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FAIRMOUNT HOMES 401(K) SAVINGS PLAN 401k Plan overview

Plan NameFAIRMOUNT HOMES 401(K) SAVINGS PLAN
Plan identification number 002

FAIRMOUNT HOMES 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

FAIRMOUNT HOMES has sponsored the creation of one or more 401k plans.

Company Name:FAIRMOUNT HOMES
Employer identification number (EIN):231680874
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAIRMOUNT HOMES 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022020-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01ALLAN CHANKO2019-04-14
0022016-07-01
0022015-07-01ALLAN CHANKO
0022014-07-01ALLAN CHANKO
0022013-07-01ALLAN CHANKO
0022012-07-01ALLAN CHANKO
0022011-07-01ALLAN CHANKO
0022010-07-01ALLAN CHANKO

Plan Statistics for FAIRMOUNT HOMES 401(K) SAVINGS PLAN

401k plan membership statisitcs for FAIRMOUNT HOMES 401(K) SAVINGS PLAN

Measure Date Value
2021: FAIRMOUNT HOMES 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01439
Total number of active participants reported on line 7a of the Form 55002021-07-01291
Number of retired or separated participants receiving benefits2021-07-0149
Number of other retired or separated participants entitled to future benefits2021-07-01106
Total of all active and inactive participants2021-07-01446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01446
Number of participants with account balances2021-07-01431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0124
2020: FAIRMOUNT HOMES 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01411
Total number of active participants reported on line 7a of the Form 55002020-07-01324
Number of retired or separated participants receiving benefits2020-07-0121
Number of other retired or separated participants entitled to future benefits2020-07-0168
Total of all active and inactive participants2020-07-01413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01413
Number of participants with account balances2020-07-01366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0115
2019: FAIRMOUNT HOMES 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01387
Total number of active participants reported on line 7a of the Form 55002019-07-01324
Number of retired or separated participants receiving benefits2019-07-0132
Number of other retired or separated participants entitled to future benefits2019-07-0153
Total of all active and inactive participants2019-07-01409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01409
Number of participants with account balances2019-07-01408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-018
2018: FAIRMOUNT HOMES 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01396
Total number of active participants reported on line 7a of the Form 55002018-07-01294
Number of retired or separated participants receiving benefits2018-07-013
Number of other retired or separated participants entitled to future benefits2018-07-0150
Total of all active and inactive participants2018-07-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01347
Number of participants with account balances2018-07-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-017
2017: FAIRMOUNT HOMES 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01365
Total number of active participants reported on line 7a of the Form 55002017-07-01291
Number of retired or separated participants receiving benefits2017-07-0134
Number of other retired or separated participants entitled to future benefits2017-07-0152
Total of all active and inactive participants2017-07-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01377
Number of participants with account balances2017-07-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-013
2016: FAIRMOUNT HOMES 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01351
Total number of active participants reported on line 7a of the Form 55002016-07-01301
Number of retired or separated participants receiving benefits2016-07-011
Number of other retired or separated participants entitled to future benefits2016-07-0144
Total of all active and inactive participants2016-07-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01346
Number of participants with account balances2016-07-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-013
2015: FAIRMOUNT HOMES 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01362
Total number of active participants reported on line 7a of the Form 55002015-07-01305
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0169
Total of all active and inactive participants2015-07-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01374
Number of participants with account balances2015-07-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-011
2014: FAIRMOUNT HOMES 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01373
Total number of active participants reported on line 7a of the Form 55002014-07-01306
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0153
Total of all active and inactive participants2014-07-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01359
Number of participants with account balances2014-07-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-012
2013: FAIRMOUNT HOMES 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01351
Total number of active participants reported on line 7a of the Form 55002013-07-01304
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0169
Total of all active and inactive participants2013-07-01373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01373
Number of participants with account balances2013-07-01373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: FAIRMOUNT HOMES 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01337
Total number of active participants reported on line 7a of the Form 55002012-07-01299
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0152
Total of all active and inactive participants2012-07-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01351
Number of participants with account balances2012-07-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: FAIRMOUNT HOMES 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01262
Total number of active participants reported on line 7a of the Form 55002011-07-01258
Number of retired or separated participants receiving benefits2011-07-015
Number of other retired or separated participants entitled to future benefits2011-07-0120
Total of all active and inactive participants2011-07-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01283
Number of participants with account balances2011-07-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-013
2010: FAIRMOUNT HOMES 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01145
Total number of active participants reported on line 7a of the Form 55002010-07-01249
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0111
Total of all active and inactive participants2010-07-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01260
Number of participants with account balances2010-07-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010

