401k Plan data: FORTUNE PERSONNEL CONSULTANTS OF RALEIGH, INC. 401(K) PROFIT SHARING PLAN plan

FORTUNE PERSONNEL CONSULTANTS OF RALEIGH, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	FORTUNE PERSONNEL CONSULTANTS OF RALEIGH, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	003

FORTUNE PERSONNEL CONSULTANTS OF RALEIGH, INC. 401(K) 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FORTUNE PERSONNEL CONSULTANTS OF RALEIGH, INC. has sponsored the creation of one or more 401k plans.

Company Name: FORTUNE PERSONNEL CONSULTANTS OF RALEIGH, INC.

Employer identification number (EIN): 561275243

NAIC Classification: 561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FORTUNE PERSONNEL CONSULTANTS OF RALEIGH, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 RANDY CAGAN 2024-01-15
003 2022-01-01 RANDY CAGAN 2023-07-07
003 2021-01-01 RANDY CAGAN 2022-07-06
003 2020-01-01 RANDY CAGAN 2021-04-23
003 2019-01-01 RANDY CAGAN 2020-05-29
003 2018-01-01 RANDY CAGAN 2019-07-12
003 2017-01-01 RANDY CAGAN 2018-06-07
003 2016-01-01 RANDY CAGAN 2017-02-07
003 2015-01-01 RANDY CAGAN 2016-06-02
003 2014-01-01 RANDY CAGAN 2015-06-30
003 2013-01-01 RANDY CAGAN 2014-09-30
003 2012-01-01 RANDY CAGAN
003 2011-01-01 RANDY CAGAN
003 2010-01-01 RANDY CAGAN RANDY CAGAN 2011-06-03
003 2009-01-01 RANDY CAGAN 2010-07-09
003 2009-01-01 RANDY CAGAN 2010-07-09
003 2009-01-01 RANDY CAGAN RANDY CAGAN 2010-07-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	RANDY CAGAN	2024-01-15
003	2022-01-01	RANDY CAGAN	2023-07-07
003	2021-01-01	RANDY CAGAN	2022-07-06
003	2020-01-01	RANDY CAGAN	2021-04-23
003	2019-01-01	RANDY CAGAN	2020-05-29
003	2018-01-01	RANDY CAGAN	2019-07-12
003	2017-01-01	RANDY CAGAN	2018-06-07
003	2016-01-01	RANDY CAGAN	2017-02-07
003	2015-01-01	RANDY CAGAN	2016-06-02
003	2014-01-01	RANDY CAGAN	2015-06-30
003	2013-01-01	RANDY CAGAN	2014-09-30
003	2012-01-01	RANDY CAGAN
003	2011-01-01	RANDY CAGAN
003	2010-01-01	RANDY CAGAN		RANDY CAGAN	2011-06-03
003	2009-01-01			RANDY CAGAN	2010-07-09
003	2009-01-01			RANDY CAGAN	2010-07-09
003	2009-01-01	RANDY CAGAN		RANDY CAGAN	2010-07-09

