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Plan Name | FIDELITY MONEY PURCHASE PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | FIDELITY BANK & TRUST |
Employer identification number (EIN): | 420388390 |
NAIC Classification: | 522110 |
NAIC Description: | Commercial Banking |
Additional information about FIDELITY BANK & TRUST
Jurisdiction of Incorporation: | Iowa Secretary of State Business Entities |
Incorporation Date: | 1910-04-29 |
Company Identification Number: | 084856 |
Legal Registered Office Address: |
4250 ASBURY RD DUBUQUE United States of America (USA) 52002 |
More information about FIDELITY BANK & TRUST
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | BRYAN VANDER LEE | 2023-09-28 | JAMES R. KENNEDY JR. | 2023-09-28 |
002 | 2021-01-01 | BRYAN VANDER LEE | 2022-10-13 | JAMES R. KENNEDY JR. | 2022-10-13 |
002 | 2020-01-01 | BRYAN VANDER LEE | 2021-10-14 | ||
002 | 2019-01-01 | SHAR BOECKENSTEDT | 2020-10-13 | JAMES R. KENNEDY JR. | 2020-10-13 |
002 | 2018-01-01 | SHAR BOECKENSTEDT | 2019-10-10 | JAMES R. KENNEDY JR. | 2019-10-10 |
002 | 2017-01-01 | ||||
002 | 2014-01-01 | ||||
002 | 2013-01-01 | SHAR BOECKENSTEDT | |||
002 | 2012-01-01 | SHAR BOECKENSTEDT | |||
002 | 2011-01-01 | DANIEL J. ZITELMAN | |||
002 | 2010-01-01 | DANIEL J. ZITELMAN | |||
002 | 2009-01-01 | NANCY MANARY |
Measure | Date | Value |
---|---|---|
2022: FIDELITY MONEY PURCHASE PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 276 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 226 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 34 |
Total of all active and inactive participants | 2022-01-01 | 263 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 263 |
Number of participants with account balances | 2022-01-01 | 260 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 16 |
2021: FIDELITY MONEY PURCHASE PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 266 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 237 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 26 |
Total of all active and inactive participants | 2021-01-01 | 264 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 264 |
Number of participants with account balances | 2021-01-01 | 263 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 13 |
2020: FIDELITY MONEY PURCHASE PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 255 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 230 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 10 |
Total of all active and inactive participants | 2020-01-01 | 240 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 240 |
Number of participants with account balances | 2020-01-01 | 240 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 4 |
2019: FIDELITY MONEY PURCHASE PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 204 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 176 |
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 | 18 |
Total of all active and inactive participants | 2019-01-01 | 194 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 194 |
Number of participants with account balances | 2019-01-01 | 193 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 9 |
2018: FIDELITY MONEY PURCHASE PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 188 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 176 |
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 | 12 |
Total of all active and inactive participants | 2018-01-01 | 188 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 188 |
Number of participants with account balances | 2018-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 3 |
2017: FIDELITY MONEY PURCHASE PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 178 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 171 |
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 | 9 |
Total of all active and inactive participants | 2017-01-01 | 180 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 2 |
Total participants | 2017-01-01 | 182 |
Number of participants with account balances | 2017-01-01 | 180 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 5 |
2014: FIDELITY MONEY PURCHASE PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 160 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 142 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 11 |
Total of all active and inactive participants | 2014-01-01 | 154 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 154 |
Number of participants with account balances | 2014-01-01 | 154 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 2 |
2013: FIDELITY MONEY PURCHASE PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 168 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 145 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 11 |
Total of all active and inactive participants | 2013-01-01 | 157 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 157 |
Number of participants with account balances | 2013-01-01 | 155 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
2012: FIDELITY MONEY PURCHASE PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 162 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 149 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 14 |
Total of all active and inactive participants | 2012-01-01 | 164 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 164 |
Number of participants with account balances | 2012-01-01 | 162 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 4 |
2011: FIDELITY MONEY PURCHASE PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 166 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 151 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 5 |
Total of all active and inactive participants | 2011-01-01 | 157 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 157 |
Number of participants with account balances | 2011-01-01 | 155 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 3 |
2010: FIDELITY MONEY PURCHASE PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 173 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 154 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 9 |
Total of all active and inactive participants | 2010-01-01 | 163 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 163 |
Number of participants with account balances | 2010-01-01 | 160 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 5 |
2009: FIDELITY MONEY PURCHASE PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 172 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 158 |
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 | 7 |
Total of all active and inactive participants | 2009-01-01 | 165 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 165 |
Number of participants with account balances | 2009-01-01 | 164 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
Measure | Date | Value |
---|---|---|
2022 : FIDELITY MONEY PURCHASE PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $245,458 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $245,458 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $1,213,605 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,043,189 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,028,709 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $857,803 |
Value of total assets at end of year | 2022-12-31 | $8,766,260 |
Value of total assets at beginning of year | 2022-12-31 | $8,595,844 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $14,480 |
Total interest from all sources | 2022-12-31 | $110,344 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $8,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $9,535 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $12,695 |
Administrative expenses (other) incurred | 2022-12-31 | $14,480 |
Total non interest bearing cash at end of year | 2022-12-31 | $375,181 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $553,822 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $170,416 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $8,766,260 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,595,844 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $4,889,485 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $4,776,369 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $4,776,369 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $110,344 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $2,634,256 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $2,388,798 |
