Plan Name | FINANCIAL RESOURCES MANAGEMENT, INC. DEFINED BENEFIT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | FINANCIAL RESOURCES MANAGEMENT, INC. |
Employer identification number (EIN): | 953560530 |
NAIC Classification: | 541990 |
NAIC Description: | All Other Professional, Scientific, and Technical Services |
Additional information about FINANCIAL RESOURCES MANAGEMENT, INC.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 2002-06-24 |
Company Identification Number: | 2782039 |
Legal Registered Office Address: |
22 PINEWOOD DRIVE Suffolk COMMACK United States of America (USA) 11725 |
More information about FINANCIAL RESOURCES MANAGEMENT, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-02-01 | JOSEPH VINSO | 2024-09-18 | ||
001 | 2022-02-01 | JOSEPH VINSO | 2023-08-21 | ||
001 | 2021-02-01 | JOSEPH VINSO | 2022-07-23 | ||
001 | 2020-02-01 | JOSEPH VINSO | 2021-07-16 | ||
001 | 2019-02-01 | JOSEPH VINSO | 2020-07-09 | ||
001 | 2018-02-01 | ||||
001 | 2017-02-01 | ||||
001 | 2016-02-01 | ||||
001 | 2015-02-01 | ||||
001 | 2014-02-01 | JOSEPH VINSO | |||
001 | 2013-02-01 | JOSEPH VINSO | |||
001 | 2012-02-01 | JOSEPH VINSO | |||
001 | 2011-02-01 | JOSEPH VINSO | 2012-04-20 |
Measure | Date | Value |
---|---|---|
2023: FINANCIAL RESOURCES MANAGEMENT, INC. DEFINED BENEFIT PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-02-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-02-01 | 1 |
Number of retired or separated participants receiving benefits | 2023-02-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-02-01 | 1 |
Total of all active and inactive participants | 2023-02-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-02-01 | 0 |
Total participants | 2023-02-01 | 2 |
Number of participants with account balances | 2023-02-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-02-01 | 0 |
2022: FINANCIAL RESOURCES MANAGEMENT, INC. DEFINED BENEFIT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-02-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-02-01 | 1 |
Number of retired or separated participants receiving benefits | 2022-02-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-02-01 | 1 |
Total of all active and inactive participants | 2022-02-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-02-01 | 0 |
Total participants | 2022-02-01 | 2 |
Number of participants with account balances | 2022-02-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-02-01 | 0 |
2021: FINANCIAL RESOURCES MANAGEMENT, INC. DEFINED BENEFIT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-02-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-02-01 | 2 |
Number of retired or separated participants receiving benefits | 2021-02-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-02-01 | 1 |
Total of all active and inactive participants | 2021-02-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-02-01 | 0 |
Total participants | 2021-02-01 | 3 |
Number of participants with account balances | 2021-02-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-02-01 | 0 |
2020: FINANCIAL RESOURCES MANAGEMENT, INC. DEFINED BENEFIT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-02-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-02-01 | 2 |
Number of retired or separated participants receiving benefits | 2020-02-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-02-01 | 1 |
Total of all active and inactive participants | 2020-02-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-02-01 | 0 |
Total participants | 2020-02-01 | 3 |
Number of participants with account balances | 2020-02-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-02-01 | 0 |
2019: FINANCIAL RESOURCES MANAGEMENT, INC. DEFINED BENEFIT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-02-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-02-01 | 2 |
Number of retired or separated participants receiving benefits | 2019-02-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-02-01 | 1 |
Total of all active and inactive participants | 2019-02-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-02-01 | 0 |
Total participants | 2019-02-01 | 3 |
