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FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & TRUST 401k Plan overview

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

FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & 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.

401k Sponsoring company profile

ALBERTO FANO has sponsored the creation of one or more 401k plans.

Company Name:ALBERTO FANO
Employer identification number (EIN):112321694
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 DEFINED CONTRIBUTION RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032014-01-01ALBERTO FANO
0032013-01-01ALBERTO FANO
0032012-01-01ALBERTO FANO
0032011-01-01ALBERTO FANO
0032010-01-01ALBERTO FANO
0032009-01-01 ALBERTO FANO2010-06-08

Financial Data on FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & TRUST

Measure Date Value
2014 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$129,321
Expenses. Total of all expenses incurred2014-12-31$118,187
Benefits paid (including direct rollovers)2014-12-31$113,257
Total plan assets at end of year2014-12-31$2,671,500
Total plan assets at beginning of year2014-12-31$2,660,366
Other income received2014-12-31$126,321
Net income (gross income less expenses)2014-12-31$11,134
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,671,500
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,660,366
Total contributions received or receivable from employer(s)2014-12-31$3,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$4,930
2013 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$147,894
Expenses. Total of all expenses incurred2013-12-31$107,168
Benefits paid (including direct rollovers)2013-12-31$99,621
Total plan assets at end of year2013-12-31$2,660,366
Total plan assets at beginning of year2013-12-31$2,619,640
Other income received2013-12-31$88,894
Net income (gross income less expenses)2013-12-31$40,726
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,660,366
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,619,640
Total contributions received or receivable from employer(s)2013-12-31$59,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$7,547
2012 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$271,979
Expenses. Total of all expenses incurred2012-12-31$97,397
Benefits paid (including direct rollovers)2012-12-31$90,000
Total plan assets at end of year2012-12-31$2,619,640
Total plan assets at beginning of year2012-12-31$2,445,058
Other income received2012-12-31$223,979
Net income (gross income less expenses)2012-12-31$174,582
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,619,640
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,445,058
Total contributions received or receivable from employer(s)2012-12-31$48,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$7,397
2011 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$11,437
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$141,084
Expenses. Total of all expenses incurred2011-12-31$93,050
Benefits paid (including direct rollovers)2011-12-31$85,825
Total plan assets at end of year2011-12-31$2,445,058
Total plan assets at beginning of year2011-12-31$2,385,587
Other income received2011-12-31$68,114
Net income (gross income less expenses)2011-12-31$48,034
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,445,058
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,385,587
Total contributions received or receivable from employer(s)2011-12-31$72,970
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$7,225
2010 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$290,664
Expenses. Total of all expenses incurred2010-12-31$81,585
Benefits paid (including direct rollovers)2010-12-31$74,093
Total plan assets at end of year2010-12-31$2,385,587
Total plan assets at beginning of year2010-12-31$2,176,508
Total contributions received or receivable from participants2010-12-31$33,039
Other income received2010-12-31$257,625
Net income (gross income less expenses)2010-12-31$209,079
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,385,587
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,176,508
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$7,492

Form 5500 Responses for FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & TRUST

2014: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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