401k Plan data: THE FINANCIAL PLANNING ASSOCIATION 401(K) & PROFIT SHARING PLAN plan

THE FINANCIAL PLANNING ASSOCIATION 401(K) & PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE FINANCIAL PLANNING ASSOCIATION 401(K) & PROFIT SHARING PLAN
Plan identification number	002

THE FINANCIAL PLANNING ASSOCIATION 401(K) & PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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

THE FINANCIAL PLANNING ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: THE FINANCIAL PLANNING ASSOCIATION

Employer identification number (EIN): 841521488

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE FINANCIAL PLANNING ASSOCIATION 401(K) & 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 DENNIS MOORE 2024-08-26
002 2022-01-01 SANDRA GARCIA 2023-08-03
002 2021-01-01 SANDRA GARCIA 2022-09-09
002 2020-01-01 SANDRA GARCIA 2022-01-31
002 2019-01-01 CRAIG NOLL 2020-06-14
002 2018-01-01 CRAIG NOLL 2019-06-05
002 2017-01-01 CRAIG NOLL 2018-07-16
002 2016-01-01 CRAIG NOLL 2017-05-02
002 2015-01-01 CRAIG NOLL 2016-05-31
002 2014-01-01 CRAIG NOLL 2015-05-12
002 2013-01-01 CRAIG NOLL 2014-07-22
002 2012-01-01 CRAIG NOLL 2013-08-26
002 2011-01-01 CURTIS NIEPOTH 2012-11-16
002 2010-01-01 CURTIS NIEPOTH 2011-07-28
002 2009-01-01 CURTIS NIEPOTH

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	DENNIS MOORE	2024-08-26
002	2022-01-01	SANDRA GARCIA	2023-08-03
002	2021-01-01	SANDRA GARCIA	2022-09-09
002	2020-01-01	SANDRA GARCIA	2022-01-31
002	2019-01-01	CRAIG NOLL	2020-06-14
002	2018-01-01	CRAIG NOLL	2019-06-05
002	2017-01-01	CRAIG NOLL	2018-07-16
002	2016-01-01	CRAIG NOLL	2017-05-02
002	2015-01-01	CRAIG NOLL	2016-05-31
002	2014-01-01	CRAIG NOLL	2015-05-12
002	2013-01-01	CRAIG NOLL	2014-07-22
002	2012-01-01	CRAIG NOLL	2013-08-26
002	2011-01-01	CURTIS NIEPOTH	2012-11-16
002	2010-01-01	CURTIS NIEPOTH	2011-07-28
002	2009-01-01	CURTIS NIEPOTH

Financial Data on THE FINANCIAL PLANNING ASSOCIATION 401(K) & PROFIT SHARING PLAN

Measure	Date	Value
2025 : THE FINANCIAL PLANNING ASSOCIATION 401(K) & PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-09-26	0
Total liabilities as of the end of the plan year	2025-09-26	0
Total liabilities as of the beginning of the plan year	2025-09-26	0
Total expenses incurred by plan in this plan year	2025-09-26	531960
Net assets as of the end of the plan year	2025-09-26	8713621
Total assets as of the beginning of the plan year	2025-09-26	7685723
Value of plan covered by a fidelity bond	2025-09-26	1000000
Participant contributions to plan in this plan year	2025-09-26	239259
Value of participant loans at end of plan year	2025-09-26	19381
Other expenses paid from plan in this plan year	2025-09-26	0
Other contributions to plan in this plan year	2025-09-26	87030
Other income to plan in this plan year	2025-09-26	1159654
Plan net income in this plan year	2025-09-26	1027898
Net assets as of the end of the plan year	2025-09-26	8713621
Net assets as of the beginning of the plan year	2025-09-26	7685723
Employer contributions to plan in this plan year	2025-09-26	73915
Expensese paid to adminstrative service provicers from plan in this plan year	2025-09-26	43046
2024 : THE FINANCIAL PLANNING ASSOCIATION 401(K) & PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-08-26	0
Total liabilities as of the end of the plan year	2024-08-26	0
Total liabilities as of the beginning of the plan year	2024-08-26	0
Total expenses incurred by plan in this plan year	2024-08-26	541100
Net assets as of the end of the plan year	2024-08-26	7685723
Total assets as of the beginning of the plan year	2024-08-26	6110506
Value of plan covered by a fidelity bond	2024-08-26	1000000
Participant contributions to plan in this plan year	2024-08-26	273870
Value of participant loans at end of plan year	2024-08-26	70303
Other expenses paid from plan in this plan year	2024-08-26	0
Other contributions to plan in this plan year	2024-08-26	432660
Other income to plan in this plan year	2024-08-26	1295008
Plan net income in this plan year	2024-08-26	1575217
Net assets as of the end of the plan year	2024-08-26	7685723
Net assets as of the beginning of the plan year	2024-08-26	6110506
Employer contributions to plan in this plan year	2024-08-26	114779
Expensese paid to adminstrative service provicers from plan in this plan year	2024-08-26	25284
2009 : THE FINANCIAL PLANNING ASSOCIATION 401(K) & 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 PLANNING ASSOCIATION 401(K) & PROFIT SHARING PLAN

2009: THE FINANCIAL PLANNING ASSOCIATION 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 funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

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Company Name:	THE FINANCIAL PLANNING ASSOCIATION
Employer identification number (EIN):	841521488
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations