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FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan NameFOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN
Plan identification number 001

FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.

401k Sponsoring company profile

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

Company Name:FOGLES INC.
Employer identification number (EIN):570832371
NAIC Classification:445110
NAIC Description:Supermarkets and Other Grocery (except Convenience) Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012022-01-01
0012021-01-01
0012020-01-01APRIL FOGLE2021-10-05
0012019-01-01
0012018-01-01
0012017-01-01APRIL FOGLE
0012016-01-01APRIL FOGLE
0012015-01-01APRIL FOGLE
0012014-01-01APRIL FOGLE
0012013-01-01APRIL FOGLE
0012012-01-01M EVANS ON BEHALF OF ADMINISTRATOR
0012011-01-01FRANCES FOGLE
0012010-01-01FRANCES FOGLE
0012009-01-01FRANCES FOGLE

Plan Statistics for FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022: FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01415
Total number of active participants reported on line 7a of the Form 55002022-01-01312
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-0152
Total of all active and inactive participants2022-01-01369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01369
Number of participants with account balances2022-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0118
2021: FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01389
Total number of active participants reported on line 7a of the Form 55002021-01-01317
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0143
Total of all active and inactive participants2021-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01360
Number of participants with account balances2021-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0127
2020: FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01314
Total number of active participants reported on line 7a of the Form 55002020-01-01313
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0123
Total of all active and inactive participants2020-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01337
Number of participants with account balances2020-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0126
2019: FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01337
Total number of active participants reported on line 7a of the Form 55002019-01-01304
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0110
Total of all active and inactive participants2019-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01314
Number of participants with account balances2019-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01277
Total number of active participants reported on line 7a of the Form 55002018-01-01288
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0127
Total of all active and inactive participants2018-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01315
Number of participants with account balances2018-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01302
Total number of active participants reported on line 7a of the Form 55002017-01-01250
Number of retired or separated participants receiving benefits2017-01-0127
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01277
Number of participants with account balances2017-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0123
2016: FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01327
Total number of active participants reported on line 7a of the Form 55002016-01-01255
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01281
Number of participants with account balances2016-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0130
2015: FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01267
Total number of active participants reported on line 7a of the Form 55002015-01-01249
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-0116
Total of all active and inactive participants2015-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01269
Number of participants with account balances2015-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0115
2014: FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01240
Total number of active participants reported on line 7a of the Form 55002014-01-01235
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01249
Number of participants with account balances2014-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0114
2013: FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01211
Total number of active participants reported on line 7a of the Form 55002013-01-01191
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0112
Total of all active and inactive participants2013-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01203
Number of participants with account balances2013-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01206
Total number of active participants reported on line 7a of the Form 55002012-01-01192
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01195
Number of participants with account balances2012-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01213
Total number of active participants reported on line 7a of the Form 55002011-01-01186
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01189
Number of participants with account balances2011-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2010: FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01210
Total number of active participants reported on line 7a of the Form 55002010-01-01191
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-016
Total of all active and inactive participants2010-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01197
Number of participants with account balances2010-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017
2009: FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01201
Total number of active participants reported on line 7a of the Form 55002009-01-01180
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01191
Number of participants with account balances2009-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022 : FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,427
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-129,701
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$712,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$682,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$752,468
Value of total assets at end of year2022-12-31$5,355,369
Value of total assets at beginning of year2022-12-31$6,192,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$30,126
Total interest from all sources2022-12-31$5,902
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$425,610
Participant contributions at end of year2022-12-31$24,132
Participant contributions at beginning of year2022-12-31$30,032
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$6,435
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$1,122
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$4,427
Other income not declared elsewhere2022-12-31$245
Administrative expenses (other) incurred2022-12-31$5,403
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-841,949
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,350,942
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,192,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,550,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,758,054
Interest on participant loans2022-12-31$1,502
Value of interest in common/collective trusts at beginning of year2022-12-31$1
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$14,998
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$16,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$16,464
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$4,400
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$762,710
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$376,792
Net investment gain/loss from pooled separate accounts2022-12-31$-888,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$326,858
Employer contributions (assets) at end of year2022-12-31$3,384
Employer contributions (assets) at beginning of year2022-12-31$5,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$681,000
Contract administrator fees2022-12-31$24,723
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS & YANTIS, CPA
Accountancy firm EIN2022-12-31471356737
2021 : FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
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$1,417,554
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$586,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$542,378
Value of total corrective distributions2021-12-31$7,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$690,694
