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MONEY PURCHASE PLAN FOR DAVID W. RINALDO 401k Plan overview

Plan NameMONEY PURCHASE PLAN FOR DAVID W. RINALDO
Plan identification number 002

MONEY PURCHASE PLAN FOR DAVID W. RINALDO Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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.
  • One-participant plan - A plan without employees as defined in 29 CFR 2510.3-3(b).

401k Sponsoring company profile

DAVID W. RINALDO has sponsored the creation of one or more 401k plans.

Company Name:DAVID W. RINALDO
Employer identification number (EIN):061303736
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONEY PURCHASE PLAN FOR DAVID W. RINALDO

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022011-01-01DAVID RINALDO
0022009-01-01DAVID RINALDO
0022009-01-01DAVID RINALDO
0022009-01-01 DAVID RINALDO2010-07-14

Plan Statistics for MONEY PURCHASE PLAN FOR DAVID W. RINALDO

401k plan membership statisitcs for MONEY PURCHASE PLAN FOR DAVID W. RINALDO

Measure Date Value
2011: MONEY PURCHASE PLAN FOR DAVID W. RINALDO 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011
Number of participants with account balances2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MONEY PURCHASE PLAN FOR DAVID W. RINALDO 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011
Number of participants with account balances2009-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MONEY PURCHASE PLAN FOR DAVID W. RINALDO

Measure Date Value
2011 : MONEY PURCHASE PLAN FOR DAVID W. RINALDO 2011 401k financial data
Total income from all sources2011-12-31$-1,249
Total plan assets at end of year2011-12-31$35,069
Total plan assets at beginning of year2011-12-31$36,318
Other income received2011-12-31$-2,840
Net income (gross income less expenses)2011-12-31$-1,249
Net plan assets at end of year (total assets less liabilities)2011-12-31$35,069
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$36,318
Total contributions received or receivable from employer(s)2011-12-31$1,591
2010 : MONEY PURCHASE PLAN FOR DAVID W. RINALDO 2010 401k financial data
Total income from all sources2010-12-31$6,474
Total plan assets at end of year2010-12-31$36,318
Total plan assets at beginning of year2010-12-31$29,844
Other income received2010-12-31$4,883
Net income (gross income less expenses)2010-12-31$6,474
Net plan assets at end of year (total assets less liabilities)2010-12-31$36,318
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$29,844
Total contributions received or receivable from employer(s)2010-12-31$1,591

Form 5500 Responses for MONEY PURCHASE PLAN FOR DAVID W. RINALDO

2011: MONEY PURCHASE PLAN FOR DAVID W. RINALDO 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
2009: MONEY PURCHASE PLAN FOR DAVID W. RINALDO 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

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