Logo

MONEY PURCHASE PLAN 401k Plan overview

Plan NameMONEY PURCHASE PLAN
Plan identification number 002

MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)

401k Sponsoring company profile

STEVEN D KELLER has sponsored the creation of one or more 401k plans.

Company Name:STEVEN D KELLER
Employer identification number (EIN):223152430
NAIC Classification:236110

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01STEVEN KELLER STEVEN KELLER2019-07-11
0022017-01-01STEVEN KELLER STEVEN KELLER2018-07-31
0022016-01-01STEVEN KELLER STEVEN KELLER2017-07-14
0022015-01-01STEVEN KELLER STEVEN KELLER2016-09-30
0022014-01-01STEVEN KELLER STEVEN KELLER2015-10-05
0022013-01-01STEVEN KELLER STEVEN KELLER2014-10-14
0022012-01-01STEVEN KELLER
0022011-01-01STEVEN KELLER
0022010-01-01STEVEN KELLER
0022009-01-01STEVEN KELLER

Plan Statistics for MONEY PURCHASE PLAN

401k plan membership statisitcs for MONEY PURCHASE PLAN

Measure Date Value
2021: MONEY PURCHASE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MONEY PURCHASE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-013
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013
Number of participants with account balances2020-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013
Number of participants with account balances2019-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-013
Total of all active and inactive participants2018-01-013
Total participants2018-01-013
Number of participants with account balances2018-01-013
2017: MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
Total of all active and inactive participants2017-01-013
Total participants2017-01-013
Number of participants with account balances2017-01-013
2016: MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-013
Total of all active and inactive participants2016-01-013
Total participants2016-01-013
Number of participants with account balances2016-01-013
2015: MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-010
2011: MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
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 participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-010
2010: MONEY PURCHASE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012
Number of participants with account balances2010-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
Number of employers contributing to the scheme2010-01-010
2009: MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
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 participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Number of participants with account balances2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-010

