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MONEY PURCHASE 401k Plan overview

Plan NameMONEY PURCHASE
Plan identification number 001

MONEY PURCHASE Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Target benefit plan
  • 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

SUMMIT APPLIED RESEARCH, INC. has sponsored the creation of one or more 401k plans.

Company Name:SUMMIT APPLIED RESEARCH, INC.
Employer identification number (EIN):223419137
NAIC Classification:541700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONEY PURCHASE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01GEORGE ZIPFEL2023-05-01 GEORGE ZIPFEL2023-05-01
0012021-01-01GEORGE ZIPFEL2022-05-04 GEORGE ZIPFEL2022-05-04
0012020-01-01GEORGE ZIPFEL2021-05-22 GEORGE ZIPFEL2021-05-22
0012019-01-01GEORGE ZIPFEL2020-07-14 GEORGE ZIPFEL2020-07-14
0012018-01-01GEORGE ZIPFEL2021-02-08 GEORGE ZIPFEL2021-02-08
0012017-01-01GEORGE ZIPFEL2021-02-08 GEORGE ZIPFEL2021-02-08
0012016-01-01GEORGE ZIPFEL GEORGE ZIPFEL2017-05-08
0012015-01-01GEORGE ZIPFEL GEORGE ZIPFEL2016-06-04
0012014-01-01GEORGE ZIPFEL GEORGE ZIPFEL2015-05-26
0012013-01-01GEORGE ZIPFEL GEORGE ZIPFEL2014-06-17
0012012-01-01GEORGE ZIPFEL GEORGE ZIPFEL2013-06-12
0012011-01-01GEORGE ZIPFEL
0012009-01-01GEORGE ZIPFEL
0012009-01-01 GEORGE ZIPFEL2010-06-05

Plan Statistics for MONEY PURCHASE

401k plan membership statisitcs for MONEY PURCHASE

Measure Date Value
2016: MONEY PURCHASE 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 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Total of all active and inactive participants2015-01-013
Total participants2015-01-013
Number of participants with account balances2015-01-013
2014: MONEY PURCHASE 2014 401k membership
Total participants, beginning-of-year2014-01-013
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
2013: MONEY PURCHASE 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Total of all active and inactive participants2013-01-013
Total participants2013-01-013
2012: MONEY PURCHASE 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
2011: MONEY PURCHASE 2011 401k membership
Total participants, beginning-of-year2011-01-013
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
2009: MONEY PURCHASE 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013
Total participants2009-01-013

Financial Data on MONEY PURCHASE

Measure Date Value
2016 : MONEY PURCHASE 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$29,643
Expenses. Total of all expenses incurred2016-12-31$5,877
Benefits paid (including direct rollovers)2016-12-31$5,877
Total plan assets at end of year2016-12-31$222,352
Total plan assets at beginning of year2016-12-31$198,586
Other income received2016-12-31$9,393
Net income (gross income less expenses)2016-12-31$23,766
Net plan assets at end of year (total assets less liabilities)2016-12-31$222,352
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$198,586
Total contributions received or receivable from employer(s)2016-12-31$20,250
2015 : MONEY PURCHASE 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$22,310
Expenses. Total of all expenses incurred2015-12-31$5,215
Benefits paid (including direct rollovers)2015-12-31$5,215
Total plan assets at end of year2015-12-31$198,586
Total plan assets at beginning of year2015-12-31$181,491
Other income received2015-12-31$-7,690
Net income (gross income less expenses)2015-12-31$17,095
Net plan assets at end of year (total assets less liabilities)2015-12-31$198,586
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$181,491
Total contributions received or receivable from employer(s)2015-12-31$30,000
2014 : MONEY PURCHASE 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$25,376
Expenses. Total of all expenses incurred2014-12-31$4,589
Benefits paid (including direct rollovers)2014-12-31$4,589
Total plan assets at end of year2014-12-31$181,491
Total plan assets at beginning of year2014-12-31$160,704
Other income received2014-12-31$-3,624
Net income (gross income less expenses)2014-12-31$20,787
Net plan assets at end of year (total assets less liabilities)2014-12-31$181,491
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$160,704
Total contributions received or receivable from employer(s)2014-12-31$29,000
2013 : MONEY PURCHASE 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$3,864
Expenses. Total of all expenses incurred2013-12-31$4,552
Benefits paid (including direct rollovers)2013-12-31$4,552
Total plan assets at end of year2013-12-31$160,704
Total plan assets at beginning of year2013-12-31$161,392
Other income received2013-12-31$-22,636
Net income (gross income less expenses)2013-12-31$-688
Net plan assets at end of year (total assets less liabilities)2013-12-31$160,704
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$161,392
Total contributions received or receivable from employer(s)2013-12-31$26,500
2012 : MONEY PURCHASE 2012 401k financial data
Total income from all sources2012-12-31$22,497
Expenses. Total of all expenses incurred2012-12-31$2,272
Benefits paid (including direct rollovers)2012-12-31$2,272
Total plan assets at end of year2012-12-31$161,692
Total plan assets at beginning of year2012-12-31$138,569
Other income received2012-12-31$247
Net income (gross income less expenses)2012-12-31$20,225
Net plan assets at end of year (total assets less liabilities)2012-12-31$161,692
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$138,569
Total contributions received or receivable from employer(s)2012-12-31$22,250
2011 : MONEY PURCHASE 2011 401k financial data
Total income from all sources2011-12-31$22,328
Expenses. Total of all expenses incurred2011-12-31$1,914
Benefits paid (including direct rollovers)2011-12-31$1,914
Total plan assets at end of year2011-12-31$138,569
Total plan assets at beginning of year2011-12-31$121,535
Other income received2011-12-31$303
Net income (gross income less expenses)2011-12-31$20,414
Net plan assets at end of year (total assets less liabilities)2011-12-31$138,569
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$121,535
Total contributions received or receivable from employer(s)2011-12-31$22,025
2010 : MONEY PURCHASE 2010 401k financial data
Total income from all sources2010-12-31$23,812
Total plan assets at end of year2010-12-31$121,535
Total plan assets at beginning of year2010-12-31$97,723
Other income received2010-12-31$17,243
Net income (gross income less expenses)2010-12-31$23,812
Net plan assets at end of year (total assets less liabilities)2010-12-31$121,535
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$97,723
Total contributions received or receivable from employer(s)2010-12-31$6,569

Form 5500 Responses for MONEY PURCHASE

2016: MONEY PURCHASE 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 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 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 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 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 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
2009: MONEY PURCHASE 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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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