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CENTER FOR FINANCIAL PLANNING 401(K) PLAN 401k Plan overview

Plan NameCENTER FOR FINANCIAL PLANNING 401(K) PLAN
Plan identification number 001

CENTER FOR FINANCIAL PLANNING 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CENTER FOR FINANCIAL PLANNING II has sponsored the creation of one or more 401k plans.

Company Name:CENTER FOR FINANCIAL PLANNING II
Employer identification number (EIN):382980416
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTER FOR FINANCIAL PLANNING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LAUREN ADAMS2024-04-24
0012022-01-01LAUREN ADAMS2023-09-28
0012021-01-01LAUREN ADAMS2022-08-18
0012020-01-01MATTHEW CHOPE2021-08-23
0012019-01-01MATTHEW CHOPE2020-09-24
0012018-01-01MR. MATTHEW CHOPE2019-06-14
0012017-01-01MR. MATTHEW CHOPE2018-09-18
0012016-01-01MATTHEW CHOPE2017-06-27 MATTHEW CHOPE2017-06-27
0012015-01-01MATTHEW CHOPE2016-07-13
0012014-01-01MATTHEW CHOPE2015-05-22
0012013-01-01MATTHEW CHOPE2014-04-08
0012012-01-01MATTHEW CHOPE2013-06-06
0012011-01-01MATTHEW CHOPE2012-05-14
0012010-01-01MATTHEW CHOPE2011-09-27
0012009-01-01MATTHEW CHOPE

Financial Data on CENTER FOR FINANCIAL PLANNING 401(K) PLAN

Measure Date Value
2025 : CENTER FOR FINANCIAL PLANNING 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-030
Total liabilities as of the end of the plan year2025-06-030
Total liabilities as of the beginning of the plan year2025-06-030
Total expenses incurred by plan in this plan year2025-06-030
Net assets as of the end of the plan year2025-06-036829404
Total assets as of the beginning of the plan year2025-06-035557623
Value of plan covered by a fidelity bond2025-06-03500000
Participant contributions to plan in this plan year2025-06-03367317
Other expenses paid from plan in this plan year2025-06-030
Other contributions to plan in this plan year2025-06-030
Other income to plan in this plan year2025-06-03730937
Plan net income in this plan year2025-06-031271781
Net assets as of the end of the plan year2025-06-036829404
Net assets as of the beginning of the plan year2025-06-035557623
Employer contributions to plan in this plan year2025-06-03173527
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-030
2024 : CENTER FOR FINANCIAL PLANNING 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-240
Total liabilities as of the end of the plan year2024-04-240
Total liabilities as of the beginning of the plan year2024-04-240
Total expenses incurred by plan in this plan year2024-04-2480598
Net assets as of the end of the plan year2024-04-245557623
Total assets as of the beginning of the plan year2024-04-244389651
Value of plan covered by a fidelity bond2024-04-24500000
Participant contributions to plan in this plan year2024-04-24365545
Other expenses paid from plan in this plan year2024-04-240
Other contributions to plan in this plan year2024-04-240
Other income to plan in this plan year2024-04-24715238
Plan net income in this plan year2024-04-241167972
Net assets as of the end of the plan year2024-04-245557623
Net assets as of the beginning of the plan year2024-04-244389651
Employer contributions to plan in this plan year2024-04-24167787
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-24375
2022 : CENTER FOR FINANCIAL PLANNING 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-180
Total liabilities as of the end of the plan year2022-08-180
Total liabilities as of the beginning of the plan year2022-08-180
Total expenses incurred by plan in this plan year2022-08-1812115
Net assets as of the end of the plan year2022-08-185328576
Total assets as of the beginning of the plan year2022-08-184394065
Value of plan covered by a fidelity bond2022-08-18439406
Participant contributions to plan in this plan year2022-08-18292469
Value of participant loans at end of plan year2022-08-1816167
Other expenses paid from plan in this plan year2022-08-180
Other contributions to plan in this plan year2022-08-180
Other income to plan in this plan year2022-08-18507140
Plan net income in this plan year2022-08-18934511
Net assets as of the end of the plan year2022-08-185328576
Net assets as of the beginning of the plan year2022-08-184394065
Employer contributions to plan in this plan year2022-08-18147017
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-18225
2009 : CENTER FOR FINANCIAL PLANNING 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CENTER FOR FINANCIAL PLANNING 401(K) PLAN

2009: CENTER FOR FINANCIAL PLANNING 401(K) 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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