401k Plan data: THE FALLON COMPANY LLC 401K PLAN plan

THE FALLON COMPANY LLC 401K PLAN 401k Plan overview

Plan Name	THE FALLON COMPANY LLC 401K PLAN
Plan identification number	001

THE FALLON COMPANY LLC 401K PLAN Benefits

401k Plan Type

Defined 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.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE FALLON COMPANY LLC has sponsored the creation of one or more 401k plans.

Company Name: THE FALLON COMPANY LLC

Employer identification number (EIN): 043308809

NAIC Classification: 531390
NAIC Description: Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE FALLON COMPANY LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 PAUL MONZIONE 2024-07-30 PAUL MONZIONE 2024-07-30
001 2022-01-01 BRITTANY WIGDOR 2023-07-19
001 2021-01-01 NELL CALLEN 2022-07-27 NELL CALLEN 2022-07-27
001 2020-01-01 NELL HERBERICH 2021-09-07 NELL HERBERICH 2021-09-07
001 2019-01-01 NELL HERBERICH 2020-09-11 NELL HERBERICH 2020-09-11
001 2018-01-01 SAM BUTLER 2019-07-23 SAM BUTLER 2019-07-23
001 2017-01-01 SAMUEL E. BUTLER 2018-07-10 SAMUEL E. BUTLER 2018-07-10
001 2016-01-01 SAMUEL E. BUTLER 2017-07-12
001 2015-01-01 SAMUEL E. BUTLER SAMUEL E. BUTLER 2016-08-31
001 2014-01-01 SAMUEL E BUTLER SAMUEL E BUTLER 2015-07-28
001 2013-01-01 SAMUEL E BUTLER
001 2012-01-01 SAMUEL E BUTLER
001 2011-01-01 SAMUEL E. BUTLER SAMUEL E. BUTLER 2012-05-24
001 2009-01-01 SAMUEL BUTLER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	PAUL MONZIONE	2024-07-30	PAUL MONZIONE	2024-07-30
001	2022-01-01	BRITTANY WIGDOR	2023-07-19
001	2021-01-01	NELL CALLEN	2022-07-27	NELL CALLEN	2022-07-27
001	2020-01-01	NELL HERBERICH	2021-09-07	NELL HERBERICH	2021-09-07
001	2019-01-01	NELL HERBERICH	2020-09-11	NELL HERBERICH	2020-09-11
001	2018-01-01	SAM BUTLER	2019-07-23	SAM BUTLER	2019-07-23
001	2017-01-01	SAMUEL E. BUTLER	2018-07-10	SAMUEL E. BUTLER	2018-07-10
001	2016-01-01	SAMUEL E. BUTLER	2017-07-12
001	2015-01-01	SAMUEL E. BUTLER		SAMUEL E. BUTLER	2016-08-31
001	2014-01-01	SAMUEL E BUTLER		SAMUEL E BUTLER	2015-07-28
001	2013-01-01	SAMUEL E BUTLER
001	2012-01-01	SAMUEL E BUTLER
001	2011-01-01	SAMUEL E. BUTLER		SAMUEL E. BUTLER	2012-05-24
001	2009-01-01	SAMUEL BUTLER

Plan Statistics for THE FALLON COMPANY LLC 401K PLAN

401k plan membership statisitcs for THE FALLON COMPANY LLC 401K PLAN

Measure Date Value
2015: THE FALLON COMPANY LLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 14
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 3
Total of all active and inactive participants 2015-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 17
Number of participants with account balances 2015-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE FALLON COMPANY LLC 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 10
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 13
Number of participants with account balances 2014-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE FALLON COMPANY LLC 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE FALLON COMPANY LLC 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE FALLON COMPANY LLC 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: THE FALLON COMPANY LLC 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: THE FALLON COMPANY LLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	14
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	3
Total of all active and inactive participants	2015-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	17
Number of participants with account balances	2015-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE FALLON COMPANY LLC 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	10
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	13
Number of participants with account balances	2014-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE FALLON COMPANY LLC 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE FALLON COMPANY LLC 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE FALLON COMPANY LLC 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: THE FALLON COMPANY LLC 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE FALLON COMPANY LLC 401K PLAN

Measure	Date	Value
2015 : THE FALLON COMPANY LLC 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$177,637
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$1,723,379
Total plan assets at beginning of year	2015-12-31	$1,545,742
Value of fidelity bond covering the plan	2015-12-31	$265,000
Total contributions received or receivable from participants	2015-12-31	$134,285
Other income received	2015-12-31	$-18,421
Net income (gross income less expenses)	2015-12-31	$177,637
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,723,379
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,545,742
Total contributions received or receivable from employer(s)	2015-12-31	$61,773
2014 : THE FALLON COMPANY LLC 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$350,367
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1,545,742
Total plan assets at beginning of year	2014-12-31	$1,195,375
Value of fidelity bond covering the plan	2014-12-31	$265,000
Total contributions received or receivable from participants	2014-12-31	$116,031
Contributions received from other sources (not participants or employers)	2014-12-31	$95,497
Other income received	2014-12-31	$91,693
Net income (gross income less expenses)	2014-12-31	$350,367
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,545,742
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,195,375
Total contributions received or receivable from employer(s)	2014-12-31	$47,146
2013 : THE FALLON COMPANY LLC 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$387,892
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,195,375
Total plan assets at beginning of year	2013-12-31	$807,483
Value of fidelity bond covering the plan	2013-12-31	$265,000
Total contributions received or receivable from participants	2013-12-31	$89,250
Other income received	2013-12-31	$258,742
Net income (gross income less expenses)	2013-12-31	$387,892
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,195,375
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$807,483
Total contributions received or receivable from employer(s)	2013-12-31	$39,900
2012 : THE FALLON COMPANY LLC 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$228,465
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$807,483
Total plan assets at beginning of year	2012-12-31	$579,018
Value of fidelity bond covering the plan	2012-12-31	$265,000
Total contributions received or receivable from participants	2012-12-31	$84,682
Contributions received from other sources (not participants or employers)	2012-12-31	$23,496
Other income received	2012-12-31	$81,694
Net income (gross income less expenses)	2012-12-31	$228,465
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$807,483
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$579,018
Total contributions received or receivable from employer(s)	2012-12-31	$38,593
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : THE FALLON COMPANY LLC 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$9,918
Expenses. Total of all expenses incurred	2011-12-31	$19,222
Benefits paid (including direct rollovers)	2011-12-31	$19,222
Total plan assets at end of year	2011-12-31	$579,018
Total plan assets at beginning of year	2011-12-31	$588,322
Value of fidelity bond covering the plan	2011-12-31	$265,000
Total contributions received or receivable from participants	2011-12-31	$52,028
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-42,110
Net income (gross income less expenses)	2011-12-31	$-9,304
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$579,018
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$588,322
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : THE FALLON COMPANY LLC 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$135,594
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$588,322
Total plan assets at beginning of year	2010-12-31	$452,728
Value of fidelity bond covering the plan	2010-12-31	$265,000
Total contributions received or receivable from participants	2010-12-31	$44,255
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$91,339
Net income (gross income less expenses)	2010-12-31	$135,594
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$588,322
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$452,728
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for THE FALLON COMPANY LLC 401K PLAN

2015: THE FALLON COMPANY LLC 401K 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
2014: THE FALLON COMPANY LLC 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE FALLON COMPANY LLC 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE FALLON COMPANY LLC 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE FALLON COMPANY LLC 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE FALLON COMPANY LLC 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE FALLON COMPANY LLC
Employer identification number (EIN):	043308809
NAIC Classification:	531390
NAIC Description:	Other Activities Related to Real Estate