Logo

FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 401k Plan overview

Plan NameFIDUCIARY TRUST COMPANY PROFIT SHARING PLAN
Plan identification number 003

FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

FIDUCIARY TRUST COMPANY has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY TRUST COMPANY
Employer identification number (EIN):041309690
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01JAMES DIAS JAMES DIAS2018-10-08
0032016-01-01JAMES DIAS JAMES DIAS2017-09-29
0032015-01-01JIM DIAS JIM DIAS2016-10-07
0032014-01-01JIM DIAS JIM DIAS2015-10-08
0032013-01-01JAMES DIAS JAMES DIAS2014-10-09
0032012-01-01JAMES DIAS JAMES DIAS2013-09-24
0032011-01-01JAMES DIAS JAMES DIAS2012-09-27
0032009-01-01JAMES DIAS JAMES DIAS2010-10-04

Plan Statistics for FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN

401k plan membership statisitcs for FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN

Measure Date Value
2023: FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01175
Total number of active participants reported on line 7a of the Form 55002023-01-01151
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0136
Total of all active and inactive participants2023-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01187
Number of participants with account balances2023-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-013
2022: FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01167
Total number of active participants reported on line 7a of the Form 55002022-01-01141
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0134
Total of all active and inactive participants2022-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01175
Number of participants with account balances2022-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01163
Total number of active participants reported on line 7a of the Form 55002021-01-01132
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0135
Total of all active and inactive participants2021-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01167
Number of participants with account balances2021-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01163
Total number of active participants reported on line 7a of the Form 55002020-01-01129
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0134
Total of all active and inactive participants2020-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01163
Number of participants with account balances2020-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01158
Total number of active participants reported on line 7a of the Form 55002019-01-01132
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0131
Total of all active and inactive participants2019-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01163
Number of participants with account balances2019-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01150
Total number of active participants reported on line 7a of the Form 55002018-01-01130
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0128
Total of all active and inactive participants2018-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01158
Number of participants with account balances2018-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01139
Total number of active participants reported on line 7a of the Form 55002017-01-01121
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0129
Total of all active and inactive participants2017-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01150
Number of participants with account balances2017-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01132
Total number of active participants reported on line 7a of the Form 55002016-01-01117
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0122
Total of all active and inactive participants2016-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01139
Number of participants with account balances2016-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01125
Total number of active participants reported on line 7a of the Form 55002015-01-01116
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0116
Total of all active and inactive participants2015-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01132
Number of participants with account balances2015-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01131
Total number of active participants reported on line 7a of the Form 55002014-01-01110
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01125
Number of participants with account balances2014-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01130
Total number of active participants reported on line 7a of the Form 55002013-01-01113
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01131
Number of participants with account balances2013-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01136
Total number of active participants reported on line 7a of the Form 55002012-01-01108
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0121
Total of all active and inactive participants2012-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01130
Number of participants with account balances2012-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01140
Total number of active participants reported on line 7a of the Form 55002011-01-01111
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0124
Total of all active and inactive participants2011-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01136
Number of participants with account balances2011-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01142
Total number of active participants reported on line 7a of the Form 55002009-01-01121
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0121
Total of all active and inactive participants2009-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01142
Number of participants with account balances2009-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN

Measure Date Value
2023 : FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$13,424,774
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,013,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,006,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$4,357,723
Value of total assets at end of year2023-12-31$59,678,027
Value of total assets at beginning of year2023-12-31$48,266,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$7,088
Total interest from all sources2023-12-31$16,400
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,762,584
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,762,584
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,882,992
Participant contributions at end of year2023-12-31$304,256
Participant contributions at beginning of year2023-12-31$338,717
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$631,007
Other income not declared elsewhere2023-12-31$6
Administrative expenses (other) incurred2023-12-31$7,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$11,411,650
Value of net assets at end of year (total assets less liabilities)2023-12-31$59,678,027
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$48,266,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$59,373,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$47,927,660
Interest on participant loans2023-12-31$16,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$7,288,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,843,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,006,036
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31WOLF & COMPANY, PC
Accountancy firm EIN2023-12-31042689883
2022 : FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-6,823,686
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,877,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,869,214
Value of total corrective distributions2022-12-31$406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,551,590
Value of total assets at end of year2022-12-31$48,266,377
Value of total assets at beginning of year2022-12-31$61,967,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$7,946
Total interest from all sources2022-12-31$15,343
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,815,660
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,815,660
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,697,504
Participant contributions at end of year2022-12-31$338,717
Participant contributions at beginning of year2022-12-31$330,786
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$208,159
Other income not declared elsewhere2022-12-31$465
Administrative expenses (other) incurred2022-12-31$7,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,701,252
Value of net assets at end of year (total assets less liabilities)2022-12-31$48,266,377
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$61,967,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$47,927,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$61,636,843
Interest on participant loans2022-12-31$15,343
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-12,206,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,645,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,869,214
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WOLF & COMPANY, PC
Accountancy firm EIN2022-12-31042689883
2021 : FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$13,313,005
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,100,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,090,138
Value of total corrective distributions2021-12-31$2,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,247,915
Value of total assets at end of year2021-12-31$61,967,629
Value of total assets at beginning of year2021-12-31$56,755,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$7,464
Total interest from all sources2021-12-31$14,047
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,466,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,466,332
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,614,833
Participant contributions at end of year2021-12-31$330,786
Participant contributions at beginning of year2021-12-31$304,079
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,078,668
Administrative expenses (other) incurred2021-12-31$7,464
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,212,421
Value of net assets at end of year (total assets less liabilities)2021-12-31$61,967,629
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$56,755,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$61,636,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$56,451,129
Interest on participant loans2021-12-31$14,047
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,584,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,554,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,090,138
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WOLF & COMPANY, PC
Accountancy firm EIN2021-12-31042689883
2020 : FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$10,372,124
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,886,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,880,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,295,033
Value of total assets at end of year2020-12-31$56,755,208
Value of total assets at beginning of year2020-12-31$52,269,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,956
Total interest from all sources2020-12-31$13,004
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,389,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,389,132
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,611,306
Participant contributions at end of year2020-12-31$304,079
Participant contributions at beginning of year2020-12-31$242,690
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$134,112
Other income not declared elsewhere2020-12-31$1,658
Administrative expenses (other) incurred2020-12-31$5,956
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,485,671
Value of net assets at end of year (total assets less liabilities)2020-12-31$56,755,208
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$52,269,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$56,451,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$52,026,847
Interest on participant loans2020-12-31$13,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,673,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,549,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,880,497
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WOLF & COMPANY, PC
Accountancy firm EIN2020-12-31042689883
2019 : FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$17,505,582
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,367,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,327,966
Value of total corrective distributions2019-12-31$34,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,074,275
Value of total assets at end of year2019-12-31$52,269,537
Value of total assets at beginning of year2019-12-31$41,131,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,403
Total interest from all sources2019-12-31$11,244
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,559,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,559,788
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,447,412
Participant contributions at end of year2019-12-31$242,690
Participant contributions at beginning of year2019-12-31$274,262
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,157,479
Administrative expenses (other) incurred2019-12-31$5,403
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$11,137,725
Value of net assets at end of year (total assets less liabilities)2019-12-31$52,269,537
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$41,131,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$52,026,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$40,857,550
Interest on participant loans2019-12-31$11,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,860,275
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,469,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,327,966
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WOLF & COMPANY, PC
Accountancy firm EIN2019-12-31042689883
2018 : FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$352,082
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,207,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,202,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,910,790
Value of total assets at end of year2018-12-31$41,131,812
Value of total assets at beginning of year2018-12-31$45,987,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,238
Total interest from all sources2018-12-31$7,738
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,361,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,361,788
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,436,833
Participant contributions at end of year2018-12-31$274,262
Participant contributions at beginning of year2018-12-31$165,755
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$88,096
Administrative expenses (other) incurred2018-12-31$5,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,855,517
Value of net assets at end of year (total assets less liabilities)2018-12-31$41,131,812
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$45,987,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$40,857,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$45,821,574
Interest on participant loans2018-12-31$7,738
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,928,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,385,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,202,361
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WOLF & COMPANY, PC
Accountancy firm EIN2018-12-31042689883
2017 : FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$10,060,874
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,987,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,982,822
Value of total corrective distributions2017-12-31$3,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,238,286
Value of total assets at end of year2017-12-31$45,987,329
Value of total assets at beginning of year2017-12-31$39,914,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,378
Total interest from all sources2017-12-31$8,418
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,151,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,151,807
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,333,344
Participant contributions at end of year2017-12-31$165,755
Participant contributions at beginning of year2017-12-31$251,920
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$602,500
Administrative expenses (other) incurred2017-12-31$1,378
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,073,164
Value of net assets at end of year (total assets less liabilities)2017-12-31$45,987,329
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$39,914,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$45,821,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$39,662,245
Interest on participant loans2017-12-31$8,418
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,662,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,302,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,982,822
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WOLF & COMPANY, PC
Accountancy firm EIN2017-12-31042689883
2016 : FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$6,412,371
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,442,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,441,037
