401k Plan data: FACTS, INC 401K RETIREMENT & SAVINGS PLAN plan

FACTS, INC 401K RETIREMENT & SAVINGS PLAN 401k Plan overview

Plan Name	FACTS, INC 401K RETIREMENT & SAVINGS PLAN
Plan identification number	001

FACTS, INC 401K RETIREMENT & SAVINGS 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

FACTS INC has sponsored the creation of one or more 401k plans.

Company Name: FACTS INC

Employer identification number (EIN): 341693974

NAIC Classification: 541511
NAIC Description: Custom Computer Programming Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FACTS, INC 401K RETIREMENT & SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 SUE GOODIN 2024-05-28
001 2022-01-01 SUE GOODIN 2023-05-30
001 2021-01-01 SUE GOODIN 2022-05-23
001 2020-01-01 SUE GOODIN 2021-06-01
001 2019-01-01 SUE GOODIN 2020-06-30
001 2018-01-01 SUE GOODIN 2019-05-20
001 2017-01-01 SUE GOODIN 2018-05-23
001 2016-01-01 SUE GOODIN 2017-05-30
001 2015-01-01 SUE GOODIN 2016-05-27
001 2014-01-01 SUE GOODIN 2015-06-04
001 2013-01-01 SUE GOODIN 2014-05-21
001 2012-01-01 SUE GOODIN 2013-05-29
001 2011-01-01 SUE GOODIN 2012-07-02
001 2010-01-01 SUE GOODIN 2011-06-20
001 2009-01-01
001 2009-01-01 ALBERT CURRY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	SUE GOODIN	2024-05-28
001	2022-01-01	SUE GOODIN	2023-05-30
001	2021-01-01	SUE GOODIN	2022-05-23
001	2020-01-01	SUE GOODIN	2021-06-01
001	2019-01-01	SUE GOODIN	2020-06-30
001	2018-01-01	SUE GOODIN	2019-05-20
001	2017-01-01	SUE GOODIN	2018-05-23
001	2016-01-01	SUE GOODIN	2017-05-30
001	2015-01-01	SUE GOODIN	2016-05-27
001	2014-01-01	SUE GOODIN	2015-06-04
001	2013-01-01	SUE GOODIN	2014-05-21
001	2012-01-01	SUE GOODIN	2013-05-29
001	2011-01-01	SUE GOODIN	2012-07-02
001	2010-01-01	SUE GOODIN	2011-06-20
001	2009-01-01
001	2009-01-01	ALBERT CURRY

Financial Data on FACTS, INC 401K RETIREMENT & SAVINGS PLAN

Measure	Date	Value
2025 : FACTS, INC 401K RETIREMENT & SAVINGS PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-05-29	207303
Net assets as of the end of the plan year	2025-05-29	6128663
Total assets as of the beginning of the plan year	2025-05-29	5163051
Value of plan covered by a fidelity bond	2025-05-29	500000
Participant contributions to plan in this plan year	2025-05-29	163468
Other income to plan in this plan year	2025-05-29	977484
Plan net income in this plan year	2025-05-29	965612
Net assets as of the end of the plan year	2025-05-29	6128663
Net assets as of the beginning of the plan year	2025-05-29	5163051
Employer contributions to plan in this plan year	2025-05-29	31963
2024 : FACTS, INC 401K RETIREMENT & SAVINGS PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-05-28	578317
Net assets as of the end of the plan year	2024-05-28	5163051
Total assets as of the beginning of the plan year	2024-05-28	4605366
Value of plan covered by a fidelity bond	2024-05-28	461000
Participant contributions to plan in this plan year	2024-05-28	170249
Other income to plan in this plan year	2024-05-28	930496
Plan net income in this plan year	2024-05-28	557685
Net assets as of the end of the plan year	2024-05-28	5163051
Net assets as of the beginning of the plan year	2024-05-28	4605366
Employer contributions to plan in this plan year	2024-05-28	35257
2022 : FACTS, INC 401K RETIREMENT & SAVINGS PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-05-23	56983
Net assets as of the end of the plan year	2022-05-23	5984589
Total assets as of the beginning of the plan year	2022-05-23	5132817
Value of plan covered by a fidelity bond	2022-05-23	500000
Participant contributions to plan in this plan year	2022-05-23	116878
Other income to plan in this plan year	2022-05-23	765755
Plan net income in this plan year	2022-05-23	851772
Net assets as of the end of the plan year	2022-05-23	5984589
Net assets as of the beginning of the plan year	2022-05-23	5132817
Employer contributions to plan in this plan year	2022-05-23	26122
2009 : FACTS, INC 401K RETIREMENT & SAVINGS 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 FACTS, INC 401K RETIREMENT & SAVINGS PLAN

2009: FACTS, INC 401K RETIREMENT & SAVINGS 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

Potentially related plans

FACTS, INC. CASH OR DEFERRED PROFIT SHARING PLAN [EIN = 351278046]

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Company Name:	FACTS INC
Employer identification number (EIN):	341693974
NAIC Classification:	541511
NAIC Description:	Custom Computer Programming Services