401k Plan data: THE FORT ORANGE CLUB EMPLOYEES 401(K) PLAN plan

THE FORT ORANGE CLUB EMPLOYEES 401(K) PLAN 401k Plan overview

Plan Name	THE FORT ORANGE CLUB EMPLOYEES 401(K) PLAN
Plan identification number	002

THE FORT ORANGE CLUB EMPLOYEES 401(K) 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE FORT ORANGE CLUB has sponsored the creation of one or more 401k plans.

Company Name: THE FORT ORANGE CLUB

Employer identification number (EIN): 140669680

NAIC Classification: 722511
NAIC Description: Full-Service Restaurants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE FORT ORANGE CLUB EMPLOYEES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 HEATHER MONKEN 2024-07-19
002 2022-01-01 HEATHER MONKEN 2023-09-05
002 2021-01-01 HEATHER MONKEN 2022-09-21
002 2020-01-01 HEATHER MONKEN 2021-05-14
002 2019-01-01 HEATHER MONKEN 2020-09-22
002 2018-01-01 ERIN O'KEEFE 2019-10-15 ERIN O'KEEFE 2019-10-15
002 2017-01-01 ERIN O'KEEFE 2018-10-15 ERIN O'KEEFE 2018-10-15
002 2016-01-01 VANESSA RICCIARDONE-VEGA 2017-07-31
002 2015-01-01 WILLIAM B PICOTTE 2016-07-14 CHRISTINE HOLLE 2016-07-14
002 2014-01-01 WILLIAM B. PICOTTE CHRISTINE A. HOLLE 2015-07-10
002 2013-01-01 LINDA DICKERT LINDA DICKERT 2014-07-14
002 2012-01-01 RICHARD P FARRELL
002 2011-01-01 RICHARD FARRELL
002 2009-01-01 JENNIFER REOHR

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	HEATHER MONKEN	2024-07-19
002	2022-01-01	HEATHER MONKEN	2023-09-05
002	2021-01-01	HEATHER MONKEN	2022-09-21
002	2020-01-01	HEATHER MONKEN	2021-05-14
002	2019-01-01	HEATHER MONKEN	2020-09-22
002	2018-01-01	ERIN O'KEEFE	2019-10-15	ERIN O'KEEFE	2019-10-15
002	2017-01-01	ERIN O'KEEFE	2018-10-15	ERIN O'KEEFE	2018-10-15
002	2016-01-01	VANESSA RICCIARDONE-VEGA	2017-07-31
002	2015-01-01	WILLIAM B PICOTTE	2016-07-14	CHRISTINE HOLLE	2016-07-14
002	2014-01-01	WILLIAM B. PICOTTE		CHRISTINE A. HOLLE	2015-07-10
002	2013-01-01	LINDA DICKERT		LINDA DICKERT	2014-07-14
002	2012-01-01	RICHARD P FARRELL
002	2011-01-01	RICHARD FARRELL
002	2009-01-01	JENNIFER REOHR

Plan Statistics for THE FORT ORANGE CLUB EMPLOYEES 401(K) PLAN

401k plan membership statisitcs for THE FORT ORANGE CLUB EMPLOYEES 401(K) PLAN

Measure Date Value
2014: THE FORT ORANGE CLUB EMPLOYEES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 36
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 22
Total of all active and inactive participants 2014-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 60
Number of participants with account balances 2014-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4
2013: THE FORT ORANGE CLUB EMPLOYEES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 40
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 25
Total of all active and inactive participants 2013-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 66
Number of participants with account balances 2013-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: THE FORT ORANGE CLUB EMPLOYEES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 40
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 18
Total of all active and inactive participants 2012-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 59
Number of participants with account balances 2012-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: THE FORT ORANGE CLUB EMPLOYEES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 41
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 17
Total of all active and inactive participants 2011-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 59
Number of participants with account balances 2011-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: THE FORT ORANGE CLUB EMPLOYEES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 47
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 16
Total of all active and inactive participants 2009-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 64
Number of participants with account balances 2009-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: THE FORT ORANGE CLUB EMPLOYEES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	36
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	22
Total of all active and inactive participants	2014-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	60
Number of participants with account balances	2014-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4
2013: THE FORT ORANGE CLUB EMPLOYEES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	40
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	25
Total of all active and inactive participants	2013-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	66
Number of participants with account balances	2013-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: THE FORT ORANGE CLUB EMPLOYEES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	40
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	18
Total of all active and inactive participants	2012-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	59
Number of participants with account balances	2012-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: THE FORT ORANGE CLUB EMPLOYEES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	41
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	17
Total of all active and inactive participants	2011-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	59
Number of participants with account balances	2011-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: THE FORT ORANGE CLUB EMPLOYEES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	47
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	16
Total of all active and inactive participants	2009-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	64
Number of participants with account balances	2009-01-01	58
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 FORT ORANGE CLUB EMPLOYEES 401(K) PLAN

Measure	Date	Value
2014 : THE FORT ORANGE CLUB EMPLOYEES 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$369,103
Expenses. Total of all expenses incurred	2014-12-31	$265,706
Benefits paid (including direct rollovers)	2014-12-31	$265,060
Total plan assets at end of year	2014-12-31	$3,311,521
Total plan assets at beginning of year	2014-12-31	$3,208,124
Value of fidelity bond covering the plan	2014-12-31	$400,000
Total contributions received or receivable from participants	2014-12-31	$100,684
Contributions received from other sources (not participants or employers)	2014-12-31	$819
Other income received	2014-12-31	$224,896
Net income (gross income less expenses)	2014-12-31	$103,397
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,311,521
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,208,124
Assets. Value of participant loans	2014-12-31	$27,911
Total contributions received or receivable from employer(s)	2014-12-31	$42,704
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$646
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : THE FORT ORANGE CLUB EMPLOYEES 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$840,249
Expenses. Total of all expenses incurred	2013-12-31	$18,033
Benefits paid (including direct rollovers)	2013-12-31	$17,112
Total plan assets at end of year	2013-12-31	$3,208,124
Total plan assets at beginning of year	2013-12-31	$2,385,908
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$102,534
Other income received	2013-12-31	$689,786
Net income (gross income less expenses)	2013-12-31	$822,216
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,208,124
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,385,908
Assets. Value of participant loans	2013-12-31	$25,060
Total contributions received or receivable from employer(s)	2013-12-31	$47,929
Value of corrective distributions	2013-12-31	$487
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$434
2012 : THE FORT ORANGE CLUB EMPLOYEES 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$416,587
Expenses. Total of all expenses incurred	2012-12-31	$22,386
Benefits paid (including direct rollovers)	2012-12-31	$21,858
Total plan assets at end of year	2012-12-31	$2,385,908
Total plan assets at beginning of year	2012-12-31	$1,991,707
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$88,453
Other income received	2012-12-31	$283,472
Net income (gross income less expenses)	2012-12-31	$394,201
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,385,908
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,991,707
Assets. Value of participant loans	2012-12-31	$25,982
Total contributions received or receivable from employer(s)	2012-12-31	$44,662
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$528
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : THE FORT ORANGE CLUB EMPLOYEES 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$104,367
Expenses. Total of all expenses incurred	2011-12-31	$116,717
Benefits paid (including direct rollovers)	2011-12-31	$116,247
Total plan assets at end of year	2011-12-31	$1,991,707
Total plan assets at beginning of year	2011-12-31	$2,004,057
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$89,310
Expenses. Other expenses not covered elsewhere	2011-12-31	$470
Other income received	2011-12-31	$-28,665
Net income (gross income less expenses)	2011-12-31	$-12,350
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,991,707
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,004,057
Assets. Value of participant loans	2011-12-31	$24,968
Total contributions received or receivable from employer(s)	2011-12-31	$43,722
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : THE FORT ORANGE CLUB EMPLOYEES 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$446,900
Expenses. Total of all expenses incurred	2010-12-31	$34,931
Benefits paid (including direct rollovers)	2010-12-31	$34,553
Total plan assets at end of year	2010-12-31	$2,004,057
Total plan assets at beginning of year	2010-12-31	$1,592,088
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$94,257
Other income received	2010-12-31	$307,660
Net income (gross income less expenses)	2010-12-31	$411,969
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,004,057
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,592,088
Assets. Value of participant loans	2010-12-31	$25,215
Total contributions received or receivable from employer(s)	2010-12-31	$44,983
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$378
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : THE FORT ORANGE CLUB EMPLOYEES 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE FORT ORANGE CLUB EMPLOYEES 401(K) PLAN

2014: THE FORT ORANGE CLUB EMPLOYEES 401(K) 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 FORT ORANGE CLUB EMPLOYEES 401(K) 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 FORT ORANGE CLUB EMPLOYEES 401(K) 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 FORT ORANGE CLUB EMPLOYEES 401(K) 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 FORT ORANGE CLUB EMPLOYEES 401(K) 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 FORT ORANGE CLUB
Employer identification number (EIN):	140669680
NAIC Classification:	722511
NAIC Description:	Full-Service Restaurants