Plan Name | FSV 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | TERESA KAJENSKI | 2023-06-12 | ||
001 | 2021-01-01 | TERESA KAJENSKI | 2022-06-30 | ||
001 | 2020-01-01 | TERESA KAJENSKI | 2021-06-18 | ||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | ||||
001 | 2016-01-01 | ||||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | JOHN FOTHERGILL | |||
001 | 2014-01-01 | JOHN E. FOTHERGILL | 2015-06-11 | ||
001 | 2013-01-01 | JOHN E. FOTHERGILL | 2014-07-07 | ||
001 | 2012-01-01 | JOHN E. FOTHERGILL | 2013-10-02 | ||
001 | 2011-01-01 | JOHN E. FOTHERGILL | 2012-07-16 | ||
001 | 2010-01-01 | JOHN E. FOTHERGILL | 2011-07-25 |
Measure | Date | Value |
---|---|---|
2015: FSV 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 18 |
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 | 2 |
Total of all active and inactive participants | 2015-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 20 |
Number of participants with account balances | 2015-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2015 : FSV 401(K) PLAN 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $-148,046 |
Expenses. Total of all expenses incurred | 2015-12-31 | $19,543 |
Benefits paid (including direct rollovers) | 2015-12-31 | $19,543 |
Total plan assets at end of year | 2015-12-31 | $4,873,262 |
Total plan assets at beginning of year | 2015-12-31 | $5,040,851 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $189,107 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-337,153 |
Noncash contributions received | 2015-12-31 | $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 loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
2015: FSV 401(K) PLAN 2015 form 5500 responses | ||
---|---|---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |