401k Plan data: FULKERSON SERVICES INC. PROFIT SHARING PLAN plan

FULKERSON SERVICES INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	FULKERSON SERVICES INC. PROFIT SHARING PLAN
Plan identification number	002

FULKERSON SERVICES INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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.
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

FULKERSON SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: FULKERSON SERVICES, INC.

Employer identification number (EIN): 161263274

NAIC Classification: 442110
NAIC Description: Furniture Stores

Additional information about FULKERSON SERVICES, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1985-10-04

Company Identification Number: 1030365

Legal Registered Office Address: 111 PARCE AVE.
Monroe
FAIRPORT
United States of America (USA)
14450

More information about FULKERSON SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FULKERSON SERVICES INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 KATHLEEN SCHUMACHER 2023-08-21
002 2021-01-01 KATHLEEN SCHUMACHER 2022-10-12
002 2020-01-01 KATHLEEN SCHUMACHER 2021-10-04
002 2019-01-01 KATHLEEN SCHUMACHER 2020-08-26
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 KATHLEEN SCHUMACHER 2015-06-03
002 2013-01-01 MATTHEW E. BEZEK 2014-06-27
002 2012-01-01 MATTHEW E. BEZEK
002 2011-01-01 MATTHEW E. BEZEK
002 2010-01-01 MATTHEW E. BEZEK
002 2009-01-01 MATTHEW E. BEZEK

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	KATHLEEN SCHUMACHER	2023-08-21
002	2021-01-01	KATHLEEN SCHUMACHER	2022-10-12
002	2020-01-01	KATHLEEN SCHUMACHER	2021-10-04
002	2019-01-01	KATHLEEN SCHUMACHER	2020-08-26
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	KATHLEEN SCHUMACHER	2015-06-03
002	2013-01-01	MATTHEW E. BEZEK	2014-06-27
002	2012-01-01	MATTHEW E. BEZEK
002	2011-01-01	MATTHEW E. BEZEK
002	2010-01-01	MATTHEW E. BEZEK
002	2009-01-01	MATTHEW E. BEZEK

Plan Statistics for FULKERSON SERVICES INC. PROFIT SHARING PLAN

401k plan membership statisitcs for FULKERSON SERVICES INC. PROFIT SHARING PLAN

Measure Date Value
2012: FULKERSON SERVICES INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 14
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 2
Total of all active and inactive participants 2012-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 16
Number of participants with account balances 2012-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: FULKERSON SERVICES INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 15
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 1
Total of all active and inactive participants 2011-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 16
Number of participants with account balances 2011-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: FULKERSON SERVICES INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 15
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 16
Number of participants with account balances 2010-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: FULKERSON SERVICES INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 12
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 1
Total of all active and inactive participants 2009-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 13
Number of participants with account balances 2009-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: FULKERSON SERVICES INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	14
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	2
Total of all active and inactive participants	2012-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	16
Number of participants with account balances	2012-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: FULKERSON SERVICES INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	15
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	1
Total of all active and inactive participants	2011-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	16
Number of participants with account balances	2011-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: FULKERSON SERVICES INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	15
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	16
Number of participants with account balances	2010-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: FULKERSON SERVICES INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	12
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	1
Total of all active and inactive participants	2009-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	13
Number of participants with account balances	2009-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on FULKERSON SERVICES INC. PROFIT SHARING PLAN

Measure	Date	Value
2012 : FULKERSON SERVICES INC. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$308,453
Expenses. Total of all expenses incurred	2012-12-31	$3,936
Benefits paid (including direct rollovers)	2012-12-31	$3,636
Total plan assets at end of year	2012-12-31	$1,781,617
Total plan assets at beginning of year	2012-12-31	$1,477,100
Value of fidelity bond covering the plan	2012-12-31	$150,000
Total contributions received or receivable from participants	2012-12-31	$79,720
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$147,466
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$304,517
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,781,617
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,477,100
Assets. Value of participant loans	2012-12-31	$31,144
Total contributions received or receivable from employer(s)	2012-12-31	$81,267
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	$300
2011 : FULKERSON SERVICES INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$63,613
Expenses. Total of all expenses incurred	2011-12-31	$575
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,477,100
Total plan assets at beginning of year	2011-12-31	$1,414,062
Value of fidelity bond covering the plan	2011-12-31	$150,000
Total contributions received or receivable from participants	2011-12-31	$83,720
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-93,965
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$63,038
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,477,100
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,414,062
Assets. Value of participant loans	2011-12-31	$35,610
Total contributions received or receivable from employer(s)	2011-12-31	$73,858
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	$575
2010 : FULKERSON SERVICES INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$267,181
Expenses. Total of all expenses incurred	2010-12-31	$6,881
Benefits paid (including direct rollovers)	2010-12-31	$6,881
Total plan assets at end of year	2010-12-31	$1,414,062
Total plan assets at beginning of year	2010-12-31	$1,153,762
Value of fidelity bond covering the plan	2010-12-31	$150,000
Total contributions received or receivable from participants	2010-12-31	$93,720
Other income received	2010-12-31	$101,644
Net income (gross income less expenses)	2010-12-31	$260,300
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,414,062
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,153,762
Total contributions received or receivable from employer(s)	2010-12-31	$71,817
2009 : FULKERSON SERVICES INC. PROFIT SHARING 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 FULKERSON SERVICES INC. PROFIT SHARING PLAN

2012: FULKERSON SERVICES INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: FULKERSON SERVICES INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: FULKERSON SERVICES INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: FULKERSON SERVICES INC. PROFIT SHARING 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 )

Policy contract number

SAVE-14524

Policy instance

Insurance contract or identification number	SAVE-14524
Number of Individuals Covered	16
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $2,994
Total amount of fees paid to insurance company	USD $1,877
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,305
Insurance broker organization code?	3
Amount paid for insurance broker fees	1129
Additional information about fees paid to insurance broker	SERVICE FEES
Insurance broker name	RESOURCE HORIZONS GROUP LLC

COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 )

Policy contract number

20967501

Policy instance

Insurance contract or identification number	20967501
Number of Individuals Covered	16
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $2,967
Total amount of fees paid to insurance company	USD $1,948
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 )

Policy contract number

20967501

Policy instance

Insurance contract or identification number	20967501
Number of Individuals Covered	14
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $2,553
Total amount of fees paid to insurance company	USD $569
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,553
Insurance broker organization code?	3
Amount paid for insurance broker fees	569
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	PENSION SERVICES OF WNY, INC.

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Company Name:	FULKERSON SERVICES, INC.
Employer identification number (EIN):	161263274
NAIC Classification:	442110
NAIC Description:	Furniture Stores

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1985-10-04
Company Identification Number:	1030365
Legal Registered Office Address:	111 PARCE AVE. Monroe FAIRPORT United States of America (USA) 14450