401k Plan data: FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING PLAN plan

FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

FLEWELLING & MOODY, INC. 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
Life insurance

401k Sponsoring company profile

FLEWELLING & MOODY has sponsored the creation of one or more 401k plans.

Company Name: FLEWELLING & MOODY

Employer identification number (EIN): 952075737

NAIC Classification: 541310
NAIC Description: Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FLEWELLING & MOODY, INC. 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 ISMAEL BALBOA
001 2017-01-01 ISMAEL BALBOA 2018-02-16 ISMAEL BALBOA 2018-02-16
001 2016-01-01 ISMAEL BALBOA 2017-02-17 ISMAEL BALBOA 2017-02-16
001 2015-01-01 ISMAEL BALBOA 2016-03-04 ISMAEL BALBOA 2016-03-10
001 2014-01-01 ISMAEL BALBOA 2015-03-03 ISMAEL BALBOA 2015-03-09
001 2013-01-01 ISMAEL BALBOA 2014-02-17 ISMAEL BALBOA 2014-07-03
001 2012-01-01 SCOTT GAUDINEER 2013-01-24 SCOTT GAUDINEER 2013-01-24
001 2011-01-01 ISMAEL BALBOA 2012-04-10 ISMAEL BALBOA 2012-04-10
001 2010-01-01 KERRY MEYER 2011-07-19 KERRY MEYER 2011-07-19

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	ISMAEL BALBOA
001	2017-01-01	ISMAEL BALBOA	2018-02-16	ISMAEL BALBOA	2018-02-16
001	2016-01-01	ISMAEL BALBOA	2017-02-17	ISMAEL BALBOA	2017-02-16
001	2015-01-01	ISMAEL BALBOA	2016-03-04	ISMAEL BALBOA	2016-03-10
001	2014-01-01	ISMAEL BALBOA	2015-03-03	ISMAEL BALBOA	2015-03-09
001	2013-01-01	ISMAEL BALBOA	2014-02-17	ISMAEL BALBOA	2014-07-03
001	2012-01-01	SCOTT GAUDINEER	2013-01-24	SCOTT GAUDINEER	2013-01-24
001	2011-01-01	ISMAEL BALBOA	2012-04-10	ISMAEL BALBOA	2012-04-10
001	2010-01-01	KERRY MEYER	2011-07-19	KERRY MEYER	2011-07-19

Plan Statistics for FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 23
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 3
Total of all active and inactive participants 2023-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 27
Number of participants with account balances 2023-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 23
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 3
Total of all active and inactive participants 2022-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 27
Number of participants with account balances 2022-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 19
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 4
Total of all active and inactive participants 2021-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 24
Number of participants with account balances 2021-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 22
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 3
Total of all active and inactive participants 2020-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 25
Number of participants with account balances 2020-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 21
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 24
Number of participants with account balances 2019-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 24
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 28
Number of participants with account balances 2018-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2023: FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	23
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	3
Total of all active and inactive participants	2023-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	27
Number of participants with account balances	2023-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	23
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	3
Total of all active and inactive participants	2022-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	27
Number of participants with account balances	2022-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	19
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	4
Total of all active and inactive participants	2021-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	24
Number of participants with account balances	2021-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	22
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	3
Total of all active and inactive participants	2020-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	25
Number of participants with account balances	2020-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	21
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	24
Number of participants with account balances	2019-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	24
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	28
Number of participants with account balances	2018-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$1,267,652
Expenses. Total of all expenses incurred	2023-12-31	$9,545
Benefits paid (including direct rollovers)	2023-12-31	$1,753
Total plan assets at end of year	2023-12-31	$6,119,327
Total plan assets at beginning of year	2023-12-31	$4,861,220
Value of fidelity bond covering the plan	2023-12-31	$1,000,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$217,025
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$3,129
Other income received	2023-12-31	$936,986
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$1,258,107
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$6,119,327
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$4,861,220
Assets. Value of participant loans	2023-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$110,512
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$7,767
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$25
2022 : FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING 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	$-777,237
Expenses. Total of all expenses incurred	2022-12-31	$29,254
Benefits paid (including direct rollovers)	2022-12-31	$26,835
Total plan assets at end of year	2022-12-31	$4,861,220
Total plan assets at beginning of year	2022-12-31	$5,667,711
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$199,670
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	$0
Other income received	2022-12-31	$-1,072,968
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-806,491
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,861,220
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,667,711
Assets. Value of participant loans	2022-12-31	$0
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	$96,061
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$2,394
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$25
2021 : FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING 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	$1,027,959
Expenses. Total of all expenses incurred	2021-12-31	$149,203
Benefits paid (including direct rollovers)	2021-12-31	$133,277
Total plan assets at end of year	2021-12-31	$5,667,711
Total plan assets at beginning of year	2021-12-31	$4,788,955
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$177,819
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	$33,312
Other income received	2021-12-31	$726,404
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$878,756
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,667,711
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,788,955
Assets. Value of participant loans	2021-12-31	$0
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	$90,424
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$15,851
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$75
2020 : FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
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	$914,530
Expenses. Total of all expenses incurred	2020-12-31	$9,274
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$4,788,955
Total plan assets at beginning of year	2020-12-31	$3,883,699
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$162,238
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$2,058
Other income received	2020-12-31	$669,268
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$905,256
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,788,955
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,883,699
Assets. Value of participant loans	2020-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$80,966
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$9,249
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$25
2019 : FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING 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	$845,703
Expenses. Total of all expenses incurred	2019-12-31	$62,391
Benefits paid (including direct rollovers)	2019-12-31	$54,023
Total plan assets at end of year	2019-12-31	$3,883,699
Total plan assets at beginning of year	2019-12-31	$3,100,387
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$120,668
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$27,181
Other income received	2019-12-31	$697,854
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$783,312
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,883,699
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,100,387
Assets. Value of participant loans	2019-12-31	$17,948
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$8,249
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$119
2018 : FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING 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	$-70,848
Expenses. Total of all expenses incurred	2018-12-31	$444,332
Benefits paid (including direct rollovers)	2018-12-31	$433,668
Total plan assets at end of year	2018-12-31	$3,100,387
Total plan assets at beginning of year	2018-12-31	$3,615,567
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$107,314
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$1,847
Other income received	2018-12-31	$-180,009
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-515,180
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,100,387
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,615,567
Assets. Value of participant loans	2018-12-31	$18,375
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$6,853
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$3,811

Form 5500 Responses for FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING PLAN

2023: FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	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: FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	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: FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	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: FLEWELLING & MOODY, INC. 401(K) 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: FLEWELLING & MOODY, INC. 401(K) 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

448265

Policy instance

Insurance contract or identification number	448265
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-07-31
Total amount of commissions paid to insurance broker	USD $6,779
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,779
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

Potentially related plans

FLEWELLING & MITTON, PC 401(K) PLAN [EIN = 841481345]

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Company Name:	FLEWELLING & MOODY
Employer identification number (EIN):	952075737
NAIC Classification:	541310
NAIC Description:	Architectural Services