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MONEY PURCHASE PENSION 002 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS 401k Plan overview

Plan NameMONEY PURCHASE PENSION 002 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS
Plan identification number 002

MONEY PURCHASE PENSION 002 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS 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.

401k Sponsoring company profile

JEFFREY L. FIELDING, OD has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY L. FIELDING, OD
Employer identification number (EIN):731099066
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONEY PURCHASE PENSION 002 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-01-01SHEREE K. FIELDING
0022014-01-01SHEREE K. FIELDING
0022013-01-01SHEREE K. FIELDING
0022012-01-01SHEREE K. FIELDING
0022011-01-01JEFFREY L FIELDING OD
0022009-01-01JEFFREY L FIELDING OD
0022009-01-01JEFFREY L FIELDING OD
0022009-01-01JEFFREY L FIELDING OD

Plan Statistics for MONEY PURCHASE PENSION 002 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS

401k plan membership statisitcs for MONEY PURCHASE PENSION 002 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS

Measure Date Value
2015: MONEY PURCHASE PENSION 002 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total of all active and inactive participants2015-01-010
Total participants2015-01-010
2014: MONEY PURCHASE PENSION 002 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-011
Total of all active and inactive participants2014-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-012
Number of participants with account balances2014-01-012
2013: MONEY PURCHASE PENSION 002 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-011
Total of all active and inactive participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-012
Number of participants with account balances2013-01-012
2012: MONEY PURCHASE PENSION 002 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS 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
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: MONEY PURCHASE PENSION 002 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS 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
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2009: MONEY PURCHASE PENSION 002 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-014
Total of all active and inactive participants2009-01-014
Total participants2009-01-014
Number of participants with account balances2009-01-014

Financial Data on MONEY PURCHASE PENSION 002 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS

Measure Date Value
2015 : MONEY PURCHASE PENSION 002 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS 2015 401k financial data
Total income from all sources2015-12-31$19,999
Expenses. Total of all expenses incurred2015-12-31$403,735
Benefits paid (including direct rollovers)2015-12-31$403,735
Total plan assets at end of year2015-12-31$0
Total plan assets at beginning of year2015-12-31$383,736
Other income received2015-12-31$19,999
Net income (gross income less expenses)2015-12-31$-383,736
Net plan assets at end of year (total assets less liabilities)2015-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$383,736
2014 : MONEY PURCHASE PENSION 002 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS 2014 401k financial data
Total income from all sources2014-12-31$35,042
Expenses. Total of all expenses incurred2014-12-31$50
Total plan assets at end of year2014-12-31$383,736
Total plan assets at beginning of year2014-12-31$348,744
Expenses. Other expenses not covered elsewhere2014-12-31$50
Other income received2014-12-31$31,352
Net income (gross income less expenses)2014-12-31$34,992
Net plan assets at end of year (total assets less liabilities)2014-12-31$383,736
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$348,744
Total contributions received or receivable from employer(s)2014-12-31$3,690
2013 : MONEY PURCHASE PENSION 002 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS 2013 401k financial data
Total income from all sources2013-12-31$22,030
Expenses. Total of all expenses incurred2013-12-31$50
Total plan assets at end of year2013-12-31$348,744
Total plan assets at beginning of year2013-12-31$326,764
Other income received2013-12-31$1,686
Net income (gross income less expenses)2013-12-31$21,980
Net plan assets at end of year (total assets less liabilities)2013-12-31$348,744
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$326,764
Total contributions received or receivable from employer(s)2013-12-31$20,344
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$50
2012 : MONEY PURCHASE PENSION 002 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS 2012 401k financial data
Total income from all sources2012-12-31$65,397
Expenses. Total of all expenses incurred2012-12-31$50
Total plan assets at end of year2012-12-31$326,764
Total plan assets at beginning of year2012-12-31$261,417
Other income received2012-12-31$43,369
Net income (gross income less expenses)2012-12-31$65,347
Net plan assets at end of year (total assets less liabilities)2012-12-31$326,764
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$261,417
Total contributions received or receivable from employer(s)2012-12-31$22,028
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$50
2011 : MONEY PURCHASE PENSION 002 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS 2011 401k financial data
Total income from all sources2011-12-31$-14,274
Expenses. Total of all expenses incurred2011-12-31$50
Total plan assets at end of year2011-12-31$261,417
Total plan assets at beginning of year2011-12-31$275,740
Other income received2011-12-31$-35,804
Net income (gross income less expenses)2011-12-31$-14,324
Net plan assets at end of year (total assets less liabilities)2011-12-31$261,417
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$275,740
Total contributions received or receivable from employer(s)2011-12-31$21,530
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$50
2010 : MONEY PURCHASE PENSION 002 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS 2010 401k financial data
Total income from all sources2010-12-31$70,795
Expenses. Total of all expenses incurred2010-12-31$12,554
Benefits paid (including direct rollovers)2010-12-31$12,504
Total plan assets at end of year2010-12-31$275,740
Total plan assets at beginning of year2010-12-31$217,499
Expenses. Other expenses not covered elsewhere2010-12-31$50
Other income received2010-12-31$51,748
Net income (gross income less expenses)2010-12-31$58,241
Net plan assets at end of year (total assets less liabilities)2010-12-31$275,740
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$217,499
Total contributions received or receivable from employer(s)2010-12-31$19,047

Form 5500 Responses for MONEY PURCHASE PENSION 002 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS

2015: MONEY PURCHASE PENSION 002 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MONEY PURCHASE PENSION 002 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MONEY PURCHASE PENSION 002 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MONEY PURCHASE PENSION 002 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MONEY PURCHASE PENSION 002 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MONEY PURCHASE PENSION 002 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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