401k Plan data: MONEY PURCHASE PLAN plan

MONEY PURCHASE PLAN 401k Plan overview

Plan Name	MONEY PURCHASE PLAN
Plan identification number	002

MONEY PURCHASE PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit)

401k Sponsoring company profile

STEVEN D KELLER has sponsored the creation of one or more 401k plans.

Company Name: STEVEN D KELLER

Employer identification number (EIN): 223152430

NAIC Classification: 236110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2021-01-01 STEVEN KELLER
002 2020-01-01
002 2019-01-01
002 2018-01-01 STEVEN KELLER STEVEN KELLER 2019-07-11
002 2017-01-01 STEVEN KELLER STEVEN KELLER 2018-07-31
002 2016-01-01 STEVEN KELLER STEVEN KELLER 2017-07-14
002 2015-01-01 STEVEN KELLER STEVEN KELLER 2016-09-30
002 2014-01-01 STEVEN KELLER STEVEN KELLER 2015-10-05
002 2013-01-01 STEVEN KELLER STEVEN KELLER 2014-10-14
002 2012-01-01 STEVEN KELLER
002 2011-01-01 STEVEN KELLER
002 2010-01-01 STEVEN KELLER
002 2009-01-01 STEVEN KELLER

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2021-01-01
002	2021-01-01	STEVEN KELLER
002	2020-01-01
002	2019-01-01
002	2018-01-01	STEVEN KELLER	STEVEN KELLER	2019-07-11
002	2017-01-01	STEVEN KELLER	STEVEN KELLER	2018-07-31
002	2016-01-01	STEVEN KELLER	STEVEN KELLER	2017-07-14
002	2015-01-01	STEVEN KELLER	STEVEN KELLER	2016-09-30
002	2014-01-01	STEVEN KELLER	STEVEN KELLER	2015-10-05
002	2013-01-01	STEVEN KELLER	STEVEN KELLER	2014-10-14
002	2012-01-01	STEVEN KELLER
002	2011-01-01	STEVEN KELLER
002	2010-01-01	STEVEN KELLER
002	2009-01-01	STEVEN KELLER

