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FIDELITY MGT TST SERP A/C FBO WILLIAM LLOYD 401k Plan overview

Plan NameFIDELITY MGT TST SERP A/C FBO WILLIAM LLOYD
Plan identification number 001

FIDELITY MGT TST SERP A/C FBO WILLIAM LLOYD Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing

401k Sponsoring company profile

WILLIAM LLOYD has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM LLOYD
Employer identification number (EIN):133283802
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIDELITY MGT TST SERP A/C FBO WILLIAM LLOYD

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01BARRY STRAUSS2017-07-24
0012015-01-01BARRY STRAUSS2016-09-01
0012014-01-01BARRY STRAUSS2015-07-13 BARRY STRAUSS2015-07-13
0012013-01-01BARRY STRAUSS2014-07-14
0012012-01-01BARRY M STRAUSS
0012011-01-01BARRY STRAUSS
0012009-01-01BARRY STRAUSS

Plan Statistics for FIDELITY MGT TST SERP A/C FBO WILLIAM LLOYD

401k plan membership statisitcs for FIDELITY MGT TST SERP A/C FBO WILLIAM LLOYD

Measure Date Value
2012: FIDELITY MGT TST SERP A/C FBO WILLIAM LLOYD 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
Total of all active and inactive participants2012-01-013
Total participants2012-01-013
Number of participants with account balances2012-01-013
2011: FIDELITY MGT TST SERP A/C FBO WILLIAM LLOYD 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 benefits2011-01-011
Total of all active and inactive participants2011-01-014
Total participants2011-01-014
2009: FIDELITY MGT TST SERP A/C FBO WILLIAM LLOYD 2009 401k membership
Total participants, beginning-of-year2009-01-014
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

Financial Data on FIDELITY MGT TST SERP A/C FBO WILLIAM LLOYD

Measure Date Value
2012 : FIDELITY MGT TST SERP A/C FBO WILLIAM LLOYD 2012 401k financial data
Total income from all sources2012-12-31$40,575
Total plan assets at end of year2012-12-31$1,459,471
Total plan assets at beginning of year2012-12-31$1,370,930
Other income received2012-12-31$17,079
Net income (gross income less expenses)2012-12-31$40,575
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,459,471
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,370,930
Total contributions received or receivable from employer(s)2012-12-31$23,496
2011 : FIDELITY MGT TST SERP A/C FBO WILLIAM LLOYD 2011 401k financial data
Total income from all sources2011-12-31$35,324
Expenses. Total of all expenses incurred2011-12-31$893
Benefits paid (including direct rollovers)2011-12-31$893
Total plan assets at end of year2011-12-31$1,370,930
Total plan assets at beginning of year2011-12-31$1,341,291
Other income received2011-12-31$14,724
Net income (gross income less expenses)2011-12-31$34,431
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,370,930
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,341,291
Total contributions received or receivable from employer(s)2011-12-31$20,600
2010 : FIDELITY MGT TST SERP A/C FBO WILLIAM LLOYD 2010 401k financial data
Total income from all sources2010-12-31$38,836
Expenses. Total of all expenses incurred2010-12-31$97,455
Benefits paid (including direct rollovers)2010-12-31$97,455
Total plan assets at end of year2010-12-31$1,341,291
Total plan assets at beginning of year2010-12-31$1,321,067
Other income received2010-12-31$13,856
Net income (gross income less expenses)2010-12-31$-58,619
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,341,291
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,321,067
Total contributions received or receivable from employer(s)2010-12-31$24,980

Form 5500 Responses for FIDELITY MGT TST SERP A/C FBO WILLIAM LLOYD

2012: FIDELITY MGT TST SERP A/C FBO WILLIAM LLOYD 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: FIDELITY MGT TST SERP A/C FBO WILLIAM LLOYD 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
2009: FIDELITY MGT TST SERP A/C FBO WILLIAM LLOYD 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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