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MONEY PURCHASE PLAN FOR BARBARA ANN BARTLETT 401k Plan overview

Plan NameMONEY PURCHASE PLAN FOR BARBARA ANN BARTLETT
Plan identification number 002

MONEY PURCHASE PLAN FOR BARBARA ANN BARTLETT Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

BARBARA ANN BARTLETT has sponsored the creation of one or more 401k plans.

Company Name:BARBARA ANN BARTLETT
Employer identification number (EIN):731473146
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONEY PURCHASE PLAN FOR BARBARA ANN BARTLETT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-01-01BARBARA BARTLETT
0022012-01-01BARBARA BARTLETT BARBARA BARTLETT2013-07-30
0022011-01-01BARBARA BARTLETT
0022010-01-01BARBARA BARTLETT2011-07-31

Plan Statistics for MONEY PURCHASE PLAN FOR BARBARA ANN BARTLETT

401k plan membership statisitcs for MONEY PURCHASE PLAN FOR BARBARA ANN BARTLETT

Measure Date Value
2015: MONEY PURCHASE PLAN FOR BARBARA ANN BARTLETT 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-010
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 participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2012: MONEY PURCHASE PLAN FOR BARBARA ANN BARTLETT 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
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 participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MONEY PURCHASE PLAN FOR BARBARA ANN BARTLETT 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-011
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 participants2011-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011
Number of participants with account balances2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on MONEY PURCHASE PLAN FOR BARBARA ANN BARTLETT

Measure Date Value
2015 : MONEY PURCHASE PLAN FOR BARBARA ANN BARTLETT 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$0
Expenses. Total of all expenses incurred2015-12-31$275,372
Benefits paid (including direct rollovers)2015-12-31$278,068
Total plan assets at end of year2015-12-31$0
Total plan assets at beginning of year2015-12-31$275,372
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$0
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-275,372
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$275,372
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$-2,696
2012 : MONEY PURCHASE PLAN FOR BARBARA ANN BARTLETT 2012 401k financial data
Total income from all sources2012-12-31$4,454
Expenses. Total of all expenses incurred2012-12-31$1,078
Total plan assets at end of year2012-12-31$215,338
Total plan assets at beginning of year2012-12-31$179,840
Net income (gross income less expenses)2012-12-31$3,376
Net plan assets at end of year (total assets less liabilities)2012-12-31$215,338
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$179,840
Total contributions received or receivable from employer(s)2012-12-31$4,454
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,078
2011 : MONEY PURCHASE PLAN FOR BARBARA ANN BARTLETT 2011 401k financial data
Transfers to/from the plan2011-12-31$0
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$11,539
Expenses. Total of all expenses incurred2011-12-31$910
Benefits paid (including direct rollovers)2011-12-31$910
Total plan assets at end of year2011-12-31$179,839
Total plan assets at beginning of year2011-12-31$174,510
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$0
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$10,629
Net plan assets at end of year (total assets less liabilities)2011-12-31$179,839
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$174,510
Total contributions received or receivable from employer(s)2011-12-31$11,539
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0

Form 5500 Responses for MONEY PURCHASE PLAN FOR BARBARA ANN BARTLETT

2015: MONEY PURCHASE PLAN FOR BARBARA ANN BARTLETT 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 filingYes
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
2012: MONEY PURCHASE PLAN FOR BARBARA ANN BARTLETT 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 FOR BARBARA ANN BARTLETT 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

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