Number of participants with account balances | 2019-02-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-02-01 | 0 |
2018: FINANCIAL RESOURCES MANAGEMENT, INC. DEFINED BENEFIT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-02-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-02-01 | 2 |
Number of retired or separated participants receiving benefits | 2018-02-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-02-01 | 1 |
Total of all active and inactive participants | 2018-02-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-02-01 | 0 |
Total participants | 2018-02-01 | 3 |
Number of participants with account balances | 2018-02-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-02-01 | 0 |
2017: FINANCIAL RESOURCES MANAGEMENT, INC. DEFINED BENEFIT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-02-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-02-01 | 2 |
Number of retired or separated participants receiving benefits | 2017-02-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-02-01 | 1 |
Total of all active and inactive participants | 2017-02-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-02-01 | 0 |
Total participants | 2017-02-01 | 3 |
Number of participants with account balances | 2017-02-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-02-01 | 0 |
2016: FINANCIAL RESOURCES MANAGEMENT, INC. DEFINED BENEFIT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-02-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-02-01 | 2 |
Number of retired or separated participants receiving benefits | 2016-02-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-02-01 | 1 |
Total of all active and inactive participants | 2016-02-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-02-01 | 0 |
Total participants | 2016-02-01 | 3 |
Number of participants with account balances | 2016-02-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-02-01 | 0 |
2015: FINANCIAL RESOURCES MANAGEMENT, INC. DEFINED BENEFIT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-02-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-02-01 | 2 |
Number of retired or separated participants receiving benefits | 2015-02-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-02-01 | 1 |
Total of all active and inactive participants | 2015-02-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-02-01 | 0 |
Total participants | 2015-02-01 | 3 |
Number of participants with account balances | 2015-02-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-02-01 | 0 |
2014: FINANCIAL RESOURCES MANAGEMENT, INC. DEFINED BENEFIT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-02-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-02-01 | 2 |
Number of retired or separated participants receiving benefits | 2014-02-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-02-01 | 1 |
Total of all active and inactive participants | 2014-02-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-02-01 | 0 |
Total participants | 2014-02-01 | 3 |
Number of participants with account balances | 2014-02-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-02-01 | 0 |
2013: FINANCIAL RESOURCES MANAGEMENT, INC. DEFINED BENEFIT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-02-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-02-01 | 2 |
Number of retired or separated participants receiving benefits | 2013-02-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-02-01 | 1 |
Total of all active and inactive participants | 2013-02-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-02-01 | 0 |
Total participants | 2013-02-01 | 3 |
Number of participants with account balances | 2013-02-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-02-01 | 0 |
2012: FINANCIAL RESOURCES MANAGEMENT, INC. DEFINED BENEFIT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-02-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-02-01 | 2 |
Number of retired or separated participants receiving benefits | 2012-02-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-02-01 | 1 |
Total of all active and inactive participants | 2012-02-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-02-01 | 0 |
