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FSV 401(K) PLAN 401k Plan overview

Plan NameFSV 401(K) PLAN
Plan identification number 001

FSV 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

FOTHERGILL SEGALE & VALLEY, P.C. has sponsored the creation of one or more 401k plans.

Company Name:FOTHERGILL SEGALE & VALLEY, P.C.
Employer identification number (EIN):030300841
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about FOTHERGILL SEGALE & VALLEY, P.C.

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division
Incorporation Date: 1985-12-02
Company Identification Number: 96965
Legal Registered Office Address: 143 BARRE ST

MONTPELIER
United States of America (USA)
05602

More information about FOTHERGILL SEGALE & VALLEY, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FSV 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01TERESA KAJENSKI2023-06-12
0012021-01-01TERESA KAJENSKI2022-06-30
0012020-01-01TERESA KAJENSKI2021-06-18
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012016-01-01
0012015-01-01JOHN FOTHERGILL
0012014-01-01JOHN E. FOTHERGILL2015-06-11
0012013-01-01JOHN E. FOTHERGILL2014-07-07
0012012-01-01JOHN E. FOTHERGILL2013-10-02
0012011-01-01JOHN E. FOTHERGILL2012-07-16
0012010-01-01JOHN E. FOTHERGILL2011-07-25

Plan Statistics for FSV 401(K) PLAN

401k plan membership statisitcs for FSV 401(K) PLAN

Measure Date Value
2015: FSV 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0120
Total number of active participants reported on line 7a of the Form 55002015-01-0118
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0120
Number of participants with account balances2015-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on FSV 401(K) PLAN

Measure Date Value
2015 : FSV 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-148,046
Expenses. Total of all expenses incurred2015-12-31$19,543
Benefits paid (including direct rollovers)2015-12-31$19,543
Total plan assets at end of year2015-12-31$4,873,262
Total plan assets at beginning of year2015-12-31$5,040,851
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$189,107
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-337,153
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-167,589
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,873,262
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,040,851
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0

Form 5500 Responses for FSV 401(K) PLAN

2015: FSV 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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