Value of total corrective distributions2016-12-31$1,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,530,291
Value of total assets at end of year2016-12-31$39,914,165
Value of total assets at beginning of year2016-12-31$35,944,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$480
Total interest from all sources2016-12-31$10,132
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$945,097
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$945,097
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,194,929
Participant contributions at end of year2016-12-31$251,920
Participant contributions at beginning of year2016-12-31$289,547
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$602,946
Administrative expenses (other) incurred2016-12-31$480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,969,613
Value of net assets at end of year (total assets less liabilities)2016-12-31$39,914,165
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$35,944,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$39,662,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$35,655,005
Interest on participant loans2016-12-31$10,132
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,926,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,732,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,441,037
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WOLF & COMPANY, PC
Accountancy firm EIN2016-12-31042689883
2015 : FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,175,387
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,448,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,448,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,595,191
Value of total assets at end of year2015-12-31$35,944,552
Value of total assets at beginning of year2015-12-31$38,218,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$620
Total interest from all sources2015-12-31$14,808
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$950,467
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$950,467
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,174,235
Participant contributions at end of year2015-12-31$289,547
Participant contributions at beginning of year2015-12-31$424,818
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$534,104
Administrative expenses (other) incurred2015-12-31$620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,273,539
Value of net assets at end of year (total assets less liabilities)2015-12-31$35,944,552
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$38,218,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$35,655,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$29,575,357
Interest on participant loans2015-12-31$14,808
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$8,217,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,658,353
Net investment gain or loss from common/collective trusts2015-12-31$273,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,886,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,448,306
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WOLF & COMPANY, PC
Accountancy firm EIN2015-12-31042689883
2014 : FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,876,171
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,210,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,208,897
Value of total corrective distributions2014-12-31$385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,592,876
Value of total assets at end of year2014-12-31$38,218,091
Value of total assets at beginning of year2014-12-31$33,551,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$720
Total interest from all sources2014-12-31$20,180
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,031,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,031,130
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,161,090
Participant contributions at end of year2014-12-31$424,818
Participant contributions at beginning of year2014-12-31$511,096
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$725,366
Other income not declared elsewhere2014-12-31$375
Administrative expenses (other) incurred2014-12-31$720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,666,169
Value of net assets at end of year (total assets less liabilities)2014-12-31$38,218,091
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$33,551,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$29,575,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$33,040,826
Interest on participant loans2014-12-31$20,180
Value of interest in common/collective trusts at end of year2014-12-31$8,217,916
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$834,916
Net investment gain or loss from common/collective trusts2014-12-31$396,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,706,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,208,897
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WOLF AND COMPANY, PC
Accountancy firm EIN2014-12-31042689883
2013 : FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$7,715,434
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$800,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$800,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,952,293
Value of total assets at end of year2013-12-31$33,551,922
Value of total assets at beginning of year2013-12-31$26,637,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$540
Total interest from all sources2013-12-31$17,822
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$813,357
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$813,357
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,123,942
Participant contributions at end of year2013-12-31$511,096
Participant contributions at beginning of year2013-12-31$397,983
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$151,233
Administrative expenses (other) incurred2013-12-31$540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,914,586
Value of net assets at end of year (total assets less liabilities)2013-12-31$33,551,922
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$26,637,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$33,040,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$26,239,353
Interest on participant loans2013-12-31$17,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,931,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,677,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$800,308
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2013-12-31042689883
2012 : FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,487,365
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,681,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,680,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,904,271
Value of total assets at end of year2012-12-31$26,637,336
Value of total assets at beginning of year2012-12-31$22,831,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,094
Total interest from all sources2012-12-31$12,678
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$578,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$578,585
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,048,793
Participant contributions at end of year2012-12-31$397,983
Participant contributions at beginning of year2012-12-31$296,518
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$279,332
Administrative expenses (other) incurred2012-12-31$1,094
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,805,407
Value of net assets at end of year (total assets less liabilities)2012-12-31$26,637,336
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$22,831,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$26,239,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$22,535,411
Interest on participant loans2012-12-31$12,678
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,991,831
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,576,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,680,864
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2012-12-31042689883
2011 : FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,375,885
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$751,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$747,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,717,112
Value of total assets at end of year2011-12-31$22,831,929
Value of total assets at beginning of year2011-12-31$21,207,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,493
Total interest from all sources2011-12-31$10,202
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$445,496
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$445,496
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,010,508
Participant contributions at end of year2011-12-31$296,518
Participant contributions at beginning of year2011-12-31$210,262
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$189,949
Other income not declared elsewhere2011-12-31$160
Administrative expenses (other) incurred2011-12-31$3,493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,624,548
Value of net assets at end of year (total assets less liabilities)2011-12-31$22,831,929
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$21,207,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$22,535,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$20,997,119
Interest on participant loans2011-12-31$10,202
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-797,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,516,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$747,844
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2011-12-31042689883
2010 : FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,603,558
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$124,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$119,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,639,108
Value of total assets at end of year2010-12-31$21,207,381
Value of total assets at beginning of year2010-12-31$16,728,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,897
Total interest from all sources2010-12-31$6,484
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$326,979
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$326,979
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$982,902
Participant contributions at end of year2010-12-31$210,262
Participant contributions at beginning of year2010-12-31$100,808
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$121,150
Administrative expenses (other) incurred2010-12-31$4,897
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,479,262
Value of net assets at end of year (total assets less liabilities)2010-12-31$21,207,381
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,728,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$20,997,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$16,627,311
Interest on participant loans2010-12-31$6,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,630,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,535,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$119,399
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WOLF AND COMPANY, P.C.
Accountancy firm EIN2010-12-31042689883

Form 5500 Responses for FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN

2023: FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FIDUCIARY TRUST COMPANY PROFIT SHARING 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
2014: FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1