Total participants | 2012-02-01 | 3 |
Number of participants with account balances | 2012-02-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-02-01 | 0 |
Measure | Date | Value |
---|---|---|
2024 : FINANCIAL RESOURCES MANAGEMENT, INC. DEFINED BENEFIT PLAN 2024 401k financial data | ||
Total plan liabilities at end of year | 2024-01-31 | $6,722 |
Total plan liabilities at beginning of year | 2024-01-31 | $6,587 |
Total income from all sources | 2024-01-31 | $264,552 |
Expenses. Total of all expenses incurred | 2024-01-31 | $229,350 |
Benefits paid (including direct rollovers) | 2024-01-31 | $210,000 |
Total plan assets at end of year | 2024-01-31 | $1,061,650 |
Total plan assets at beginning of year | 2024-01-31 | $1,026,313 |
Total contributions received or receivable from participants | 2024-01-31 | $0 |
Contributions received from other sources (not participants or employers) | 2024-01-31 | $0 |
Other income received | 2024-01-31 | $264,552 |
Noncash contributions received | 2024-01-31 | $0 |
Net income (gross income less expenses) | 2024-01-31 | $35,202 |
Net plan assets at end of year (total assets less liabilities) | 2024-01-31 | $1,054,928 |
Net plan assets at beginning of year (total assets less liabilities) | 2024-01-31 | $1,019,726 |
Assets. Value of real-estate (other than employer real property) | 2024-01-31 | $0 |
Total contributions received or receivable from employer(s) | 2024-01-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2024-01-31 | $19,350 |
2023 : FINANCIAL RESOURCES MANAGEMENT, INC. DEFINED BENEFIT PLAN 2023 401k financial data | ||
Total plan liabilities at end of year | 2023-01-31 | $6,587 |
Total plan liabilities at beginning of year | 2023-01-31 | $6,956 |
Total income from all sources | 2023-01-31 | $-119,553 |
Expenses. Total of all expenses incurred | 2023-01-31 | $1,220,080 |
Benefits paid (including direct rollovers) | 2023-01-31 | $1,172,878 |
Total plan assets at end of year | 2023-01-31 | $1,026,313 |
Total plan assets at beginning of year | 2023-01-31 | $2,366,315 |
Total contributions received or receivable from participants | 2023-01-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-01-31 | $312,878 |
Other income received | 2023-01-31 | $-432,431 |
Net income (gross income less expenses) | 2023-01-31 | $-1,339,633 |
Net plan assets at end of year (total assets less liabilities) | 2023-01-31 | $1,019,726 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-01-31 | $2,359,359 |
Assets. Value of real-estate (other than employer real property) | 2023-01-31 | $240,000 |
Total contributions received or receivable from employer(s) | 2023-01-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-01-31 | $47,202 |
2022 : FINANCIAL RESOURCES MANAGEMENT, INC. DEFINED BENEFIT PLAN 2022 401k financial data | ||
Total plan liabilities at end of year | 2022-01-31 | $6,956 |
Total plan liabilities at beginning of year | 2022-01-31 | $6,122 |
Total income from all sources | 2022-01-31 | $449,344 |
Expenses. Total of all expenses incurred | 2022-01-31 | $114,238 |
Benefits paid (including direct rollovers) | 2022-01-31 | $55,000 |
Total plan assets at end of year | 2022-01-31 | $2,366,315 |
Total plan assets at beginning of year | 2022-01-31 | $2,030,375 |
Total contributions received or receivable from participants | 2022-01-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-01-31 | $0 |
Other income received | 2022-01-31 | $449,344 |
Net income (gross income less expenses) | 2022-01-31 | $335,106 |
Net plan assets at end of year (total assets less liabilities) | 2022-01-31 | $2,359,359 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-01-31 | $2,024,253 |
Assets. Value of real-estate (other than employer real property) | 2022-01-31 | $985,300 |
Total contributions received or receivable from employer(s) | 2022-01-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-01-31 | $59,238 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2022-01-31 | $0 |
2021 : FINANCIAL RESOURCES MANAGEMENT, INC. DEFINED BENEFIT PLAN 2021 401k financial data | ||
Total plan liabilities at end of year | 2021-01-31 | $6,122 |
Total plan liabilities at beginning of year | 2021-01-31 | $5,983 |
Total income from all sources | 2021-01-31 | $320,472 |
Expenses. Total of all expenses incurred | 2021-01-31 | $305,406 |
Benefits paid (including direct rollovers) | 2021-01-31 | $268,000 |
Total plan assets at end of year | 2021-01-31 | $2,030,375 |
Total plan assets at beginning of year | 2021-01-31 | $2,015,170 |
Total contributions received or receivable from participants | 2021-01-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-01-31 | $0 |
Other income received | 2021-01-31 | $320,472 |
Noncash contributions received | 2021-01-31 | $0 |
Net income (gross income less expenses) | 2021-01-31 | $15,066 |
Net plan assets at end of year (total assets less liabilities) | 2021-01-31 | $2,024,253 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-01-31 | $2,009,187 |
Assets. Value of real-estate (other than employer real property) | 2021-01-31 | $815,000 |
Total contributions received or receivable from employer(s) | 2021-01-31 | $0 |
Value of certain deemed distributions of participant loans | 2021-01-31 | $0 |
Value of corrective distributions | 2021-01-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-01-31 | $37,406 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-01-31 | $0 |
2020 : FINANCIAL RESOURCES MANAGEMENT, INC. DEFINED BENEFIT PLAN 2020 401k financial data | ||
Total plan liabilities at end of year | 2020-01-31 | $5,983 |
Total plan liabilities at beginning of year | 2020-01-31 | $0 |
Total income from all sources | 2020-01-31 | $300,124 |
Expenses. Total of all expenses incurred | 2020-01-31 | $215,193 |
Benefits paid (including direct rollovers) | 2020-01-31 | $175,000 |
Total plan assets at end of year | 2020-01-31 | $2,015,170 |
Total plan assets at beginning of year | 2020-01-31 | $1,924,256 |
Contributions received from other sources (not participants or employers) | 2020-01-31 | $410 |
Other income received | 2020-01-31 | $299,714 |
Net income (gross income less expenses) | 2020-01-31 | $84,931 |
Net plan assets at end of year (total assets less liabilities) | 2020-01-31 | $2,009,187 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-01-31 | $1,924,256 |
Assets. Value of real-estate (other than employer real property) | 2020-01-31 | $583,841 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-01-31 | $40,193 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-01-31 | $0 |
2019 : FINANCIAL RESOURCES MANAGEMENT, INC. DEFINED BENEFIT PLAN 2019 401k financial data | ||
Total income from all sources | 2019-01-31 | $-93,624 |
Expenses. Total of all expenses incurred | 2019-01-31 | $170,813 |
Benefits paid (including direct rollovers) | 2019-01-31 | $135,000 |
Total plan assets at end of year | 2019-01-31 | $1,924,256 |
Total plan assets at beginning of year | 2019-01-31 | $2,188,693 |
Total contributions received or receivable from participants | 2019-01-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-01-31 | $410 |
Other income received | 2019-01-31 | $-94,034 |
Net income (gross income less expenses) | 2019-01-31 | $-264,437 |
Net plan assets at end of year (total assets less liabilities) | 2019-01-31 | $1,924,256 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-01-31 | $2,188,693 |
Assets. Value of real-estate (other than employer real property) | 2019-01-31 | $467,500 |
Total contributions received or receivable from employer(s) | 2019-01-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-01-31 | $35,813 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-01-31 | $0 |
2018 : FINANCIAL RESOURCES MANAGEMENT, INC. DEFINED BENEFIT PLAN 2018 401k financial data | ||
Total income from all sources | 2018-01-31 | $268,611 |
Expenses. Total of all expenses incurred | 2018-01-31 | $150,098 |
Benefits paid (including direct rollovers) | 2018-01-31 | $115,000 |
Total plan assets at end of year | 2018-01-31 | $2,188,693 |
Total plan assets at beginning of year | 2018-01-31 | $2,070,180 |
Total contributions received or receivable from participants | 2018-01-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-01-31 | $11,093 |
Other income received | 2018-01-31 | $257,518 |
Net income (gross income less expenses) | 2018-01-31 | $118,513 |
Net plan assets at end of year (total assets less liabilities) | 2018-01-31 | $2,188,693 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-01-31 | $2,070,180 |
Assets. Value of real-estate (other than employer real property) | 2018-01-31 | $467,500 |
Total contributions received or receivable from employer(s) | 2018-01-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-01-31 | $35,098 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-01-31 | $0 |
2017 : FINANCIAL RESOURCES MANAGEMENT, INC. DEFINED BENEFIT PLAN 2017 401k financial data | ||
Total income from all sources | 2017-01-31 | $191,157 |
Expenses. Total of all expenses incurred | 2017-01-31 | $126,975 |
Benefits paid (including direct rollovers) | 2017-01-31 | $95,000 |
Total plan assets at end of year | 2017-01-31 | $2,070,180 |
Total plan assets at beginning of year | 2017-01-31 | $2,005,998 |
Contributions received from other sources (not participants or employers) | 2017-01-31 | $11,105 |
Other income received | 2017-01-31 | $180,052 |
Net income (gross income less expenses) | 2017-01-31 | $64,182 |
Net plan assets at end of year (total assets less liabilities) | 2017-01-31 | $2,070,180 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-01-31 | $2,005,998 |
Assets. Value of participant loans | 2017-01-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2017-01-31 | $467,500 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-01-31 | $31,975 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-01-31 | $0 |
2016 : FINANCIAL RESOURCES MANAGEMENT, INC. DEFINED BENEFIT PLAN 2016 401k financial data | ||
Total income from all sources | 2016-01-31 | $72,007 |
Expenses. Total of all expenses incurred | 2016-01-31 | $115,183 |
Benefits paid (including direct rollovers) | 2016-01-31 | $81,755 |
Total plan assets at end of year | 2016-01-31 | $2,005,998 |
Total plan assets at beginning of year | 2016-01-31 | $2,049,174 |
Total contributions received or receivable from participants | 2016-01-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-01-31 | $11,067 |
Other income received | 2016-01-31 | $60,940 |
Net income (gross income less expenses) | 2016-01-31 | $-43,176 |
Net plan assets at end of year (total assets less liabilities) | 2016-01-31 | $2,005,998 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-01-31 | $2,049,174 |
Assets. Value of participant loans | 2016-01-31 | $7,043 |
Assets. Value of real-estate (other than employer real property) | 2016-01-31 | $467,500 |
Total contributions received or receivable from employer(s) | 2016-01-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-01-31 | $33,428 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-01-31 | $0 |
2015 : FINANCIAL RESOURCES MANAGEMENT, INC. DEFINED BENEFIT PLAN 2015 401k financial data | ||
Total income from all sources | 2015-01-31 | $226,402 |
Expenses. Total of all expenses incurred | 2015-01-31 | $115,536 |
Benefits paid (including direct rollovers) | 2015-01-31 | $82,080 |
Total plan assets at end of year | 2015-01-31 | $2,049,174 |
Total plan assets at beginning of year | 2015-01-31 | $1,938,308 |
Total contributions received or receivable from participants | 2015-01-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2015-01-31 | $33,456 |
Contributions received from other sources (not participants or employers) | 2015-01-31 | $11,093 |
Other income received | 2015-01-31 | $215,309 |
Net income (gross income less expenses) | 2015-01-31 | $110,866 |
Net plan assets at end of year (total assets less liabilities) | 2015-01-31 | $2,049,174 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-01-31 | $1,938,308 |
Assets. Value of participant loans | 2015-01-31 | $8,939 |
Assets. Value of real-estate (other than employer real property) | 2015-01-31 | $415,000 |
Total contributions received or receivable from employer(s) | 2015-01-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-01-31 | $0 |
2014 : FINANCIAL RESOURCES MANAGEMENT, INC. DEFINED BENEFIT PLAN 2014 401k financial data | ||
Total plan liabilities at beginning of year | 2014-01-31 | $0 |
Total income from all sources | 2014-01-31 | $23,392 |
Expenses. Total of all expenses incurred | 2014-01-31 | $104,798 |
Benefits paid (including direct rollovers) | 2014-01-31 | $77,520 |
Total plan assets at end of year | 2014-01-31 | $1,938,308 |
Total plan assets at beginning of year | 2014-01-31 | $2,019,714 |
Contributions received from other sources (not participants or employers) | 2014-01-31 | $11,051 |
Other income received | 2014-01-31 | $12,341 |
Net income (gross income less expenses) | 2014-01-31 | $-81,406 |
Net plan assets at end of year (total assets less liabilities) | 2014-01-31 | $1,938,308 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-01-31 | $2,019,714 |
Assets. Value of real-estate (other than employer real property) | 2014-01-31 | $415,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-01-31 | $27,278 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-01-31 | $0 |
2013 : FINANCIAL RESOURCES MANAGEMENT, INC. DEFINED BENEFIT PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-01-31 | $0 |
Total plan liabilities at end of year | 2013-01-31 | $0 |
Total plan liabilities at beginning of year | 2013-01-31 | $0 |
Total income from all sources | 2013-01-31 | $2,054,041 |
Expenses. Total of all expenses incurred | 2013-01-31 | $34,327 |
Benefits paid (including direct rollovers) | 2013-01-31 | $12,745 |
Total plan assets at end of year | 2013-01-31 | $2,019,714 |
Total plan assets at beginning of year | 2013-01-31 | $0 |
Total contributions received or receivable from participants | 2013-01-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2013-01-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-01-31 | $1,948,128 |
Other income received | 2013-01-31 | $100,913 |
Noncash contributions received | 2013-01-31 | $0 |
Net income (gross income less expenses) | 2013-01-31 | $2,019,714 |
Net plan assets at end of year (total assets less liabilities) | 2013-01-31 | $2,019,714 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-01-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2013-01-31 | $650,000 |
Total contributions received or receivable from employer(s) | 2013-01-31 | $5,000 |
Value of certain deemed distributions of participant loans | 2013-01-31 | $0 |
Value of corrective distributions | 2013-01-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-01-31 | $21,582 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-01-31 | $0 |
2023: FINANCIAL RESOURCES MANAGEMENT, INC. DEFINED BENEFIT PLAN 2023 form 5500 responses | ||
---|---|---|
2023-02-01 | Type of plan entity | Single employer plan |
2023-02-01 | Submission has been amended | No |
2023-02-01 | This submission is the final filing | No |
2023-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-02-01 | Plan is a collectively bargained plan | No |
2023-02-01 | Plan funding arrangement – Trust | Yes |
2023-02-01 | Plan benefit arrangement - Trust | Yes |
2022: FINANCIAL RESOURCES MANAGEMENT, INC. DEFINED BENEFIT PLAN 2022 form 5500 responses | ||
2022-02-01 | Type of plan entity | Single employer plan |
2022-02-01 | Submission has been amended | No |
2022-02-01 | This submission is the final filing | No |
2022-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-02-01 | Plan is a collectively bargained plan | No |
2022-02-01 | Plan funding arrangement – Trust | Yes |
2022-02-01 | Plan benefit arrangement - Trust | Yes |
2021: FINANCIAL RESOURCES MANAGEMENT, INC. DEFINED BENEFIT PLAN 2021 form 5500 responses | ||
2021-02-01 | Type of plan entity | Single employer plan |
2021-02-01 | Submission has been amended | No |
2021-02-01 | This submission is the final filing | No |
2021-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-02-01 | Plan is a collectively bargained plan | No |
2021-02-01 | Plan funding arrangement – Trust | Yes |
2021-02-01 | Plan benefit arrangement - Trust | Yes |
2020: FINANCIAL RESOURCES MANAGEMENT, INC. DEFINED BENEFIT PLAN 2020 form 5500 responses | ||
2020-02-01 | Type of plan entity | Single employer plan |
2020-02-01 | Submission has been amended | No |
