THE FORT MCINTOSH GROUP, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE FORT MCINTOSH GROUP, LLC 401K
| Measure | Date | Value |
|---|
| 2017: THE FORT MCINTOSH GROUP, LLC 401K 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
| 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 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 4 |
| Number of participants with account balances | 2017-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: THE FORT MCINTOSH GROUP, LLC 401K 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 11 |
| 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 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 5 |
| Number of participants with account balances | 2016-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: THE FORT MCINTOSH GROUP, LLC 401K 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 11 |
| 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 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 11 |
| Number of participants with account balances | 2015-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: THE FORT MCINTOSH GROUP, LLC 401K 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 9 |
| 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 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 9 |
| Number of participants with account balances | 2014-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2017 : THE FORT MCINTOSH GROUP, LLC 401K 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $44,633 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $21,404 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $21,379 |
| Total plan assets at end of year | 2017-12-31 | $228,318 |
| Total plan assets at beginning of year | 2017-12-31 | $205,089 |
| Value of fidelity bond covering the plan | 2017-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $2,400 |
| Other income received | 2017-12-31 | $39,833 |
| Net income (gross income less expenses) | 2017-12-31 | $23,229 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $228,318 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $205,089 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $2,400 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $25 |
| 2016 : THE FORT MCINTOSH GROUP, LLC 401K 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $45,219 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $144,157 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $143,594 |
| Total plan assets at end of year | 2016-12-31 | $205,089 |
| Total plan assets at beginning of year | 2016-12-31 | $304,027 |
| Value of fidelity bond covering the plan | 2016-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $21,315 |
| Other income received | 2016-12-31 | $10,829 |
| Net income (gross income less expenses) | 2016-12-31 | $-98,938 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $205,089 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $304,027 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $13,075 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $563 |
| 2015 : THE FORT MCINTOSH GROUP, LLC 401K 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $131,146 |
| Total plan assets at end of year | 2015-12-31 | $304,027 |
| Total plan assets at beginning of year | 2015-12-31 | $172,881 |
| Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $72,444 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $15,765 |
| Other income received | 2015-12-31 | $-7,491 |
| Net income (gross income less expenses) | 2015-12-31 | $131,146 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $304,027 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $172,881 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $50,428 |
| 2014 : THE FORT MCINTOSH GROUP, LLC 401K 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $172,881 |
| Total plan assets at end of year | 2014-12-31 | $172,881 |
| Total plan assets at beginning of year | 2014-12-31 | $0 |
| Value of fidelity bond covering the plan | 2014-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $54,401 |
| Other income received | 2014-12-31 | $388 |
| Net income (gross income less expenses) | 2014-12-31 | $172,881 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $172,881 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $118,092 |
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