Contributions received in cash from employer | 2022-12-31 | $857,803 |
Employer contributions (assets) at end of year | 2022-12-31 | $857,803 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $864,160 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,028,709 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | JIM KIRCHER AND ASSOCIATES, P.C. |
Accountancy firm EIN | 2022-12-31 | 421162310 |
2021 : FIDELITY MONEY PURCHASE PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $202,120 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $202,120 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $1,163,863 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $326,436 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $316,631 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $864,160 |
Value of total assets at end of year | 2021-12-31 | $8,595,844 |
Value of total assets at beginning of year | 2021-12-31 | $7,758,417 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $9,805 |
Total interest from all sources | 2021-12-31 | $97,583 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $6,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
Minimum employer required contribution for this plan year | 2021-12-31 | $864,160 |
Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $864,160 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $12,695 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $17,135 |
Administrative expenses (other) incurred | 2021-12-31 | $9,805 |
Total non interest bearing cash at end of year | 2021-12-31 | $553,822 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $31,410 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $837,427 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $8,595,844 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,758,417 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $4,776,369 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $4,674,623 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $4,674,623 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $97,583 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $2,388,798 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $2,186,678 |
Contributions received in cash from employer | 2021-12-31 | $864,160 |
Employer contributions (assets) at end of year | 2021-12-31 | $864,160 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $848,571 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $316,631 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | JIM KIRCHER AND ASSOCIATES, P.C. |
Accountancy firm EIN | 2021-12-31 | 421162310 |
2020 : FIDELITY MONEY PURCHASE PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $97,774 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $97,774 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $1,055,102 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $472,633 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $462,389 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $848,571 |
Value of total assets at end of year | 2020-12-31 | $7,758,417 |
Value of total assets at beginning of year | 2020-12-31 | $7,175,948 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $10,244 |
Total interest from all sources | 2020-12-31 | $108,757 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $6,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
Minimum employer required contribution for this plan year | 2020-12-31 | $848,571 |
Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $848,571 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $17,135 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $25,281 |
Administrative expenses (other) incurred | 2020-12-31 | $10,244 |
Total non interest bearing cash at end of year | 2020-12-31 | $31,410 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $18,093 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $582,469 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $7,758,417 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,175,948 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $4,674,623 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $4,411,034 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $4,411,034 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $108,757 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $2,186,678 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $2,088,904 |
Contributions received in cash from employer | 2020-12-31 | $848,571 |
Employer contributions (assets) at end of year | 2020-12-31 | $848,571 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $632,636 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $462,389 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | JIM KIRCHER AND ASSOCIATES, P.C. |
Accountancy firm EIN | 2020-12-31 | 421162310 |
2019 : FIDELITY MONEY PURCHASE PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $242,172 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $242,172 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $242,172 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $242,172 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $982,706 |
Total income from all sources (including contributions) | 2019-12-31 | $982,706 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $404,826 |
Total of all expenses incurred | 2019-12-31 | $404,826 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $395,946 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $395,946 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $632,636 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $632,636 |
Value of total assets at end of year | 2019-12-31 | $7,175,948 |
Value of total assets at end of year | 2019-12-31 | $7,175,948 |
Value of total assets at beginning of year | 2019-12-31 | $6,598,068 |
Value of total assets at beginning of year | 2019-12-31 | $6,598,068 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $8,880 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $8,880 |
Total interest from all sources | 2019-12-31 | $107,898 |
Total interest from all sources | 2019-12-31 | $107,898 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $6,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
Minimum employer required contribution for this plan year | 2019-12-31 | $632,636 |
Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $632,636 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $25,281 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $24,003 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $24,003 |
Administrative expenses (other) incurred | 2019-12-31 | $8,880 |
Administrative expenses (other) incurred | 2019-12-31 | $8,880 |
Total non interest bearing cash at end of year | 2019-12-31 | $18,093 |
Total non interest bearing cash at end of year | 2019-12-31 | $18,093 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $10,192 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $10,192 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $577,880 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,175,948 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,175,948 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,598,068 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,598,068 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $4,411,034 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $4,411,034 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $4,096,447 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $4,096,447 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $4,096,447 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $4,096,447 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $107,898 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $107,898 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $2,088,904 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $1,846,732 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $1,846,732 |
Contributions received in cash from employer | 2019-12-31 | $632,636 |
Employer contributions (assets) at end of year | 2019-12-31 | $632,636 |
Employer contributions (assets) at end of year | 2019-12-31 | $632,636 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $620,694 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $620,694 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $395,946 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $395,946 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | JIM KIRCHER AND ASSOCIATES, P.C. |
Accountancy firm EIN | 2019-12-31 | 421162310 |
Accountancy firm EIN | 2019-12-31 | 421162310 |
2018 : FIDELITY MONEY PURCHASE PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $150,353 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $150,353 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $837,645 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $262,209 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $253,774 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $620,694 |
Value of total assets at end of year | 2018-12-31 | $6,598,068 |
Value of total assets at beginning of year | 2018-12-31 | $6,022,632 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $8,435 |
Total interest from all sources | 2018-12-31 | $66,598 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $6,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
Minimum employer required contribution for this plan year | 2018-12-31 | $620,694 |
Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $620,694 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $24,003 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $6,754 |
Administrative expenses (other) incurred | 2018-12-31 | $8,435 |
Total non interest bearing cash at end of year | 2018-12-31 | $10,192 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $9,931 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $575,436 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $6,598,068 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,022,632 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $4,096,447 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $3,917,237 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $3,917,237 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $66,598 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $1,846,732 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $1,499,630 |
Contributions received in cash from employer | 2018-12-31 | $620,694 |
Employer contributions (assets) at end of year | 2018-12-31 | $620,694 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $589,080 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $253,774 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | JIM KIRCHER AND ASSOCIATES, P.C. |
Accountancy firm EIN | 2018-12-31 | 421162310 |
2017 : FIDELITY MONEY PURCHASE PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $144,045 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $144,045 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $774,678 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $24,550 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $15,013 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $589,080 |
Value of total assets at end of year | 2017-12-31 | $6,022,632 |
Value of total assets at beginning of year | 2017-12-31 | $5,272,504 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $9,537 |
Total interest from all sources | 2017-12-31 | $41,553 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $6,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
Minimum employer required contribution for this plan year | 2017-12-31 | $589,080 |
Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $589,080 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $6,754 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $6,420 |
Administrative expenses (other) incurred | 2017-12-31 | $9,537 |
Total non interest bearing cash at end of year | 2017-12-31 | $9,931 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $28,326 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $750,128 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $6,022,632 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,272,504 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $3,917,237 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $3,391,192 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $3,391,192 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $41,553 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $1,499,630 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $1,355,585 |
Contributions received in cash from employer | 2017-12-31 | $589,080 |
Employer contributions (assets) at end of year | 2017-12-31 | $589,080 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $490,981 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $15,013 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | JIM KIRCHER AND ASSOCIATES, P.C. |
Accountancy firm EIN | 2017-12-31 | 421162310 |
2014 : FIDELITY MONEY PURCHASE PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $38,740 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $38,740 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $532,941 |
Total of all expenses incurred | 2014-12-31 | $213,858 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $204,960 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $459,308 |
Value of total assets at end of year | 2014-12-31 | $4,762,600 |
Value of total assets at beginning of year | 2014-12-31 | $4,443,517 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $8,898 |
Total interest from all sources | 2014-12-31 | $34,893 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $8,898 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $459,308 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $459,308 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $5,830 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $6,721 |
Total non interest bearing cash at end of year | 2014-12-31 | $24,093 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $29,621 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $319,083 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $4,762,600 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,443,517 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $3,856,309 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $3,595,685 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $3,595,685 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $34,893 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $417,060 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $378,320 |
Contributions received in cash from employer | 2014-12-31 | $459,308 |
Employer contributions (assets) at end of year | 2014-12-31 | $459,308 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $433,170 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $204,960 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | JIM KIRCHER AND ASSSOCIATES, P.C. |
Accountancy firm EIN | 2014-12-31 | 421162310 |
2013 : FIDELITY MONEY PURCHASE PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $40,600 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $40,600 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $518,139 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $588,802 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $579,582 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $433,170 |
Value of total assets at end of year | 2013-12-31 | $4,443,517 |
Value of total assets at beginning of year | 2013-12-31 | $4,514,180 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $9,220 |
Total interest from all sources | 2013-12-31 | $44,369 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $9,220 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $433,170 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $433,170 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $6,721 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $8,906 |
Total non interest bearing cash at end of year | 2013-12-31 | $29,621 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $26,249 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $-70,663 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $4,443,517 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,514,180 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $3,595,685 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $3,713,278 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $3,713,278 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $44,369 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $378,320 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $337,720 |
Contributions received in cash from employer | 2013-12-31 | $433,170 |
Employer contributions (assets) at end of year | 2013-12-31 | $433,170 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $428,027 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $579,582 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | JIM KIRCHER AND ASSSOCIATES, P.C. |
Accountancy firm EIN | 2013-12-31 | 421162310 |
2012 : FIDELITY MONEY PURCHASE PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $32,700 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $32,700 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $514,240 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $138,207 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $129,742 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $428,027 |
Value of total assets at end of year | 2012-12-31 | $4,514,180 |
Value of total assets at beginning of year | 2012-12-31 | $4,138,147 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $8,465 |
Total interest from all sources | 2012-12-31 | $53,513 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $8,465 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $428,027 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $428,027 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $8,906 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $10,365 |
Total non interest bearing cash at end of year | 2012-12-31 | $26,249 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $25,259 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $376,033 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $4,514,180 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,138,147 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $3,713,278 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $3,358,626 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $3,358,626 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $53,513 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $337,720 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $305,020 |
Contributions received in cash from employer | 2012-12-31 | $428,027 |
Employer contributions (assets) at end of year | 2012-12-31 | $428,027 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $438,877 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $129,742 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | JIM KIRCHER & ASSOCIATES, P.C. |
Accountancy firm EIN | 2012-12-31 | 421162310 |
2011 : FIDELITY MONEY PURCHASE PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $28,580 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $28,580 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $530,113 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $281,419 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $273,034 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $438,877 |
Value of total assets at end of year | 2011-12-31 | $4,138,147 |
Value of total assets at beginning of year | 2011-12-31 | $3,889,453 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $8,385 |
Total interest from all sources | 2011-12-31 | $62,656 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $8,385 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $3,500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $424,293 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $424,293 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $10,365 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $13,687 |
Total non interest bearing cash at end of year | 2011-12-31 | $25,259 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $27,137 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Income. Non cash contributions | 2011-12-31 | $0 |
Value of net income/loss | 2011-12-31 | $248,694 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $4,138,147 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,889,453 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $3,358,626 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $3,147,896 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $3,147,896 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $62,656 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $305,020 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $276,440 |
Contributions received in cash from employer | 2011-12-31 | $438,877 |
Employer contributions (assets) at end of year | 2011-12-31 | $438,877 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $424,293 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $273,034 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | JIM KIRCHER & ASSOCIATES, P.C. |
Accountancy firm EIN | 2011-12-31 | 421162310 |
2010 : FIDELITY MONEY PURCHASE PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $18,280 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $18,280 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $514,855 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $290,174 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $280,514 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $422,993 |
Value of total assets at end of year | 2010-12-31 | $3,889,453 |
Value of total assets at beginning of year | 2010-12-31 | $3,664,772 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $9,660 |
Total interest from all sources | 2010-12-31 | $73,582 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $9,660 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $3,500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $422,993 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $422,993 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $13,687 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $15,067 |
Total non interest bearing cash at end of year | 2010-12-31 | $27,137 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $28,193 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $224,681 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,889,453 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,664,772 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $3,147,896 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $2,923,207 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $2,923,207 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $73,582 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $276,440 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $258,160 |
Contributions received in cash from employer | 2010-12-31 | $422,993 |
Employer contributions (assets) at end of year | 2010-12-31 | $424,293 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $440,145 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $280,514 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | JIM KIRCHER & ASSOCIATES, P.C. |
Accountancy firm EIN | 2010-12-31 | 421162310 |
2009 : FIDELITY MONEY PURCHASE PLAN 2009 401k financial data | ||
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $438,845 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $438,845 |
2022: FIDELITY MONEY PURCHASE PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: FIDELITY MONEY PURCHASE PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: FIDELITY MONEY PURCHASE PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: FIDELITY MONEY PURCHASE 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 | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
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: FIDELITY MONEY PURCHASE 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: FIDELITY MONEY PURCHASE 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 | This return/report is a short plan year return/report (less than 12 months) | 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 |
2014: FIDELITY MONEY PURCHASE 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 |
2013: FIDELITY MONEY PURCHASE PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: FIDELITY MONEY PURCHASE PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: FIDELITY MONEY PURCHASE PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: FIDELITY MONEY PURCHASE PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: FIDELITY MONEY PURCHASE 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 |