CAVETT & FULTON PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 |
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2017: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2017 401k membership |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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2018 : THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2018 401k financial data |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
2017: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2017 form 5500 responses |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |