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FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & TR MONEY PURCHASE PLAN 401k Plan overview

Plan NameFIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & TR MONEY PURCHASE PLAN
Plan identification number 002

FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & TR MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

KENNETH V. SHANIK, DDS has sponsored the creation of one or more 401k plans.

Company Name:KENNETH V. SHANIK, DDS
Employer identification number (EIN):112579480
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & TR MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-01-01KENNETH V. SHANIK
0022015-01-01KENNETH V. SHANIK
0022014-01-01KENNETH V. SHANIK
0022013-01-01KENNETH V. SHANIK
0022012-01-01KENNETH V. SHANIK
0022011-01-01KENNETH V SHANIK
0022009-01-01KENNETH V SHANIK

Plan Statistics for FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & TR MONEY PURCHASE PLAN

401k plan membership statisitcs for FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & TR MONEY PURCHASE PLAN

Measure Date Value
2016: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & TR MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-010
Total of all active and inactive participants2016-01-010
Total participants2016-01-010
2015: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & TR MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total of all active and inactive participants2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-011
2014: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & TR MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-013
Total of all active and inactive participants2014-01-013
Total participants2014-01-013
Number of participants with account balances2014-01-013
2013: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & TR MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
2012: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & TR MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Total of all active and inactive participants2012-01-013
Total participants2012-01-013
Number of participants with account balances2012-01-013
2011: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & TR MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-013
Total of all active and inactive participants2011-01-013
Total participants2011-01-013
Number of participants with account balances2011-01-013
2009: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & TR MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012

Financial Data on FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & TR MONEY PURCHASE PLAN

Measure Date Value
2016 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & TR MONEY PURCHASE PLAN 2016 401k financial data
Total income from all sources2016-12-31$-29
Expenses. Total of all expenses incurred2016-12-31$4,067
Benefits paid (including direct rollovers)2016-12-31$4,067
Total plan assets at end of year2016-12-31$0
Total plan assets at beginning of year2016-12-31$4,096
Other income received2016-12-31$-29
Net income (gross income less expenses)2016-12-31$-4,096
Net plan assets at end of year (total assets less liabilities)2016-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,096
2015 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & TR MONEY PURCHASE PLAN 2015 401k financial data
Total income from all sources2015-12-31$12,448
Expenses. Total of all expenses incurred2015-12-31$459,086
Benefits paid (including direct rollovers)2015-12-31$459,036
Total plan assets at end of year2015-12-31$4,096
Total plan assets at beginning of year2015-12-31$450,734
Expenses. Other expenses not covered elsewhere2015-12-31$50
Other income received2015-12-31$6,015
Net income (gross income less expenses)2015-12-31$-446,638
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,096
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$450,734
Total contributions received or receivable from employer(s)2015-12-31$6,433
2014 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & TR MONEY PURCHASE PLAN 2014 401k financial data
Total income from all sources2014-12-31$47,224
Total plan assets at end of year2014-12-31$450,734
Total plan assets at beginning of year2014-12-31$403,510
Other income received2014-12-31$38,218
Net income (gross income less expenses)2014-12-31$47,224
Net plan assets at end of year (total assets less liabilities)2014-12-31$450,734
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$403,510
Total contributions received or receivable from employer(s)2014-12-31$9,006
2013 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & TR MONEY PURCHASE PLAN 2013 401k financial data
Total income from all sources2013-12-31$133,905
Expenses. Total of all expenses incurred2013-12-31$124,140
Benefits paid (including direct rollovers)2013-12-31$124,140
Total plan assets at end of year2013-12-31$403,510
Total plan assets at beginning of year2013-12-31$393,745
Other income received2013-12-31$125,019
Net income (gross income less expenses)2013-12-31$9,765
Net plan assets at end of year (total assets less liabilities)2013-12-31$403,510
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$393,745
Total contributions received or receivable from employer(s)2013-12-31$8,886
2012 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & TR MONEY PURCHASE PLAN 2012 401k financial data
Total income from all sources2012-12-31$62,550
Total plan assets at end of year2012-12-31$393,745
Total plan assets at beginning of year2012-12-31$331,195
Other income received2012-12-31$53,651
Net income (gross income less expenses)2012-12-31$62,550
Net plan assets at end of year (total assets less liabilities)2012-12-31$393,745
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$331,195
Total contributions received or receivable from employer(s)2012-12-31$8,899
2011 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & TR MONEY PURCHASE PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$696
Total income from all sources2011-12-31$4,382
Total plan assets at end of year2011-12-31$331,195
Total plan assets at beginning of year2011-12-31$327,509
Other income received2011-12-31$-8,595
Net income (gross income less expenses)2011-12-31$4,382
Net plan assets at end of year (total assets less liabilities)2011-12-31$331,195
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$326,813
Total contributions received or receivable from employer(s)2011-12-31$12,977

Form 5500 Responses for FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & TR MONEY PURCHASE PLAN

2016: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & TR MONEY PURCHASE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN & TR MONEY PURCHASE PLAN 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 DEFINED CONTRIBUTION RETIREMENT PLAN & TR MONEY PURCHASE PLAN 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 DEFINED CONTRIBUTION RETIREMENT PLAN & TR MONEY PURCHASE PLAN 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 & TR MONEY PURCHASE PLAN 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 & TR MONEY PURCHASE PLAN 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 & TR MONEY PURCHASE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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