401k Plan data: FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN plan

FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN 401k Plan overview

Plan Name	FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN
Plan identification number	001

FINANCIAL INDEPENDENCE CORPORATION RETIREMENT 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FINANCIAL INDEPENDENCE GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: FINANCIAL INDEPENDENCE GROUP, LLC

Employer identification number (EIN): 561346906

NAIC Classification: 524290

Additional information about FINANCIAL INDEPENDENCE GROUP, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2007-04-13

Company Identification Number: L07000039960

Legal Registered Office Address: 1122 SANTA CRUZ DR

THE VILLAGES

32162

More information about FINANCIAL INDEPENDENCE GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 BRIAN K. WILLIAMS 2023-09-19 BRIAN K. WILLIAMS 2023-09-19
001 2021-01-01 BRIAN K. WILLIAMS 2022-09-19 BRIAN K. WILLIAMS 2022-09-19
001 2020-01-01 BRIAN K. WILLIAMS 2021-10-08
001 2019-01-01 BRIAN K. WILLIAMS 2020-09-04 BRIAN K. WILLIAMS 2020-09-04
001 2018-01-01 BRIAN K. WILLIAMS 2019-09-30 BRIAN K. WILLIAMS 2019-09-30
001 2017-01-01
001 2016-01-01
001 2015-01-01 BRIAN WILLIAMS
001 2014-01-01 BRIAN WILLIAMS
001 2013-01-01 ERICKA CAIN
001 2012-01-01 ERICKA CAIN
001 2011-01-01 ERICKA CAIN
001 2010-01-01 KIM REYNOLDS 2011-07-12 KIM REYNOLDS 2011-07-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	BRIAN K. WILLIAMS	2023-09-19	BRIAN K. WILLIAMS	2023-09-19
001	2021-01-01	BRIAN K. WILLIAMS	2022-09-19	BRIAN K. WILLIAMS	2022-09-19
001	2020-01-01	BRIAN K. WILLIAMS	2021-10-08
001	2019-01-01	BRIAN K. WILLIAMS	2020-09-04	BRIAN K. WILLIAMS	2020-09-04
001	2018-01-01	BRIAN K. WILLIAMS	2019-09-30	BRIAN K. WILLIAMS	2019-09-30
001	2017-01-01
001	2016-01-01
001	2015-01-01	BRIAN WILLIAMS
001	2014-01-01	BRIAN WILLIAMS
001	2013-01-01	ERICKA CAIN
001	2012-01-01	ERICKA CAIN
001	2011-01-01	ERICKA CAIN
001	2010-01-01	KIM REYNOLDS	2011-07-12	KIM REYNOLDS	2011-07-12

Plan Statistics for FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN

401k plan membership statisitcs for FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN

Measure Date Value
2022: FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 150
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 33
Total of all active and inactive participants 2022-01-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 183
Number of participants with account balances 2022-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 22
2021: FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 175
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 148
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 31
Total of all active and inactive participants 2021-01-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 181
Number of participants with account balances 2021-01-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 19
2020: FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 149
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 25
Total of all active and inactive participants 2020-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 174
Number of participants with account balances 2020-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 14
2019: FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 148
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 26
Total of all active and inactive participants 2019-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 174
Number of participants with account balances 2019-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 143
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 25
Total of all active and inactive participants 2018-01-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 168
Number of participants with account balances 2018-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 138
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 23
Total of all active and inactive participants 2017-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 162
Number of participants with account balances 2017-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 4
2016: FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 130
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 33
Total of all active and inactive participants 2016-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 165
Number of participants with account balances 2016-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 12
2015: FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 117
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 31
Total of all active and inactive participants 2015-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 148
Number of participants with account balances 2015-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 118
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 20
Total of all active and inactive participants 2014-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 138
Number of participants with account balances 2014-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 5
2013: FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 104
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 24
Total of all active and inactive participants 2013-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 128
Number of participants with account balances 2013-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 106
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 11
Total of all active and inactive participants 2012-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 117
Number of participants with account balances 2012-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 5
2011: FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 98
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 7
Total of all active and inactive participants 2011-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 105
Number of participants with account balances 2011-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2022: FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	150
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	33
Total of all active and inactive participants	2022-01-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	183
Number of participants with account balances	2022-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	22
2021: FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	175
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	148
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	31
Total of all active and inactive participants	2021-01-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	181
Number of participants with account balances	2021-01-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	19
2020: FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	149
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	25
Total of all active and inactive participants	2020-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	174
Number of participants with account balances	2020-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	14
2019: FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	148
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	26
Total of all active and inactive participants	2019-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	174
Number of participants with account balances	2019-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	143
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	25
Total of all active and inactive participants	2018-01-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	168
Number of participants with account balances	2018-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	138
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	23
Total of all active and inactive participants	2017-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	162
Number of participants with account balances	2017-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	4
2016: FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	130
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	33
Total of all active and inactive participants	2016-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	165
Number of participants with account balances	2016-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	12
2015: FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	117
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	31
Total of all active and inactive participants	2015-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	148
Number of participants with account balances	2015-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	118
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	20
Total of all active and inactive participants	2014-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	138
Number of participants with account balances	2014-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	5
2013: FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	104
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	24
Total of all active and inactive participants	2013-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	128
Number of participants with account balances	2013-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	106
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	11
Total of all active and inactive participants	2012-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	117
Number of participants with account balances	2012-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	5
2011: FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	98
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	7
Total of all active and inactive participants	2011-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	105
Number of participants with account balances	2011-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN

Measure	Date	Value
2022 : FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$215
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$204
Total income from all sources (including contributions)	2022-12-31	$-752,551
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$566,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$475,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,417,689
Value of total assets at end of year	2022-12-31	$13,830,286
Value of total assets at beginning of year	2022-12-31	$15,149,417
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$90,907
Total interest from all sources	2022-12-31	$10,069
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$275,682
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$275,682
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,010,116
Participant contributions at end of year	2022-12-31	$160,109
Participant contributions at beginning of year	2022-12-31	$135,698
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$26,750
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$215
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$204
Other income not declared elsewhere	2022-12-31	$461
Total non interest bearing cash at end of year	2022-12-31	$30,328
Total non interest bearing cash at beginning of year	2022-12-31	$16,322
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,319,142
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$13,830,071
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$15,149,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$69,469
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$12,975,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$14,804,130
Interest on participant loans	2022-12-31	$6,632
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$664,129
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$193,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$193,267
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$3,437
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,456,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$380,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$475,684
Contract administrator fees	2022-12-31	$21,438
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	GREERWALKER LLP
Accountancy firm EIN	2022-12-31	561434747
2021 : FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$204
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,364,853
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$411,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$323,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,545,868
Value of total assets at end of year	2021-12-31	$15,149,417
Value of total assets at beginning of year	2021-12-31	$12,195,559
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$87,225
Total interest from all sources	2021-12-31	$6,180
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$280,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$280,061
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$947,104
Participant contributions at end of year	2021-12-31	$135,698
Participant contributions at beginning of year	2021-12-31	$97,627
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$217,597
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$204
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$378
Total non interest bearing cash at end of year	2021-12-31	$16,322
Total non interest bearing cash at beginning of year	2021-12-31	$9,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,953,654
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$15,149,213
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$12,195,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$66,781
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$14,804,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$11,101,989
Interest on participant loans	2021-12-31	$5,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$193,267
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$986,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$986,121
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$202
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,532,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$381,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$323,974
Contract administrator fees	2021-12-31	$20,444
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	GREERWALKER LLP
Accountancy firm EIN	2021-12-31	561434747
2020 : FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$2,000
Total income from all sources (including contributions)	2020-12-31	$2,177,724
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$675,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$608,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,234,864
Value of total assets at end of year	2020-12-31	$12,195,559
Value of total assets at beginning of year	2020-12-31	$10,695,744
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$67,536
Total interest from all sources	2020-12-31	$6,123
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$197,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$197,299
Administrative expenses professional fees incurred	2020-12-31	$7,888
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$867,418
Participant contributions at end of year	2020-12-31	$97,627
Participant contributions at beginning of year	2020-12-31	$105,955
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$2,469
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$2,000
Other income not declared elsewhere	2020-12-31	$13
Total non interest bearing cash at end of year	2020-12-31	$9,822
Total non interest bearing cash at beginning of year	2020-12-31	$7,421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,501,815
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$12,195,559
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$10,693,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$50,527
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$11,101,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$10,376,596
Interest on participant loans	2020-12-31	$4,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$986,121
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$205,772
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$205,772
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$1,223
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$739,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$364,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$608,373
Contract administrator fees	2020-12-31	$9,121
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	GREERWALKER LLP
Accountancy firm EIN	2020-12-31	561434747
2019 : FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$2,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,987,995
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,216,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,145,997
Expenses. Certain deemed distributions of participant loans	2019-12-31	$5,370
Value of total corrective distributions	2019-12-31	$605
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,228,293
Value of total assets at end of year	2019-12-31	$10,695,744
Value of total assets at beginning of year	2019-12-31	$8,922,531
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$64,810
Total interest from all sources	2019-12-31	$6,898
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$270,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$270,149
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$793,758
Participant contributions at end of year	2019-12-31	$105,955
Participant contributions at beginning of year	2019-12-31	$122,138
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$72,757
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$2,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$7,421
Total non interest bearing cash at beginning of year	2019-12-31	$2,968
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,771,213
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$10,693,744
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,922,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$47,638
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$10,376,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$8,511,346
Interest on participant loans	2019-12-31	$5,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$205,772
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$286,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$286,079
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$1,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,482,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$361,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,145,997
Contract administrator fees	2019-12-31	$17,172
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	GREERWALKER LLP
Accountancy firm EIN	2019-12-31	561434747
2018 : FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$1,436
Total income from all sources (including contributions)	2018-12-31	$370,817
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$348,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$283,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,085,622
Value of total assets at end of year	2018-12-31	$8,922,531
Value of total assets at beginning of year	2018-12-31	$8,901,311
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$64,292
Total interest from all sources	2018-12-31	$6,286
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$254,997
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$254,997
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$729,699
Participant contributions at end of year	2018-12-31	$122,138
Participant contributions at beginning of year	2018-12-31	$114,626
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$65,315
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$1,436
Total non interest bearing cash at end of year	2018-12-31	$2,968
Total non interest bearing cash at beginning of year	2018-12-31	$52,252
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$22,656
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$8,922,531
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$8,899,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$46,238
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$8,511,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$8,353,579
Interest on participant loans	2018-12-31	$5,405
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$286,079
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$380,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$380,854
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$881
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-976,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$290,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$283,869
Contract administrator fees	2018-12-31	$18,054
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	GREERWALKER LLP
Accountancy firm EIN	2018-12-31	561434747
2017 : FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$1,436
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$1,717
Total income from all sources (including contributions)	2017-12-31	$2,143,553
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$344,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$271,427
Value of total corrective distributions	2017-12-31	$9,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,043,418
Value of total assets at end of year	2017-12-31	$8,901,311
Value of total assets at beginning of year	2017-12-31	$7,102,401
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$63,803
Total interest from all sources	2017-12-31	$5,400
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$210,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$210,842
Administrative expenses professional fees incurred	2017-12-31	$9,200
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$662,709
Participant contributions at end of year	2017-12-31	$114,626
Participant contributions at beginning of year	2017-12-31	$129,426
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$110,180
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$1,436
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$1,717
Other income not declared elsewhere	2017-12-31	$5
Total non interest bearing cash at end of year	2017-12-31	$52,252
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,799,191
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,899,875
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$7,100,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$38,741
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$8,353,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$6,606,741
Interest on participant loans	2017-12-31	$5,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$380,854
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$366,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$366,234
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$229
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$883,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$270,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$271,427
Contract administrator fees	2017-12-31	$15,862
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	GREERWALKER LLP
Accountancy firm EIN	2017-12-31	561434747
2016 : FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$1,717
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$35,635
Total income from all sources (including contributions)	2016-12-31	$1,534,572
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$169,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$128,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,033,001
Value of total assets at end of year	2016-12-31	$7,102,401
Value of total assets at beginning of year	2016-12-31	$5,771,550
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$41,050
Total interest from all sources	2016-12-31	$3,642
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$188,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$188,130
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$632,194
Participant contributions at end of year	2016-12-31	$129,426
Participant contributions at beginning of year	2016-12-31	$97,248
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$128,936
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$1,717
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,364,769
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$7,100,684
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,735,915
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$22,550
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$6,606,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,289,591
Interest on participant loans	2016-12-31	$3,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$366,234
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$384,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$384,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$309,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$271,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$128,753
Contract administrator fees	2016-12-31	$18,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$35,635
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	GREERWALKER LLP
Accountancy firm EIN	2016-12-31	561434747
2015 : FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$35,635
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$35,995
Total income from all sources (including contributions)	2015-12-31	$616,336
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$186,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$104,264
Value of total corrective distributions	2015-12-31	$35,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$797,925
Value of total assets at end of year	2015-12-31	$5,771,550
Value of total assets at beginning of year	2015-12-31	$5,341,605
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$46,132
Total interest from all sources	2015-12-31	$2,313
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$138,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$138,273
Administrative expenses professional fees incurred	2015-12-31	$10,162
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$556,624
Participant contributions at end of year	2015-12-31	$97,248
Participant contributions at beginning of year	2015-12-31	$66,458
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$112
Administrative expenses (other) incurred	2015-12-31	$8,720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$430,305
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,735,915
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,305,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$27,250
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$5,289,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$5,091,261
Interest on participant loans	2015-12-31	$2,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$384,711
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$183,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$183,886
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-322,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$241,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$104,264
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$35,635
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$35,995
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	GREERWALKER LLP
Accountancy firm EIN	2015-12-31	561434747
2014 : FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$35,995
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$891,764
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$292,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$249,011
Value of total corrective distributions	2014-12-31	$2,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$741,627
Value of total assets at end of year	2014-12-31	$5,341,605
Value of total assets at beginning of year	2014-12-31	$4,706,244
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$41,109
Total interest from all sources	2014-12-31	$1,859
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$127,099
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$127,099
Administrative expenses professional fees incurred	2014-12-31	$6,266
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$490,344
Participant contributions at end of year	2014-12-31	$66,458
Participant contributions at beginning of year	2014-12-31	$78,519
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$22,493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$599,366
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,305,610
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,706,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$24,795
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$5,091,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,456,717
Interest on participant loans	2014-12-31	$1,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$183,886
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$171,008
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$171,008
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$25
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$21,179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$228,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$249,011
Contract administrator fees	2014-12-31	$10,048
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$35,995
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$0
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	GREERWALKER LLP
Accountancy firm EIN	2014-12-31	561434747
2013 : FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$990,042
Expenses. Total of all expenses incurred	2013-12-31	$275,926
Benefits paid (including direct rollovers)	2013-12-31	$242,654
Total plan assets at end of year	2013-12-31	$4,706,244
Total plan assets at beginning of year	2013-12-31	$3,992,128
Value of fidelity bond covering the plan	2013-12-31	$300,000
Total contributions received or receivable from participants	2013-12-31	$457,017
Expenses. Other expenses not covered elsewhere	2013-12-31	$1,640
Contributions received from other sources (not participants or employers)	2013-12-31	$2,162
Other income received	2013-12-31	$330,569
Net income (gross income less expenses)	2013-12-31	$714,116
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,706,244
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,992,128
Assets. Value of participant loans	2013-12-31	$78,519
Total contributions received or receivable from employer(s)	2013-12-31	$200,294
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$31,632
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,084,654
Expenses. Total of all expenses incurred	2012-12-31	$75,093
Benefits paid (including direct rollovers)	2012-12-31	$53,480
Total plan assets at end of year	2012-12-31	$3,992,128
Total plan assets at beginning of year	2012-12-31	$2,982,567
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$483,392
Other income received	2012-12-31	$399,829
Net income (gross income less expenses)	2012-12-31	$1,009,561
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,992,128
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,982,567
Assets. Value of participant loans	2012-12-31	$129,560
Total contributions received or receivable from employer(s)	2012-12-31	$201,433
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$21,613
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$628,196
Expenses. Total of all expenses incurred	2011-12-31	$133,408
Benefits paid (including direct rollovers)	2011-12-31	$128,331
Total plan assets at end of year	2011-12-31	$2,982,567
Total plan assets at beginning of year	2011-12-31	$2,487,779
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$400,705
Contributions received from other sources (not participants or employers)	2011-12-31	$93,088
Other income received	2011-12-31	$-16,967
Net income (gross income less expenses)	2011-12-31	$494,788
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,982,567
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,487,779
Assets. Value of participant loans	2011-12-31	$154,297
Total contributions received or receivable from employer(s)	2011-12-31	$151,370
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$5,077
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for FINANCIAL INDEPENDENCE CORPORATION RETIREMENT PLAN

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

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Company Name:	FINANCIAL INDEPENDENCE GROUP, LLC
Employer identification number (EIN):	561346906
NAIC Classification:	524290

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2007-04-13
Company Identification Number:	L07000039960
Legal Registered Office Address:	1122 SANTA CRUZ DR THE VILLAGES 32162