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Plan Name | THE CENTER FOR PERSONAL FINANCE 401(K) PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | VESTPRO FINANCIAL PARTNERS, INC. |
Employer identification number (EIN): | 752696441 |
NAIC Classification: | 523900 |
Additional information about VESTPRO FINANCIAL PARTNERS, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1997-03-03 |
Company Identification Number: | 0143597900 |
Legal Registered Office Address: |
7500 DALLAS PKWY STE 475 PLANO United States of America (USA) 75024 |
More information about VESTPRO FINANCIAL PARTNERS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | RUDY FERNANDEZ | |||
002 | 2016-01-01 | RUDY FERNANDEZ | |||
002 | 2015-01-01 | RUDY FERNANDEZ | |||
002 | 2014-01-01 | RUDY FERNANDEZ | |||
002 | 2013-01-01 | RUDY FERNANDEZ | 2014-06-12 | ||
002 | 2012-01-01 | RUDY FERNANDEZ | 2013-06-17 | ||
002 | 2011-01-01 | RUDY FERNANDEZ | 2012-06-13 | ||
002 | 2010-01-01 | RUDY FERNANDEZ | 2011-06-08 | ||
002 | 2009-01-01 | RUDY FERNANDEZ |
Measure | Date | Value |
---|---|---|
2019: THE CENTER FOR PERSONAL FINANCE 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 0 |
Number of participants with account balances | 2019-01-01 | 0 |
2018: THE CENTER FOR PERSONAL FINANCE 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 4 |
Total of all active and inactive participants | 2018-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 4 |
Number of participants with account balances | 2018-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: THE CENTER FOR PERSONAL FINANCE 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 12 |
Number of participants with account balances | 2017-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: THE CENTER FOR PERSONAL FINANCE 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 14 |
Number of participants with account balances | 2016-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: THE CENTER FOR PERSONAL FINANCE 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
Total of all active and inactive participants | 2015-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 12 |
Number of participants with account balances | 2015-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: THE CENTER FOR PERSONAL FINANCE 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2 |
Total of all active and inactive participants | 2014-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 14 |
Number of participants with account balances | 2014-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2009: THE CENTER FOR PERSONAL FINANCE 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 10 |
Number of participants with account balances | 2009-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2019 : THE CENTER FOR PERSONAL FINANCE 401(K) PLAN 2019 401k financial data | ||
Transfers to/from the plan | 2019-03-04 | $0 |
Total plan liabilities at end of year | 2019-03-04 | $0 |
Total plan liabilities at beginning of year | 2019-03-04 | $0 |
Total income from all sources | 2019-03-04 | $60,266 |
Expenses. Total of all expenses incurred | 2019-03-04 | $1,337,061 |
Benefits paid (including direct rollovers) | 2019-03-04 | $1,337,036 |
Total plan assets at end of year | 2019-03-04 | $0 |
Total plan assets at beginning of year | 2019-03-04 | $1,276,795 |
Value of fidelity bond covering the plan | 2019-03-04 | $300,000 |
Total contributions received or receivable from participants | 2019-03-04 | $0 |
Expenses. Other expenses not covered elsewhere | 2019-03-04 | $0 |
Contributions received from other sources (not participants or employers) | 2019-03-04 | $0 |
Other income received | 2019-03-04 | $60,266 |
Noncash contributions received | 2019-03-04 | $0 |
Net income (gross income less expenses) | 2019-03-04 | $-1,276,795 |
Net plan assets at end of year (total assets less liabilities) | 2019-03-04 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-03-04 | $1,276,795 |
Total contributions received or receivable from employer(s) | 2019-03-04 | $0 |
Value of certain deemed distributions of participant loans | 2019-03-04 | $0 |
Value of corrective distributions | 2019-03-04 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-03-04 | $25 |
2018 : THE CENTER FOR PERSONAL FINANCE 401(K) PLAN 2018 401k financial data | ||
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-33,548 |
Expenses. Total of all expenses incurred | 2018-12-31 | $1,016,399 |
Benefits paid (including direct rollovers) | 2018-12-31 | $1,016,368 |
Total plan assets at end of year | 2018-12-31 | $1,276,795 |
Total plan assets at beginning of year | 2018-12-31 | $2,326,742 |
Value of fidelity bond covering the plan | 2018-12-31 | $300,000 |
Total contributions received or receivable from participants | 2018-12-31 | $69,981 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-140,078 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-1,049,947 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,276,795 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,326,742 |
Assets. Value of participant loans | 2018-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $36,549 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $31 |
2017 : THE CENTER FOR PERSONAL FINANCE 401(K) PLAN 2017 401k financial data | ||
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $416,524 |
Expenses. Total of all expenses incurred | 2017-12-31 | $28,973 |
Benefits paid (including direct rollovers) | 2017-12-31 | $28,948 |
Total plan assets at end of year | 2017-12-31 | $2,326,742 |
Total plan assets at beginning of year | 2017-12-31 | $1,939,191 |
Value of fidelity bond covering the plan | 2017-12-31 | $300,000 |
Assets. Value of tangible personal property | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $78,202 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $298,751 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $387,551 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,326,742 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,939,191 |
Assets. Value of participant loans | 2017-12-31 | $24,359 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $0 |
Assets. Value of employer real property | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $39,571 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $25 |
2016 : THE CENTER FOR PERSONAL FINANCE 401(K) PLAN 2016 401k financial data | ||
Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $276,234 |
Expenses. Total of all expenses incurred | 2016-12-31 | $15,759 |
Benefits paid (including direct rollovers) | 2016-12-31 | $15,734 |
Total plan assets at end of year | 2016-12-31 | $1,939,191 |
Total plan assets at beginning of year | 2016-12-31 | $1,678,716 |
Value of fidelity bond covering the plan | 2016-12-31 | $200,000 |
Total contributions received or receivable from participants | 2016-12-31 | $93,061 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $145,607 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $260,475 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,939,191 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,678,716 |
Assets. Value of participant loans | 2016-12-31 | $36,411 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2016-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $37,566 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $25 |
2015 : THE CENTER FOR PERSONAL FINANCE 401(K) PLAN 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $99,588 |
Expenses. Total of all expenses incurred | 2015-12-31 | $12,993 |
Benefits paid (including direct rollovers) | 2015-12-31 | $12,625 |
Total plan assets at end of year | 2015-12-31 | $1,678,716 |
Total plan assets at beginning of year | 2015-12-31 | $1,592,121 |
Value of fidelity bond covering the plan | 2015-12-31 | $160,000 |
Total contributions received or receivable from participants | 2015-12-31 | $90,323 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $7,444 |
Other income received | 2015-12-31 | $-37,025 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $86,595 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,678,716 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,592,121 |
Assets. Value of participant loans | 2015-12-31 | $47,909 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $38,846 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $243 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $125 |
2014 : THE CENTER FOR PERSONAL FINANCE 401(K) PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $241,107 |
Expenses. Total of all expenses incurred | 2014-12-31 | $208 |
Benefits paid (including direct rollovers) | 2014-12-31 | $8 |
Total plan assets at end of year | 2014-12-31 | $1,592,121 |
Total plan assets at beginning of year | 2014-12-31 | $1,351,222 |
Value of fidelity bond covering the plan | 2014-12-31 | $109,000 |
Total contributions received or receivable from participants | 2014-12-31 | $96,286 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $73,141 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $240,899 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,592,121 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,351,222 |
Assets. Value of participant loans | 2014-12-31 | $43,791 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $71,680 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $200 |
2009 : THE CENTER FOR PERSONAL FINANCE 401(K) PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2019: THE CENTER FOR PERSONAL FINANCE 401(K) PLAN 2019 form 5500 responses | ||
---|---|---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | Yes |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: THE CENTER FOR PERSONAL FINANCE 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: THE CENTER FOR PERSONAL FINANCE 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: THE CENTER FOR PERSONAL FINANCE 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: THE CENTER FOR PERSONAL FINANCE 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: THE CENTER FOR PERSONAL FINANCE 401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2009: THE CENTER FOR PERSONAL FINANCE 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |