401k Plan data: FUNDAMENTAL ADVISORS, LP 401(K) PLAN plan

FUNDAMENTAL ADVISORS, LP 401(K) PLAN 401k Plan overview

Plan Name	FUNDAMENTAL ADVISORS, LP 401(K) PLAN
Plan identification number	001

FUNDAMENTAL ADVISORS, LP 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FUNDAMENTAL ADVISORS LP has sponsored the creation of one or more 401k plans.

Company Name: FUNDAMENTAL ADVISORS LP

Employer identification number (EIN): 260161910

NAIC Classification: 525990
NAIC Description: Other Financial Vehicles

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FUNDAMENTAL ADVISORS, LP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DARA BLOOM
001 2016-01-01 DARA BLOOM
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 CATHERINE OH 2013-07-30 CATHERINE OH 2013-07-30
001 2011-01-01 CATHERINE OH 2012-09-17
001 2010-01-01 MICHAEL JACOBS 2011-07-08

Plan Statistics for FUNDAMENTAL ADVISORS, LP 401(K) PLAN

401k plan membership statisitcs for FUNDAMENTAL ADVISORS, LP 401(K) PLAN

Measure Date Value
2022: FUNDAMENTAL ADVISORS, LP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 41
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 6
Total of all active and inactive participants 2022-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 47
Number of participants with account balances 2022-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: FUNDAMENTAL ADVISORS, LP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 41
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 5
Total of all active and inactive participants 2021-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 46
Number of participants with account balances 2021-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: FUNDAMENTAL ADVISORS, LP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 31
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 5
Total of all active and inactive participants 2020-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 36
Number of participants with account balances 2020-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: FUNDAMENTAL ADVISORS, LP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 42
Number of other retired or separated participants entitled to future benefits 2019-01-01 6
Total of all active and inactive participants 2019-01-01 48
Total participants 2019-01-01 48
Number of participants with account balances 2019-01-01 44
2018: FUNDAMENTAL ADVISORS, LP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 40
Number of other retired or separated participants entitled to future benefits 2018-01-01 4
Total of all active and inactive participants 2018-01-01 44
Total participants 2018-01-01 44
Number of participants with account balances 2018-01-01 41
2017: FUNDAMENTAL ADVISORS, LP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 36
Number of other retired or separated participants entitled to future benefits 2017-01-01 5
Total of all active and inactive participants 2017-01-01 41
Total participants 2017-01-01 41
Number of participants with account balances 2017-01-01 38
2016: FUNDAMENTAL ADVISORS, LP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 35
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 6
Total of all active and inactive participants 2016-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 41
Number of participants with account balances 2016-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2022: FUNDAMENTAL ADVISORS, LP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	41
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	6
Total of all active and inactive participants	2022-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	47
Number of participants with account balances	2022-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: FUNDAMENTAL ADVISORS, LP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	41
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	5
Total of all active and inactive participants	2021-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	46
Number of participants with account balances	2021-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: FUNDAMENTAL ADVISORS, LP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	31
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	5
Total of all active and inactive participants	2020-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	36
Number of participants with account balances	2020-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: FUNDAMENTAL ADVISORS, LP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	42
Number of other retired or separated participants entitled to future benefits	2019-01-01	6
Total of all active and inactive participants	2019-01-01	48
Total participants	2019-01-01	48
Number of participants with account balances	2019-01-01	44
2018: FUNDAMENTAL ADVISORS, LP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	40
Number of other retired or separated participants entitled to future benefits	2018-01-01	4
Total of all active and inactive participants	2018-01-01	44
Total participants	2018-01-01	44
Number of participants with account balances	2018-01-01	41
2017: FUNDAMENTAL ADVISORS, LP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	36
Number of other retired or separated participants entitled to future benefits	2017-01-01	5
Total of all active and inactive participants	2017-01-01	41
Total participants	2017-01-01	41
Number of participants with account balances	2017-01-01	38
2016: FUNDAMENTAL ADVISORS, LP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	35
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	6
Total of all active and inactive participants	2016-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	41
Number of participants with account balances	2016-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on FUNDAMENTAL ADVISORS, LP 401(K) PLAN

