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CHARLES A. SZYBIST MONEY PURCHASE PLAN 401k Plan overview

Plan NameCHARLES A. SZYBIST MONEY PURCHASE PLAN
Plan identification number 001

CHARLES A. SZYBIST MONEY PURCHASE PLAN Benefits

401k Plan TypeOther Pension Benefit
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

CHARLES A. SZYBIST has sponsored the creation of one or more 401k plans.

Company Name:CHARLES A. SZYBIST
Employer identification number (EIN):240838618
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES A. SZYBIST MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012018-01-01
0012018-01-01
0012017-01-01
0012016-01-01CHARLES SZYBIST2018-12-26
0012014-01-01CHARLES SZYBIST2015-07-24
0012013-01-01CHARLES SZYBIST
0012012-01-01CHARLES SZYBIST
0012011-01-01CHARLES SZYBIST
0012010-01-01CHARLES SZYBIST
0012009-01-01CHARLES SZYBIST
0012009-01-01 CHARLES SZYBIST2010-07-21
0012009-01-01 CHARLES SZYBIST2010-07-21

Plan Statistics for CHARLES A. SZYBIST MONEY PURCHASE PLAN

401k plan membership statisitcs for CHARLES A. SZYBIST MONEY PURCHASE PLAN

Measure Date Value
2013: CHARLES A. SZYBIST 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
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
2012: CHARLES A. SZYBIST MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
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 participants2012-01-013
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CHARLES A. SZYBIST MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
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 participants2011-01-013
Total participants2011-01-013
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CHARLES A. SZYBIST MONEY PURCHASE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-014
Total participants2010-01-014
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CHARLES A. SZYBIST MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-014
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 CHARLES A. SZYBIST MONEY PURCHASE PLAN

Measure Date Value
2013 : CHARLES A. SZYBIST MONEY PURCHASE PLAN 2013 401k financial data
Total income from all sources2013-12-31$7,591
Expenses. Total of all expenses incurred2013-12-31$20,800
Benefits paid (including direct rollovers)2013-12-31$20,800
Total plan assets at end of year2013-12-31$89,925
Total plan assets at beginning of year2013-12-31$103,134
Other income received2013-12-31$5,246
Net income (gross income less expenses)2013-12-31$-13,209
Net plan assets at end of year (total assets less liabilities)2013-12-31$89,925
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$103,134
Total contributions received or receivable from employer(s)2013-12-31$2,345
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$2,381
Amount contributed by the employer to the plan for this plan year2013-12-31$2,381
2012 : CHARLES A. SZYBIST MONEY PURCHASE PLAN 2012 401k financial data
Total income from all sources2012-12-31$3,556
Total plan assets at end of year2012-12-31$103,133
Total plan assets at beginning of year2012-12-31$96,065
Net income (gross income less expenses)2012-12-31$3,556
Net plan assets at end of year (total assets less liabilities)2012-12-31$103,133
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$96,065
Total contributions received or receivable from employer(s)2012-12-31$3,556
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : CHARLES A. SZYBIST MONEY PURCHASE PLAN 2011 401k financial data
Total income from all sources2011-12-31$8,318
Total plan assets at end of year2011-12-31$96,065
Total plan assets at beginning of year2011-12-31$87,747
Other income received2011-12-31$4,658
Net income (gross income less expenses)2011-12-31$8,318
Net plan assets at end of year (total assets less liabilities)2011-12-31$96,065
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$87,747
Total contributions received or receivable from employer(s)2011-12-31$3,660
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$3,660
Amount contributed by the employer to the plan for this plan year2011-12-31$3,660
2010 : CHARLES A. SZYBIST 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$777,645
Total plan assets at end of year2010-12-31$8,774,675
Total plan assets at beginning of year2010-12-31$7,997,030
Other income received2010-12-31$308,473
Net income (gross income less expenses)2010-12-31$777,645
Net plan assets at end of year (total assets less liabilities)2010-12-31$8,774,675
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$7,997,030
Total contributions received or receivable from employer(s)2010-12-31$469,172
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$469,172
Amount contributed by the employer to the plan for this plan year2010-12-31$469,172
2009 : CHARLES A. SZYBIST MONEY PURCHASE PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$489,468
Amount contributed by the employer to the plan for this plan year2009-12-31$489,468

Form 5500 Responses for CHARLES A. SZYBIST MONEY PURCHASE PLAN

2013: CHARLES A. SZYBIST MONEY PURCHASE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
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 – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: CHARLES A. SZYBIST MONEY PURCHASE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
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 – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: CHARLES A. SZYBIST MONEY PURCHASE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
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 – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: CHARLES A. SZYBIST MONEY PURCHASE PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01First time form 5500 has been submittedYes
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 – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: CHARLES A. SZYBIST MONEY PURCHASE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
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 – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

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