401k Plan data: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN plan

FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
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

RUSSELL FINANCIAL ADVISORS, LLC RUSSELL has sponsored the creation of one or more 401k plans.

Company Name: RUSSELL FINANCIAL ADVISORS, LLC RUSSELL

Employer identification number (EIN): 200790302

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 MIKE SEGARS
001 2017-01-01 MIKE SEGARS
001 2016-01-01 MIKE SEGARS
001 2015-01-01 MIKE SEGARS
001 2014-01-01 MIKE SEGARS
001 2013-01-01 MIKE SEGARS
001 2012-01-01 MIKE SEGARS
001 2011-01-01 MIKE SEGARS
001 2009-01-01 MARK RUSSELL 2010-09-02
001 2009-01-01 MARK RUSSELL

Plan Statistics for FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 3
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 3
Number of participants with account balances 2023-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 3
Number of participants with account balances 2022-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 3
Number of participants with account balances 2021-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 3
Number of participants with account balances 2018-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 3
Number of participants with account balances 2017-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 3
Number of participants with account balances 2016-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
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 0
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
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 0
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
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 0
Total of all active and inactive participants 2013-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
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 0
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
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 0
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
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 0
Total of all active and inactive participants 2009-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	3
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	3
Number of participants with account balances	2023-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	3
Number of participants with account balances	2022-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	3
Number of participants with account balances	2021-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	3
Number of participants with account balances	2018-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	3
Number of participants with account balances	2017-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	3
Number of participants with account balances	2016-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
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	0
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
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	0
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
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	0
Total of all active and inactive participants	2013-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
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	0
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
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	0
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
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	0
Total of all active and inactive participants	2009-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$148,011
Total plan assets at end of year	2023-12-31	$440,298
Total plan assets at beginning of year	2023-12-31	$292,287
Value of fidelity bond covering the plan	2023-12-31	$50,000
Total contributions received or receivable from participants	2023-12-31	$62,400
Other income received	2023-12-31	$55,720
Net income (gross income less expenses)	2023-12-31	$148,011
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$440,298
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$292,287
Total contributions received or receivable from employer(s)	2023-12-31	$29,891
2022 : FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$11,860
Total plan assets at end of year	2022-12-31	$292,287
Total plan assets at beginning of year	2022-12-31	$280,427
Value of fidelity bond covering the plan	2022-12-31	$30,000
Total contributions received or receivable from participants	2022-12-31	$54,671
Other income received	2022-12-31	$-68,619
Net income (gross income less expenses)	2022-12-31	$11,860
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$292,287
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$280,427
Total contributions received or receivable from employer(s)	2022-12-31	$25,808
2021 : FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$89,003
Total plan assets at end of year	2021-12-31	$280,427
Total plan assets at beginning of year	2021-12-31	$191,424
Value of fidelity bond covering the plan	2021-12-31	$30,000
Total contributions received or receivable from participants	2021-12-31	$49,394
Contributions received from other sources (not participants or employers)	2021-12-31	$20,000
Other income received	2021-12-31	$-3,705
Net income (gross income less expenses)	2021-12-31	$89,003
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$280,427
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$191,424
Total contributions received or receivable from employer(s)	2021-12-31	$23,314
2020 : FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$17,669
Expenses. Total of all expenses incurred	2020-12-31	$664
Benefits paid (including direct rollovers)	2020-12-31	$664
Total plan assets at end of year	2020-12-31	$191,424
Total plan assets at beginning of year	2020-12-31	$174,419
Value of fidelity bond covering the plan	2020-12-31	$20,000
Total contributions received or receivable from participants	2020-12-31	$10,700
Other income received	2020-12-31	$2,689
Net income (gross income less expenses)	2020-12-31	$17,005
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$191,424
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$174,419
Total contributions received or receivable from employer(s)	2020-12-31	$4,280
2019 : FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$56,226
Expenses. Total of all expenses incurred	2019-12-31	$50,759
Benefits paid (including direct rollovers)	2019-12-31	$50,759
Total plan assets at end of year	2019-12-31	$174,419
Total plan assets at beginning of year	2019-12-31	$168,952
Value of fidelity bond covering the plan	2019-12-31	$18,000
Total contributions received or receivable from participants	2019-12-31	$12,226
Other income received	2019-12-31	$39,110
Net income (gross income less expenses)	2019-12-31	$5,467
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$174,419
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$168,952
Total contributions received or receivable from employer(s)	2019-12-31	$4,890
2018 : FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$7,846
Total plan assets at end of year	2018-12-31	$168,952
Total plan assets at beginning of year	2018-12-31	$161,106
Value of fidelity bond covering the plan	2018-12-31	$17,000
Total contributions received or receivable from participants	2018-12-31	$19,207
Other income received	2018-12-31	$-19,044
Net income (gross income less expenses)	2018-12-31	$7,846