Value of total assets at end of year2021-12-31$6,192,891
Value of total assets at beginning of year2021-12-31$5,361,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$36,285
Total interest from all sources2021-12-31$4,501
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$396,576
Participant contributions at end of year2021-12-31$30,032
Participant contributions at beginning of year2021-12-31$18,098
Participant contributions at end of year2021-12-31$6,435
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$434,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$831,264
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,192,891
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,361,627
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,758,054
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,898,548
Interest on participant loans2021-12-31$1,744
Value of interest in common/collective trusts at end of year2021-12-31$1
Value of interest in common/collective trusts at beginning of year2021-12-31$10,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$16,464
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,757
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$376,792
Net investment gain/loss from pooled separate accounts2021-12-31$722,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$294,118
Employer contributions (assets) at end of year2021-12-31$5,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$542,378
Contract administrator fees2021-12-31$36,285
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS & YANTIS, CPA
Accountancy firm EIN2021-12-31471356737
2020 : FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$0
Total income from all sources (including contributions)2020-12-31$1,272,955
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$156,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$110,764
Expenses. Certain deemed distributions of participant loans2020-12-31$11,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$622,280
Value of total assets at end of year2020-12-31$5,361,627
Value of total assets at beginning of year2020-12-31$4,245,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$33,701
Total interest from all sources2020-12-31$1,297
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$18,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$33,701
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$346,275
Participant contributions at end of year2020-12-31$18,098
Participant contributions at beginning of year2020-12-31$20,146
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$434,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,116,556
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,361,627
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,245,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,898,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,849,210
Interest on participant loans2020-12-31$1,297
Value of interest in common/collective trusts at end of year2020-12-31$10,766
Value of interest in common/collective trusts at beginning of year2020-12-31$374,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$744
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$744
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$630,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$276,005
Income. Dividends from common stock2020-12-31$18,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$110,764
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MOSS & YANTIS, CPAS
Accountancy firm EIN2020-12-31471356737
2019 : FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
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$1,189,160
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$309,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$257,352
Value of total corrective distributions2019-12-31$9,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$492,645
Value of total assets at end of year2019-12-31$4,245,071
Value of total assets at beginning of year2019-12-31$3,365,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$42,964
Total interest from all sources2019-12-31$1,626
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$69,958
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$69,958
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$271,230
Participant contributions at end of year2019-12-31$20,146
Participant contributions at beginning of year2019-12-31$30,921
Other income not declared elsewhere2019-12-31$-6
Administrative expenses (other) incurred2019-12-31$42,964
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$879,571
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,245,071
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,365,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,849,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,842,121
Interest on participant loans2019-12-31$1,626
Value of interest in common/collective trusts at end of year2019-12-31$374,971
Value of interest in common/collective trusts at beginning of year2019-12-31$489,483
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$744
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,975
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$614,752
Net investment gain or loss from common/collective trusts2019-12-31$10,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$221,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$257,352
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS & YANTIS, CPA, P.A.
Accountancy firm EIN2019-12-31471356737
2018 : FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$0
Total income from all sources (including contributions)2018-12-31$284,697
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$273,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$219,398
Value of total corrective distributions2018-12-31$12,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$458,019
Value of total assets at end of year2018-12-31$3,365,500
Value of total assets at beginning of year2018-12-31$3,353,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$41,398
Total interest from all sources2018-12-31$1,667
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$57,170
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$57,170
Administrative expenses professional fees incurred2018-12-31$8,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$247,579
Participant contributions at end of year2018-12-31$30,921
Participant contributions at beginning of year2018-12-31$25,053
Administrative expenses (other) incurred2018-12-31$33,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$11,545
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,365,500
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,353,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,842,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,928,322
Interest on participant loans2018-12-31$1,667
Value of interest in common/collective trusts at end of year2018-12-31$489,483
Value of interest in common/collective trusts at beginning of year2018-12-31$400,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,975
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-240,792
Net investment gain or loss from common/collective trusts2018-12-31$8,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$210,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$219,398
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS & YANTIS, CPA, P.A.
Accountancy firm EIN2018-12-31471356737
2017 : FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$896,157
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$743,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$704,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$418,824
Value of total assets at end of year2017-12-31$3,353,955
Value of total assets at beginning of year2017-12-31$3,201,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$38,377
Total interest from all sources2017-12-31$621
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$49,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$49,477
Administrative expenses professional fees incurred2017-12-31$38,377
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$236,187
Participant contributions at end of year2017-12-31$25,053
Participant contributions at beginning of year2017-12-31$19,519
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$4,715
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$152,798
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,353,955
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,201,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,928,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,782,886
