401k Plan data: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT plan

THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 401k Plan overview

Plan Name	THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT
Plan identification number	001

THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

CAVETT & FULTON PC has sponsored the creation of one or more 401k plans.

Company Name: CAVETT & FULTON PC

Employer identification number (EIN): 860645107

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-10-01 ANNE M FULTON-CAVETT 2024-12-09 ANNE M FULTON-CAVETT 2024-12-09
001 2022-10-01 ANNE FULTON CAVETT 2023-12-07 ANNE FULTON CAVETT 2023-12-07
001 2021-10-01 ANNE FULTON CAVETT 2023-04-20 ANNE FULTON CAVETT 2023-04-20
001 2020-10-01 DAN CAVETT 2022-04-25 DAN CAVETT 2022-04-25
001 2019-10-01 ANNE FULTON CAVETT 2021-05-06 ANNE FULTON CAVETT 2021-05-06
001 2018-10-01 DAN CAVETT 2020-07-13 DAN CAVETT 2020-07-13
001 2017-10-01 DAN CAVETT
001 2016-10-01 DAN CAVETT
001 2015-10-01 DAN CAVETT
001 2014-10-01 DAN CAVETT
001 2013-10-01 DAN CAVETT
001 2012-10-01 DAN CAVETT
001 2011-10-01 DAN CAVETT
001 2010-10-01 DAN CAVETT
001 2009-10-01 DAN CAVETT
001 2009-10-01 DAN CAVETT
001 2008-10-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-10-01	ANNE M FULTON-CAVETT	2024-12-09	ANNE M FULTON-CAVETT	2024-12-09
001	2022-10-01	ANNE FULTON CAVETT	2023-12-07	ANNE FULTON CAVETT	2023-12-07
001	2021-10-01	ANNE FULTON CAVETT	2023-04-20	ANNE FULTON CAVETT	2023-04-20
001	2020-10-01	DAN CAVETT	2022-04-25	DAN CAVETT	2022-04-25
001	2019-10-01	ANNE FULTON CAVETT	2021-05-06	ANNE FULTON CAVETT	2021-05-06
001	2018-10-01	DAN CAVETT	2020-07-13	DAN CAVETT	2020-07-13
001	2017-10-01	DAN CAVETT
001	2016-10-01	DAN CAVETT
001	2015-10-01	DAN CAVETT
001	2014-10-01	DAN CAVETT
001	2013-10-01	DAN CAVETT
001	2012-10-01	DAN CAVETT
001	2011-10-01	DAN CAVETT
001	2010-10-01	DAN CAVETT
001	2009-10-01	DAN CAVETT
001	2009-10-01	DAN CAVETT
001	2008-10-01

Plan Statistics for THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT

401k plan membership statisitcs for THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT

Measure Date Value
2024: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2024 401k membership
Total number of particpants at beginning of year 2024-12-09 8
Total number of particpants at end of year 2024-12-09 7
Number of Participants With Account Balances 2024-12-09 7
2017: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2017 401k membership
Total participants, beginning-of-year 2017-10-01 10
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 9
Total of all active and inactive participants 2017-10-01 9
Total participants 2017-10-01 9
Number of participants with account balances 2017-10-01 9
2016: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2016 401k membership
Total participants, beginning-of-year 2016-10-01 9
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 10
Total of all active and inactive participants 2016-10-01 10
Total participants 2016-10-01 10
Number of participants with account balances 2016-10-01 10
2015: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2015 401k membership
Total participants, beginning-of-year 2015-10-01 9
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 9
Total of all active and inactive participants 2015-10-01 9
Total participants 2015-10-01 9
Number of participants with account balances 2015-10-01 9
2014: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2014 401k membership
Total participants, beginning-of-year 2014-10-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 9
Total of all active and inactive participants 2014-10-01 9
Total participants 2014-10-01 9
Number of participants with account balances 2014-10-01 9
2013: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2013 401k membership
Total participants, beginning-of-year 2013-10-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 10
Total of all active and inactive participants 2013-10-01 10
Total participants 2013-10-01 10
Number of participants with account balances 2013-10-01 10
2012: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2012 401k membership
Total participants, beginning-of-year 2012-10-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 8
Total of all active and inactive participants 2012-10-01 8
Total participants 2012-10-01 8
Number of participants with account balances 2012-10-01 8
2011: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2011 401k membership
Total participants, beginning-of-year 2011-10-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 9
Total of all active and inactive participants 2011-10-01 9
Total participants 2011-10-01 9
Number of participants with account balances 2011-10-01 9
2010: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2010 401k membership
Total participants, beginning-of-year 2010-10-01 8
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 8
Total of all active and inactive participants 2010-10-01 8
Total participants 2010-10-01 8
Number of participants with account balances 2010-10-01 8
2009: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2009 401k membership
Total participants, beginning-of-year 2009-10-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 8
Total of all active and inactive participants 2009-10-01 8
Total participants 2009-10-01 8
Number of participants with account balances 2009-10-01 8

Measure	Date	Value
2024: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2024 401k membership
Total number of particpants at beginning of year	2024-12-09	8
Total number of particpants at end of year	2024-12-09	7
Number of Participants With Account Balances	2024-12-09	7
2017: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2017 401k membership
Total participants, beginning-of-year	2017-10-01	10
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	9
Total of all active and inactive participants	2017-10-01	9
Total participants	2017-10-01	9
Number of participants with account balances	2017-10-01	9
2016: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2016 401k membership
Total participants, beginning-of-year	2016-10-01	9
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	10
Total of all active and inactive participants	2016-10-01	10
Total participants	2016-10-01	10
Number of participants with account balances	2016-10-01	10
2015: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2015 401k membership
Total participants, beginning-of-year	2015-10-01	9
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	9
Total of all active and inactive participants	2015-10-01	9
Total participants	2015-10-01	9
Number of participants with account balances	2015-10-01	9
2014: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2014 401k membership
Total participants, beginning-of-year	2014-10-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	9
Total of all active and inactive participants	2014-10-01	9
Total participants	2014-10-01	9
Number of participants with account balances	2014-10-01	9
2013: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2013 401k membership
Total participants, beginning-of-year	2013-10-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	10
Total of all active and inactive participants	2013-10-01	10
Total participants	2013-10-01	10
Number of participants with account balances	2013-10-01	10
2012: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2012 401k membership
Total participants, beginning-of-year	2012-10-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	8
Total of all active and inactive participants	2012-10-01	8
Total participants	2012-10-01	8
Number of participants with account balances	2012-10-01	8
2011: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2011 401k membership
Total participants, beginning-of-year	2011-10-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	9
Total of all active and inactive participants	2011-10-01	9
Total participants	2011-10-01	9
Number of participants with account balances	2011-10-01	9
2010: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2010 401k membership
Total participants, beginning-of-year	2010-10-01	8
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	8
Total of all active and inactive participants	2010-10-01	8
Total participants	2010-10-01	8
Number of participants with account balances	2010-10-01	8
2009: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2009 401k membership
Total participants, beginning-of-year	2009-10-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	8
Total of all active and inactive participants	2009-10-01	8
Total participants	2009-10-01	8
Number of participants with account balances	2009-10-01	8

Financial Data on THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT

Measure	Date	Value
2024 : THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-12-09	334261
Net assets as of the end of the plan year	2024-12-09	4455017
Total assets as of the beginning of the plan year	2024-12-09	4042281
Value of plan covered by a fidelity bond	2024-12-09	404000
Participant contributions to plan in this plan year	2024-12-09	0
Other expenses paid from plan in this plan year	2024-12-09	0
Other income to plan in this plan year	2024-12-09	737494
Plan net income in this plan year	2024-12-09	412736
Net assets as of the end of the plan year	2024-12-09	4455017
Net assets as of the beginning of the plan year	2024-12-09	4042281
Employer contributions to plan in this plan year	2024-12-09	9503
Expensese paid to adminstrative service provicers from plan in this plan year	2024-12-09	45639
2018 : THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2018 401k financial data
Total income from all sources	2018-09-30	$208,616
Expenses. Total of all expenses incurred	2018-09-30	$99,841
Benefits paid (including direct rollovers)	2018-09-30	$99,841
Total plan assets at end of year	2018-09-30	$3,899,931
Total plan assets at beginning of year	2018-09-30	$3,791,156
Value of fidelity bond covering the plan	2018-09-30	$400,000
Other income received	2018-09-30	$170,765
Net income (gross income less expenses)	2018-09-30	$108,775
Net plan assets at end of year (total assets less liabilities)	2018-09-30	$3,899,931
Net plan assets at beginning of year (total assets less liabilities)	2018-09-30	$3,791,156
Total contributions received or receivable from employer(s)	2018-09-30	$37,851
2017 : THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2017 401k financial data
Total income from all sources	2017-09-30	$294,506
Total plan assets at end of year	2017-09-30	$3,791,156
Total plan assets at beginning of year	2017-09-30	$3,496,650
Value of fidelity bond covering the plan	2017-09-30	$400,000
Other income received	2017-09-30	$194,506
Net income (gross income less expenses)	2017-09-30	$294,506
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$3,791,156
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$3,496,650
Total contributions received or receivable from employer(s)	2017-09-30	$100,000
2016 : THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2016 401k financial data
Total income from all sources	2016-09-30	$387,826
Total plan assets at end of year	2016-09-30	$3,496,650
Total plan assets at beginning of year	2016-09-30	$3,108,824
Value of fidelity bond covering the plan	2016-09-30	$350,000
Other income received	2016-09-30	$287,826
Net income (gross income less expenses)	2016-09-30	$387,826
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$3,496,650
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$3,108,824
Total contributions received or receivable from employer(s)	2016-09-30	$100,000
2015 : THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2015 401k financial data
Total income from all sources	2015-09-30	$-57,151
Expenses. Total of all expenses incurred	2015-09-30	$25,176
Benefits paid (including direct rollovers)	2015-09-30	$25,176
Total plan assets at end of year	2015-09-30	$3,108,824
Total plan assets at beginning of year	2015-09-30	$3,191,151
Value of fidelity bond covering the plan	2015-09-30	$325,000
Other income received	2015-09-30	$-182,328
Net income (gross income less expenses)	2015-09-30	$-82,327
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$3,108,824
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$3,191,151
Total contributions received or receivable from employer(s)	2015-09-30	$125,177
2014 : THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2014 401k financial data
Total income from all sources	2014-09-30	$322,857
Expenses. Total of all expenses incurred	2014-09-30	$44,541
Benefits paid (including direct rollovers)	2014-09-30	$44,541
Total plan assets at end of year	2014-09-30	$3,191,151
Total plan assets at beginning of year	2014-09-30	$2,912,835
Value of fidelity bond covering the plan	2014-09-30	$325,000
Other income received	2014-09-30	$202,857
Net income (gross income less expenses)	2014-09-30	$278,316
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$3,191,151
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$2,912,835
Total contributions received or receivable from employer(s)	2014-09-30	$120,000
2013 : THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2013 401k financial data
Total income from all sources	2013-09-30	$301,227
Expenses. Total of all expenses incurred	2013-09-30	$25,000
Benefits paid (including direct rollovers)	2013-09-30	$25,000
Total plan assets at end of year	2013-09-30	$2,912,835
Total plan assets at beginning of year	2013-09-30	$2,636,608
Value of fidelity bond covering the plan	2013-09-30	$300,000
Other income received	2013-09-30	$251,227
Net income (gross income less expenses)	2013-09-30	$276,227
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$2,912,835
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$2,636,608
Total contributions received or receivable from employer(s)	2013-09-30	$50,000
2012 : THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2012 401k financial data
Total income from all sources	2012-09-30	$432,819
Total plan assets at end of year	2012-09-30	$2,636,608
Total plan assets at beginning of year	2012-09-30	$2,203,789
Value of fidelity bond covering the plan	2012-09-30	$300,000
Other income received	2012-09-30	$327,819
Net income (gross income less expenses)	2012-09-30	$432,819
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$2,636,608
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$2,203,789
Total contributions received or receivable from employer(s)	2012-09-30	$105,000
2011 : THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2011 401k financial data
Total income from all sources	2011-09-30	$91,152
Total plan assets at end of year	2011-09-30	$2,203,789
Total plan assets at beginning of year	2011-09-30	$2,112,637
Value of fidelity bond covering the plan	2011-09-30	$250,000
Other income received	2011-09-30	$-28,848
Net income (gross income less expenses)	2011-09-30	$91,152
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$2,203,789
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$2,112,637
Total contributions received or receivable from employer(s)	2011-09-30	$120,000

Form 5500 Responses for THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT

2017: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2010: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Plan funding arrangement – Trust	Yes
2010-10-01	Plan benefit arrangement - Trust	Yes
2009: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes
2008: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2008 form 5500 responses
2008-10-01	Type of plan entity	Single employer plan
2008-10-01	Submission has been amended	No
2008-10-01	This submission is the final filing	No
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-10-01	Plan is a collectively bargained plan	No

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Company Name:	CAVETT & FULTON PC
Employer identification number (EIN):	860645107
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers