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

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

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

401k Plan TypeDefined 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 SignedName of Company SponsorDate Sponsor Signed
0012022-10-01ANNE FULTON CAVETT2023-12-07 ANNE FULTON CAVETT2023-12-07
0012021-10-01ANNE FULTON CAVETT2023-04-20 ANNE FULTON CAVETT2023-04-20
0012020-10-01DAN CAVETT2022-04-25 DAN CAVETT2022-04-25
0012019-10-01ANNE FULTON CAVETT2021-05-06 ANNE FULTON CAVETT2021-05-06
0012018-10-01DAN CAVETT2020-07-13 DAN CAVETT2020-07-13
0012017-10-01DAN CAVETT
0012016-10-01DAN CAVETT
0012015-10-01DAN CAVETT
0012014-10-01DAN CAVETT
0012013-10-01DAN CAVETT
0012012-10-01DAN CAVETT
0012011-10-01DAN CAVETT
0012010-10-01DAN CAVETT
0012009-10-01DAN CAVETT
0012009-10-01DAN CAVETT
0012008-10-01

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
2017: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2017 401k membership
Total participants, beginning-of-year2017-10-0110
Total number of active participants reported on line 7a of the Form 55002017-10-019
Total of all active and inactive participants2017-10-019
Total participants2017-10-019
Number of participants with account balances2017-10-019
2016: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2016 401k membership
Total participants, beginning-of-year2016-10-019
Total number of active participants reported on line 7a of the Form 55002016-10-0110
Total of all active and inactive participants2016-10-0110
Total participants2016-10-0110
Number of participants with account balances2016-10-0110
2015: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2015 401k membership
Total participants, beginning-of-year2015-10-019
Total number of active participants reported on line 7a of the Form 55002015-10-019
Total of all active and inactive participants2015-10-019
Total participants2015-10-019
Number of participants with account balances2015-10-019
2014: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2014 401k membership
Total participants, beginning-of-year2014-10-0110
Total number of active participants reported on line 7a of the Form 55002014-10-019
Total of all active and inactive participants2014-10-019
Total participants2014-10-019
Number of participants with account balances2014-10-019
2013: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2013 401k membership
Total participants, beginning-of-year2013-10-018
Total number of active participants reported on line 7a of the Form 55002013-10-0110
Total of all active and inactive participants2013-10-0110
Total participants2013-10-0110
Number of participants with account balances2013-10-0110
2012: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2012 401k membership
Total participants, beginning-of-year2012-10-019
Total number of active participants reported on line 7a of the Form 55002012-10-018
Total of all active and inactive participants2012-10-018
Total participants2012-10-018
Number of participants with account balances2012-10-018
2011: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2011 401k membership
Total participants, beginning-of-year2011-10-018
Total number of active participants reported on line 7a of the Form 55002011-10-019
Total of all active and inactive participants2011-10-019
Total participants2011-10-019
Number of participants with account balances2011-10-019
2010: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2010 401k membership
Total participants, beginning-of-year2010-10-018
Total number of active participants reported on line 7a of the Form 55002010-10-018
Total of all active and inactive participants2010-10-018
Total participants2010-10-018
Number of participants with account balances2010-10-018
2009: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2009 401k membership
Total participants, beginning-of-year2009-10-018
Total number of active participants reported on line 7a of the Form 55002009-10-018
Total of all active and inactive participants2009-10-018
Total participants2009-10-018
Number of participants with account balances2009-10-018

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

Measure Date Value
2018 : THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2018 401k financial data
Total income from all sources2018-09-30$208,616
Expenses. Total of all expenses incurred2018-09-30$99,841
Benefits paid (including direct rollovers)2018-09-30$99,841
Total plan assets at end of year2018-09-30$3,899,931
Total plan assets at beginning of year2018-09-30$3,791,156
Value of fidelity bond covering the plan2018-09-30$400,000
Other income received2018-09-30$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 sources2017-09-30$294,506
Total plan assets at end of year2017-09-30$3,791,156
Total plan assets at beginning of year2017-09-30$3,496,650
Value of fidelity bond covering the plan2017-09-30$400,000
Other income received2017-09-30$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 sources2016-09-30$387,826
Total plan assets at end of year2016-09-30$3,496,650
Total plan assets at beginning of year2016-09-30$3,108,824
Value of fidelity bond covering the plan2016-09-30$350,000
Other income received2016-09-30$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$100,000
2015 : THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2015 401k financial data
Total income from all sources2015-09-30$-57,151
Expenses. Total of all expenses incurred2015-09-30$25,176
Benefits paid (including direct rollovers)2015-09-30$25,176
Total plan assets at end of year2015-09-30$3,108,824
Total plan assets at beginning of year2015-09-30$3,191,151
Value of fidelity bond covering the plan2015-09-30$325,000
Other income received2015-09-30$-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 sources2014-09-30$322,857
Expenses. Total of all expenses incurred2014-09-30$44,541
Benefits paid (including direct rollovers)2014-09-30$44,541
Total plan assets at end of year2014-09-30$3,191,151
Total plan assets at beginning of year2014-09-30$2,912,835
Value of fidelity bond covering the plan2014-09-30$325,000
Other income received2014-09-30$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 sources2013-09-30$301,227
Expenses. Total of all expenses incurred2013-09-30$25,000
Benefits paid (including direct rollovers)2013-09-30$25,000
Total plan assets at end of year2013-09-30$2,912,835
Total plan assets at beginning of year2013-09-30$2,636,608
Value of fidelity bond covering the plan2013-09-30$300,000
Other income received2013-09-30$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 sources2012-09-30$432,819
Total plan assets at end of year2012-09-30$2,636,608
Total plan assets at beginning of year2012-09-30$2,203,789
Value of fidelity bond covering the plan2012-09-30$300,000
Other income received2012-09-30$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 sources2011-09-30$91,152
Total plan assets at end of year2011-09-30$2,203,789
Total plan assets at beginning of year2011-09-30$2,112,637
Value of fidelity bond covering the plan2011-09-30$250,000
Other income received2011-09-30$-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
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2010: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: THE CAVETT & FULTON PC PROFIT SHARING PLAN & TRUST AGREEMENT 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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