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CHARLES P ANDERSEN SELF EMPLOYED MONEY PURCHASE PLAN 401k Plan overview

Plan NameCHARLES P ANDERSEN SELF EMPLOYED MONEY PURCHASE PLAN
Plan identification number 001

CHARLES P ANDERSEN SELF EMPLOYED MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CHARLES P ANDERSEN has sponsored the creation of one or more 401k plans.

Company Name:CHARLES P ANDERSEN
Employer identification number (EIN):840743070
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES P ANDERSEN SELF EMPLOYED MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01CHARLES ANDERSEN CHARLES ANDERSEN2019-07-22
0012017-01-01CHARLES ANDERSEN CHARLES ANDERSEN2018-04-02
0012016-01-01CHARLES ANDERSEN CHARLES ANDERSEN2017-07-26
0012015-01-01CHARLES ANDERSEN CHARLES ANDERSEN2016-07-14
0012014-01-01CHARLES ANDERSEN CHARLES ANDERSEN2015-07-16
0012013-01-01CHARLES ANDERSEN CHARLES ANDERSEN2014-06-06
0012012-01-01CHARLES ANDERSEN CHARLES ANDERSEN2013-08-22
0012011-01-01CHARLES ANDERSEN
0012010-01-01CHARLES ANDERSEN
0012009-01-01CHARLES ANDERSEN

Financial Data on CHARLES P ANDERSEN SELF EMPLOYED MONEY PURCHASE PLAN

Measure Date Value
2018 : CHARLES P ANDERSEN SELF EMPLOYED MONEY PURCHASE PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-21,316
Expenses. Total of all expenses incurred2018-12-31$78,173
Benefits paid (including direct rollovers)2018-12-31$24,222
Total plan assets at end of year2018-12-31$712,059
Total plan assets at beginning of year2018-12-31$811,548
Value of fidelity bond covering the plan2018-12-31$50,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$53,951
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-48,816
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-99,489
Net plan assets at end of year (total assets less liabilities)2018-12-31$712,059
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$811,548
Total contributions received or receivable from employer(s)2018-12-31$27,500
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$27,500
Amount contributed by the employer to the plan for this plan year2018-12-31$27,500
2017 : CHARLES P ANDERSEN SELF EMPLOYED MONEY PURCHASE PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$110,874
Expenses. Total of all expenses incurred2017-12-31$59,067
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$811,548
Total plan assets at beginning of year2017-12-31$759,741
Value of fidelity bond covering the plan2017-12-31$50,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$59,067
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$83,874
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$51,807
Net plan assets at end of year (total assets less liabilities)2017-12-31$811,548
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$759,741
Total contributions received or receivable from employer(s)2017-12-31$27,000
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$27,000
Amount contributed by the employer to the plan for this plan year2017-12-31$27,000
2016 : CHARLES P ANDERSEN SELF EMPLOYED MONEY PURCHASE PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$57,385
Expenses. Total of all expenses incurred2016-12-31$58,829
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$759,741
Total plan assets at beginning of year2016-12-31$761,185
Value of fidelity bond covering the plan2016-12-31$50,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$58,829
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$30,885
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-1,444
Net plan assets at end of year (total assets less liabilities)2016-12-31$759,741
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$761,185
Total contributions received or receivable from employer(s)2016-12-31$26,500
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
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$26,500
Amount contributed by the employer to the plan for this plan year2016-12-31$26,500
2015 : CHARLES P ANDERSEN SELF EMPLOYED MONEY PURCHASE PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$8,932
Expenses. Total of all expenses incurred2015-12-31$80,978
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$761,185
Total plan assets at beginning of year2015-12-31$833,231
Value of fidelity bond covering the plan2015-12-31$50,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$80,978
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-18,868
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-72,046
Net plan assets at end of year (total assets less liabilities)2015-12-31$761,185
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$833,231
Total contributions received or receivable from employer(s)2015-12-31$27,800
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
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$27,800
Amount contributed by the employer to the plan for this plan year2015-12-31$27,800
2014 : CHARLES P ANDERSEN SELF EMPLOYED MONEY PURCHASE PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
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$59,509
Expenses. Total of all expenses incurred2014-12-31$580,978
Benefits paid (including direct rollovers)2014-12-31$500,000
Total plan assets at end of year2014-12-31$833,231
Total plan assets at beginning of year2014-12-31$1,354,700
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$80,978
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$26,341
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-521,469
Net plan assets at end of year (total assets less liabilities)2014-12-31$833,231
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,354,700
Total contributions received or receivable from employer(s)2014-12-31$33,168
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
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$33,168
Amount contributed by the employer to the plan for this plan year2014-12-31$33,168
2013 : CHARLES P ANDERSEN SELF EMPLOYED MONEY PURCHASE PLAN 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$115,794
Expenses. Total of all expenses incurred2013-12-31$80,978
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,354,700
Total plan assets at beginning of year2013-12-31$1,319,884
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$80,978
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$86,475
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$34,816
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,354,700
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,319,884
Total contributions received or receivable from employer(s)2013-12-31$29,319
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
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$29,319
Amount contributed by the employer to the plan for this plan year2013-12-31$29,319
2012 : CHARLES P ANDERSEN SELF EMPLOYED MONEY PURCHASE PLAN 2012 401k financial data
Total income from all sources2012-12-31$137,847
Expenses. Total of all expenses incurred2012-12-31$80,978
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$1,319,884
Total plan assets at beginning of year2012-12-31$1,263,015
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$80,978
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$109,252
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$56,869
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,319,884
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,263,015
Total contributions received or receivable from employer(s)2012-12-31$28,595
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
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$28,595
Amount contributed by the employer to the plan for this plan year2012-12-31$28,595
2011 : CHARLES P ANDERSEN SELF EMPLOYED MONEY PURCHASE PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$56,482
Expenses. Total of all expenses incurred2011-12-31$37,065
Benefits paid (including direct rollovers)2011-12-31$37,065
Total plan assets at end of year2011-12-31$1,263,015
Total plan assets at beginning of year2011-12-31$1,243,598
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$28,661
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$19,417
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,263,015
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,243,598
Total contributions received or receivable from employer(s)2011-12-31$27,821
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
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$27,821
Amount contributed by the employer to the plan for this plan year2011-12-31$27,821
2010 : CHARLES P ANDERSEN SELF EMPLOYED MONEY PURCHASE PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$136,784
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$1,243,598
Total plan assets at beginning of year2010-12-31$1,106,814
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$105,376
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$136,784
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,243,598
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,106,814
Total contributions received or receivable from employer(s)2010-12-31$31,408
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$31,408
Amount contributed by the employer to the plan for this plan year2010-12-31$31,408
2009 : CHARLES P ANDERSEN SELF EMPLOYED MONEY PURCHASE PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$33,005
Amount contributed by the employer to the plan for this plan year2009-12-31$33,005

Form 5500 Responses for CHARLES P ANDERSEN SELF EMPLOYED MONEY PURCHASE PLAN

2018: CHARLES P ANDERSEN SELF EMPLOYED MONEY PURCHASE PLAN 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CHARLES P ANDERSEN SELF EMPLOYED MONEY PURCHASE PLAN 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: CHARLES P ANDERSEN SELF EMPLOYED MONEY PURCHASE PLAN 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: CHARLES P ANDERSEN SELF EMPLOYED MONEY PURCHASE PLAN 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: CHARLES P ANDERSEN SELF EMPLOYED MONEY PURCHASE PLAN 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: CHARLES P ANDERSEN SELF EMPLOYED MONEY PURCHASE PLAN 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: CHARLES P ANDERSEN SELF EMPLOYED MONEY PURCHASE PLAN 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: CHARLES P ANDERSEN SELF EMPLOYED MONEY PURCHASE PLAN 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
2010: CHARLES P ANDERSEN SELF EMPLOYED MONEY PURCHASE PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CHARLES P ANDERSEN SELF EMPLOYED MONEY PURCHASE PLAN 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

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number21220905
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number21220905
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number21220905
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number21220905
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number21220905
Policy instance 1

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