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| Plan Name | E.K. FOX AND ASSOCIATES, LTD. 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | E.K. FOX AND ASSOCIATES, LTD. |
| Employer identification number (EIN): | 541137756 |
| NAIC Classification: | 541310 |
| NAIC Description: | Architectural Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | BLAIR JOST | 2023-05-16 | ||
| 001 | 2021-01-01 | BLAIR JOST | 2022-05-24 | ||
| 001 | 2020-01-01 | BLAIR JOST | 2021-01-15 | ||
| 001 | 2019-01-01 | BLAIR JOST | 2020-03-09 | ||
| 001 | 2018-01-01 | BLAIR JOST | 2019-03-27 | ||
| 001 | 2017-01-01 | BLAIR JOST | 2018-06-25 | ||
| 001 | 2016-01-01 | BLAIR JOST | 2017-04-11 | ||
| 001 | 2015-01-01 | BLAIR JOST | 2016-05-04 | ||
| 001 | 2014-01-01 | BLAIR JOST | 2015-05-18 | BLAIR JOST | 2015-05-18 |
| 001 | 2013-01-01 | BLAIR JOST | 2014-02-11 | BLAIR JOST | 2014-02-11 |
| 001 | 2012-01-01 | BLAIR JOST | 2013-03-22 | BLAIR JOST | 2013-03-22 |
| 001 | 2011-01-01 | BLAIR JOST | 2012-06-12 | BLAIR JOST | 2012-06-12 |
| 001 | 2009-01-01 | BLAIR JOST | BLAIR JOST | 2010-07-06 |
| Measure | Date | Value |
|---|---|---|
| 2009: E.K. FOX AND ASSOCIATES, LTD. 401(K) PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 66 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 50 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 14 |
| Total of all active and inactive participants | 2009-01-01 | 65 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 65 |
| Number of participants with account balances | 2009-01-01 | 63 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2010 : E.K. FOX AND ASSOCIATES, LTD. 401(K) PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $1,011,136 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $178,030 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $176,957 |
| Total plan assets at end of year | 2010-12-31 | $4,301,878 |
| Total plan assets at beginning of year | 2010-12-31 | $3,468,772 |
| Value of fidelity bond covering the plan | 2010-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $439,485 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $1,073 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $14,602 |
| Other income received | 2010-12-31 | $478,485 |
| Net income (gross income less expenses) | 2010-12-31 | $833,106 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,301,878 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,468,772 |
| Assets. Value of participant loans | 2010-12-31 | $11,471 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $78,564 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : E.K. FOX AND ASSOCIATES, LTD. 401(K) 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 |
| 2009: E.K. FOX AND ASSOCIATES, LTD. 401(K) 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 24680363 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 7539274 ETC | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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