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JOHN F D'ALEO CGM MP/PS CUSTODIAN 401k Plan overview

Plan NameJOHN F D'ALEO CGM MP/PS CUSTODIAN
Plan identification number 001

JOHN F D'ALEO CGM MP/PS CUSTODIAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

JOHN F D'ALEO has sponsored the creation of one or more 401k plans.

Company Name:JOHN F D'ALEO
Employer identification number (EIN):061204533
NAIC Classification:453990

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN F D'ALEO CGM MP/PS CUSTODIAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012009-01-01JOHN F. DALEO

Plan Statistics for JOHN F D'ALEO CGM MP/PS CUSTODIAN

401k plan membership statisitcs for JOHN F D'ALEO CGM MP/PS CUSTODIAN

Measure Date Value
2009: JOHN F D'ALEO CGM MP/PS CUSTODIAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012

Financial Data on JOHN F D'ALEO CGM MP/PS CUSTODIAN

Measure Date Value
2010 : JOHN F D'ALEO CGM MP/PS CUSTODIAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$164,163
Total plan assets at end of year2010-12-31$1,341,233
Total plan assets at beginning of year2010-12-31$1,177,070
Total contributions received or receivable from participants2010-12-31$12,676
Other income received2010-12-31$102,487
Net income (gross income less expenses)2010-12-31$164,163
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,341,233
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,177,070
Total contributions received or receivable from employer(s)2010-12-31$49,000

Form 5500 Responses for JOHN F D'ALEO CGM MP/PS CUSTODIAN

2009: JOHN F D'ALEO CGM MP/PS CUSTODIAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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