?>
Plan Name | FINANCIAL DESIGN & MANAGEMENT, INC. PROFIT SHARING PENSION PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | FINANCIAL DESIGN & MANAGEMENT, INC. |
Employer identification number (EIN): | 061098511 |
NAIC Classification: | 541600 |
Additional information about FINANCIAL DESIGN & MANAGEMENT, INC.
Jurisdiction of Incorporation: | Colorado Department of State |
Incorporation Date: | 1988-09-09 |
Company Identification Number: | 19881084660 |
Legal Registered Office Address: |
1431 Hiwan Ct Fort Collins United States of America (USA) 80525 |
More information about FINANCIAL DESIGN & MANAGEMENT, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2012-01-01 | ALAN P. GOLDBECKER | |||
002 | 2011-01-01 | ALAN P. GOLDBECKER | |||
002 | 2009-01-01 | ALAN P. GOLDBECKER |
Measure | Date | Value |
---|---|---|
2012: FINANCIAL DESIGN & MANAGEMENT, INC. PROFIT SHARING PENSION PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 0 |
Number of participants with account balances | 2012-01-01 | 0 |
2011: FINANCIAL DESIGN & MANAGEMENT, INC. PROFIT SHARING PENSION PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
Total of all active and inactive participants | 2011-01-01 | 2 |
Total participants | 2011-01-01 | 2 |
Number of participants with account balances | 2011-01-01 | 2 |
2009: FINANCIAL DESIGN & MANAGEMENT, INC. PROFIT SHARING PENSION PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 2 |
Total participants | 2009-01-01 | 2 |
Number of participants with account balances | 2009-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2012 : FINANCIAL DESIGN & MANAGEMENT, INC. PROFIT SHARING PENSION PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $153,264 |
Expenses. Total of all expenses incurred | 2012-12-31 | $1,765,394 |
Benefits paid (including direct rollovers) | 2012-12-31 | $1,765,394 |
Total plan assets at beginning of year | 2012-12-31 | $1,612,130 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Other income received | 2012-12-31 | $129,139 |
Net income (gross income less expenses) | 2012-12-31 | $-1,612,130 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,612,130 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $24,125 |
2011 : FINANCIAL DESIGN & MANAGEMENT, INC. PROFIT SHARING PENSION PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $14,317 |
Expenses. Total of all expenses incurred | 2011-12-31 | $8 |
Total plan assets at end of year | 2011-12-31 | $1,612,130 |
Total plan assets at beginning of year | 2011-12-31 | $1,597,821 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
Other income received | 2011-12-31 | $-33,883 |
Net income (gross income less expenses) | 2011-12-31 | $14,309 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,612,130 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,597,821 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $48,200 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $8 |
2010 : FINANCIAL DESIGN & MANAGEMENT, INC. PROFIT SHARING PENSION PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $63,008 |
Total plan assets at end of year | 2010-12-31 | $1,597,821 |
Total plan assets at beginning of year | 2010-12-31 | $1,534,813 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Other income received | 2010-12-31 | $10,808 |
Net income (gross income less expenses) | 2010-12-31 | $63,008 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,597,821 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,534,813 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $52,200 |
2012: FINANCIAL DESIGN & MANAGEMENT, INC. PROFIT SHARING PENSION PLAN 2012 form 5500 responses | ||
---|---|---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | This submission is the final filing | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: FINANCIAL DESIGN & MANAGEMENT, INC. PROFIT SHARING PENSION PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: FINANCIAL DESIGN & MANAGEMENT, INC. PROFIT SHARING PENSION PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |