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FIDELITY MONEY PURCHASE 401k Plan overview

Plan NameFIDELITY MONEY PURCHASE
Plan identification number 001

FIDELITY MONEY PURCHASE Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.

401k Sponsoring company profile

JIM CARFAGNO, JR., P.A. has sponsored the creation of one or more 401k plans.

Company Name:JIM CARFAGNO, JR., P.A.
Employer identification number (EIN):710728003
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIDELITY MONEY PURCHASE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01SUSAN CARFAGNO
0012016-01-01SUSAN CARFAGNO
0012015-01-01SUSAN CARFAGNO
0012014-01-01SUSAN CARFAGNO
0012013-01-01SUSAN CARFAGNO
0012012-01-01SUSAN CARFAGNO
0012011-01-01SUSAN CARFAGNO
0012009-01-01SUSAN CARFAGNO

Financial Data on FIDELITY MONEY PURCHASE

Measure Date Value
2019 : FIDELITY MONEY PURCHASE 2019 401k financial data
Total income from all sources2019-12-31$2
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$98
Total plan assets at beginning of year2019-12-31$96
Other income received2019-12-31$2
Net income (gross income less expenses)2019-12-31$2
Net plan assets at end of year (total assets less liabilities)2019-12-31$98
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$96
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : FIDELITY MONEY PURCHASE 2018 401k financial data
Total income from all sources2018-12-31$1
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$96
Total plan assets at beginning of year2018-12-31$95
Other income received2018-12-31$1
Net income (gross income less expenses)2018-12-31$1
Net plan assets at end of year (total assets less liabilities)2018-12-31$96
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$95
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : FIDELITY MONEY PURCHASE 2017 401k financial data
Total income from all sources2017-12-31$1
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$95
Total plan assets at beginning of year2017-12-31$94
Other income received2017-12-31$1
Net income (gross income less expenses)2017-12-31$1
Net plan assets at end of year (total assets less liabilities)2017-12-31$95
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$94
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : FIDELITY MONEY PURCHASE 2016 401k financial data
Total income from all sources2016-12-31$8,046
Expenses. Total of all expenses incurred2016-12-31$151,219
Benefits paid (including direct rollovers)2016-12-31$149,885
Total plan assets at end of year2016-12-31$94
Total plan assets at beginning of year2016-12-31$143,267
Other income received2016-12-31$8,046
Net income (gross income less expenses)2016-12-31$-143,173
Net plan assets at end of year (total assets less liabilities)2016-12-31$94
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$143,267
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,334
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
2015 : FIDELITY MONEY PURCHASE 2015 401k financial data
Total income from all sources2015-12-31$115
Expenses. Total of all expenses incurred2015-12-31$1,434
Total plan assets at end of year2015-12-31$143,267
Total plan assets at beginning of year2015-12-31$144,586
Other income received2015-12-31$115
Net income (gross income less expenses)2015-12-31$-1,319
Net plan assets at end of year (total assets less liabilities)2015-12-31$143,267
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$144,586
Total contributions received or receivable from employer(s)2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,434
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
2014 : FIDELITY MONEY PURCHASE 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$2,031
Expenses. Total of all expenses incurred2014-12-31$385
Total plan assets at end of year2014-12-31$144,586
Total plan assets at beginning of year2014-12-31$142,940
Other income received2014-12-31$1,281
Net income (gross income less expenses)2014-12-31$1,646
Net plan assets at end of year (total assets less liabilities)2014-12-31$144,586
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$142,940
Total contributions received or receivable from employer(s)2014-12-31$750
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$385
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$750
Amount contributed by the employer to the plan for this plan year2014-12-31$750
2013 : FIDELITY MONEY PURCHASE 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$3,374
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$142,940
Total plan assets at beginning of year2013-12-31$139,566
Other income received2013-12-31$14
Net income (gross income less expenses)2013-12-31$3,374
Net plan assets at end of year (total assets less liabilities)2013-12-31$142,940
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$139,566
Total contributions received or receivable from employer(s)2013-12-31$3,360
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$3,360
Amount contributed by the employer to the plan for this plan year2013-12-31$3,360
2012 : FIDELITY MONEY PURCHASE 2012 401k financial data
Total plan liabilities at end of year2012-12-31$139,566
Total plan liabilities at beginning of year2012-12-31$135,199
Total income from all sources2012-12-31$4,367
Total plan assets at end of year2012-12-31$139,566
Total plan assets at beginning of year2012-12-31$135,199
Other income received2012-12-31$22
Net income (gross income less expenses)2012-12-31$4,367
Net plan assets at end of year (total assets less liabilities)2012-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$4,345
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$4,345
Amount contributed by the employer to the plan for this plan year2012-12-31$4,345
2011 : FIDELITY MONEY PURCHASE 2011 401k financial data
Total plan liabilities at end of year2011-12-31$135,199
Total plan liabilities at beginning of year2011-12-31$128,742
Total income from all sources2011-12-31$6,457
Total plan assets at end of year2011-12-31$135,199
Total plan assets at beginning of year2011-12-31$128,742
Other income received2011-12-31$17
Net income (gross income less expenses)2011-12-31$6,457
Net plan assets at end of year (total assets less liabilities)2011-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$6,440
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$4,600
Amount contributed by the employer to the plan for this plan year2011-12-31$4,600
2010 : FIDELITY MONEY PURCHASE 2010 401k financial data
Total plan liabilities at end of year2010-12-31$128,742
Total plan liabilities at beginning of year2010-12-31$124,770
Total income from all sources2010-12-31$3,973
Total plan assets at end of year2010-12-31$128,742
Total plan assets at beginning of year2010-12-31$124,770
Other income received2010-12-31$73
Net income (gross income less expenses)2010-12-31$3,973
Net plan assets at end of year (total assets less liabilities)2010-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$3,900

Form 5500 Responses for FIDELITY MONEY PURCHASE

2019: FIDELITY MONEY PURCHASE 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FIDELITY MONEY PURCHASE 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FIDELITY MONEY PURCHASE 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FIDELITY MONEY PURCHASE 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FIDELITY MONEY PURCHASE 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FIDELITY MONEY PURCHASE 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FIDELITY MONEY PURCHASE 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FIDELITY MONEY PURCHASE 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FIDELITY MONEY PURCHASE 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: FIDELITY MONEY PURCHASE 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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