Financial Data on MONEY PURCHASE PLAN

Measure	Date	Value
2021 : MONEY PURCHASE PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$-393,917
Expenses. Total of all expenses incurred	2021-12-31	$2,177
Benefits paid (including direct rollovers)	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$0
Total plan assets at beginning of year	2021-12-31	$396,094
Total contributions received or receivable from participants	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$2,177
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$-393,917
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$-396,094
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$396,094
Total contributions received or receivable from employer(s)	2021-12-31	$0
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
2020 : MONEY PURCHASE PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$41,192
Expenses. Total of all expenses incurred	2020-12-31	$3,329
Total plan assets at end of year	2020-12-31	$396,317
Total plan assets at beginning of year	2020-12-31	$358,454
Expenses. Other expenses not covered elsewhere	2020-12-31	$3,329
Other income received	2020-12-31	$41,192
Net income (gross income less expenses)	2020-12-31	$37,863
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$396,317
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$358,454
2019 : MONEY PURCHASE PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$-74,266
Expenses. Total of all expenses incurred	2019-12-31	$3,240
Total plan assets at end of year	2019-12-31	$231,871
Total plan assets at beginning of year	2019-12-31	$309,377
Expenses. Other expenses not covered elsewhere	2019-12-31	$3,240
Other income received	2019-12-31	$-85,415
Net income (gross income less expenses)	2019-12-31	$-77,506
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$231,871
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$309,377
Total contributions received or receivable from employer(s)	2019-12-31	$11,149
2018 : MONEY PURCHASE PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-3,816
Expenses. Total of all expenses incurred	2018-12-31	$3,075
Total plan assets at end of year	2018-12-31	$309,377
Total plan assets at beginning of year	2018-12-31	$316,268
Expenses. Other expenses not covered elsewhere	2018-12-31	$3,075
Other income received	2018-12-31	$-18,816
Net income (gross income less expenses)	2018-12-31	$-6,891
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$309,377
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$316,268
Total contributions received or receivable from employer(s)	2018-12-31	$15,000
2017 : MONEY PURCHASE PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$56,338
Expenses. Total of all expenses incurred	2017-12-31	$2,760
Total plan assets at end of year	2017-12-31	$316,268
Total plan assets at beginning of year	2017-12-31	$262,690
Expenses. Other expenses not covered elsewhere	2017-12-31	$2,760
Other income received	2017-12-31	$30,730
Net income (gross income less expenses)	2017-12-31	$53,578
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$316,268
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$262,690
Total contributions received or receivable from employer(s)	2017-12-31	$25,608
2016 : MONEY PURCHASE PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$20,028
Expenses. Total of all expenses incurred	2016-12-31	$2,446
Total plan assets at end of year	2016-12-31	$262,690
Total plan assets at beginning of year	2016-12-31	$245,108
Expenses. Other expenses not covered elsewhere	2016-12-31	$2,446
Other income received	2016-12-31	$10,028
Net income (gross income less expenses)	2016-12-31	$17,582
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$262,690
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$245,108
Total contributions received or receivable from employer(s)	2016-12-31	$10,000
2015 : MONEY PURCHASE PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$1,012
Expenses. Total of all expenses incurred	2015-12-31	$2,421
Total plan assets at end of year	2015-12-31	$245,109
Total plan assets at beginning of year	2015-12-31	$246,518
Expenses. Other expenses not covered elsewhere	2015-12-31	$2,421
Other income received	2015-12-31	$1,012
Net income (gross income less expenses)	2015-12-31	$-1,409
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$245,109
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$246,518
2014 : MONEY PURCHASE PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$1,046
Expenses. Total of all expenses incurred	2014-12-31	$2,461
Total plan assets at end of year	2014-12-31	$246,518
Total plan assets at beginning of year	2014-12-31	$247,933
Expenses. Other expenses not covered elsewhere	2014-12-31	$2,461
Other income received	2014-12-31	$1,046
Net income (gross income less expenses)	2014-12-31	$-1,415
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$246,518
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$247,933
2013 : MONEY PURCHASE PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$3,911
Expenses. Total of all expenses incurred	2013-12-31	$70
Total plan assets at end of year	2013-12-31	$247,933
Total plan assets at beginning of year	2013-12-31	$244,092
Other income received	2013-12-31	$3,911
Net income (gross income less expenses)	2013-12-31	$3,841
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$247,933
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$244,092
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$70
2012 : MONEY PURCHASE PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$22,330
Expenses. Total of all expenses incurred	2012-12-31	$70
Total plan assets at end of year	2012-12-31	$244,092
Total plan assets at beginning of year	2012-12-31	$221,850
Expenses. Other expenses not covered elsewhere	2012-12-31	$70
Other income received	2012-12-31	$9,875
Net income (gross income less expenses)	2012-12-31	$22,260
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$244,092
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$221,850
Total contributions received or receivable from employer(s)	2012-12-31	$12,455
2011 : MONEY PURCHASE PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$22,416
Expenses. Total of all expenses incurred	2011-12-31	$70
Total plan assets at end of year	2011-12-31	$221,849
Total plan assets at beginning of year	2011-12-31	$199,504
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$70
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$7,275
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$22,346
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$221,849
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$199,504
Total contributions received or receivable from employer(s)	2011-12-31	$15,141
2010 : MONEY PURCHASE PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$10,221
Expenses. Total of all expenses incurred	2010-12-31	$70
Total plan assets at end of year	2010-12-31	$199,504
Total plan assets at beginning of year	2010-12-31	$189,353
Total contributions received or receivable from participants	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$10,221
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$10,151
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$199,504
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$189,353
Total contributions received or receivable from employer(s)	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$70

Form 5500 Responses for MONEY PURCHASE PLAN

2021: MONEY PURCHASE PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	Yes
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MONEY PURCHASE PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MONEY PURCHASE PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MONEY PURCHASE PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MONEY PURCHASE PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MONEY PURCHASE PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MONEY PURCHASE PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MONEY PURCHASE PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MONEY PURCHASE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MONEY PURCHASE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MONEY PURCHASE PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MONEY PURCHASE PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MONEY PURCHASE PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STEVEN D KELLER
Employer identification number (EIN):	223152430
NAIC Classification:	236110