Financial Data on FAIRMOUNT HOMES 401(K) SAVINGS PLAN

Measure Date Value
2022 : FAIRMOUNT HOMES 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$132,392
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,205,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,118,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,172,225
Value of total assets at end of year2022-06-30$8,971,539
Value of total assets at beginning of year2022-06-30$10,045,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$87,887
Total interest from all sources2022-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$268,933
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$268,933
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$540,179
Participant contributions at end of year2022-06-30$19,131
Participant contributions at beginning of year2022-06-30$18,036
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$71,305
Total non interest bearing cash at end of year2022-06-30$87,602
Total non interest bearing cash at beginning of year2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,073,562
Value of net assets at end of year (total assets less liabilities)2022-06-30$8,971,539
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$10,045,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$35,772
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$8,511,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$9,672,688
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$9,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$9,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,308,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$560,741
Employer contributions (assets) at end of year2022-06-30$353,149
Employer contributions (assets) at beginning of year2022-06-30$344,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,118,067
Contract administrator fees2022-06-30$52,115
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30RKL, LLP
Accountancy firm EIN2022-06-30232108173
2021 : FAIRMOUNT HOMES 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$3,090,786
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,046,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$964,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,152,427
Value of total assets at end of year2021-06-30$10,045,101
Value of total assets at beginning of year2021-06-30$8,001,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$82,132
Total interest from all sources2021-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$189,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$189,968
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$533,378
Participant contributions at end of year2021-06-30$18,036
Participant contributions at beginning of year2021-06-30$17,667
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$75,865
Administrative expenses (other) incurred2021-06-30$2,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,043,845
Value of net assets at end of year (total assets less liabilities)2021-06-30$10,045,101
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$8,001,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$34,076
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$9,672,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$7,637,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$9,600
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$4,341
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$4,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,748,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$543,184
Employer contributions (assets) at end of year2021-06-30$344,777
Employer contributions (assets) at beginning of year2021-06-30$341,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$964,809
Contract administrator fees2021-06-30$45,919
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$0
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30RKL, LLP
Accountancy firm EIN2021-06-30232108173
2020 : FAIRMOUNT HOMES 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,114,951
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$620,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$544,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,119,897
Value of total assets at end of year2020-06-30$8,001,256
Value of total assets at beginning of year2020-06-30$7,506,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$76,460
Total interest from all sources2020-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$188,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$188,475
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$556,474
Participant contributions at end of year2020-06-30$17,667
Participant contributions at beginning of year2020-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$36,281
Administrative expenses (other) incurred2020-06-30$3,042
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$494,459
Value of net assets at end of year (total assets less liabilities)2020-06-30$8,001,256
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$7,506,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$29,935
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$7,637,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$7,194,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$4,341
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$365
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-193,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$527,142
Employer contributions (assets) at end of year2020-06-30$341,804
Employer contributions (assets) at beginning of year2020-06-30$312,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$544,032
Contract administrator fees2020-06-30$43,483
Liabilities. Value of benefit claims payable at end of year2020-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$0
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30RKL, LLP
Accountancy firm EIN2020-06-30232108173
2019 : FAIRMOUNT HOMES 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$20,809
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,165,368
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$899,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$820,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$924,334
Value of total assets at end of year2019-06-30$7,506,797
Value of total assets at beginning of year2019-06-30$7,220,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$78,493
Total interest from all sources2019-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$207,426
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$207,426
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$439,923
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$9,536
Administrative expenses (other) incurred2019-06-30$3,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$265,923
Value of net assets at end of year (total assets less liabilities)2019-06-30$7,485,988
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$7,220,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$32,845
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$7,194,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$6,925,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$365
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$889
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$33,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$474,875
Employer contributions (assets) at end of year2019-06-30$312,303
Employer contributions (assets) at beginning of year2019-06-30$293,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$820,952
Contract administrator fees2019-06-30$42,084
Liabilities. Value of benefit claims payable at end of year2019-06-30$20,809
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30RKL, LLP
Accountancy firm EIN2019-06-30232108173
2018 : FAIRMOUNT HOMES 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$1,273,715
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$465,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$400,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$966,354
Value of total assets at end of year2018-06-30$7,220,065
Value of total assets at beginning of year2018-06-30$6,411,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$65,438
Total interest from all sources2018-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$165,905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$417,928
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$96,970
Administrative expenses (other) incurred2018-06-30$2,863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$808,103
Value of net assets at end of year (total assets less liabilities)2018-06-30$7,220,065
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$6,411,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$31,197
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$6,925,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$6,122,981
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$889
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$649
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$649
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$141,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$451,456
Employer contributions (assets) at end of year2018-06-30$293,985
Employer contributions (assets) at beginning of year2018-06-30$288,332
Income. Dividends from preferred stock2018-06-30$165,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$400,174
Contract administrator fees2018-06-30$31,378
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30RKL, LLP
Accountancy firm EIN2018-06-30232108173
2017 : FAIRMOUNT HOMES 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,502,012
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$393,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$351,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$965,748
Value of total assets at end of year2017-06-30$6,411,962
Value of total assets at beginning of year2017-06-30$5,303,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$41,880
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$116,427
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$116,427
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$376,558
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$139,156
Administrative expenses (other) incurred2017-06-30$2,299
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$1,108,642
Value of net assets at end of year (total assets less liabilities)2017-06-30$6,411,962
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$5,303,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$20,922
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$6,122,981
Value of interest in pooled separate accounts at beginning of year2017-06-30$5,032,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$649
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$236,737
Net investment gain/loss from pooled separate accounts2017-06-30$183,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$450,034
Employer contributions (assets) at end of year2017-06-30$288,332
Employer contributions (assets) at beginning of year2017-06-30$270,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$351,490
Contract administrator fees2017-06-30$18,659
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30Yes
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30RKL LLP
Accountancy firm EIN2017-06-30232108173
2016 : FAIRMOUNT HOMES 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$754,750
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$484,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$468,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$756,521
Value of total assets at end of year2016-06-30$5,303,320
Value of total assets at beginning of year2016-06-30$5,033,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$15,769
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$325,302
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$1,372
Total non interest bearing cash at end of year2016-06-30$0
Total non interest bearing cash at beginning of year2016-06-30$3,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$269,999
Value of net assets at end of year (total assets less liabilities)2016-06-30$5,303,320
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$5,033,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in pooled separate accounts at end of year2016-06-30$5,032,966
Value of interest in pooled separate accounts at beginning of year2016-06-30$4,769,124
Net investment gain/loss from pooled separate accounts2016-06-30$-1,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$429,847
Employer contributions (assets) at end of year2016-06-30$270,354
Employer contributions (assets) at beginning of year2016-06-30$261,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$468,982
Contract administrator fees2016-06-30$15,769
Liabilities. Value of benefit claims payable at end of year2016-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$0
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30PADDEN, GUERRINI & ASSOC. PC
Accountancy firm EIN2016-06-30232290841
2015 : FAIRMOUNT HOMES 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$825,596
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$443,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$424,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$756,196
Value of total assets at end of year2015-06-30$5,033,321
Value of total assets at beginning of year2015-06-30$4,651,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$18,977
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$312,986
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$33,120
Total non interest bearing cash at end of year2015-06-30$3,045
Total non interest bearing cash at beginning of year2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$381,923
Value of net assets at end of year (total assets less liabilities)2015-06-30$5,033,321
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$4,651,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$0
Value of interest in pooled separate accounts at end of year2015-06-30$4,769,124
Value of interest in pooled separate accounts at beginning of year2015-06-30$4,387,113
Net investment gain/loss from pooled separate accounts2015-06-30$69,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$410,090
Employer contributions (assets) at end of year2015-06-30$261,152
Employer contributions (assets) at beginning of year2015-06-30$264,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$424,696
Contract administrator fees2015-06-30$18,977
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Liabilities. Value of benefit claims payable at end of year2015-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$0
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30PADDEN, GUERRINI & ASSOC. PC
Accountancy firm EIN2015-06-30232290841
2014 : FAIRMOUNT HOMES 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,308,898
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$206,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$193,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$800,797
Value of total assets at end of year2014-06-30$4,651,398
Value of total assets at beginning of year2014-06-30$3,549,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$13,590
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$323,594
Participant contributions at end of year2014-06-30$0
Participant contributions at beginning of year2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$70,472
Total non interest bearing cash at end of year2014-06-30$0
Total non interest bearing cash at beginning of year2014-06-30$12,146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,101,922
Value of net assets at end of year (total assets less liabilities)2014-06-30$4,651,398
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,549,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$0
Value of interest in pooled separate accounts at end of year2014-06-30$4,387,113
Value of interest in pooled separate accounts at beginning of year2014-06-30$3,202,986
Net investment gain/loss from pooled separate accounts2014-06-30$508,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$406,731
Employer contributions (assets) at end of year2014-06-30$264,285
Employer contributions (assets) at beginning of year2014-06-30$334,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$193,386
Contract administrator fees2014-06-30$13,590
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30Yes
Liabilities. Value of benefit claims payable at end of year2014-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$0
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30PADDEN, GUERRINI & ASSOC. PC
Accountancy firm EIN2014-06-30232290841
2013 : FAIRMOUNT HOMES 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$6,276
Total income from all sources (including contributions)2013-06-30$940,619
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$197,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$183,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$740,987
Value of total assets at end of year2013-06-30$3,549,476
Value of total assets at beginning of year2013-06-30$2,812,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$14,049
Total interest from all sources2013-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$3,922
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$241,566
Participant contributions at end of year2013-06-30$0
Participant contributions at beginning of year2013-06-30$9,431
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$10,759
Total non interest bearing cash at end of year2013-06-30$12,146
Total non interest bearing cash at beginning of year2013-06-30$1,369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$743,346
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,549,476
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,806,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$4,480
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,358,296
Value of interest in pooled separate accounts at end of year2013-06-30$3,202,986
Value of interest in pooled separate accounts at beginning of year2013-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$288,181
Net investment gain/loss from pooled separate accounts2013-06-30$-88,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$488,662
Employer contributions (assets) at end of year2013-06-30$334,344
Employer contributions (assets) at beginning of year2013-06-30$443,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$183,224
Contract administrator fees2013-06-30$5,647
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30Yes
Liabilities. Value of benefit claims payable at end of year2013-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$6,276
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30PADDEN, GUERRINI & ASSOC. PC
Accountancy firm EIN2013-06-30232290841
2012 : FAIRMOUNT HOMES 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$6,276
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$8,003
Total income from all sources (including contributions)2012-06-30$2,094,284
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$133,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$132,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$2,012,305
Value of total assets at end of year2012-06-30$2,812,406
Value of total assets at beginning of year2012-06-30$852,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$190
Total interest from all sources2012-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$250,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$254,142
Participant contributions at end of year2012-06-30$9,431
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$1,291,267
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$0
Total non interest bearing cash at end of year2012-06-30$1,369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$1,961,268
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,806,130
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$844,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$2,358,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$724,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$16,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$16,654
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$81,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$466,896
Employer contributions (assets) at end of year2012-06-30$443,310
Employer contributions (assets) at beginning of year2012-06-30$111,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$132,826
Contract administrator fees2012-06-30$190
Liabilities. Value of benefit claims payable at end of year2012-06-30$6,276
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$8,003
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30PADDEN, GUERRINI & ASSOC. PC
Accountancy firm EIN2012-06-30232290841
2011 : FAIRMOUNT HOMES 401(K) SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$8,003
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$1,678
Total income from all sources (including contributions)2011-06-30$337,459
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$13,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$9,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$242,374
Value of total assets at end of year2011-06-30$852,865
Value of total assets at beginning of year2011-06-30$522,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$3,561
Total interest from all sources2011-06-30$12,745
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$250,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$81,368
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$324,086
Value of net assets at end of year (total assets less liabilities)2011-06-30$844,862
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$520,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$3,561
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$724,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$408,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$16,654
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$11,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$11,297
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$12,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$82,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$161,006
Employer contributions (assets) at end of year2011-06-30$111,519
Employer contributions (assets) at beginning of year2011-06-30$102,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$9,812
Liabilities. Value of benefit claims payable at end of year2011-06-30$8,003
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$1,678
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30PADDEN, GUERRINI & ASSOC. PC
Accountancy firm EIN2011-06-30232290841