Plan Statistics for FORTUNE PERSONNEL CONSULTANTS OF RALEIGH, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for FORTUNE PERSONNEL CONSULTANTS OF RALEIGH, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2012: FORTUNE PERSONNEL CONSULTANTS OF RALEIGH, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 14
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 6
Total of all active and inactive participants 2012-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 20
Number of participants with account balances 2012-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: FORTUNE PERSONNEL CONSULTANTS OF RALEIGH, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 15
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 6
Total of all active and inactive participants 2011-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 21
Number of participants with account balances 2011-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: FORTUNE PERSONNEL CONSULTANTS OF RALEIGH, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 12
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 6
Total of all active and inactive participants 2010-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 18
Number of participants with account balances 2010-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: FORTUNE PERSONNEL CONSULTANTS OF RALEIGH, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 12
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 7
Total of all active and inactive participants 2009-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 19
Number of participants with account balances 2009-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: FORTUNE PERSONNEL CONSULTANTS OF RALEIGH, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	14
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	6
Total of all active and inactive participants	2012-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	20
Number of participants with account balances	2012-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: FORTUNE PERSONNEL CONSULTANTS OF RALEIGH, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	15
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	6
Total of all active and inactive participants	2011-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	21
Number of participants with account balances	2011-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: FORTUNE PERSONNEL CONSULTANTS OF RALEIGH, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	12
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	6
Total of all active and inactive participants	2010-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	18
Number of participants with account balances	2010-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: FORTUNE PERSONNEL CONSULTANTS OF RALEIGH, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	12
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	7
Total of all active and inactive participants	2009-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	19
Number of participants with account balances	2009-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on FORTUNE PERSONNEL CONSULTANTS OF RALEIGH, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2012 : FORTUNE PERSONNEL CONSULTANTS OF RALEIGH, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$585,229
Expenses. Total of all expenses incurred	2012-12-31	$50
Total plan assets at end of year	2012-12-31	$2,431,912
Total plan assets at beginning of year	2012-12-31	$1,846,733
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$116,814
Expenses. Other expenses not covered elsewhere	2012-12-31	$50
Contributions received from other sources (not participants or employers)	2012-12-31	$136,737
Other income received	2012-12-31	$272,187
Net income (gross income less expenses)	2012-12-31	$585,179
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,431,912
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,846,733
Assets. Value of participant loans	2012-12-31	$34,022
Total contributions received or receivable from employer(s)	2012-12-31	$59,491
2011 : FORTUNE PERSONNEL CONSULTANTS OF RALEIGH, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$125,978
Expenses. Total of all expenses incurred	2011-12-31	$50
Total plan assets at end of year	2011-12-31	$1,846,733
Total plan assets at beginning of year	2011-12-31	$1,720,805
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$137,087
Expenses. Other expenses not covered elsewhere	2011-12-31	$50
Contributions received from other sources (not participants or employers)	2011-12-31	$36,634
Other income received	2011-12-31	$-64,502
Net income (gross income less expenses)	2011-12-31	$125,928
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,846,733
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,720,805
Assets. Value of participant loans	2011-12-31	$34,886
Total contributions received or receivable from employer(s)	2011-12-31	$16,759
2010 : FORTUNE PERSONNEL CONSULTANTS OF RALEIGH, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$336,263
Expenses. Total of all expenses incurred	2010-12-31	$860,994
Benefits paid (including direct rollovers)	2010-12-31	$860,769
Total plan assets at end of year	2010-12-31	$1,720,805
Total plan assets at beginning of year	2010-12-31	$2,245,536
Value of fidelity bond covering the plan	2010-12-31	$300,000
Total contributions received or receivable from participants	2010-12-31	$71,436
Expenses. Other expenses not covered elsewhere	2010-12-31	$225
Contributions received from other sources (not participants or employers)	2010-12-31	$45
Other income received	2010-12-31	$227,466
Net income (gross income less expenses)	2010-12-31	$-524,731
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,720,805
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,245,536
Assets. Value of participant loans	2010-12-31	$35,513
Total contributions received or receivable from employer(s)	2010-12-31	$37,316
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : FORTUNE PERSONNEL CONSULTANTS OF RALEIGH, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for FORTUNE PERSONNEL CONSULTANTS OF RALEIGH, INC. 401(K) PROFIT SHARING PLAN

2012: FORTUNE PERSONNEL CONSULTANTS OF RALEIGH, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: FORTUNE PERSONNEL CONSULTANTS OF RALEIGH, INC. 401(K) 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
2010: FORTUNE PERSONNEL CONSULTANTS OF RALEIGH, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: FORTUNE PERSONNEL CONSULTANTS OF RALEIGH, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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

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Company Name:	FORTUNE PERSONNEL CONSULTANTS OF RALEIGH, INC.
Employer identification number (EIN):	561275243
NAIC Classification:	561300