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$168,952
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$161,106
Total contributions received or receivable from employer(s)	2018-12-31	$7,683
2017 : FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$42,627
Total plan assets at end of year	2017-12-31	$161,106
Total plan assets at beginning of year	2017-12-31	$118,479
Value of fidelity bond covering the plan	2017-12-31	$17,000
Total contributions received or receivable from participants	2017-12-31	$14,929
Other income received	2017-12-31	$21,726
Net income (gross income less expenses)	2017-12-31	$42,627
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$161,106
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$118,479
Total contributions received or receivable from employer(s)	2017-12-31	$5,972
2016 : FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$32,560
Expenses. Total of all expenses incurred	2016-12-31	$3,108
Benefits paid (including direct rollovers)	2016-12-31	$3,108
Total plan assets at end of year	2016-12-31	$118,479
Total plan assets at beginning of year	2016-12-31	$89,027
Value of fidelity bond covering the plan	2016-12-31	$12,000
Total contributions received or receivable from participants	2016-12-31	$15,342
Other income received	2016-12-31	$11,081
Net income (gross income less expenses)	2016-12-31	$29,452
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$118,479
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$89,027
Total contributions received or receivable from employer(s)	2016-12-31	$6,137
2015 : FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$15,237
Expenses. Total of all expenses incurred	2015-12-31	$36,790
Benefits paid (including direct rollovers)	2015-12-31	$36,790
Total plan assets at end of year	2015-12-31	$89,027
Total plan assets at beginning of year	2015-12-31	$110,580
Value of fidelity bond covering the plan	2015-12-31	$10,000
Total contributions received or receivable from participants	2015-12-31	$13,936
Other income received	2015-12-31	$-4,273
Net income (gross income less expenses)	2015-12-31	$-21,553
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$89,027
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$110,580
Total contributions received or receivable from employer(s)	2015-12-31	$5,574
2014 : FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$17,741
Expenses. Total of all expenses incurred	2014-12-31	$3,071
Benefits paid (including direct rollovers)	2014-12-31	$3,071
Total plan assets at end of year	2014-12-31	$110,580
Total plan assets at beginning of year	2014-12-31	$95,910
Value of fidelity bond covering the plan	2014-12-31	$12,000
Total contributions received or receivable from participants	2014-12-31	$8,606
Other income received	2014-12-31	$5,374
Net income (gross income less expenses)	2014-12-31	$14,670
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$110,580
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$95,910
Total contributions received or receivable from employer(s)	2014-12-31	$3,761
2013 : FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$33,054
Total plan assets at end of year	2013-12-31	$95,910
Total plan assets at beginning of year	2013-12-31	$62,856
Value of fidelity bond covering the plan	2013-12-31	$10,000
Total contributions received or receivable from participants	2013-12-31	$10,846
Contributions received from other sources (not participants or employers)	2013-12-31	$233
Other income received	2013-12-31	$16,171
Net income (gross income less expenses)	2013-12-31	$33,054
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$95,910
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$62,856
Total contributions received or receivable from employer(s)	2013-12-31	$5,804
2012 : FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$19,875
Expenses. Total of all expenses incurred	2012-12-31	$26,139
Benefits paid (including direct rollovers)	2012-12-31	$26,139
Total plan assets at end of year	2012-12-31	$62,856
Total plan assets at beginning of year	2012-12-31	$69,120
Value of fidelity bond covering the plan	2012-12-31	$7,000
Total contributions received or receivable from participants	2012-12-31	$9,970
Other income received	2012-12-31	$4,517
Net income (gross income less expenses)	2012-12-31	$-6,264
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$62,856
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$69,120
Total contributions received or receivable from employer(s)	2012-12-31	$5,388
2011 : FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$14,456
Total plan assets at end of year	2011-12-31	$69,120
Total plan assets at beginning of year	2011-12-31	$54,664
Value of fidelity bond covering the plan	2011-12-31	$7,000
Total contributions received or receivable from participants	2011-12-31	$5,135
Other income received	2011-12-31	$-7,559
Net income (gross income less expenses)	2011-12-31	$14,456
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$69,120
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$54,664
Total contributions received or receivable from employer(s)	2011-12-31	$16,880
2010 : FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$32,286
Total plan assets at end of year	2010-12-31	$54,664
Total plan assets at beginning of year	2010-12-31	$22,378
Value of fidelity bond covering the plan	2010-12-31	$60,000
Total contributions received or receivable from participants	2010-12-31	$17,222
Contributions received from other sources (not participants or employers)	2010-12-31	$3,489
Other income received	2010-12-31	$5,888
Net income (gross income less expenses)	2010-12-31	$32,286
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$54,664
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$22,378
Total contributions received or receivable from employer(s)	2010-12-31	$5,687

Form 5500 Responses for FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN

2023: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FPH FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: FPH FINANCIAL SERVICES LLC 401(K) 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 - Trust	Yes
2011: FPH FINANCIAL SERVICES LLC 401(K) 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 - Trust	Yes
2009: FPH FINANCIAL SERVICES LLC 401(K) 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 benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

Policy instance

Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

Policy instance

Number of Individuals Covered	3
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

Policy instance

Number of Individuals Covered	3
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

Policy instance

Number of Individuals Covered	3
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

Policy instance

Number of Individuals Covered	5
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

Policy instance

Number of Individuals Covered	6
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

Policy instance

Number of Individuals Covered	6
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

Policy instance

Number of Individuals Covered	4
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

Policy instance

Number of Individuals Covered	4
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

Policy instance

Number of Individuals Covered	3
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	RUSSELL FINANCIAL ADVISORS, LLC RUSSELL
Employer identification number (EIN):	200790302
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages