FIDELITY KEOGH MONEY PURCHASE PLAN 401k Plan overview
| Plan Name | FIDELITY KEOGH MONEY PURCHASE PLAN |
| Plan identification number | 001 |
FIDELITY KEOGH MONEY PURCHASE PLAN Benefits
| 401k Plan Type | Defined 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.
|
401k Sponsoring company profile
EPIC STRATEGIES, LLC has sponsored the creation of one or more 401k plans.
| Company Name: | EPIC STRATEGIES, LLC |
| Employer identification number (EIN): | 522121495 |
| NAIC Classification: | 541511 |
| NAIC Description: | Custom Computer Programming Services |
Additional information about EPIC STRATEGIES, LLC
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 2017-02-03 |
| Company Identification Number: | L17000027806 |
| Legal Registered Office Address: |
27299 Riverview Center Blvd
Bonita Springs
34134
|
More information about EPIC STRATEGIES, LLC
Form 5500 Filing Information
Submission information for form 5500 for 401k plan FIDELITY KEOGH MONEY PURCHASE PLAN
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|
| 001 | 2023-01-01 | ERIC PETERSON | 2024-07-06 | ERIC PETERSON | 2024-07-06 |
| 001 | 2022-01-01 | ERIC PETERSON | 2023-07-30 | ERIC PETERSON | 2023-07-30 |
| 001 | 2021-01-01 | ERIC PETERSON | 2022-07-06 | ERIC PETERSON | 2022-07-06 |
| 001 | 2020-01-01 | ERIC PETERSON | 2021-07-27 | ERIC PETERSON | 2021-07-27 |
| 001 | 2019-01-01 | ERIC PETERSON | 2020-07-07 | ERIC PETERSON | 2020-07-07 |
| 001 | 2018-01-01 | ERIC PETERSON | 2019-08-06 | ERIC PETERSON | 2019-08-06 |
| 001 | 2017-01-01 | ERIC PETERSON | 2018-07-15 | ERIC PETERSON | 2018-07-15 |
| 001 | 2014-01-01 | ERIC PETERSON | 2015-06-30 | ERIC PETERSON | 2015-06-30 |
| 001 | 2013-01-01 | ERIC PETERSON | 2014-11-29 | ERIC PETERSON | 2014-11-29 |
| 001 | 2012-01-01 | ERIC PETERSON | 2014-11-29 | ERIC PETERSON | 2014-11-29 |
| 001 | 2011-01-01 | ERIC PETERSON | 2014-11-29 | ERIC PETERSON | 2014-11-29 |
| 001 | 2010-01-01 | ERIC PETERSON | 2014-11-29 | ERIC PETERSON | 2014-11-29 |
| 001 | 2009-01-01 | ERIC PETERSON | | | |
Plan Statistics for FIDELITY KEOGH MONEY PURCHASE PLAN
401k plan membership statisitcs for FIDELITY KEOGH MONEY PURCHASE PLAN
| Measure | Date | Value |
|---|
| 2009: FIDELITY KEOGH MONEY PURCHASE PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 3 |
| Number of participants with account balances | 2009-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Form 5500 Responses for FIDELITY KEOGH MONEY PURCHASE PLAN
| 2009: FIDELITY KEOGH MONEY PURCHASE PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | First time form 5500 has been submitted | Yes |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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