401k Plan data: CALPENN MONEY PURCHASE PLAN plan

CALPENN MONEY PURCHASE PLAN 401k Plan overview

Plan Name	CALPENN MONEY PURCHASE PLAN
Plan identification number	001

CALPENN MONEY PURCHASE PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit) Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

CALPENN ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: CALPENN ASSOCIATES, INC.

Employer identification number (EIN): 953731628

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALPENN MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-10-01
001 2016-10-01 SUSAN MALONEY SUSAN MALONEY 2018-04-29
001 2015-10-01 SUSAN MALONEY SUSAN MALONEY 2017-04-29
001 2014-10-01 SUSAN MALONEY
001 2013-10-01 SUSAN MALONEY
001 2012-10-01 SUSAN MALONEY SUSAN MALONEY 2014-04-29
001 2011-10-01 SUSAN MALONEY SUSAN MALONEY 2013-04-30
001 2009-10-01 SUSAN MALONEY
001 2008-10-01

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2017-10-01
001	2016-10-01	SUSAN MALONEY	SUSAN MALONEY	2018-04-29
001	2015-10-01	SUSAN MALONEY	SUSAN MALONEY	2017-04-29
001	2014-10-01	SUSAN MALONEY
001	2013-10-01	SUSAN MALONEY
001	2012-10-01	SUSAN MALONEY	SUSAN MALONEY	2014-04-29
001	2011-10-01	SUSAN MALONEY	SUSAN MALONEY	2013-04-30
001	2009-10-01	SUSAN MALONEY
001	2008-10-01

Plan Statistics for CALPENN MONEY PURCHASE PLAN

401k plan membership statisitcs for CALPENN MONEY PURCHASE PLAN

Measure Date Value
2017: CALPENN MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 2
Total of all active and inactive participants 2017-10-01 2
Total participants 2017-10-01 2
2016: CALPENN MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 2
Total of all active and inactive participants 2016-10-01 2
Total participants 2016-10-01 2
2015: CALPENN MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 2
Total of all active and inactive participants 2015-10-01 2
Total participants 2015-10-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 0
2014: CALPENN MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 2
Total of all active and inactive participants 2014-10-01 2
Total participants 2014-10-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 0
2013: CALPENN MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 2
Total of all active and inactive participants 2013-10-01 2
Total participants 2013-10-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 0
2012: CALPENN MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 2
Total of all active and inactive participants 2012-10-01 2
Total participants 2012-10-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 0
2011: CALPENN MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 2
Total of all active and inactive participants 2011-10-01 2
Total participants 2011-10-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 0
2009: CALPENN MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 2
Total of all active and inactive participants 2009-10-01 2
Total participants 2009-10-01 2
Number of participants with account balances 2009-10-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 0

Measure	Date	Value
2017: CALPENN MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	2
Total of all active and inactive participants	2017-10-01	2
Total participants	2017-10-01	2
2016: CALPENN MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	2
Total of all active and inactive participants	2016-10-01	2
Total participants	2016-10-01	2
2015: CALPENN MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	2
Total of all active and inactive participants	2015-10-01	2
Total participants	2015-10-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	0
2014: CALPENN MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	2
Total of all active and inactive participants	2014-10-01	2
Total participants	2014-10-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	0
2013: CALPENN MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	2
Total of all active and inactive participants	2013-10-01	2
Total participants	2013-10-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	0
2012: CALPENN MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	2
Total of all active and inactive participants	2012-10-01	2
Total participants	2012-10-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	0
2011: CALPENN MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	2
Total of all active and inactive participants	2011-10-01	2
Total participants	2011-10-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	0
2009: CALPENN MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	2
Total of all active and inactive participants	2009-10-01	2
Total participants	2009-10-01	2
Number of participants with account balances	2009-10-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	0

Financial Data on CALPENN MONEY PURCHASE PLAN

Measure	Date	Value
2017 : CALPENN MONEY PURCHASE PLAN 2017 401k financial data
Total income from all sources	2017-09-30	$0
Expenses. Total of all expenses incurred	2017-09-30	$83
Total plan assets at end of year	2017-09-30	$674,230
Total plan assets at beginning of year	2017-09-30	$674,313
Net income (gross income less expenses)	2017-09-30	$-83
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$674,230
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$674,313
Assets. Value of participant loans	2017-09-30	$130,550
Expenses. Administrative service providers (salaries,fees and commissions)	2017-09-30	$83
2016 : CALPENN MONEY PURCHASE PLAN 2016 401k financial data
Total income from all sources	2016-09-30	$5,029
Expenses. Total of all expenses incurred	2016-09-30	$18,615
Total plan assets at end of year	2016-09-30	$674,313
Total plan assets at beginning of year	2016-09-30	$687,899
Expenses. Other expenses not covered elsewhere	2016-09-30	$1,000
Other income received	2016-09-30	$5,029
Net income (gross income less expenses)	2016-09-30	$-13,586
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$674,313
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$687,899
Assets. Value of participant loans	2016-09-30	$140,250
Expenses. Administrative service providers (salaries,fees and commissions)	2016-09-30	$17,615
2015 : CALPENN MONEY PURCHASE PLAN 2015 401k financial data
Total income from all sources	2015-09-30	$21
Expenses. Total of all expenses incurred	2015-09-30	$2,580
Total plan assets at end of year	2015-09-30	$687,899
Total plan assets at beginning of year	2015-09-30	$690,458
Expenses. Other expenses not covered elsewhere	2015-09-30	$80
Other income received	2015-09-30	$21
Net income (gross income less expenses)	2015-09-30	$-2,559
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$687,899
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$690,458
Assets. Value of participant loans	2015-09-30	$140,250
Expenses. Administrative service providers (salaries,fees and commissions)	2015-09-30	$2,500
2014 : CALPENN MONEY PURCHASE PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-09-30	$530
Total income from all sources	2014-09-30	$79
Expenses. Total of all expenses incurred	2014-09-30	$530
Total plan assets at end of year	2014-09-30	$690,988
Total plan assets at beginning of year	2014-09-30	$690,909
Expenses. Other expenses not covered elsewhere	2014-09-30	$530
Other income received	2014-09-30	$79
Net income (gross income less expenses)	2014-09-30	$-451
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$690,458
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$690,909
2013 : CALPENN MONEY PURCHASE PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-09-30	$0
Total income from all sources	2013-09-30	$446
Expenses. Total of all expenses incurred	2013-09-30	$30
Total plan assets at end of year	2013-09-30	$690,909
Total plan assets at beginning of year	2013-09-30	$690,493
Expenses. Other expenses not covered elsewhere	2013-09-30	$30
Other income received	2013-09-30	$446
Net income (gross income less expenses)	2013-09-30	$416
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$690,909
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$690,493
2012 : CALPENN MONEY PURCHASE PLAN 2012 401k financial data
Total income from all sources	2012-09-30	$291
Expenses. Total of all expenses incurred	2012-09-30	$30
Total plan assets at end of year	2012-09-30	$690,493
Total plan assets at beginning of year	2012-09-30	$690,232
Expenses. Other expenses not covered elsewhere	2012-09-30	$30
Other income received	2012-09-30	$291
Net income (gross income less expenses)	2012-09-30	$261
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$690,493
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$690,232
Total contributions received or receivable from employer(s)	2012-09-30	$0
2011 : CALPENN MONEY PURCHASE PLAN 2011 401k financial data
Total income from all sources	2011-09-30	$1,351
Expenses. Total of all expenses incurred	2011-09-30	$30
Total plan assets at end of year	2011-09-30	$690,232
Total plan assets at beginning of year	2011-09-30	$688,911
Expenses. Other expenses not covered elsewhere	2011-09-30	$30
Other income received	2011-09-30	$1,351
Net income (gross income less expenses)	2011-09-30	$1,321
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$690,232
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$688,911
Total contributions received or receivable from employer(s)	2011-09-30	$0

Form 5500 Responses for CALPENN MONEY PURCHASE PLAN

2017: CALPENN MONEY PURCHASE PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Submission has been amended	No
2017-10-01	This submission is the final filing	No
2017-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-10-01	Plan is a collectively bargained plan	No
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: CALPENN MONEY PURCHASE PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Submission has been amended	No
2016-10-01	This submission is the final filing	No
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-10-01	Plan is a collectively bargained plan	No
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: CALPENN MONEY PURCHASE PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Submission has been amended	No
2015-10-01	This submission is the final filing	No
2015-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-10-01	Plan is a collectively bargained plan	No
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: CALPENN MONEY PURCHASE PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	No
2014-10-01	This submission is the final filing	No
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: CALPENN MONEY PURCHASE PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: CALPENN MONEY PURCHASE PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: CALPENN MONEY PURCHASE PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2009: CALPENN MONEY PURCHASE PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes
2008: CALPENN MONEY PURCHASE PLAN 2008 form 5500 responses
2008-10-01	Type of plan entity	Single employer plan
2008-10-01	Submission has been amended	No
2008-10-01	This submission is the final filing	No
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-10-01	Plan is a collectively bargained plan	No

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Company Name:	CALPENN ASSOCIATES, INC.
Employer identification number (EIN):	953731628
NAIC Classification:	541600