401k Plan data: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN plan

ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 401k Plan overview

Plan Name	ACCESS FINANCIAL GROUP 401(K) P.S. PLAN
Plan identification number	001

ACCESS FINANCIAL GROUP 401(K) P.S. 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.
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

ACCESS FINANCIAL GROUP has sponsored the creation of one or more 401k plans.

Company Name: ACCESS FINANCIAL GROUP

Employer identification number (EIN): 133696056

NAIC Classification: 523120
NAIC Description: Securities Brokerage

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACCESS FINANCIAL GROUP 401(K) P.S. PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 RICHARD KONST RICHARD KONST 2019-06-14
001 2017-01-01 RICHARD KONST RICHARD KONST 2018-06-18
001 2016-01-01 RICHARD KONST RICHARD KONST 2017-06-23
001 2015-01-01 RICHARD KONST RICHARD KONST 2016-07-20
001 2014-01-01 RICHARD KONST RICHARD KONST 2015-07-13
001 2013-01-01 RICHARD KONST RICHARD KONST 2014-06-25
001 2012-01-01 RICHARD KONST RICHARD KONST 2013-09-03
001 2011-01-01 RICHARD KONST RICHARD KONST 2012-06-11
001 2010-01-01 RICHARD KONST RICHARD KONST 2011-07-11
001 2009-01-01 RICHARD KONST RICHARD KONST 2010-07-09

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	RICHARD KONST	RICHARD KONST	2019-06-14
001	2017-01-01	RICHARD KONST	RICHARD KONST	2018-06-18
001	2016-01-01	RICHARD KONST	RICHARD KONST	2017-06-23
001	2015-01-01	RICHARD KONST	RICHARD KONST	2016-07-20
001	2014-01-01	RICHARD KONST	RICHARD KONST	2015-07-13
001	2013-01-01	RICHARD KONST	RICHARD KONST	2014-06-25
001	2012-01-01	RICHARD KONST	RICHARD KONST	2013-09-03
001	2011-01-01	RICHARD KONST	RICHARD KONST	2012-06-11
001	2010-01-01	RICHARD KONST	RICHARD KONST	2011-07-11
001	2009-01-01	RICHARD KONST	RICHARD KONST	2010-07-09

Plan Statistics for ACCESS FINANCIAL GROUP 401(K) P.S. PLAN

401k plan membership statisitcs for ACCESS FINANCIAL GROUP 401(K) P.S. PLAN

Measure Date Value
2022: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 13
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 3
Total of all active and inactive participants 2022-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 16
Number of participants with account balances 2022-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 17
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 2
Total of all active and inactive participants 2021-01-01 19
Total participants 2021-01-01 19
Number of participants with account balances 2021-01-01 19
2020: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 17
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 19
Total participants 2020-01-01 19
Number of participants with account balances 2020-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 17
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 18
Total participants 2019-01-01 18
Number of participants with account balances 2019-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 17
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 18
Total participants 2018-01-01 18
Number of participants with account balances 2018-01-01 18
2017: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 18
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 18
Number of participants with account balances 2017-01-01 18
2016: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 17
Number of retired or separated participants receiving benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 17
Total participants 2016-01-01 17
Number of participants with account balances 2016-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 15
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 15
Total participants 2015-01-01 15
Number of participants with account balances 2015-01-01 15
2014: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 16
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 17
Total participants 2014-01-01 17
Number of participants with account balances 2014-01-01 17
2013: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 15
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 0
Total of all active and inactive participants 2013-01-01 15
Total participants 2013-01-01 15
Number of participants with account balances 2013-01-01 15
2012: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 16
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 17
Total participants 2012-01-01 17
Number of participants with account balances 2012-01-01 17
2011: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 17
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 2
Total of all active and inactive participants 2011-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 19
Number of participants with account balances 2011-01-01 19
2010: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 16
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 17
Total participants 2010-01-01 17
Number of participants with account balances 2010-01-01 17
2009: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 16
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 17
Number of participants with account balances 2009-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	13
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	3
Total of all active and inactive participants	2022-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	16
Number of participants with account balances	2022-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	17
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	2
Total of all active and inactive participants	2021-01-01	19
Total participants	2021-01-01	19
Number of participants with account balances	2021-01-01	19
2020: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	17
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	19
Total participants	2020-01-01	19
Number of participants with account balances	2020-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	17
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	18
Total participants	2019-01-01	18
Number of participants with account balances	2019-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	17
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	18
Total participants	2018-01-01	18
Number of participants with account balances	2018-01-01	18
2017: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	18
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	18
Number of participants with account balances	2017-01-01	18
2016: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	17
Number of retired or separated participants receiving benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	17
Total participants	2016-01-01	17
Number of participants with account balances	2016-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	15
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	15
Total participants	2015-01-01	15
Number of participants with account balances	2015-01-01	15
2014: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	16
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	17
Total participants	2014-01-01	17
Number of participants with account balances	2014-01-01	17
2013: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	15
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	0
Total of all active and inactive participants	2013-01-01	15
Total participants	2013-01-01	15
Number of participants with account balances	2013-01-01	15
2012: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	16
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	17
Total participants	2012-01-01	17
Number of participants with account balances	2012-01-01	17
2011: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	17
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	2
Total of all active and inactive participants	2011-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	19
Number of participants with account balances	2011-01-01	19
2010: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	16
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	17
Total participants	2010-01-01	17
Number of participants with account balances	2010-01-01	17
2009: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	16
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	17
Number of participants with account balances	2009-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ACCESS FINANCIAL GROUP 401(K) P.S. PLAN

