Plan Name | FULLERTON & KNOWLES 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | FULLERTON & KNOWLES, P.C. |
Employer identification number (EIN): | 541786530 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Additional information about FULLERTON & KNOWLES, P.C.
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 1996-01-18 |
Company Identification Number: | 0459091 |
Legal Registered Office Address: |
12642 CHAPEL RD CLIFTON United States of America (USA) 20124-1951 |
More information about FULLERTON & KNOWLES, P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | SARA PAYNE | 2024-08-27 | SARA PAYNE | 2024-08-27 |
001 | 2022-01-01 | SARA JANE PAYNE | 2023-07-28 | SARA JANE PAYNE | 2023-07-28 |
001 | 2021-01-01 | SARA JANE PAYNE | 2022-08-04 | SARA JANE PAYNE | 2022-08-04 |
001 | 2020-01-01 | SARA PAYNE | 2021-07-28 | SARA PAYNE | 2021-07-28 |
001 | 2019-01-01 | SARA PAYNE | 2020-07-16 | SARA PAYNE | 2020-07-16 |
001 | 2018-01-01 | SARA J. PAYNE | 2019-07-24 | ||
001 | 2017-01-01 | SARA J. PAYNE | 2018-07-24 | SARA J. PAYNE | 2018-07-24 |
001 | 2016-01-01 | SARA PAYNE | 2017-07-11 | SARA PAYNE | 2017-07-11 |
001 | 2015-01-01 | SARA J. PAYNE | SARA J. PAYNE | 2016-07-27 | |
001 | 2014-01-01 | SARA J. PAYNE | SARA J. PAYNE | 2015-07-28 | |
001 | 2013-01-01 | SARA J. PAYNE | |||
001 | 2012-01-01 | SARA J. PAYNE | |||
001 | 2011-01-01 | SARA J. PAYNE | |||
001 | 2010-01-01 | SARA J. PAYNE | |||
001 | 2009-01-01 | SARA J. PAYNE |
Measure | Date | Value |
---|---|---|
2015: FULLERTON & KNOWLES 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 8 |
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 | 2 |
Total of all active and inactive participants | 2015-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 10 |
Number of participants with account balances | 2015-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: FULLERTON & KNOWLES 401(K) PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 7 |
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 | 2 |
Total of all active and inactive participants | 2014-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 9 |
Number of participants with account balances | 2014-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: FULLERTON & KNOWLES 401(K) PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 7 |
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 | 2 |
Total of all active and inactive participants | 2013-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 9 |
Number of participants with account balances | 2013-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: FULLERTON & KNOWLES 401(K) PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 8 |
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 | 1 |
Total of all active and inactive participants | 2012-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 9 |
Number of participants with account balances | 2012-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: FULLERTON & KNOWLES 401(K) PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 9 |
Number of participants with account balances | 2011-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: FULLERTON & KNOWLES 401(K) PROFIT SHARING PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 10 |
Number of participants with account balances | 2010-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: FULLERTON & KNOWLES 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 10 |
Number of participants with account balances | 2009-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2015 : FULLERTON & KNOWLES 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $85,432 |
Expenses. Total of all expenses incurred | 2015-12-31 | $12,647 |
Benefits paid (including direct rollovers) | 2015-12-31 | $12,360 |
Total plan assets at end of year | 2015-12-31 | $1,903,365 |
Total plan assets at beginning of year | 2015-12-31 | $1,830,580 |
Value of fidelity bond covering the plan | 2015-12-31 | $150,000 |
Total contributions received or receivable from participants | 2015-12-31 | $52,214 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $287 |
Other income received | 2015-12-31 | $-28,815 |
Net income (gross income less expenses) | 2015-12-31 | $72,785 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,903,365 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,830,580 |
Assets. Value of participant loans | 2015-12-31 | $65,902 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $62,033 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : FULLERTON & KNOWLES 401(K) PROFIT SHARING PLAN 2014 401k financial data | ||
Total income from all sources | 2014-12-31 | $190,459 |
Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $1,830,580 |
Total plan assets at beginning of year | 2014-12-31 | $1,640,121 |
Value of fidelity bond covering the plan | 2014-12-31 | $150,000 |
Total contributions received or receivable from participants | 2014-12-31 | $38,755 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $88,938 |
Net income (gross income less expenses) | 2014-12-31 | $190,459 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,830,580 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,640,121 |
Assets. Value of participant loans | 2014-12-31 | $93,935 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $62,766 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
2013 : FULLERTON & KNOWLES 401(K) PROFIT SHARING PLAN 2013 401k financial data | ||
Total income from all sources | 2013-12-31 | $282,737 |
Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $1,640,121 |
Total plan assets at beginning of year | 2013-12-31 | $1,357,384 |
Value of fidelity bond covering the plan | 2013-12-31 | $150,000 |
Total contributions received or receivable from participants | 2013-12-31 | $40,369 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $189,873 |
Net income (gross income less expenses) | 2013-12-31 | $282,737 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,640,121 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,357,384 |
Assets. Value of participant loans | 2013-12-31 | $67,699 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $52,495 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
2012 : FULLERTON & KNOWLES 401(K) PROFIT SHARING PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $214,351 |
Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
Total plan assets at end of year | 2012-12-31 | $1,357,384 |
Total plan assets at beginning of year | 2012-12-31 | $1,143,034 |
Value of fidelity bond covering the plan | 2012-12-31 | $150,000 |
Total contributions received or receivable from participants | 2012-12-31 | $38,448 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $130,056 |
Net income (gross income less expenses) | 2012-12-31 | $214,351 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,357,384 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,143,034 |
Assets. Value of participant loans | 2012-12-31 | $57,212 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $45,847 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
2011 : FULLERTON & KNOWLES 401(K) PROFIT SHARING PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $99,210 |
Expenses. Total of all expenses incurred | 2011-12-31 | $178 |
Benefits paid (including direct rollovers) | 2011-12-31 | $178 |
Total plan assets at end of year | 2011-12-31 | $1,143,034 |
Total plan assets at beginning of year | 2011-12-31 | $1,044,003 |
Value of fidelity bond covering the plan | 2011-12-31 | $150,000 |
Total contributions received or receivable from participants | 2011-12-31 | $45,680 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $3,259 |
Net income (gross income less expenses) | 2011-12-31 | $99,032 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,143,034 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,044,003 |
Assets. Value of participant loans | 2011-12-31 | $46,624 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $50,271 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
2010 : FULLERTON & KNOWLES 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $216,076 |
Expenses. Total of all expenses incurred | 2010-12-31 | $6,010 |
Benefits paid (including direct rollovers) | 2010-12-31 | $5,104 |
Total plan assets at end of year | 2010-12-31 | $1,044,003 |
Total plan assets at beginning of year | 2010-12-31 | $833,938 |
Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
Total contributions received or receivable from participants | 2010-12-31 | $51,803 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $101,974 |
Net income (gross income less expenses) | 2010-12-31 | $210,066 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,044,003 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $833,938 |
Assets. Value of participant loans | 2010-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $62,299 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $906 |
Value of corrective distributions | 2010-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
2015: FULLERTON & KNOWLES 401(K) PROFIT SHARING PLAN 2015 form 5500 responses | ||
---|---|---|
2015-01-01 | Type of plan entity | Single employer plan |
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 |
2014: FULLERTON & KNOWLES 401(K) PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: FULLERTON & KNOWLES 401(K) PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: FULLERTON & KNOWLES 401(K) PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: FULLERTON & KNOWLES 401(K) PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: FULLERTON & KNOWLES 401(K) PROFIT SHARING PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: FULLERTON & KNOWLES 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 – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |