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FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 401k Plan overview

Plan NameFIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST
Plan identification number 004

FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

RONALD HIURA has sponsored the creation of one or more 401k plans.

Company Name:RONALD HIURA
Employer identification number (EIN):331088254
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01RONALD HIURA2024-07-15 RONALD HIURA2024-07-15
0042022-01-01
0042022-01-01RONALD HIURA
0042021-01-01
0042021-01-01RONALD HIURA
0042020-01-01
0042019-01-01
0042018-01-01RONALD HIURA RONALD HIURA2019-07-05
0042017-01-01RONALD HIURA RONALD HIURA2018-07-23
0042016-01-01RONALD HIURA RONALD HIURA2017-07-23
0042015-01-01RONALD HIURA RONALD HIURA2016-07-25
0042014-01-01RONALD HIURA2015-07-20
0042013-01-01RONALD HIURA2014-07-21 RONALD HIURA2014-07-21
0042012-01-01RONALD HIURA2013-07-01 RONALD HIURA2013-07-01
0042011-01-01RONALD HIURA
0042010-01-01RONALD HIURA
0042009-01-01RONALD HIURA

Financial Data on FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST

Measure Date Value
2024 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-150
Total liabilities as of the beginning of the plan year2024-07-150
Total expenses incurred by plan in this plan year2024-07-15152822
Net assets as of the end of the plan year2024-07-150
Total assets as of the beginning of the plan year2024-07-15152822
Participant contributions to plan in this plan year2024-07-150
Other expenses paid from plan in this plan year2024-07-150
Other contributions to plan in this plan year2024-07-150
Other income to plan in this plan year2024-07-150
Plan net income in this plan year2024-07-15-152822
Net assets as of the end of the plan year2024-07-150
Net assets as of the beginning of the plan year2024-07-15152822
Employer contributions to plan in this plan year2024-07-150
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-150
2022 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$-2,127,339
Total income from all sources2022-12-31$65,633
Expenses. Total of all expenses incurred2022-12-31$5
Total plan assets at end of year2022-12-31$152,822
Total plan assets at beginning of year2022-12-31$2,214,533
Total contributions received or receivable from participants2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$26,772
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$65,628
Net plan assets at end of year (total assets less liabilities)2022-12-31$152,822
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,214,533
Total contributions received or receivable from employer(s)2022-12-31$38,861
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$5
2021 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$288,597
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$31,115
Expenses. Total of all expenses incurred2021-12-31$0
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$2,214,553
Total plan assets at beginning of year2021-12-31$1,894,841
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$0
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$31,115
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,214,553
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,894,841
Total contributions received or receivable from employer(s)2021-12-31$31,115
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 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$251,785
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$38,658
Expenses. Total of all expenses incurred2020-12-31$0
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$1,894,841
Total plan assets at beginning of year2020-12-31$1,604,398
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$0
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$38,658
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,894,841
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,604,398
Total contributions received or receivable from employer(s)2020-12-31$38,658
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
2019 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2019 401k financial data
Total income from all sources2019-12-31$239,052
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$1,604,398
Total plan assets at beginning of year2019-12-31$1,365,346
Other income received2019-12-31$208,176
Net income (gross income less expenses)2019-12-31$239,052
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,604,398
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,365,346
Total contributions received or receivable from employer(s)2019-12-31$30,876
2018 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$16,817
Expenses. Total of all expenses incurred2018-12-31$3
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$1,365,346
Total plan assets at beginning of year2018-12-31$1,348,532
Total contributions received or receivable from participants2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$0
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$16,814
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,365,346
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,348,532
Total contributions received or receivable from employer(s)2018-12-31$16,817
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$3
2017 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$167,679
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$1,348,532
Total plan assets at beginning of year2017-12-31$1,180,853
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$123,604
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$167,679
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,348,532
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,180,853
Total contributions received or receivable from employer(s)2017-12-31$44,075
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
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$83,193
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$1,180,853
Total plan assets at beginning of year2016-12-31$1,097,660
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$53,974
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$83,193
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,180,853
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,097,660
Total contributions received or receivable from employer(s)2016-12-31$29,219
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$40,045
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$1,097,660
Total plan assets at beginning of year2015-12-31$1,057,615
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$13,458
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$40,045
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,097,660
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,057,615
Total contributions received or receivable from employer(s)2015-12-31$26,587
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2011 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$33,122
Total plan assets at end of year2011-12-31$735,373
Total plan assets at beginning of year2011-12-31$714,940
Net income (gross income less expenses)2011-12-31$33,122
Net plan assets at end of year (total assets less liabilities)2011-12-31$735,373
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$714,940
Total contributions received or receivable from employer(s)2011-12-31$33,122
2010 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
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$18,186
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$714,940
Total plan assets at beginning of year2010-12-31$633,341
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$18,186
Net plan assets at end of year (total assets less liabilities)2010-12-31$714,940
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$633,341
Total contributions received or receivable from employer(s)2010-12-31$18,186
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST

2022: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
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 – General assets of the sponsorYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
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 – General assets of the sponsorYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
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 – General assets of the sponsorYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
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 funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement - TrustYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 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 funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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 funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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 funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement - TrustYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
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
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2010: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01First time form 5500 has been submittedYes
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
2010-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
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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