Measure	Date	Value
2022 : ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-875,878
Expenses. Total of all expenses incurred	2022-12-31	$175,065
Benefits paid (including direct rollovers)	2022-12-31	$173,965
Total plan assets at end of year	2022-12-31	$4,109,675
Total plan assets at beginning of year	2022-12-31	$5,160,618
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$144,148
Contributions received from other sources (not participants or employers)	2022-12-31	$92,396
Other income received	2022-12-31	$-1,155,771
Net income (gross income less expenses)	2022-12-31	$-1,050,943
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,109,675
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,160,618
Assets. Value of participant loans	2022-12-31	$135,164
Total contributions received or receivable from employer(s)	2022-12-31	$43,349
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$1,100
2021 : ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$840,979
Expenses. Total of all expenses incurred	2021-12-31	$331,362
Benefits paid (including direct rollovers)	2021-12-31	$331,362
Total plan assets at end of year	2021-12-31	$5,160,618
Total plan assets at beginning of year	2021-12-31	$4,651,001
Total contributions received or receivable from participants	2021-12-31	$150,690
Other income received	2021-12-31	$647,804
Net income (gross income less expenses)	2021-12-31	$509,617
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,160,618
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,651,001
Assets. Value of participant loans	2021-12-31	$120,197
Total contributions received or receivable from employer(s)	2021-12-31	$42,485
2020 : ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$1,169,557
Expenses. Total of all expenses incurred	2020-12-31	$98,649
Benefits paid (including direct rollovers)	2020-12-31	$97,864
Total plan assets at end of year	2020-12-31	$4,651,001
Total plan assets at beginning of year	2020-12-31	$3,580,093
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$98,175
Contributions received from other sources (not participants or employers)	2020-12-31	$18,235
Other income received	2020-12-31	$1,021,602
Net income (gross income less expenses)	2020-12-31	$1,070,908
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,651,001
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,580,093
Assets. Value of participant loans	2020-12-31	$98,108
Total contributions received or receivable from employer(s)	2020-12-31	$31,545
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$785
2019 : ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$860,567
Expenses. Total of all expenses incurred	2019-12-31	$14,865
Benefits paid (including direct rollovers)	2019-12-31	$14,865
Total plan assets at end of year	2019-12-31	$3,580,093
Total plan assets at beginning of year	2019-12-31	$2,734,391
Value of fidelity bond covering the plan	2019-12-31	$350,000
Total contributions received or receivable from participants	2019-12-31	$155,799
Contributions received from other sources (not participants or employers)	2019-12-31	$34,859
Other income received	2019-12-31	$636,207
Net income (gross income less expenses)	2019-12-31	$845,702
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,580,093
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,734,391
Assets. Value of participant loans	2019-12-31	$127,948
Total contributions received or receivable from employer(s)	2019-12-31	$33,702
2018 : ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$146,773
Expenses. Total of all expenses incurred	2018-12-31	$354,188
Benefits paid (including direct rollovers)	2018-12-31	$265,479
Total plan assets at end of year	2018-12-31	$2,734,391
Total plan assets at beginning of year	2018-12-31	$2,941,806
Value of fidelity bond covering the plan	2018-12-31	$350,000
Total contributions received or receivable from participants	2018-12-31	$99,786
Net income (gross income less expenses)	2018-12-31	$-207,415
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,734,391
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,941,806
Assets. Value of participant loans	2018-12-31	$118,262
Total contributions received or receivable from employer(s)	2018-12-31	$46,987
Value of corrective distributions	2018-12-31	$87,809
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$900
2017 : ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$650,290
Expenses. Total of all expenses incurred	2017-12-31	$72,589
Benefits paid (including direct rollovers)	2017-12-31	$72,589
Total plan assets at end of year	2017-12-31	$2,941,806
Total plan assets at beginning of year	2017-12-31	$2,364,105
Value of fidelity bond covering the plan	2017-12-31	$350,000
Total contributions received or receivable from participants	2017-12-31	$60,457
Other income received	2017-12-31	$458,316
Net income (gross income less expenses)	2017-12-31	$577,701
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,941,806
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,364,105
Assets. Value of participant loans	2017-12-31	$74,521
Total contributions received or receivable from employer(s)	2017-12-31	$131,517
2016 : ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$362,744
Expenses. Total of all expenses incurred	2016-12-31	$27,941
Benefits paid (including direct rollovers)	2016-12-31	$27,941
Total plan assets at end of year	2016-12-31	$2,364,105
