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FIDELITY INVESTMENTS MONEY PURCHASE PLAN FOR CURTIS R. CLAYMAN, MD. 401k Plan overview

Plan NameFIDELITY INVESTMENTS MONEY PURCHASE PLAN FOR CURTIS R. CLAYMAN, MD.
Plan identification number 003

FIDELITY INVESTMENTS MONEY PURCHASE PLAN FOR CURTIS R. CLAYMAN, MD. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Money purchase (other than target benefit)
  • 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.
  • 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

CURTIS CLAYMAN MD. has sponsored the creation of one or more 401k plans.

Company Name:CURTIS CLAYMAN MD.
Employer identification number (EIN):042520236
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIDELITY INVESTMENTS MONEY PURCHASE PLAN FOR CURTIS R. CLAYMAN, MD.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032019-01-01
0032018-01-01CURTIS CLAYMAN, MD2019-06-21
0032018-01-01
0032017-01-01CURTIS CLAYMAN, MD2018-06-08
0032017-01-01
0032016-01-01CURTIS CLAYMAN, MD2017-05-26
0032016-01-01
0032015-01-01CURTIS R. CLAYMAN, MD.
0032015-01-01
0032014-01-01CURTIS R. CLAYMAN, MD.
0032014-01-01
0032013-01-01CURTIS R. CLAYMAN, MD.
0032013-01-01
0032012-01-01THOMAS FECTEAU2013-07-23
0032011-01-01THOMAS FECTEAU2012-07-27
0032010-01-01THOMAS FECTEAU2011-06-17

Financial Data on FIDELITY INVESTMENTS MONEY PURCHASE PLAN FOR CURTIS R. CLAYMAN, MD.