Measure	Date	Value
2022 : FUNDAMENTAL ADVISORS, LP 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-1,118,951
Expenses. Total of all expenses incurred	2022-12-31	$875,994
Benefits paid (including direct rollovers)	2022-12-31	$887,862
Total plan assets at end of year	2022-12-31	$12,916,223
Total plan assets at beginning of year	2022-12-31	$14,911,168
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$1,105,524
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$309,792
Other income received	2022-12-31	$-3,163,744
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,994,945
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$12,916,223
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$14,911,168
Assets. Value of participant loans	2022-12-31	$65,185
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$629,477
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$-11,868
2021 : FUNDAMENTAL ADVISORS, LP 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$3,419,052
Expenses. Total of all expenses incurred	2021-12-31	$60,425
Benefits paid (including direct rollovers)	2021-12-31	$72,392
Total plan assets at end of year	2021-12-31	$14,911,168
Total plan assets at beginning of year	2021-12-31	$11,552,541
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$801,095
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$109,112
Other income received	2021-12-31	$1,920,045
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$3,358,627
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$14,911,168
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$11,552,541
Assets. Value of participant loans	2021-12-31	$33,366
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$588,800
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$-11,967
2020 : FUNDAMENTAL ADVISORS, LP 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$-2,704,764
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$3,557,484
Expenses. Total of all expenses incurred	2020-12-31	$121,976
Benefits paid (including direct rollovers)	2020-12-31	$122,760
Total plan assets at end of year	2020-12-31	$11,552,541
Total plan assets at beginning of year	2020-12-31	$10,821,797
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$833,875
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$39,003
Other income received	2020-12-31	$1,992,306
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$3,435,508
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$11,552,541
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$10,821,797
Assets. Value of participant loans	2020-12-31	$56,491
Total contributions received or receivable from employer(s)	2020-12-31	$692,300
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$-784
2019 : FUNDAMENTAL ADVISORS, LP 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
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	$3,628,994
Expenses. Total of all expenses incurred	2019-12-31	$556,220
Benefits paid (including direct rollovers)	2019-12-31	$554,212
Total plan assets at end of year	2019-12-31	$10,821,797
Total plan assets at beginning of year	2019-12-31	$7,749,023
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$724,195
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$128,066
Other income received	2019-12-31	$2,129,064
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$3,072,774
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$10,821,797
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$7,749,023
Assets. Value of participant loans	2019-12-31	$116,674
Total contributions received or receivable from employer(s)	2019-12-31	$647,669
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$2,008
2018 : FUNDAMENTAL ADVISORS, LP 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
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	$848,162
Expenses. Total of all expenses incurred	2018-12-31	$164,906
Benefits paid (including direct rollovers)	2018-12-31	$164,281
Total plan assets at end of year	2018-12-31	$7,749,023
Total plan assets at beginning of year	2018-12-31	$7,065,767
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$648,651
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$314,756
Other income received	2018-12-31	$-629,745
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$683,256
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$7,749,023
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$7,065,767
Assets. Value of participant loans	2018-12-31	$76,641
Total contributions received or receivable from employer(s)	2018-12-31	$514,500
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$625
2017 : FUNDAMENTAL ADVISORS, LP 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
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	$2,153,677
Expenses. Total of all expenses incurred	2017-12-31	$24,340
Benefits paid (including direct rollovers)	2017-12-31	$23,965
Total plan assets at end of year	2017-12-31	$7,065,767
Total plan assets at beginning of year	2017-12-31	$4,936,430
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$520,044
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$1,151,748
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$2,129,337
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$7,065,767
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,936,430
Assets. Value of participant loans	2017-12-31	$117,287
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$481,885
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$375
2016 : FUNDAMENTAL ADVISORS, LP 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$1,457,972
Expenses. Total of all expenses incurred	2016-12-31	$371,266
Benefits paid (including direct rollovers)	2016-12-31	$369,549
Total plan assets at end of year	2016-12-31	$4,936,430
Total plan assets at beginning of year	2016-12-31	$3,849,724
Value of fidelity bond covering the plan	2016-12-31	$493,643
Total contributions received or receivable from participants	2016-12-31	$494,762
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$429,236
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$1,086,706
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,936,430
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,849,724
Assets. Value of participant loans	2016-12-31	$155,898
Total contributions received or receivable from employer(s)	2016-12-31	$533,974
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,717

Form 5500 Responses for FUNDAMENTAL ADVISORS, LP 401(K) PLAN

2022: FUNDAMENTAL ADVISORS, LP 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: FUNDAMENTAL ADVISORS, LP 401(K) 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: FUNDAMENTAL ADVISORS, LP 401(K) 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: FUNDAMENTAL ADVISORS, LP 401(K) 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: FUNDAMENTAL ADVISORS, LP 401(K) 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: FUNDAMENTAL ADVISORS, LP 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: FUNDAMENTAL ADVISORS, LP 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	FUNDAMENTAL ADVISORS LP
Employer identification number (EIN):	260161910
NAIC Classification:	525990
NAIC Description:	Other Financial Vehicles