401k Plan data: MARIE O UBERTI BENZ plan

MARIE O UBERTI BENZ 401k Plan overview

Plan Name	MARIE O UBERTI BENZ
Plan identification number	002

MARIE O UBERTI BENZ Benefits

401k Plan Type	Other Pension Benefit
Plan Features/Benefits	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

MONEY PURCHASE PLAN CUSTODIAN MARIE O. UBERTI BENZ has sponsored the creation of one or more 401k plans.

Company Name: MONEY PURCHASE PLAN CUSTODIAN MARIE O. UBERTI BENZ

Employer identification number (EIN): 232921629

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARIE O UBERTI BENZ

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01
002 2019-01-01
002 2018-01-01 MARIE BENZ
002 2017-01-01 MARIE BENZ
002 2016-01-01 MARIE BENZ
002 2015-01-01 MARIE BENZ
002 2014-01-01 MARIE BENZ MARIE BENZ 2015-03-09
002 2013-01-01 MARIE BENZ
002 2012-01-01 MARIE BENZ

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2020-01-01
002	2019-01-01
002	2018-01-01	MARIE BENZ
002	2017-01-01	MARIE BENZ
002	2016-01-01	MARIE BENZ
002	2015-01-01	MARIE BENZ
002	2014-01-01	MARIE BENZ	MARIE BENZ	2015-03-09
002	2013-01-01	MARIE BENZ
002	2012-01-01	MARIE BENZ

Plan Statistics for MARIE O UBERTI BENZ

401k plan membership statisitcs for MARIE O UBERTI BENZ

Measure Date Value
2020: MARIE O UBERTI BENZ 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1
Total of all active and inactive participants 2020-01-01 1
Total participants 2020-01-01 1
2019: MARIE O UBERTI BENZ 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1
Total of all active and inactive participants 2019-01-01 1
Total participants 2019-01-01 1
2018: MARIE O UBERTI BENZ 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1
Total of all active and inactive participants 2018-01-01 1
Total participants 2018-01-01 1
2017: MARIE O UBERTI BENZ 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1
Total of all active and inactive participants 2017-01-01 1
Total participants 2017-01-01 1
2016: MARIE O UBERTI BENZ 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1
Total of all active and inactive participants 2016-01-01 1
Total participants 2016-01-01 1
2015: MARIE O UBERTI BENZ 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
Total of all active and inactive participants 2015-01-01 1
Total participants 2015-01-01 1
2014: MARIE O UBERTI BENZ 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Total of all active and inactive participants 2014-01-01 1
Total participants 2014-01-01 1
2013: MARIE O UBERTI BENZ 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
Total of all active and inactive participants 2013-01-01 1
Total participants 2013-01-01 1
2012: MARIE O UBERTI BENZ 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 1
Total participants 2012-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2020: MARIE O UBERTI BENZ 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1
Total of all active and inactive participants	2020-01-01	1
Total participants	2020-01-01	1
2019: MARIE O UBERTI BENZ 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1
Total of all active and inactive participants	2019-01-01	1
Total participants	2019-01-01	1
2018: MARIE O UBERTI BENZ 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1
Total of all active and inactive participants	2018-01-01	1
Total participants	2018-01-01	1
2017: MARIE O UBERTI BENZ 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1
Total of all active and inactive participants	2017-01-01	1
Total participants	2017-01-01	1
2016: MARIE O UBERTI BENZ 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1
Total of all active and inactive participants	2016-01-01	1
Total participants	2016-01-01	1
2015: MARIE O UBERTI BENZ 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
Total of all active and inactive participants	2015-01-01	1
Total participants	2015-01-01	1
2014: MARIE O UBERTI BENZ 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Total of all active and inactive participants	2014-01-01	1
Total participants	2014-01-01	1
2013: MARIE O UBERTI BENZ 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
Total of all active and inactive participants	2013-01-01	1
Total participants	2013-01-01	1
2012: MARIE O UBERTI BENZ 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	1
Total participants	2012-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on MARIE O UBERTI BENZ

Measure	Date	Value
2020 : MARIE O UBERTI BENZ 2020 401k financial data
Total income from all sources	2020-12-31	$171,023
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$1,278,630
Total plan assets at beginning of year	2020-12-31	$1,107,607
Total contributions received or receivable from participants	2020-12-31	$171,023
Net income (gross income less expenses)	2020-12-31	$171,023
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,278,630
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,107,607
2019 : MARIE O UBERTI BENZ 2019 401k financial data
Total income from all sources	2019-12-31	$232,561
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$1,107,607
Total plan assets at beginning of year	2019-12-31	$875,046
Net income (gross income less expenses)	2019-12-31	$232,561
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,107,607
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$875,046
Total contributions received or receivable from employer(s)	2019-12-31	$232,561
2018 : MARIE O UBERTI BENZ 2018 401k financial data
Total income from all sources	2018-12-31	$-33,800
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$875,046
Total plan assets at beginning of year	2018-12-31	$908,846
Other income received	2018-12-31	$-33,800
Net income (gross income less expenses)	2018-12-31	$-33,800
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$875,046
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$908,846
2017 : MARIE O UBERTI BENZ 2017 401k financial data
Total income from all sources	2017-12-31	$132,148
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$908,846
Total plan assets at beginning of year	2017-12-31	$776,698
Noncash contributions received	2017-12-31	$132,148
Net income (gross income less expenses)	2017-12-31	$132,148
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$908,846
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$776,698
2016 : MARIE O UBERTI BENZ 2016 401k financial data
Total income from all sources	2016-12-31	$90,784
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$776,698
Total plan assets at beginning of year	2016-12-31	$685,914
Noncash contributions received	2016-12-31	$90,784
Net income (gross income less expenses)	2016-12-31	$90,784
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$776,698
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$685,914
2015 : MARIE O UBERTI BENZ 2015 401k financial data
Total income from all sources	2015-12-31	$-15,614
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$685,914
Total plan assets at beginning of year	2015-12-31	$701,528
Other income received	2015-12-31	$-15,614
Net income (gross income less expenses)	2015-12-31	$-15,614
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$685,914
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$701,528
2014 : MARIE O UBERTI BENZ 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total income from all sources	2014-12-31	$31,428
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$701,528
Total plan assets at beginning of year	2014-12-31	$670,100
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$31,428
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$31,428
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$701,528
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$670,100
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : MARIE O UBERTI BENZ 2013 401k financial data
Total income from all sources	2013-12-31	$126,626
Total plan assets at end of year	2013-12-31	$670,100
Total plan assets at beginning of year	2013-12-31	$543,474
Other income received	2013-12-31	$126,626
Net income (gross income less expenses)	2013-12-31	$126,626
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$670,100
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$543,474
2012 : MARIE O UBERTI BENZ 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total income from all sources	2012-12-31	$0
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$543,474
Total plan assets at beginning of year	2012-12-31	$465,665
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$0
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$543,474
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$465,665
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0

Form 5500 Responses for MARIE O UBERTI BENZ

2020: MARIE O UBERTI BENZ 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2020-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2019: MARIE O UBERTI BENZ 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MARIE O UBERTI BENZ 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MARIE O UBERTI BENZ 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MARIE O UBERTI BENZ 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MARIE O UBERTI BENZ 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MARIE O UBERTI BENZ 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MARIE O UBERTI BENZ 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MARIE O UBERTI BENZ 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MONEY PURCHASE PLAN CUSTODIAN MARIE O. UBERTI BENZ
Employer identification number (EIN):	232921629
NAIC Classification:	541600