401k Plan data: CFO CONSULTANTS 401K & PROFIT SHARING PLAN plan

CFO CONSULTANTS 401K & PROFIT SHARING PLAN 401k Plan overview

Plan Name	CFO CONSULTANTS 401K & PROFIT SHARING PLAN
Plan identification number	001

CFO CONSULTANTS 401K & 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
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.
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

CFO CONSULTANTS LLC has sponsored the creation of one or more 401k plans.

Company Name: CFO CONSULTANTS LLC

Employer identification number (EIN): 205096679

NAIC Classification: 541600

Additional information about CFO CONSULTANTS LLC

Jurisdiction of Incorporation: North Carolina Secretary of State

Incorporation Date:

Company Identification Number: 0851104

More information about CFO CONSULTANTS LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CFO CONSULTANTS 401K & 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 BEN WANN 2024-10-01
001 2022-01-01 MICHAEL SOWINSKI 2023-10-10
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01

Plan Statistics for CFO CONSULTANTS 401K & PROFIT SHARING PLAN

401k plan membership statisitcs for CFO CONSULTANTS 401K & PROFIT SHARING PLAN

Measure Date Value
2021: CFO CONSULTANTS 401K & PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
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
2020: CFO CONSULTANTS 401K & 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 3
Total of all active and inactive participants 2020-01-01 3
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 3
2019: CFO CONSULTANTS 401K & PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Total of all active and inactive participants 2019-01-01 2
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
2018: CFO CONSULTANTS 401K & PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
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 0
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
2017: CFO CONSULTANTS 401K & PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 0
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 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2021: CFO CONSULTANTS 401K & PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
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
2020: CFO CONSULTANTS 401K & 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	3
Total of all active and inactive participants	2020-01-01	3
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	3
2019: CFO CONSULTANTS 401K & PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Total of all active and inactive participants	2019-01-01	2
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
2018: CFO CONSULTANTS 401K & PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
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	0
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
2017: CFO CONSULTANTS 401K & PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	0
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	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on CFO CONSULTANTS 401K & PROFIT SHARING PLAN

Measure	Date	Value
2021 : CFO CONSULTANTS 401K & PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$66,976
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$173,618
Total plan assets at beginning of year	2021-12-31	$106,642
Value of fidelity bond covering the plan	2021-12-31	$25,000
Total contributions received or receivable from participants	2021-12-31	$33,603
Other income received	2021-12-31	$25,655
Net income (gross income less expenses)	2021-12-31	$66,976
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$173,618
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$106,642
Total contributions received or receivable from employer(s)	2021-12-31	$7,718
2020 : CFO CONSULTANTS 401K & PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$43,005
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$106,642
Total plan assets at beginning of year	2020-12-31	$63,637
Value of fidelity bond covering the plan	2020-12-31	$25,000
Total contributions received or receivable from participants	2020-12-31	$31,971
Other income received	2020-12-31	$6,577
Net income (gross income less expenses)	2020-12-31	$43,005
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$106,642
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$63,637
Total contributions received or receivable from employer(s)	2020-12-31	$4,457
2019 : CFO CONSULTANTS 401K & PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$36,009
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$63,637
Total plan assets at beginning of year	2019-12-31	$27,628
Value of fidelity bond covering the plan	2019-12-31	$25,000
Total contributions received or receivable from participants	2019-12-31	$28,086
Other income received	2019-12-31	$4,830
Net income (gross income less expenses)	2019-12-31	$36,009
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$63,637
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$27,628
Total contributions received or receivable from employer(s)	2019-12-31	$3,093
2018 : CFO CONSULTANTS 401K & PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$17,290
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$27,628
Total plan assets at beginning of year	2018-12-31	$9,556
Total contributions received or receivable from participants	2018-12-31	$14,600
Net income (gross income less expenses)	2018-12-31	$17,290
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$27,628
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$9,556
Total contributions received or receivable from employer(s)	2018-12-31	$2,690
2017 : CFO CONSULTANTS 401K & PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$13,185
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$9,556
Total plan assets at beginning of year	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$10,800
Net income (gross income less expenses)	2017-12-31	$13,185
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$9,556
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$2,385

Form 5500 Responses for CFO CONSULTANTS 401K & PROFIT SHARING PLAN

2021: CFO CONSULTANTS 401K & PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2020: CFO CONSULTANTS 401K & PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2019: CFO CONSULTANTS 401K & PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2018: CFO CONSULTANTS 401K & PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2018-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2017: CFO CONSULTANTS 401K & PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2017-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

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Company Name:	CFO CONSULTANTS LLC
Employer identification number (EIN):	205096679
NAIC Classification:	541600

Jurisdiction of Incorporation:	North Carolina Secretary of State
Incorporation Date:
Company Identification Number:	0851104

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	BEN WANN	2024-10-01
001	2022-01-01	MICHAEL SOWINSKI	2023-10-10
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01