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| Plan Name | FULL CIRCLE FINANCIAL SERVICES, LLC 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | FULL CIRCLE FINANCIAL SERVICES, LLC |
| Employer identification number (EIN): | 770706249 |
| NAIC Classification: | 523900 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ROGER KNAUF | 2019-07-30 | ||
| 001 | 2017-01-01 | ROGER KNAUF | 2018-10-01 | ||
| 001 | 2016-01-01 | ROGER KNAUF | 2017-07-31 | ||
| 001 | 2015-01-01 | ROGER KNAUF | 2016-05-10 | ||
| 001 | 2014-01-01 | ROGER KNAUF | 2015-10-12 | ||
| 001 | 2013-01-01 | ROGER KNAUF | 2014-04-16 |
| Measure | Date | Value |
|---|---|---|
| 2022: FULL CIRCLE FINANCIAL SERVICES, LLC 401(K) PLAN 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-07-11 | 21 |
| Total number of particpants at end of year | 2022-07-11 | 34 |
| Number of Participants With Account Balances | 2022-07-11 | 28 |
| Measure | Date | Value |
|---|---|---|
| 2022 : FULL CIRCLE FINANCIAL SERVICES, LLC 401(K) PLAN 2022 401k financial data | ||
| Total liabilities as of the end of the plan year | 2022-07-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-11 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-11 | 353426 |
| Net assets as of the end of the plan year | 2022-07-11 | 467555 |
| Total assets as of the beginning of the plan year | 2022-07-11 | 416699 |
| Value of plan covered by a fidelity bond | 2022-07-11 | 41670 |
| Participant contributions to plan in this plan year | 2022-07-11 | 228529 |
| Other income to plan in this plan year | 2022-07-11 | 61522 |
| Plan net income in this plan year | 2022-07-11 | 50856 |
| Net assets as of the end of the plan year | 2022-07-11 | 467555 |
| Net assets as of the beginning of the plan year | 2022-07-11 | 416699 |
| Employer contributions to plan in this plan year | 2022-07-11 | 114231 |
| Fees paid to broker by Benefit Provider | 2022-07-11 | 2130 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-11 | 8197 |
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