Financial Data on MONEY PURCHASE PLAN

Measure Date Value
2021 : MONEY PURCHASE PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$-393,917
Expenses. Total of all expenses incurred2021-12-31$2,177
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$396,094
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$2,177
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$-393,917
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-396,094
Net plan assets at end of year (total assets less liabilities)2021-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$396,094
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
2020 : MONEY PURCHASE PLAN 2020 401k financial data
Total income from all sources2020-12-31$41,192
Expenses. Total of all expenses incurred2020-12-31$3,329
Total plan assets at end of year2020-12-31$396,317
Total plan assets at beginning of year2020-12-31$358,454
Expenses. Other expenses not covered elsewhere2020-12-31$3,329
Other income received2020-12-31$41,192
Net income (gross income less expenses)2020-12-31$37,863
Net plan assets at end of year (total assets less liabilities)2020-12-31$396,317
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$358,454
2019 : MONEY PURCHASE PLAN 2019 401k financial data
Total income from all sources2019-12-31$-74,266
Expenses. Total of all expenses incurred2019-12-31$3,240
Total plan assets at end of year2019-12-31$231,871
Total plan assets at beginning of year2019-12-31$309,377
Expenses. Other expenses not covered elsewhere2019-12-31$3,240
Other income received2019-12-31$-85,415
Net income (gross income less expenses)2019-12-31$-77,506
Net plan assets at end of year (total assets less liabilities)2019-12-31$231,871
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$309,377
Total contributions received or receivable from employer(s)2019-12-31$11,149
2018 : MONEY PURCHASE PLAN 2018 401k financial data
Total income from all sources2018-12-31$-3,816
Expenses. Total of all expenses incurred2018-12-31$3,075
Total plan assets at end of year2018-12-31$309,377
Total plan assets at beginning of year2018-12-31$316,268
Expenses. Other expenses not covered elsewhere2018-12-31$3,075
Other income received2018-12-31$-18,816
Net income (gross income less expenses)2018-12-31$-6,891
Net plan assets at end of year (total assets less liabilities)2018-12-31$309,377
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$316,268
Total contributions received or receivable from employer(s)2018-12-31$15,000
2017 : MONEY PURCHASE PLAN 2017 401k financial data
Total income from all sources2017-12-31$56,338
Expenses. Total of all expenses incurred2017-12-31$2,760
Total plan assets at end of year2017-12-31$316,268
Total plan assets at beginning of year2017-12-31$262,690
Expenses. Other expenses not covered elsewhere2017-12-31$2,760
Other income received2017-12-31$30,730
Net income (gross income less expenses)2017-12-31$53,578
Net plan assets at end of year (total assets less liabilities)2017-12-31$316,268
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$262,690
Total contributions received or receivable from employer(s)2017-12-31$25,608
2016 : MONEY PURCHASE PLAN 2016 401k financial data
Total income from all sources2016-12-31$20,028
Expenses. Total of all expenses incurred2016-12-31$2,446
Total plan assets at end of year2016-12-31$262,690
Total plan assets at beginning of year2016-12-31$245,108
Expenses. Other expenses not covered elsewhere2016-12-31$2,446
Other income received2016-12-31$10,028
Net income (gross income less expenses)2016-12-31$17,582
Net plan assets at end of year (total assets less liabilities)2016-12-31$262,690
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$245,108
Total contributions received or receivable from employer(s)2016-12-31$10,000
2015 : MONEY PURCHASE PLAN 2015 401k financial data
Total income from all sources2015-12-31$1,012
Expenses. Total of all expenses incurred2015-12-31$2,421
Total plan assets at end of year2015-12-31$245,109
Total plan assets at beginning of year2015-12-31$246,518
Expenses. Other expenses not covered elsewhere2015-12-31$2,421
Other income received2015-12-31$1,012
Net income (gross income less expenses)2015-12-31$-1,409
Net plan assets at end of year (total assets less liabilities)2015-12-31$245,109
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$246,518
2014 : MONEY PURCHASE PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$1,046
Expenses. Total of all expenses incurred2014-12-31$2,461
Total plan assets at end of year2014-12-31$246,518
Total plan assets at beginning of year2014-12-31$247,933
Expenses. Other expenses not covered elsewhere2014-12-31$2,461
Other income received2014-12-31$1,046
Net income (gross income less expenses)2014-12-31$-1,415
Net plan assets at end of year (total assets less liabilities)2014-12-31$246,518
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$247,933
2013 : MONEY PURCHASE PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$3,911
Expenses. Total of all expenses incurred2013-12-31$70
Total plan assets at end of year2013-12-31$247,933
Total plan assets at beginning of year2013-12-31$244,092
Other income received2013-12-31$3,911
Net income (gross income less expenses)2013-12-31$3,841
Net plan assets at end of year (total assets less liabilities)2013-12-31$247,933
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$244,092
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$70
2012 : MONEY PURCHASE PLAN 2012 401k financial data
Total income from all sources2012-12-31$22,330
Expenses. Total of all expenses incurred2012-12-31$70
Total plan assets at end of year2012-12-31$244,092
Total plan assets at beginning of year2012-12-31$221,850
Expenses. Other expenses not covered elsewhere2012-12-31$70
Other income received2012-12-31$9,875
Net income (gross income less expenses)2012-12-31$22,260
Net plan assets at end of year (total assets less liabilities)2012-12-31$244,092
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$221,850
Total contributions received or receivable from employer(s)2012-12-31$12,455
2011 : MONEY PURCHASE PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$22,416
Expenses. Total of all expenses incurred2011-12-31$70
Total plan assets at end of year2011-12-31$221,849
Total plan assets at beginning of year2011-12-31$199,504
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$70
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$7,275
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$22,346
Net plan assets at end of year (total assets less liabilities)2011-12-31$221,849
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$199,504
Total contributions received or receivable from employer(s)2011-12-31$15,141
2010 : MONEY PURCHASE PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$10,221
Expenses. Total of all expenses incurred2010-12-31$70
Total plan assets at end of year2010-12-31$199,504
Total plan assets at beginning of year2010-12-31$189,353
Total contributions received or receivable from participants2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$10,221
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$10,151
Net plan assets at end of year (total assets less liabilities)2010-12-31$199,504
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$189,353
Total contributions received or receivable from employer(s)2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$70

Form 5500 Responses for MONEY PURCHASE PLAN

2021: MONEY PURCHASE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MONEY PURCHASE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MONEY PURCHASE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MONEY PURCHASE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MONEY PURCHASE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MONEY PURCHASE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MONEY PURCHASE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MONEY PURCHASE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MONEY PURCHASE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MONEY PURCHASE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MONEY PURCHASE PLAN 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
2010: MONEY PURCHASE PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MONEY PURCHASE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1