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): 954512478

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 2013-01-01 ROGER FOX
001 2012-01-01 ROGER FOX
001 2011-01-01 ROGER FOX
001 2009-01-01 ROGER FOX ROGER FOX 2010-10-11
001 2009-01-01 ROGER FOX ROGER FOX 2010-10-11

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	ROGER FOX
001	2012-01-01	ROGER FOX
001	2011-01-01	ROGER FOX
001	2009-01-01	ROGER FOX	ROGER FOX	2010-10-11
001	2009-01-01	ROGER FOX	ROGER FOX	2010-10-11

Plan Statistics for FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN

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

Measure Date Value
2013: FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN

Measure	Date	Value
2013 : FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$1,236
Total income from all sources	2013-12-31	$306,082
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,977,781
Total plan assets at beginning of year	2013-12-31	$1,672,935
Value of fidelity bond covering the plan	2013-12-31	$435,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$232,384
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$306,082
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,977,781
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,671,699
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$790,961
Total contributions received or receivable from employer(s)	2013-12-31	$73,698
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$1,236
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$172,169
Expenses. Total of all expenses incurred	2012-12-31	$11,928
Benefits paid (including direct rollovers)	2012-12-31	$11,928
Total plan assets at end of year	2012-12-31	$1,672,935
Total plan assets at beginning of year	2012-12-31	$1,511,458
Value of fidelity bond covering the plan	2012-12-31	$435,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$102,064
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$160,241
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,671,699
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,511,458
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$711,023
Total contributions received or receivable from employer(s)	2012-12-31	$70,105
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$217,530
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,511,458
Total plan assets at beginning of year	2011-12-31	$1,293,928
Value of fidelity bond covering the plan	2011-12-31	$435,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$149,530
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$217,530
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,511,458
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,293,928
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$647,420
Total contributions received or receivable from employer(s)	2011-12-31	$68,000
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$245,800
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$1,293,928
Total plan assets at beginning of year	2010-12-31	$1,048,128
Value of fidelity bond covering the plan	2010-12-31	$195,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$178,800
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$245,800
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,293,928
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,048,128
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$515,288
Total contributions received or receivable from employer(s)	2010-12-31	$67,000
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN

2013: FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

FOX ACCOUNTANCY CORPORATION PROFIT SHARING PLAN [EIN = 954511766]

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Company Name:	FOX ACCOUNTANCY CORPORATION
Employer identification number (EIN):	954512478
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

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