VESTPRO FINANCIAL PARTNERS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE CENTER FOR PERSONAL FINANCE 401(K) PLAN
| 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 |
| 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 |
| 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 |