401k Plan data: FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN plan

FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 401k Plan overview

Plan Name	FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN
Plan identification number	001

FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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

FOX ACCOUNTANCY CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: FOX ACCOUNTANCY CORPORATION

Employer identification number (EIN): 954511766

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Additional information about FOX ACCOUNTANCY CORPORATION

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C1919563

More information about FOX ACCOUNTANCY CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ROGER B FOX 2023-10-13 ROGER B FOX 2023-10-13
001 2021-01-01 ROGER B FOX 2022-10-09 ROGER B FOX 2022-10-09
001 2020-01-01 ROGER B FOX 2021-10-08 ROGER B FOX 2021-10-08
001 2019-01-01 ROGER B FOX 2020-10-13 ROGER B FOX 2020-10-13
001 2018-01-01 ROGER B FOX 2019-08-13 ROGER B FOX 2019-08-13
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 ROGER FOX

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	ROGER B FOX	2023-10-13	ROGER B FOX	2023-10-13
001	2021-01-01	ROGER B FOX	2022-10-09	ROGER B FOX	2022-10-09
001	2020-01-01	ROGER B FOX	2021-10-08	ROGER B FOX	2021-10-08
001	2019-01-01	ROGER B FOX	2020-10-13	ROGER B FOX	2020-10-13
001	2018-01-01	ROGER B FOX	2019-08-13	ROGER B FOX	2019-08-13
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	ROGER FOX

Plan Statistics for FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN

401k plan membership statisitcs for FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN

Measure Date Value
2022: FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 7
Total of all active and inactive participants 2022-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 9
Number of participants with account balances 2022-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 7
Total of all active and inactive participants 2021-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 9
Number of participants with account balances 2021-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 8
Total of all active and inactive participants 2020-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 10
Number of participants with account balances 2020-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 6
Total of all active and inactive participants 2019-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 10
Number of participants with account balances 2019-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 6
Total of all active and inactive participants 2018-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 9
Number of participants with account balances 2018-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 9
Number of participants with account balances 2017-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 9
Number of participants with account balances 2016-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 5
Total of all active and inactive participants 2015-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 8
Number of participants with account balances 2015-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 8
Number of participants with account balances 2014-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2022: FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	7
Total of all active and inactive participants	2022-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	9
Number of participants with account balances	2022-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	7
Total of all active and inactive participants	2021-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	9
Number of participants with account balances	2021-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	8
Total of all active and inactive participants	2020-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	10
Number of participants with account balances	2020-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	6
Total of all active and inactive participants	2019-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	10
Number of participants with account balances	2019-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	6
Total of all active and inactive participants	2018-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	9
Number of participants with account balances	2018-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	9
Number of participants with account balances	2017-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	9
Number of participants with account balances	2016-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	5
Total of all active and inactive participants	2015-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	8
Number of participants with account balances	2015-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	8
Number of participants with account balances	2014-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN

Measure	Date	Value
2022 : FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$185,754
Expenses. Total of all expenses incurred	2022-12-31	$143,082
Benefits paid (including direct rollovers)	2022-12-31	$143,082
Total plan assets at end of year	2022-12-31	$4,493,810
Total plan assets at beginning of year	2022-12-31	$4,451,138
Value of fidelity bond covering the plan	2022-12-31	$435,000
Total contributions received or receivable from participants	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$107,054
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$42,672
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,493,810
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,451,138
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$2,108,440
Total contributions received or receivable from employer(s)	2022-12-31	$78,700
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,110,800
Expenses. Total of all expenses incurred	2021-12-31	$130,891
Benefits paid (including direct rollovers)	2021-12-31	$130,891
Total plan assets at end of year	2021-12-31	$4,451,138
Total plan assets at beginning of year	2021-12-31	$3,471,229
Value of fidelity bond covering the plan	2021-12-31	$435,000
Total contributions received or receivable from participants	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$1,038,700
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$979,909
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,451,138
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,471,229
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$2,082,005
Total contributions received or receivable from employer(s)	2021-12-31	$72,100
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$192,868
Expenses. Total of all expenses incurred	2020-12-31	$0
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$3,471,229
Total plan assets at beginning of year	2020-12-31	$3,278,361
Value of fidelity bond covering the plan	2020-12-31	$435,000
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$125,617
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$192,868
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,471,229
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,278,361
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$1,339,506
Total contributions received or receivable from employer(s)	2020-12-31	$67,251
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
2019 : FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$480,989
Expenses. Total of all expenses incurred	2019-12-31	$120,417
Benefits paid (including direct rollovers)	2019-12-31	$120,417
Total plan assets at end of year	2019-12-31	$3,278,361
Total plan assets at beginning of year	2019-12-31	$2,917,789
Value of fidelity bond covering the plan	2019-12-31	$435,000
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$413,495
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$360,572
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,278,361
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,917,789
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$1,369,588
Total contributions received or receivable from employer(s)	2019-12-31	$67,494
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$140,023
Expenses. Total of all expenses incurred	2018-12-31	$86,133
Benefits paid (including direct rollovers)	2018-12-31	$86,133
Total plan assets at end of year	2018-12-31	$2,917,789
Total plan assets at beginning of year	2018-12-31	$2,863,899
Value of fidelity bond covering the plan	2018-12-31	$435,000
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$75,661
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$53,890
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,917,789
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,863,899
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$1,285,933
Total contributions received or receivable from employer(s)	2018-12-31	$64,362
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$293,398
Expenses. Total of all expenses incurred	2017-12-31	$92,507
Benefits paid (including direct rollovers)	2017-12-31	$87,507
Total plan assets at end of year	2017-12-31	$2,863,899
Total plan assets at beginning of year	2017-12-31	$2,663,008
Value of fidelity bond covering the plan	2017-12-31	$435,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$230,288
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$200,891
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,863,899
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,663,008
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$1,202,049
Total contributions received or receivable from employer(s)	2017-12-31	$63,110
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$5,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$411,759
Expenses. Total of all expenses incurred	2016-12-31	$65,551
Benefits paid (including direct rollovers)	2016-12-31	$65,551
Total plan assets at end of year	2016-12-31	$2,663,008
Total plan assets at beginning of year	2016-12-31	$2,316,800
Value of fidelity bond covering the plan	2016-12-31	$435,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$349,655
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$346,208
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,663,008
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,316,800
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$1,136,871
Total contributions received or receivable from employer(s)	2016-12-31	$62,104
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$193,497
Expenses. Total of all expenses incurred	2015-12-31	$60,150
Benefits paid (including direct rollovers)	2015-12-31	$60,150
Total plan assets at end of year	2015-12-31	$2,316,800
Total plan assets at beginning of year	2015-12-31	$2,183,453
Value of fidelity bond covering the plan	2015-12-31	$435,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$128,580
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$133,347
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,316,800
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,183,453
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$955,903
Total contributions received or receivable from employer(s)	2015-12-31	$64,917
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$205,672
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$2,183,453
Total plan assets at beginning of year	2014-12-31	$1,977,781
Value of fidelity bond covering the plan	2014-12-31	$435,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$136,995
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$205,672
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,183,453
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,977,781
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$869,443
Total contributions received or receivable from employer(s)	2014-12-31	$68,677
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0

Form 5500 Responses for FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN

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

Potentially related plans

FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN [EIN = 954512478]

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Company Name:	FOX ACCOUNTANCY CORPORATION
Employer identification number (EIN):	954511766
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C1919563