401k Plan data: FOUNDATION 401K TRUST plan

FOUNDATION 401K TRUST 401k Plan overview

Plan Name	FOUNDATION 401K TRUST
Plan identification number	001

FOUNDATION 401K TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.

401k Sponsoring company profile

FOUNDATION INVESTMENT SERVICES has sponsored the creation of one or more 401k plans.

Company Name: FOUNDATION INVESTMENT SERVICES

Employer identification number (EIN): 472854551

NAIC Classification: 522298
NAIC Description: All Other Nondepository Credit Intermediation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOUNDATION 401K TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 JUSTIN PUNSHON
001 2015-01-01 JUSTIN PUNSHON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	JUSTIN PUNSHON
001	2015-01-01	JUSTIN PUNSHON

Plan Statistics for FOUNDATION 401K TRUST

401k plan membership statisitcs for FOUNDATION 401K TRUST

Measure Date Value
2016: FOUNDATION 401K TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1
Total of all active and inactive participants 2016-01-01 1
Total participants 2016-01-01 1
2015: FOUNDATION 401K TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
Total of all active and inactive participants 2015-01-01 1
Total participants 2015-01-01 1

Measure	Date	Value
2016: FOUNDATION 401K TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1
Total of all active and inactive participants	2016-01-01	1
Total participants	2016-01-01	1
2015: FOUNDATION 401K TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
Total of all active and inactive participants	2015-01-01	1
Total participants	2015-01-01	1

Financial Data on FOUNDATION 401K TRUST

Measure	Date	Value
2017 : FOUNDATION 401K TRUST 2017 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : FOUNDATION 401K TRUST 2016 401k financial data
Total plan assets at end of year	2016-12-31	$144,000
Total plan assets at beginning of year	2016-12-31	$144,000
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$144,000
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$144,000
Assets. Value of employer securities	2016-12-31	$144,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : FOUNDATION 401K TRUST 2015 401k financial data
Total plan assets at end of year	2015-12-31	$144,000
Total plan assets at beginning of year	2015-12-31	$144,000
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$144,000
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$144,000
Assets. Value of employer securities	2015-12-31	$144,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0

Form 5500 Responses for FOUNDATION 401K TRUST

2016: FOUNDATION 401K TRUST 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: FOUNDATION 401K TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	First time form 5500 has been submitted	Yes
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	FOUNDATION INVESTMENT SERVICES
Employer identification number (EIN):	472854551
NAIC Classification:	522298
NAIC Description:	All Other Nondepository Credit Intermediation