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MONEY PURCHASE PLAN 401k Plan overview

Plan NameMONEY PURCHASE PLAN
Plan identification number 002

MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined 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 SignedName of Company SponsorDate Sponsor Signed
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01STEVEN KELLER STEVEN KELLER2019-07-11
0022017-01-01STEVEN KELLER STEVEN KELLER2018-07-31
0022016-01-01STEVEN KELLER STEVEN KELLER2017-07-14
0022015-01-01STEVEN KELLER STEVEN KELLER2016-09-30
0022014-01-01STEVEN KELLER STEVEN KELLER2015-10-05
0022013-01-01STEVEN KELLER STEVEN KELLER2014-10-14
0022012-01-01STEVEN KELLER
0022011-01-01STEVEN KELLER
0022010-01-01STEVEN KELLER
0022009-01-01STEVEN KELLER

Plan Statistics for MONEY PURCHASE PLAN

401k plan membership statisitcs for MONEY PURCHASE PLAN

Measure Date Value
2021: MONEY PURCHASE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MONEY PURCHASE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-013
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013
Number of participants with account balances2020-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013
Number of participants with account balances2019-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-013
Total of all active and inactive participants2018-01-013
Total participants2018-01-013
Number of participants with account balances2018-01-013
2017: MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
Total of all active and inactive participants2017-01-013
Total participants2017-01-013
Number of participants with account balances2017-01-013
2016: MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-013
Total of all active and inactive participants2016-01-013
Total participants2016-01-013
Number of participants with account balances2016-01-013
2015: MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: 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 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-010
2011: 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 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-010
2010: MONEY PURCHASE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012
Number of participants with account balances2010-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
Number of employers contributing to the scheme2010-01-010
2009: 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
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Number of participants with account balances2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-010

Financial Data on MONEY PURCHASE PLAN

Measure Date Value
2021 : MONEY PURCHASE PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$-393,917
Expenses. Total of all expenses incurred2021-12-31$2,177
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$396,094
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$2,177
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$-393,917
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-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 loans2021-12-31$0
Value of corrective distributions2021-12-31$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 sources2020-12-31$41,192
Expenses. Total of all expenses incurred2020-12-31$3,329
Total plan assets at end of year2020-12-31$396,317
Total plan assets at beginning of year2020-12-31$358,454
Expenses. Other expenses not covered elsewhere2020-12-31$3,329
Other income received2020-12-31$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$358,454
2019 : MONEY PURCHASE PLAN 2019 401k financial data
Total income from all sources2019-12-31$-74,266
Expenses. Total of all expenses incurred2019-12-31$3,240
Total plan assets at end of year2019-12-31$231,871
Total plan assets at beginning of year2019-12-31$309,377
Expenses. Other expenses not covered elsewhere2019-12-31$3,240
Other income received2019-12-31$-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$11,149
2018 : MONEY PURCHASE PLAN 2018 401k financial data
Total income from all sources2018-12-31$-3,816
Expenses. Total of all expenses incurred2018-12-31$3,075
Total plan assets at end of year2018-12-31$309,377
Total plan assets at beginning of year2018-12-31$316,268
Expenses. Other expenses not covered elsewhere2018-12-31$3,075
Other income received2018-12-31$-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 sources2017-12-31$56,338
Expenses. Total of all expenses incurred2017-12-31$2,760
Total plan assets at end of year2017-12-31$316,268
Total plan assets at beginning of year2017-12-31$262,690
Expenses. Other expenses not covered elsewhere2017-12-31$2,760
Other income received2017-12-31$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 sources2016-12-31$20,028
Expenses. Total of all expenses incurred2016-12-31$2,446
Total plan assets at end of year2016-12-31$262,690
Total plan assets at beginning of year2016-12-31$245,108
Expenses. Other expenses not covered elsewhere2016-12-31$2,446
Other income received2016-12-31$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 sources2015-12-31$1,012
Expenses. Total of all expenses incurred2015-12-31$2,421
Total plan assets at end of year2015-12-31$245,109
Total plan assets at beginning of year2015-12-31$246,518
Expenses. Other expenses not covered elsewhere2015-12-31$2,421
Other income received2015-12-31$1,012
Net income (gross income less expenses)2015-12-31$-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 year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$1,046
Expenses. Total of all expenses incurred2014-12-31$2,461
Total plan assets at end of year2014-12-31$246,518
Total plan assets at beginning of year2014-12-31$247,933
Expenses. Other expenses not covered elsewhere2014-12-31$2,461
Other income received2014-12-31$1,046
Net income (gross income less expenses)2014-12-31$-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 year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$3,911
Expenses. Total of all expenses incurred2013-12-31$70
Total plan assets at end of year2013-12-31$247,933
Total plan assets at beginning of year2013-12-31$244,092
Other income received2013-12-31$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 sources2012-12-31$22,330
Expenses. Total of all expenses incurred2012-12-31$70
Total plan assets at end of year2012-12-31$244,092
Total plan assets at beginning of year2012-12-31$221,850
Expenses. Other expenses not covered elsewhere2012-12-31$70
Other income received2012-12-31$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 year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$22,416
Expenses. Total of all expenses incurred2011-12-31$70
Total plan assets at end of year2011-12-31$221,849
Total plan assets at beginning of year2011-12-31$199,504
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$70
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$7,275
Noncash contributions received2011-12-31$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 year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$10,221
Expenses. Total of all expenses incurred2010-12-31$70
Total plan assets at end of year2010-12-31$199,504
Total plan assets at beginning of year2010-12-31$189,353
Total contributions received or receivable from participants2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$10,221
Noncash contributions received2010-12-31$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
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MONEY PURCHASE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MONEY PURCHASE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MONEY PURCHASE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MONEY PURCHASE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MONEY PURCHASE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MONEY PURCHASE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MONEY PURCHASE PLAN 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: MONEY PURCHASE PLAN 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: MONEY PURCHASE PLAN 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: MONEY PURCHASE PLAN 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: MONEY PURCHASE PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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: MONEY PURCHASE PLAN 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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