Measure Date Value
2025 : FIDELITY INVESTMENTS MONEY PURCHASE PLAN FOR CURTIS R. CLAYMAN, MD. 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-21105470
Net assets as of the end of the plan year2025-07-21744492
Total assets as of the beginning of the plan year2025-07-21735749
Other income to plan in this plan year2025-07-21114213
Plan net income in this plan year2025-07-218743
Net assets as of the end of the plan year2025-07-21744492
Net assets as of the beginning of the plan year2025-07-21735749
2024 : FIDELITY INVESTMENTS MONEY PURCHASE PLAN FOR CURTIS R. CLAYMAN, MD. 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-2596360
Net assets as of the end of the plan year2024-07-25735749
Total assets as of the beginning of the plan year2024-07-25713273
Other income to plan in this plan year2024-07-25118836
Plan net income in this plan year2024-07-2522476
Net assets as of the end of the plan year2024-07-25735749
Net assets as of the beginning of the plan year2024-07-25713273
2022 : FIDELITY INVESTMENTS MONEY PURCHASE PLAN FOR CURTIS R. CLAYMAN, MD. 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-280
Total liabilities as of the end of the plan year2022-07-280
Total liabilities as of the beginning of the plan year2022-07-280
Total expenses incurred by plan in this plan year2022-07-28113434
Net assets as of the end of the plan year2022-07-28931492
Total assets as of the beginning of the plan year2022-07-28974546
Value of plan covered by a fidelity bond2022-07-280
Participant contributions to plan in this plan year2022-07-280
Value of participant loans at end of plan year2022-07-280
Other expenses paid from plan in this plan year2022-07-280
Other contributions to plan in this plan year2022-07-280
Other income to plan in this plan year2022-07-2870380
Plan net income in this plan year2022-07-28-43054
Net assets as of the end of the plan year2022-07-28931492
Net assets as of the beginning of the plan year2022-07-28974546
Value of contributions failed to transmitted timely2022-07-280
Employer contributions to plan in this plan year2022-07-280
Fees paid to broker by Benefit Provider2022-07-280
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-280
2019 : FIDELITY INVESTMENTS MONEY PURCHASE PLAN FOR CURTIS R. CLAYMAN, MD. 2019 401k financial data
Total income from all sources2019-12-31$77,438
Expenses. Total of all expenses incurred2019-12-31$61,359
Benefits paid (including direct rollovers)2019-12-31$61,359
Total plan assets at end of year2019-12-31$913,528
Total plan assets at beginning of year2019-12-31$897,449
Other income received2019-12-31$77,438
Net income (gross income less expenses)2019-12-31$16,079
Net plan assets at end of year (total assets less liabilities)2019-12-31$913,528
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$897,449
2018 : FIDELITY INVESTMENTS MONEY PURCHASE PLAN FOR CURTIS R. CLAYMAN, MD. 2018 401k financial data
Total income from all sources2018-12-31$-465
Expenses. Total of all expenses incurred2018-12-31$62,058
Benefits paid (including direct rollovers)2018-12-31$62,058
Total plan assets at end of year2018-12-31$897,449
Total plan assets at beginning of year2018-12-31$959,972
Other income received2018-12-31$-465
Net income (gross income less expenses)2018-12-31$-62,523
Net plan assets at end of year (total assets less liabilities)2018-12-31$897,449
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$959,972
2017 : FIDELITY INVESTMENTS MONEY PURCHASE PLAN FOR CURTIS R. CLAYMAN, MD. 2017 401k financial data
Total income from all sources2017-12-31$109,745
Expenses. Total of all expenses incurred2017-12-31$57,912
Benefits paid (including direct rollovers)2017-12-31$57,912
Total plan assets at end of year2017-12-31$959,972
Total plan assets at beginning of year2017-12-31$908,139
Other income received2017-12-31$108,252
Net income (gross income less expenses)2017-12-31$51,833
Net plan assets at end of year (total assets less liabilities)2017-12-31$959,972
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$908,139
Total contributions received or receivable from employer(s)2017-12-31$1,493
2016 : FIDELITY INVESTMENTS MONEY PURCHASE PLAN FOR CURTIS R. CLAYMAN, MD. 2016 401k financial data
Total income from all sources2016-12-31$32,213
Expenses. Total of all expenses incurred2016-12-31$50,209
Benefits paid (including direct rollovers)2016-12-31$50,209
Total plan assets at end of year2016-12-31$908,139
Total plan assets at beginning of year2016-12-31$926,135
Other income received2016-12-31$20,432
Net income (gross income less expenses)2016-12-31$-17,996
Net plan assets at end of year (total assets less liabilities)2016-12-31$908,139
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$926,135
Total contributions received or receivable from employer(s)2016-12-31$11,781
2015 : FIDELITY INVESTMENTS MONEY PURCHASE PLAN FOR CURTIS R. CLAYMAN, MD. 2015 401k financial data
Total income from all sources2015-12-31$27,087
Expenses. Total of all expenses incurred2015-12-31$41,720
Benefits paid (including direct rollovers)2015-12-31$41,720
Total plan assets at end of year2015-12-31$926,135
Total plan assets at beginning of year2015-12-31$940,768
Other income received2015-12-31$16,255
Net income (gross income less expenses)2015-12-31$-14,633
Net plan assets at end of year (total assets less liabilities)2015-12-31$926,135
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$940,768
Total contributions received or receivable from employer(s)2015-12-31$10,832
2014 : FIDELITY INVESTMENTS MONEY PURCHASE PLAN FOR CURTIS R. CLAYMAN, MD. 2014 401k financial data
Total income from all sources2014-12-31$79,771
Expenses. Total of all expenses incurred2014-12-31$38,550
Benefits paid (including direct rollovers)2014-12-31$38,550
Total plan assets at end of year2014-12-31$940,768
Total plan assets at beginning of year2014-12-31$899,547
Other income received2014-12-31$68,907
Net income (gross income less expenses)2014-12-31$41,221
Net plan assets at end of year (total assets less liabilities)2014-12-31$940,768
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$899,547
Total contributions received or receivable from employer(s)2014-12-31$10,864
2013 : FIDELITY INVESTMENTS MONEY PURCHASE PLAN FOR CURTIS R. CLAYMAN, MD. 2013 401k financial data
Total income from all sources2013-12-31$90,946
Expenses. Total of all expenses incurred2013-12-31$35,541
Benefits paid (including direct rollovers)2013-12-31$35,541
Total plan assets at end of year2013-12-31$899,547
Total plan assets at beginning of year2013-12-31$844,142
Other income received2013-12-31$77,312
Net income (gross income less expenses)2013-12-31$55,405
Net plan assets at end of year (total assets less liabilities)2013-12-31$899,547
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$844,142
Total contributions received or receivable from employer(s)2013-12-31$13,634

Form 5500 Responses for FIDELITY INVESTMENTS MONEY PURCHASE PLAN FOR CURTIS R. CLAYMAN, MD.

2019: FIDELITY INVESTMENTS MONEY PURCHASE PLAN FOR CURTIS R. CLAYMAN, MD. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FIDELITY INVESTMENTS MONEY PURCHASE PLAN FOR CURTIS R. CLAYMAN, MD. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FIDELITY INVESTMENTS MONEY PURCHASE PLAN FOR CURTIS R. CLAYMAN, MD. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FIDELITY INVESTMENTS MONEY PURCHASE PLAN FOR CURTIS R. CLAYMAN, MD. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FIDELITY INVESTMENTS MONEY PURCHASE PLAN FOR CURTIS R. CLAYMAN, MD. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FIDELITY INVESTMENTS MONEY PURCHASE PLAN FOR CURTIS R. CLAYMAN, MD. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FIDELITY INVESTMENTS MONEY PURCHASE PLAN FOR CURTIS R. CLAYMAN, MD. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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