FULVIO & ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FULVIO AND ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for FULVIO AND ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST
Measure | Date | Value |
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2014: FULVIO AND ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 58 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 26 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 14 |
Total of all active and inactive participants | 2014-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 40 |
Number of participants with account balances | 2014-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: FULVIO AND ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 38 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 13 |
Total of all active and inactive participants | 2013-01-01 | 51 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 51 |
Number of participants with account balances | 2013-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: FULVIO AND ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 38 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 12 |
Total of all active and inactive participants | 2012-01-01 | 50 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 50 |
Number of participants with account balances | 2012-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: FULVIO AND ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 38 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 9 |
Total of all active and inactive participants | 2011-01-01 | 47 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 47 |
Number of participants with account balances | 2011-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: FULVIO AND ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 44 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 38 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 10 |
Total of all active and inactive participants | 2010-01-01 | 48 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 48 |
Number of participants with account balances | 2010-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: FULVIO AND ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
Total of all active and inactive participants | 2009-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 40 |
Number of participants with account balances | 2009-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2014 : FULVIO AND ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data |
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Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $158,589 |
Expenses. Total of all expenses incurred | 2014-12-31 | $101,757 |
Benefits paid (including direct rollovers) | 2014-12-31 | $101,181 |
Total plan assets at end of year | 2014-12-31 | $1,536,045 |
Total plan assets at beginning of year | 2014-12-31 | $1,479,213 |
Value of fidelity bond covering the plan | 2014-12-31 | $650,000 |
Total contributions received or receivable from participants | 2014-12-31 | $127,799 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $30,790 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $56,832 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,536,045 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,479,213 |
Assets. Value of participant loans | 2014-12-31 | $28,279 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $576 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : FULVIO AND ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $354,662 |
Expenses. Total of all expenses incurred | 2013-12-31 | $40,803 |
Benefits paid (including direct rollovers) | 2013-12-31 | $40,633 |
Total plan assets at end of year | 2013-12-31 | $1,479,213 |
Total plan assets at beginning of year | 2013-12-31 | $1,165,354 |
Value of fidelity bond covering the plan | 2013-12-31 | $650,000 |
Total contributions received or receivable from participants | 2013-12-31 | $112,552 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $242,110 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $313,859 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,479,213 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,165,354 |
Assets. Value of participant loans | 2013-12-31 | $20,619 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $170 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : FULVIO AND ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data |
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Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $228,133 |
Expenses. Total of all expenses incurred | 2012-12-31 | $28,233 |
Benefits paid (including direct rollovers) | 2012-12-31 | $28,233 |
Total plan assets at end of year | 2012-12-31 | $1,165,354 |
Total plan assets at beginning of year | 2012-12-31 | $965,454 |
Value of fidelity bond covering the plan | 2012-12-31 | $650,000 |
Total contributions received or receivable from participants | 2012-12-31 | $96,748 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $131,385 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $199,900 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,165,354 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $965,454 |
Assets. Value of participant loans | 2012-12-31 | $12,906 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : FULVIO AND ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $28,416 |
Expenses. Total of all expenses incurred | 2011-12-31 | $51,629 |
Benefits paid (including direct rollovers) | 2011-12-31 | $50,796 |
Total plan assets at end of year | 2011-12-31 | $965,454 |
Total plan assets at beginning of year | 2011-12-31 | $988,667 |
Value of fidelity bond covering the plan | 2011-12-31 | $650,000 |
Total contributions received or receivable from participants | 2011-12-31 | $93,164 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-64,748 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $-23,213 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $965,454 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $988,667 |
Assets. Value of participant loans | 2011-12-31 | $17,532 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $833 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : FULVIO AND ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $149,664 |
Expenses. Total of all expenses incurred | 2010-12-31 | $15,363 |
Benefits paid (including direct rollovers) | 2010-12-31 | $12,977 |
Total plan assets at end of year | 2010-12-31 | $988,667 |
Total plan assets at beginning of year | 2010-12-31 | $854,366 |
Value of fidelity bond covering the plan | 2010-12-31 | $40,000 |
Total contributions received or receivable from participants | 2010-12-31 | $46,974 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $63,055 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $134,301 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $988,667 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $854,366 |
Assets. Value of participant loans | 2010-12-31 | $3,927 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $39,635 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $2,386 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : FULVIO AND ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2014: FULVIO AND ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: FULVIO AND ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: FULVIO AND ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: FULVIO AND ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: FULVIO AND ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: FULVIO AND ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses |
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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 is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |