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FIDELITY DEFINED CONTRIBUTION PLAN AND TRUST 401k Plan overview

Plan NameFIDELITY DEFINED CONTRIBUTION PLAN AND TRUST
Plan identification number 004

FIDELITY DEFINED CONTRIBUTION PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

CARROLL JAMES LAWLER has sponsored the creation of one or more 401k plans.

Company Name:CARROLL JAMES LAWLER
Employer identification number (EIN):061080426
NAIC Classification:541310
NAIC Description:Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIDELITY DEFINED CONTRIBUTION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042014-01-01
0042013-01-01
0042012-01-01C JAMES LAWLER
0042011-01-01C JAMES LAWLER
0042009-01-01C JAMES LAWLER

Plan Statistics for FIDELITY DEFINED CONTRIBUTION PLAN AND TRUST

401k plan membership statisitcs for FIDELITY DEFINED CONTRIBUTION PLAN AND TRUST

Measure Date Value
2014: FIDELITY DEFINED CONTRIBUTION PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
2013: FIDELITY DEFINED CONTRIBUTION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
2012: FIDELITY DEFINED CONTRIBUTION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-014
Total participants2012-01-014
Number of participants with account balances2012-01-014
2011: FIDELITY DEFINED CONTRIBUTION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-015
Total of all active and inactive participants2011-01-015
Total participants2011-01-015
Number of participants with account balances2011-01-015
2009: FIDELITY DEFINED CONTRIBUTION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-017
Total of all active and inactive participants2009-01-017
Total participants2009-01-017
Number of participants with account balances2009-01-017

Financial Data on FIDELITY DEFINED CONTRIBUTION PLAN AND TRUST

Measure Date Value
2014 : FIDELITY DEFINED CONTRIBUTION PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total income from all sources2014-12-31$-196
Expenses. Total of all expenses incurred2014-12-31$77,206
Benefits paid (including direct rollovers)2014-12-31$77,156
Total plan assets at end of year2014-12-31$0
Total plan assets at beginning of year2014-12-31$77,402
Other income received2014-12-31$-196
Net income (gross income less expenses)2014-12-31$-77,402
Net plan assets at end of year (total assets less liabilities)2014-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$77,402
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$50
2013 : FIDELITY DEFINED CONTRIBUTION PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$8,042
Expenses. Total of all expenses incurred2013-12-31$536
Benefits paid (including direct rollovers)2013-12-31$486
Total plan assets at end of year2013-12-31$77,402
Total plan assets at beginning of year2013-12-31$69,896
Other income received2013-12-31$8,042
Net income (gross income less expenses)2013-12-31$7,506
Net plan assets at end of year (total assets less liabilities)2013-12-31$77,402
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$69,896
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$50
2012 : FIDELITY DEFINED CONTRIBUTION PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$-12,091
Expenses. Total of all expenses incurred2012-12-31$16,690
Benefits paid (including direct rollovers)2012-12-31$16,690
Total plan assets at end of year2012-12-31$69,896
Total plan assets at beginning of year2012-12-31$98,677
Other income received2012-12-31$-12,091
Net income (gross income less expenses)2012-12-31$-28,781
Net plan assets at end of year (total assets less liabilities)2012-12-31$69,896
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$98,677
2011 : FIDELITY DEFINED CONTRIBUTION PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$-55,598
Expenses. Total of all expenses incurred2011-12-31$79,037
Benefits paid (including direct rollovers)2011-12-31$79,037
Total plan assets at end of year2011-12-31$98,677
Total plan assets at beginning of year2011-12-31$233,312
Other income received2011-12-31$-55,598
Net income (gross income less expenses)2011-12-31$-134,635
Net plan assets at end of year (total assets less liabilities)2011-12-31$98,677
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$233,312
2010 : FIDELITY DEFINED CONTRIBUTION PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$38,214
Expenses. Total of all expenses incurred2010-12-31$21,299
Benefits paid (including direct rollovers)2010-12-31$21,299
Total plan assets at end of year2010-12-31$233,312
Total plan assets at beginning of year2010-12-31$216,397
Other income received2010-12-31$38,214
Net income (gross income less expenses)2010-12-31$16,915
Net plan assets at end of year (total assets less liabilities)2010-12-31$233,312
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$216,397

Form 5500 Responses for FIDELITY DEFINED CONTRIBUTION PLAN AND TRUST

2014: FIDELITY DEFINED CONTRIBUTION PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FIDELITY DEFINED CONTRIBUTION PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FIDELITY DEFINED CONTRIBUTION PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FIDELITY DEFINED CONTRIBUTION PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: FIDELITY DEFINED CONTRIBUTION PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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