Interest on participant loans2017-12-31$621
Value of interest in common/collective trusts at end of year2017-12-31$400,578
Value of interest in common/collective trusts at beginning of year2017-12-31$376,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$416,407
Net investment gain or loss from common/collective trusts2017-12-31$10,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$182,637
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$15,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$704,982
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS & YANTIS, CPA, P.A.
Accountancy firm EIN2017-12-31471356737
2016 : FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$694,168
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$940,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$897,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$452,186
Value of total assets at end of year2016-12-31$3,201,157
Value of total assets at beginning of year2016-12-31$3,447,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$43,170
Total interest from all sources2016-12-31$1,366
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$94,906
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$94,906
Administrative expenses professional fees incurred2016-12-31$43,170
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$238,191
Participant contributions at end of year2016-12-31$19,519
Participant contributions at beginning of year2016-12-31$35,740
Participant contributions at end of year2016-12-31$4,715
Participant contributions at beginning of year2016-12-31$3,361
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,304
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-246,383
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,201,157
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,447,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,782,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,026,711
Interest on participant loans2016-12-31$1,361
Value of interest in common/collective trusts at end of year2016-12-31$376,770
Value of interest in common/collective trusts at beginning of year2016-12-31$364,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,282
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$229
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$229
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$140,002
Net investment gain or loss from common/collective trusts2016-12-31$5,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$212,691
Employer contributions (assets) at end of year2016-12-31$15,985
Employer contributions (assets) at beginning of year2016-12-31$16,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$897,381
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS & YANTIS, CPA, P.A.
Accountancy firm EIN2016-12-31471356737
2015 : FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$400,193
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$309,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$261,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$447,663
Value of total assets at end of year2015-12-31$3,447,540
Value of total assets at beginning of year2015-12-31$3,356,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$47,376
Total interest from all sources2015-12-31$3,240
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$140,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$140,965
Administrative expenses professional fees incurred2015-12-31$47,376
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$227,203
Participant contributions at end of year2015-12-31$35,740
Participant contributions at beginning of year2015-12-31$79,545
Participant contributions at end of year2015-12-31$3,361
Participant contributions at beginning of year2015-12-31$3,322
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,671
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$9,913
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$90,893
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,447,540
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,356,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,026,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,022,268
Interest on participant loans2015-12-31$3,240
Value of interest in common/collective trusts at end of year2015-12-31$364,724
Value of interest in common/collective trusts at beginning of year2015-12-31$231,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$229
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-191,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$216,789
Employer contributions (assets) at end of year2015-12-31$16,775
Employer contributions (assets) at beginning of year2015-12-31$10,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$261,924
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS & YANTIS, CPA, P.A.
Accountancy firm EIN2015-12-31471356737
2014 : FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
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$596,984
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$446,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$409,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$344,971
Value of total assets at end of year2014-12-31$3,356,647
Value of total assets at beginning of year2014-12-31$3,206,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$36,865
Total interest from all sources2014-12-31$4,157
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$126,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$126,775
Administrative expenses professional fees incurred2014-12-31$36,865
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$182,394
Participant contributions at end of year2014-12-31$79,545
Participant contributions at beginning of year2014-12-31$118,114
Participant contributions at end of year2014-12-31$3,322
Participant contributions at beginning of year2014-12-31$2,477
Total non interest bearing cash at end of year2014-12-31$9,913
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$150,550
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,356,647
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,206,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,022,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,660,741
Interest on participant loans2014-12-31$4,157
Value of interest in common/collective trusts at end of year2014-12-31$231,149
Value of interest in common/collective trusts at beginning of year2014-12-31$400,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$121,081
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$162,577
Employer contributions (assets) at end of year2014-12-31$10,450
Employer contributions (assets) at beginning of year2014-12-31$20,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$409,569
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31THE BRITTINGHAM GROUP, LLP
Accountancy firm EIN2014-12-31464116137
2013 : FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,600
Total income from all sources (including contributions)2013-12-31$810,597
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$116,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$87,212
Value of total corrective distributions2013-12-31$1,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$303,759
Value of total assets at end of year2013-12-31$3,206,097
Value of total assets at beginning of year2013-12-31$2,517,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$27,662
Total interest from all sources2013-12-31$3,302
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$90,207
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$90,207
Administrative expenses professional fees incurred2013-12-31$23,439
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$158,402
Participant contributions at end of year2013-12-31$118,114
Participant contributions at beginning of year2013-12-31$33,093
Participant contributions at end of year2013-12-31$2,477
Participant contributions at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$4,223
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$5,600
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$5,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$694,287
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,206,097
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,511,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,660,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,257,013
Interest on participant loans2013-12-31$3,302
Value of interest in common/collective trusts at end of year2013-12-31$400,754
Value of interest in common/collective trusts at beginning of year2013-12-31$212,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,240
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$413,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$145,357
Employer contributions (assets) at end of year2013-12-31$20,771
Employer contributions (assets) at beginning of year2013-12-31$9,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$87,212
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31THE BRITTINGHAM GROUP, LLP
Accountancy firm EIN2013-12-31464116137
2012 : FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,600
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,435
Total income from all sources (including contributions)2012-12-31$541,010
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$288,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$256,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$298,972
Value of total assets at end of year2012-12-31$2,517,410
Value of total assets at beginning of year2012-12-31$2,264,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$32,336
Total interest from all sources2012-12-31$1,986
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$64,342
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$64,342
Administrative expenses professional fees incurred2012-12-31$32,336
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$300,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$155,418
Participant contributions at end of year2012-12-31$33,093
Participant contributions at beginning of year2012-12-31$44,723
Liabilities. Value of operating payables at end of year2012-12-31$5,600
Liabilities. Value of operating payables at beginning of year2012-12-31$5,435
Total non interest bearing cash at end of year2012-12-31$5,600
Total non interest bearing cash at beginning of year2012-12-31$7,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$252,306
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,511,810
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,259,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,257,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,944,482
Interest on participant loans2012-12-31$1,986
Value of interest in common/collective trusts at end of year2012-12-31$212,485
Value of interest in common/collective trusts at beginning of year2012-12-31$256,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$9
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$175,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$143,554
Employer contributions (assets) at end of year2012-12-31$9,219
Employer contributions (assets) at beginning of year2012-12-31$12,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$256,368
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BRITTINGHAM, BROWN, PRINCE, HANCOCK
Accountancy firm EIN2012-12-31201128912
2011 : FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,435
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,552
Total income from all sources (including contributions)2011-12-31$131,830
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$120,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$90,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$292,119
Value of total assets at end of year2011-12-31$2,264,939
Value of total assets at beginning of year2011-12-31$2,254,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$30,749
Total interest from all sources2011-12-31$1,579
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$73,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$73,340
Administrative expenses professional fees incurred2011-12-31$30,749
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$300,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$151,142
Participant contributions at end of year2011-12-31$44,723
Participant contributions at beginning of year2011-12-31$33,253
Participant contributions at beginning of year2011-12-31$0
Liabilities. Value of operating payables at end of year2011-12-31$5,435
Liabilities. Value of operating payables at beginning of year2011-12-31$5,552
Total non interest bearing cash at end of year2011-12-31$7,035
Total non interest bearing cash at beginning of year2011-12-31$5,552
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$10,956
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,259,504
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,248,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,944,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,011,681
Interest on participant loans2011-12-31$1,579
Value of interest in common/collective trusts at end of year2011-12-31$256,546
Value of interest in common/collective trusts at beginning of year2011-12-31$188,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$9
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,781
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-235,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$140,977
Employer contributions (assets) at end of year2011-12-31$12,144
Employer contributions (assets) at beginning of year2011-12-31$12,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$90,125
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BRITTINGHAM, BROWN, PRINCE, HANCOCK
Accountancy firm EIN2011-12-31201128912
2010 : FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,552
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,713
Total income from all sources (including contributions)2010-12-31$550,350
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$260,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$228,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$285,414
Value of total assets at end of year2010-12-31$2,254,100
Value of total assets at beginning of year2010-12-31$1,964,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$31,206
Total interest from all sources2010-12-31$1,714
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$31,206
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$300,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$147,072
Participant contributions at end of year2010-12-31$33,253
Participant contributions at beginning of year2010-12-31$28,445
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$7
Liabilities. Value of operating payables at end of year2010-12-31$5,552
Liabilities. Value of operating payables at beginning of year2010-12-31$5,706
Total non interest bearing cash at end of year2010-12-31$5,552
Total non interest bearing cash at beginning of year2010-12-31$8,393
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$290,169
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,248,548
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,958,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,011,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,762,304
Interest on participant loans2010-12-31$1,713
Value of interest in common/collective trusts at end of year2010-12-31$188,680
Value of interest in common/collective trusts at beginning of year2010-12-31$154,837
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,781
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$7
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$7
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$263,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$138,342
Employer contributions (assets) at end of year2010-12-31$12,153
Employer contributions (assets) at beginning of year2010-12-31$10,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$228,975
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BRITTINGHAM, BROWN, PRINCE, HANCOCK
Accountancy firm EIN2010-12-31201128912
2009 : FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN

2022: FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-849859
Policy instance 1
Insurance contract or identification numberGA-849859
Number of Individuals Covered223
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?5
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-849859
Policy instance 1
Insurance contract or identification numberGA-849859
Number of Individuals Covered199
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,884
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4884
Additional information about fees paid to insurance brokerTPA SERVICES
Insurance broker organization code?5
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-849859
Policy instance 1
Insurance contract or identification numberGA-849859
Number of Individuals Covered187
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,855
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees8855
Additional information about fees paid to insurance brokerTPA SERVICES
Insurance broker organization code?5

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