Total plan assets at beginning of year	2016-12-31	$2,029,302
Value of fidelity bond covering the plan	2016-12-31	$250,000
Total contributions received or receivable from participants	2016-12-31	$131,372
Other income received	2016-12-31	$193,914
Net income (gross income less expenses)	2016-12-31	$334,803
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,364,105
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,029,302
Assets. Value of participant loans	2016-12-31	$83,044
Total contributions received or receivable from employer(s)	2016-12-31	$37,458
2015 : ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$172,036
Expenses. Total of all expenses incurred	2015-12-31	$155,539
Benefits paid (including direct rollovers)	2015-12-31	$154,739
Total plan assets at end of year	2015-12-31	$2,029,302
Total plan assets at beginning of year	2015-12-31	$2,012,805
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$109,986
Other income received	2015-12-31	$27,277
Net income (gross income less expenses)	2015-12-31	$16,497
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,029,302
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,012,805
Assets. Value of participant loans	2015-12-31	$109,727
Total contributions received or receivable from employer(s)	2015-12-31	$34,773
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$800
2014 : ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$182,756
Expenses. Total of all expenses incurred	2014-12-31	$65,498
Benefits paid (including direct rollovers)	2014-12-31	$65,498
Total plan assets at end of year	2014-12-31	$2,012,805
Total plan assets at beginning of year	2014-12-31	$1,895,547
Value of fidelity bond covering the plan	2014-12-31	$250,000
Total contributions received or receivable from participants	2014-12-31	$105,041
Other income received	2014-12-31	$43,289
Net income (gross income less expenses)	2014-12-31	$117,258
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,012,805
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,895,547
Assets. Value of participant loans	2014-12-31	$92,801
Total contributions received or receivable from employer(s)	2014-12-31	$34,426
2013 : ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$503,246
Expenses. Total of all expenses incurred	2013-12-31	$25,611
Benefits paid (including direct rollovers)	2013-12-31	$24,961
Total plan assets at end of year	2013-12-31	$1,895,547
Total plan assets at beginning of year	2013-12-31	$1,417,912
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$107,840
Other income received	2013-12-31	$367,018
Net income (gross income less expenses)	2013-12-31	$477,635
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,895,547
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,417,912
Assets. Value of participant loans	2013-12-31	$136,839
Total contributions received or receivable from employer(s)	2013-12-31	$28,388
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$650
2012 : ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$277,328
Expenses. Total of all expenses incurred	2012-12-31	$21,675
Benefits paid (including direct rollovers)	2012-12-31	$21,675
Total plan assets at end of year	2012-12-31	$1,417,912
Total plan assets at beginning of year	2012-12-31	$1,162,259
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$120,710
Other income received	2012-12-31	$130,732
Net income (gross income less expenses)	2012-12-31	$255,653
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,417,912
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,162,259
Assets. Value of participant loans	2012-12-31	$107,207
Total contributions received or receivable from employer(s)	2012-12-31	$25,886
2011 : ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$75,650
Expenses. Total of all expenses incurred	2011-12-31	$200
Benefits paid (including direct rollovers)	2011-12-31	$200
Total plan assets at end of year	2011-12-31	$1,162,259
Total plan assets at beginning of year	2011-12-31	$1,086,809
Value of fidelity bond covering the plan	2011-12-31	$125,000
Total contributions received or receivable from participants	2011-12-31	$76,600
Other income received	2011-12-31	$-28,449
Net income (gross income less expenses)	2011-12-31	$75,450
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,162,259
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,086,809
Total contributions received or receivable from employer(s)	2011-12-31	$27,499
Value of corrective distributions	2011-12-31	$0
2010 : ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$210,544
Expenses. Total of all expenses incurred	2010-12-31	$6,156
Benefits paid (including direct rollovers)	2010-12-31	$6,156
Total plan assets at end of year	2010-12-31	$1,086,809
Total plan assets at beginning of year	2010-12-31	$882,421
Value of fidelity bond covering the plan	2010-12-31	$125,000
Total contributions received or receivable from participants	2010-12-31	$86,882
Other income received	2010-12-31	$96,447
Net income (gross income less expenses)	2010-12-31	$204,388
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,086,809
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$882,421
Total contributions received or receivable from employer(s)	2010-12-31	$27,215
2009 : ACCESS FINANCIAL GROUP 401(K) P.S. 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 ACCESS FINANCIAL GROUP 401(K) P.S. PLAN

2022: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2014 form 5500 responses
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: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2013 form 5500 responses
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: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2012 form 5500 responses
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 - Trust	Yes
2011: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2011 form 5500 responses
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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ACCESS FINANCIAL GROUP 401(K) P.S. PLAN 2010 form 5500 responses
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 – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ACCESS FINANCIAL GROUP 401(K) P.S. 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 is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

873936

Policy instance

Insurance contract or identification number	873936
Number of Individuals Covered	15
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $140
Amount paid for insurance broker fees	140
Additional information about fees paid to insurance broker	ADMIN FEES
Insurance broker organization code?	5
Insurance broker name	ACCESS FINANCIAL GROUP INC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

873936

Policy instance

Insurance contract or identification number	873936
Number of Individuals Covered	15
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $615
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Contracts With Unallocated Funds Deposit Administration	1
Other information about contract	401K RETIREMENT PLAN
Amount paid for insurance broker fees	615
Additional information about fees paid to insurance broker	INVESTMENT FEES
Insurance broker organization code?	3
Insurance broker name	ACCESS FINANCIAL GROUP INC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

873936

Policy instance

Insurance contract or identification number	873936
Number of Individuals Covered	15
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $16,373
Total amount of fees paid to insurance company	USD $2,284
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Contracts With Unallocated Funds Deposit Administration	1
Other information about contract	401K RETIREMENT PLAN
Commission paid to Insurance Broker	USD $16,373
Amount paid for insurance broker fees	2284
Additional information about fees paid to insurance broker	INVESTMENT ADVISORY
Insurance broker organization code?	3
Insurance broker name	ACCESS FINANCIAL GROUP INC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

873963

Policy instance

Insurance contract or identification number	873963
Number of Individuals Covered	13
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	INVESTMENT ADVICE
Insurance broker organization code?	3
Insurance broker name	ACCESS FINANCIAL GROUP INC

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Company Name:	ACCESS FINANCIAL GROUP
Employer identification number (EIN):	133696056
NAIC Classification:	523120
NAIC Description:	Securities Brokerage