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CUSTODIAL MONEY PURCHASE PLAN 401k Plan overview

Plan NameCUSTODIAL MONEY PURCHASE PLAN
Plan identification number 001

CUSTODIAL MONEY PURCHASE PLAN Benefits

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

401k Sponsoring company profile

DANIEL M WICKMAN has sponsored the creation of one or more 401k plans.

Company Name:DANIEL M WICKMAN
Employer identification number (EIN):411561131
NAIC Classification:523110
NAIC Description:Investment Banking and Securities Dealing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CUSTODIAL 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
0012019-01-01
0012018-01-01
0012017-01-01DANIEL WICKMAN DANIEL WICKMAN2018-10-15
0012016-01-01DANIEL WICKMAN DANIEL WICKMAN2017-10-11
0012015-01-01DANIEL WICKMAN DANIEL WICKMAN2016-10-12
0012014-01-01DANIEL WICKMAN DANIEL WICKMAN2015-10-06
0012013-01-01DANIEL WICKMAN DANIEL WICKMAN2014-10-14
0012012-01-01DANIEL WICKMAN DANIEL WICKMAN2013-10-12
0012011-01-01DANIEL WICKMAN DANIEL WICKMAN2012-10-15
0012009-01-01DANIEL WICKMAN DANIEL WICKMAN2010-10-15
0012008-01-01DANIEL WICKMAN DANIEL WICKMAN2010-03-10
0012007-01-01DANIEL WICKMAN DANIEL WICKMAN2010-03-10

Plan Statistics for CUSTODIAL MONEY PURCHASE PLAN

401k plan membership statisitcs for CUSTODIAL MONEY PURCHASE PLAN

Measure Date Value
2021: CUSTODIAL MONEY PURCHASE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Total of all active and inactive participants2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
2020: CUSTODIAL MONEY PURCHASE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011
Total number of active participants reported on line 7a of the Form 55002020-01-011
Number of retired or separated participants receiving benefits2020-01-011
Total of all active and inactive participants2020-01-012
Total participants2020-01-012
Number of participants with account balances2020-01-012
2019: CUSTODIAL MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-010
Total of all active and inactive participants2019-01-011
Total participants2019-01-011
Number of participants with account balances2019-01-011
2018: CUSTODIAL MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-011
Total of all active and inactive participants2018-01-013
Total participants2018-01-013
2017: CUSTODIAL MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-011
Total of all active and inactive participants2017-01-012
Total participants2017-01-012
2016: CUSTODIAL MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-011
Total of all active and inactive participants2016-01-012
Total participants2016-01-012
2015: CUSTODIAL MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Total of all active and inactive participants2015-01-012
Total participants2015-01-012
2014: CUSTODIAL MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
2013: CUSTODIAL 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: CUSTODIAL MONEY PURCHASE PLAN 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
2011: CUSTODIAL MONEY PURCHASE PLAN 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
2009: CUSTODIAL MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012
2008: CUSTODIAL MONEY PURCHASE PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-012
Total number of active participants reported on line 7a of the Form 55002008-01-012
Total of all active and inactive participants2008-01-012
Total participants2008-01-012
2007: CUSTODIAL MONEY PURCHASE PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-012
Total number of active participants reported on line 7a of the Form 55002007-01-012
Total of all active and inactive participants2007-01-012
Total participants2007-01-012

