401k Plan data: THE CENTER FOR PERSONAL FINANCE 401(K) PLAN plan

THE CENTER FOR PERSONAL FINANCE 401(K) PLAN 401k Plan overview

Plan Name	THE CENTER FOR PERSONAL FINANCE 401(K) PLAN
Plan identification number	002

THE CENTER FOR PERSONAL FINANCE 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

VESTPRO FINANCIAL PARTNERS, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CENTER FOR PERSONAL FINANCE 401(K) PLAN

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

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator 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

Financial Data on THE CENTER FOR PERSONAL FINANCE 401(K) PLAN

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

Form 5500 Responses for THE CENTER FOR PERSONAL FINANCE 401(K) PLAN

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

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Company Name:	VESTPRO FINANCIAL PARTNERS, INC.
Employer identification number (EIN):	752696441
NAIC Classification:	523900

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