Form 5500 Responses for FAIRMOUNT HOMES 401(K) SAVINGS PLAN

2021: FAIRMOUNT HOMES 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: FAIRMOUNT HOMES 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: FAIRMOUNT HOMES 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: FAIRMOUNT HOMES 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: FAIRMOUNT HOMES 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: FAIRMOUNT HOMES 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: FAIRMOUNT HOMES 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: FAIRMOUNT HOMES 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: FAIRMOUNT HOMES 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: FAIRMOUNT HOMES 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: FAIRMOUNT HOMES 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: FAIRMOUNT HOMES 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110153
Policy instance 1
Insurance contract or identification number110153
Number of Individuals Covered375
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $14,280
Total amount of fees paid to insurance companyUSD $18,766
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $14,280
Insurance broker organization code?4
Amount paid for insurance broker fees12138
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameBB&T INSTITUTIONAL INVESTMENTS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110153
Policy instance 1
Insurance contract or identification number110153
Number of Individuals Covered352
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $18,234
Total amount of fees paid to insurance companyUSD $14,732
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,234
Insurance broker organization code?4
Amount paid for insurance broker fees14732
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameVALLEY FORGE ASSET MANAGEMENT
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110153
Policy instance 1
Insurance contract or identification number110153
Number of Individuals Covered359
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $8,428
Total amount of fees paid to insurance companyUSD $10,698
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10698
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $8,428
Insurance broker nameVALLEY FORGE ASSET MANAGEMENT
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110153
Policy instance 1
Insurance contract or identification number110153
Number of Individuals Covered284
Insurance policy start date2013-05-02
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $33,008
Total amount of fees paid to insurance companyUSD $52
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,008
Insurance broker organization code?4
Amount paid for insurance broker fees52
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameVALLEY FORGE ASSET MANAGEMENT

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