MARY E. BALDWIN, CFP, PA 401(K) TRUST 401k Plan overview
| Plan Name | MARY E. BALDWIN, CFP, PA 401(K) TRUST |
| Plan identification number | 001 |
MARY E. BALDWIN, CFP, PA 401(K) TRUST Benefits
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits | - Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
- Profit-sharing
- Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
- Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
- Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
|
401k Sponsoring company profile
MARY E. BALDWIN, CFP, PA has sponsored the creation of one or more 401k plans.
Additional information about MARY E. BALDWIN, CFP, PA
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 2002-04-25 |
| Company Identification Number: | P02000045567 |
| Legal Registered Office Address: |
2000 South Patrick Dr
Indian Harbour Beach
32937
|
More information about MARY E. BALDWIN, CFP, PA
Form 5500 Filing Information
Submission information for form 5500 for 401k plan MARY E. BALDWIN, CFP, PA 401(K) TRUST
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|
| 001 | 2020-01-01 | | | | |
| 001 | 2019-01-01 | | | | |
| 001 | 2018-01-01 | | | | |
| 001 | 2017-01-01 | | | | |
| 001 | 2016-01-01 | | | | |
| 001 | 2015-01-01 | | | | |
| 001 | 2014-01-01 | | | | |
| 001 | 2013-01-01 | MARY BALDWIN | 2014-03-20 | MARY BALDWIN | 2014-03-20 |
| 001 | 2012-01-01 | MARY BALDWIN | 2013-01-31 | MARY BALDWIN | 2013-01-31 |
| 001 | 2011-01-01 | MARY BALDWIN | 2012-02-23 | MARY BALDWIN | 2012-02-23 |
| 001 | 2010-01-01 | MARY BALDWIN | 2011-05-11 | MARY BALDWIN | 2011-05-11 |
| 001 | 2009-01-01 | | | MARY BALDWIN | 2010-09-17 |
| 001 | 2009-01-01 | MARY BALDWIN | | | |
Plan Statistics for MARY E. BALDWIN, CFP, PA 401(K) TRUST
401k plan membership statisitcs for MARY E. BALDWIN, CFP, PA 401(K) TRUST
| Measure | Date | Value |
|---|
| 2009: MARY E. BALDWIN, CFP, PA 401(K) TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
| 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 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 2 |
| Number of participants with account balances | 2009-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Form 5500 Responses for MARY E. BALDWIN, CFP, PA 401(K) TRUST
| 2009: MARY E. BALDWIN, CFP, PA 401(K) TRUST 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 |
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