424,262
Total plan assets at end of year	2012-12-31	$1,937,048
Total plan assets at beginning of year	2012-12-31	$2,076,023
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$84,500
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$65,016
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-138,975
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,937,048
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,076,023
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$186,685
Total contributions received or receivable from employer(s)	2012-12-31	$135,771
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : FOCUS MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$11,069
Expenses. Total of all expenses incurred	2011-12-31	$408,488
Benefits paid (including direct rollovers)	2011-12-31	$408,338
Total plan assets at end of year	2011-12-31	$2,076,023
Total plan assets at beginning of year	2011-12-31	$2,473,442
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$83,083
Expenses. Other expenses not covered elsewhere	2011-12-31	$150
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-237,458
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-397,419
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,076,023
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,473,442
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$186,685
Total contributions received or receivable from employer(s)	2011-12-31	$165,444
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : FOCUS MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$736,036
Expenses. Total of all expenses incurred	2010-12-31	$57,426
Benefits paid (including direct rollovers)	2010-12-31	$57,376
Total plan assets at end of year	2010-12-31	$2,473,442
Total plan assets at beginning of year	2010-12-31	$1,794,832
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$87,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$50
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$416,203
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$678,610
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,473,442
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,794,832
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$125,000
Total contributions received or receivable from employer(s)	2010-12-31	$232,833
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for FOCUS MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

2019: FOCUS MANAGEMENT, INC. 401(K) 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	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: FOCUS MANAGEMENT, INC. 401(K) 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: FOCUS MANAGEMENT, INC. 401(K) 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: FOCUS MANAGEMENT, INC. 401(K) 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: FOCUS MANAGEMENT, INC. 401(K) 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: FOCUS MANAGEMENT, INC. 401(K) 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: FOCUS MANAGEMENT, INC. 401(K) 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: FOCUS MANAGEMENT, INC. 401(K) 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: FOCUS MANAGEMENT, INC. 401(K) 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: FOCUS MANAGEMENT, INC. 401(K) 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: FOCUS MANAGEMENT, INC. 401(K) 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:	FOCUS MANAGEMENT, INC.
Employer identification number (EIN):	770468250
NAIC Classification:	523900