2020-02-01 | This submission is the final filing | No |
2020-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-02-01 | Plan is a collectively bargained plan | No |
2020-02-01 | Plan funding arrangement – Trust | Yes |
2020-02-01 | Plan benefit arrangement - Trust | Yes |
2019: FINANCIAL RESOURCES MANAGEMENT, INC. DEFINED BENEFIT PLAN 2019 form 5500 responses | ||
2019-02-01 | Type of plan entity | Single employer plan |
2019-02-01 | Submission has been amended | No |
2019-02-01 | This submission is the final filing | No |
2019-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-02-01 | Plan is a collectively bargained plan | No |
2019-02-01 | Plan funding arrangement – Trust | Yes |
2019-02-01 | Plan benefit arrangement - Trust | Yes |
2018: FINANCIAL RESOURCES MANAGEMENT, INC. DEFINED BENEFIT PLAN 2018 form 5500 responses | ||
2018-02-01 | Type of plan entity | Single employer plan |
2018-02-01 | Submission has been amended | No |
2018-02-01 | This submission is the final filing | No |
2018-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-02-01 | Plan is a collectively bargained plan | No |
2018-02-01 | Plan funding arrangement – Trust | Yes |
2018-02-01 | Plan benefit arrangement - Trust | Yes |
2017: FINANCIAL RESOURCES MANAGEMENT, INC. DEFINED BENEFIT PLAN 2017 form 5500 responses | ||
2017-02-01 | Type of plan entity | Single employer plan |
2017-02-01 | Submission has been amended | No |
2017-02-01 | This submission is the final filing | No |
2017-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-02-01 | Plan is a collectively bargained plan | No |
2017-02-01 | Plan funding arrangement – Trust | Yes |
2017-02-01 | Plan benefit arrangement - Trust | Yes |
2016: FINANCIAL RESOURCES MANAGEMENT, INC. DEFINED BENEFIT PLAN 2016 form 5500 responses | ||
2016-02-01 | Type of plan entity | Single employer plan |
2016-02-01 | Submission has been amended | No |
2016-02-01 | This submission is the final filing | No |
2016-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-02-01 | Plan is a collectively bargained plan | No |
2016-02-01 | Plan funding arrangement – Trust | Yes |
2016-02-01 | Plan benefit arrangement - Trust | Yes |
2015: FINANCIAL RESOURCES MANAGEMENT, INC. DEFINED BENEFIT PLAN 2015 form 5500 responses | ||
2015-02-01 | Type of plan entity | Single employer plan |
2015-02-01 | Submission has been amended | No |
2015-02-01 | This submission is the final filing | No |
2015-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-02-01 | Plan is a collectively bargained plan | No |
2015-02-01 | Plan funding arrangement – Trust | Yes |
2015-02-01 | Plan benefit arrangement - Trust | Yes |
2014: FINANCIAL RESOURCES MANAGEMENT, INC. DEFINED BENEFIT PLAN 2014 form 5500 responses | ||
2014-02-01 | Type of plan entity | Single employer plan |
2014-02-01 | Submission has been amended | No |
2014-02-01 | This submission is the final filing | No |
2014-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-02-01 | Plan is a collectively bargained plan | No |
2014-02-01 | Plan funding arrangement – Trust | Yes |
2014-02-01 | Plan benefit arrangement - Trust | Yes |
2013: FINANCIAL RESOURCES MANAGEMENT, INC. DEFINED BENEFIT PLAN 2013 form 5500 responses | ||
2013-02-01 | Type of plan entity | Single employer plan |
2013-02-01 | Submission has been amended | No |
2013-02-01 | This submission is the final filing | No |
2013-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-02-01 | Plan is a collectively bargained plan | No |
2013-02-01 | Plan funding arrangement – Trust | Yes |
2013-02-01 | Plan benefit arrangement - Trust | Yes |
2012: FINANCIAL RESOURCES MANAGEMENT, INC. DEFINED BENEFIT PLAN 2012 form 5500 responses | ||
2012-02-01 | Type of plan entity | Single employer plan |
2012-02-01 | First time form 5500 has been submitted | Yes |
2012-02-01 | Submission has been amended | No |
2012-02-01 | This submission is the final filing | No |
2012-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-02-01 | Plan is a collectively bargained plan | No |
2012-02-01 | Plan funding arrangement – Trust | Yes |
2012-02-01 | Plan benefit arrangement - Trust | Yes |