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FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 401k Plan overview

Plan NameFIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST
Plan identification number 003

FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

CARROLL JAMES LAWLER has sponsored the creation of one or more 401k plans.

Company Name:CARROLL JAMES LAWLER
Employer identification number (EIN):061080426
NAIC Classification:541310
NAIC Description:Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032014-01-01
0032013-01-01
0032012-01-01C JAMES LAWLER
0032011-01-01C JAMES LAWLER
0032009-01-01C JAMES LAWLER

Financial Data on FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST

Measure Date Value
2014 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$158,234
Expenses. Total of all expenses incurred2014-12-31$1,101,454
Benefits paid (including direct rollovers)2014-12-31$1,101,404
Total plan assets at end of year2014-12-31$0
Total plan assets at beginning of year2014-12-31$943,220
Other income received2014-12-31$158,234
Net income (gross income less expenses)2014-12-31$-943,220
Net plan assets at end of year (total assets less liabilities)2014-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$943,220
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$50
2013 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$135,735
Expenses. Total of all expenses incurred2013-12-31$15
Benefits paid (including direct rollovers)2013-12-31$15
Total plan assets at end of year2013-12-31$943,220
Total plan assets at beginning of year2013-12-31$807,500
Other income received2013-12-31$135,735
Net income (gross income less expenses)2013-12-31$135,720
Net plan assets at end of year (total assets less liabilities)2013-12-31$943,220
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$807,500
2012 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$230,478
Expenses. Total of all expenses incurred2012-12-31$51,703
Benefits paid (including direct rollovers)2012-12-31$51,703
Total plan assets at end of year2012-12-31$807,500
Total plan assets at beginning of year2012-12-31$628,725
Other income received2012-12-31$230,478
Net income (gross income less expenses)2012-12-31$178,775
Net plan assets at end of year (total assets less liabilities)2012-12-31$807,500
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$628,725
2011 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$-85,264
Expenses. Total of all expenses incurred2011-12-31$123,918
Benefits paid (including direct rollovers)2011-12-31$123,918
Total plan assets at end of year2011-12-31$628,725
Total plan assets at beginning of year2011-12-31$837,907
Other income received2011-12-31$-85,264
Net income (gross income less expenses)2011-12-31$-209,182
Net plan assets at end of year (total assets less liabilities)2011-12-31$628,725
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$837,907
2010 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$50,575
Total plan assets at end of year2010-12-31$837,907
Total plan assets at beginning of year2010-12-31$787,332
Other income received2010-12-31$50,575
Net income (gross income less expenses)2010-12-31$50,575
Net plan assets at end of year (total assets less liabilities)2010-12-31$837,907
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$787,332

Form 5500 Responses for FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST

2014: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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