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JOSEPH E ANDRES SELF EMPLOYED MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameJOSEPH E ANDRES SELF EMPLOYED MONEY PURCHASE PENSION PLAN
Plan identification number 002

JOSEPH E ANDRES SELF EMPLOYED MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Plan covering Self-Employed individuals.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

JOSEPH E ANDRES has sponsored the creation of one or more 401k plans.

Company Name:JOSEPH E ANDRES
Employer identification number (EIN):470673338
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH E ANDRES SELF EMPLOYED MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-01-01JOSEPH ANDRES
0022014-01-01JOSEPH ANDRES JOSEPH ANDRES2015-09-30
0022013-01-01JOSEPH ANDRES JOSEPH ANDRES2014-07-25
0022012-01-01JOE ANDRES
0022011-01-01JOE ANDRES
0022010-01-01JOSEPH E. ANDRES
0022009-01-01JOSEPH ANDRES

Plan Statistics for JOSEPH E ANDRES SELF EMPLOYED MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for JOSEPH E ANDRES SELF EMPLOYED MONEY PURCHASE PENSION PLAN

Measure Date Value
2015: JOSEPH E ANDRES SELF EMPLOYED MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-010
Total of all active and inactive participants2015-01-010
Total participants2015-01-010
2014: JOSEPH E ANDRES SELF EMPLOYED MONEY PURCHASE PENSION 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
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
2013: JOSEPH E ANDRES SELF EMPLOYED MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
2012: JOSEPH E ANDRES SELF EMPLOYED MONEY PURCHASE PENSION PLAN 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: JOSEPH E ANDRES SELF EMPLOYED MONEY PURCHASE PENSION PLAN 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
2010: JOSEPH E ANDRES SELF EMPLOYED MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
Total of all active and inactive participants2010-01-013
Total participants2010-01-013
2009: JOSEPH E ANDRES SELF EMPLOYED MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013
Total participants2009-01-013

Financial Data on JOSEPH E ANDRES SELF EMPLOYED MONEY PURCHASE PENSION PLAN

Measure Date Value
2015 : JOSEPH E ANDRES SELF EMPLOYED MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$18,348
Expenses. Total of all expenses incurred2015-12-31$910,113
Benefits paid (including direct rollovers)2015-12-31$791,178
Total plan assets at end of year2015-12-31$0
Total plan assets at beginning of year2015-12-31$891,765
Value of fidelity bond covering the plan2015-12-31$100,000
Expenses. Other expenses not covered elsewhere2015-12-31$109,130
Other income received2015-12-31$13,980
Net income (gross income less expenses)2015-12-31$-891,765
Net plan assets at end of year (total assets less liabilities)2015-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$891,765
Total contributions received or receivable from employer(s)2015-12-31$4,368
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$9,805
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$4,368
Amount contributed by the employer to the plan for this plan year2015-12-31$4,368
2014 : JOSEPH E ANDRES SELF EMPLOYED MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$76,456
Expenses. Total of all expenses incurred2014-12-31$9,613
Total plan assets at end of year2014-12-31$891,765
Total plan assets at beginning of year2014-12-31$824,922
Value of fidelity bond covering the plan2014-12-31$100,000
Expenses. Other expenses not covered elsewhere2014-12-31$9,613
Other income received2014-12-31$42,559
Net income (gross income less expenses)2014-12-31$66,843
Net plan assets at end of year (total assets less liabilities)2014-12-31$891,765
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$824,922
Total contributions received or receivable from employer(s)2014-12-31$33,897
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$33,897
Amount contributed by the employer to the plan for this plan year2014-12-31$33,897
2013 : JOSEPH E ANDRES SELF EMPLOYED MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$191,812
Expenses. Total of all expenses incurred2013-12-31$20,888
Benefits paid (including direct rollovers)2013-12-31$12,932
Total plan assets at end of year2013-12-31$824,922
Total plan assets at beginning of year2013-12-31$653,998
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$2,559
Expenses. Other expenses not covered elsewhere2013-12-31$7,956
Other income received2013-12-31$168,320
Net income (gross income less expenses)2013-12-31$170,924
Net plan assets at end of year (total assets less liabilities)2013-12-31$824,922
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$653,998
Total contributions received or receivable from employer(s)2013-12-31$20,933
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$20,933
Amount contributed by the employer to the plan for this plan year2013-12-31$20,933
2012 : JOSEPH E ANDRES SELF EMPLOYED MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$83,840
Expenses. Total of all expenses incurred2012-12-31$7,134
Total plan assets at end of year2012-12-31$653,998
Total plan assets at beginning of year2012-12-31$577,292
Value of fidelity bond covering the plan2012-12-31$100,000
Expenses. Other expenses not covered elsewhere2012-12-31$7,134
Other income received2012-12-31$45,979
Net income (gross income less expenses)2012-12-31$76,706
Net plan assets at end of year (total assets less liabilities)2012-12-31$653,998
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$577,292
Total contributions received or receivable from employer(s)2012-12-31$37,861
Funding deficiency by the employer to the plan for this plan year2012-12-31$37,861
Minimum employer required contribution for this plan year2012-12-31$37,861
2011 : JOSEPH E ANDRES SELF EMPLOYED MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$35,538
Expenses. Total of all expenses incurred2011-12-31$26,694
Total plan assets at end of year2011-12-31$577,292
Total plan assets at beginning of year2011-12-31$568,448
Value of fidelity bond covering the plan2011-12-31$100,000
Expenses. Other expenses not covered elsewhere2011-12-31$26,694
Net income (gross income less expenses)2011-12-31$8,844
Net plan assets at end of year (total assets less liabilities)2011-12-31$577,292
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$568,448
Total contributions received or receivable from employer(s)2011-12-31$35,538
Funding deficiency by the employer to the plan for this plan year2011-12-31$35,538
Minimum employer required contribution for this plan year2011-12-31$35,538
2010 : JOSEPH E ANDRES SELF EMPLOYED MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$99,647
Expenses. Total of all expenses incurred2010-12-31$5,316
Total plan assets at end of year2010-12-31$568,448
Total plan assets at beginning of year2010-12-31$474,116
Value of fidelity bond covering the plan2010-12-31$100,000
Expenses. Other expenses not covered elsewhere2010-12-31$5,316
Other income received2010-12-31$65,115
Net income (gross income less expenses)2010-12-31$94,331
Net plan assets at end of year (total assets less liabilities)2010-12-31$568,448
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$474,116
Total contributions received or receivable from employer(s)2010-12-31$34,532
Funding deficiency by the employer to the plan for this plan year2010-12-31$34,532
Minimum employer required contribution for this plan year2010-12-31$34,532
2009 : JOSEPH E ANDRES SELF EMPLOYED MONEY PURCHASE PENSION PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$34,298
Minimum employer required contribution for this plan year2009-12-31$34,298

Form 5500 Responses for JOSEPH E ANDRES SELF EMPLOYED MONEY PURCHASE PENSION PLAN

2015: JOSEPH E ANDRES SELF EMPLOYED MONEY PURCHASE PENSION 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 filingYes
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: JOSEPH E ANDRES SELF EMPLOYED MONEY PURCHASE PENSION 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: JOSEPH E ANDRES SELF EMPLOYED MONEY PURCHASE PENSION 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: JOSEPH E ANDRES SELF EMPLOYED MONEY PURCHASE PENSION 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: JOSEPH E ANDRES SELF EMPLOYED MONEY PURCHASE PENSION 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: JOSEPH E ANDRES SELF EMPLOYED MONEY PURCHASE PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JOSEPH E ANDRES SELF EMPLOYED MONEY PURCHASE PENSION 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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