Financial Data on CUSTODIAL MONEY PURCHASE PLAN

Measure Date Value
2021 : CUSTODIAL MONEY PURCHASE PLAN 2021 401k financial data
Total income from all sources2021-12-21$236
Expenses. Total of all expenses incurred2021-12-21$2,647
Benefits paid (including direct rollovers)2021-12-21$2,647
Total plan assets at beginning of year2021-12-21$2,411
Other income received2021-12-21$236
Net income (gross income less expenses)2021-12-21$-2,411
Net plan assets at beginning of year (total assets less liabilities)2021-12-21$2,411
2020 : CUSTODIAL MONEY PURCHASE PLAN 2020 401k financial data
Total income from all sources2020-12-31$-1,795
Total plan assets at end of year2020-12-31$2,411
Total plan assets at beginning of year2020-12-31$4,206
Other income received2020-12-31$-2,317
Net income (gross income less expenses)2020-12-31$-1,795
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,411
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,206
Total contributions received or receivable from employer(s)2020-12-31$522
2019 : CUSTODIAL MONEY PURCHASE PLAN 2019 401k financial data
Total income from all sources2019-12-31$-2,275
Expenses. Total of all expenses incurred2019-12-31$19,301
Benefits paid (including direct rollovers)2019-12-31$19,301
Total plan assets at end of year2019-12-31$4,206
Total plan assets at beginning of year2019-12-31$25,782
Other income received2019-12-31$-5,463
Net income (gross income less expenses)2019-12-31$-21,576
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,206
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$25,782
Total contributions received or receivable from employer(s)2019-12-31$3,188
2018 : CUSTODIAL MONEY PURCHASE PLAN 2018 401k financial data
Total income from all sources2018-12-31$-568
Expenses. Total of all expenses incurred2018-12-31$2,400
Benefits paid (including direct rollovers)2018-12-31$2,400
Total plan assets at end of year2018-12-31$25,782
Total plan assets at beginning of year2018-12-31$28,750
Other income received2018-12-31$-3,886
Net income (gross income less expenses)2018-12-31$-2,968
Net plan assets at end of year (total assets less liabilities)2018-12-31$25,782
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$28,750
Total contributions received or receivable from employer(s)2018-12-31$3,318
2017 : CUSTODIAL MONEY PURCHASE PLAN 2017 401k financial data
Total income from all sources2017-12-31$6,004
Total plan assets at end of year2017-12-31$28,750
Total plan assets at beginning of year2017-12-31$22,746
Other income received2017-12-31$2,713
Net income (gross income less expenses)2017-12-31$6,004
Net plan assets at end of year (total assets less liabilities)2017-12-31$28,750
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$22,746
Total contributions received or receivable from employer(s)2017-12-31$3,291
2016 : CUSTODIAL MONEY PURCHASE PLAN 2016 401k financial data
Total income from all sources2016-12-31$2,021
Total plan assets at end of year2016-12-31$22,746
Total plan assets at beginning of year2016-12-31$20,725
Other income received2016-12-31$-398
Net income (gross income less expenses)2016-12-31$2,021
Net plan assets at end of year (total assets less liabilities)2016-12-31$22,746
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$20,725
Total contributions received or receivable from employer(s)2016-12-31$2,419
2015 : CUSTODIAL MONEY PURCHASE PLAN 2015 401k financial data
Total income from all sources2015-12-31$-265
Total plan assets at end of year2015-12-31$20,725
Total plan assets at beginning of year2015-12-31$20,990
Other income received2015-12-31$-3,815
Net income (gross income less expenses)2015-12-31$-265
Net plan assets at end of year (total assets less liabilities)2015-12-31$20,725
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$20,990
Total contributions received or receivable from employer(s)2015-12-31$3,550
2014 : CUSTODIAL MONEY PURCHASE PLAN 2014 401k financial data
Total income from all sources2014-12-31$2,642
Total plan assets at end of year2014-12-31$20,990
Total plan assets at beginning of year2014-12-31$18,348
Other income received2014-12-31$421
Net income (gross income less expenses)2014-12-31$2,642
Net plan assets at end of year (total assets less liabilities)2014-12-31$20,990
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$18,348
Total contributions received or receivable from employer(s)2014-12-31$2,221
2013 : CUSTODIAL MONEY PURCHASE PLAN 2013 401k financial data
Total income from all sources2013-12-31$405
Total plan assets at end of year2013-12-31$18,348
Total plan assets at beginning of year2013-12-31$17,943
Other income received2013-12-31$-2,913
Net income (gross income less expenses)2013-12-31$405
Net plan assets at end of year (total assets less liabilities)2013-12-31$18,348
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$17,943
Total contributions received or receivable from employer(s)2013-12-31$3,318
2012 : CUSTODIAL MONEY PURCHASE PLAN 2012 401k financial data
Total income from all sources2012-12-31$4,513
Expenses. Total of all expenses incurred2012-12-31$1,950
Benefits paid (including direct rollovers)2012-12-31$1,950
Total plan assets at end of year2012-12-31$17,943
Total plan assets at beginning of year2012-12-31$15,380
Other income received2012-12-31$660
Net income (gross income less expenses)2012-12-31$2,563
Net plan assets at end of year (total assets less liabilities)2012-12-31$17,943
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$15,380
Total contributions received or receivable from employer(s)2012-12-31$3,853
2011 : CUSTODIAL MONEY PURCHASE PLAN 2011 401k financial data
Total income from all sources2011-12-31$-555
Total plan assets at end of year2011-12-31$15,380
Total plan assets at beginning of year2011-12-31$15,935
Other income received2011-12-31$-4,592
Net income (gross income less expenses)2011-12-31$-555
Net plan assets at end of year (total assets less liabilities)2011-12-31$15,380
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$15,935
Total contributions received or receivable from employer(s)2011-12-31$4,037
2010 : CUSTODIAL MONEY PURCHASE PLAN 2010 401k financial data
Total income from all sources2010-12-31$-3,136
Expenses. Total of all expenses incurred2010-12-31$3,900
Benefits paid (including direct rollovers)2010-12-31$3,900
Total plan assets at end of year2010-12-31$15,935
Total plan assets at beginning of year2010-12-31$22,971
Other income received2010-12-31$-7,334
Net income (gross income less expenses)2010-12-31$-7,036
Net plan assets at end of year (total assets less liabilities)2010-12-31$15,935
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$22,971
Total contributions received or receivable from employer(s)2010-12-31$4,198

Form 5500 Responses for CUSTODIAL MONEY PURCHASE PLAN

2021: CUSTODIAL MONEY PURCHASE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CUSTODIAL MONEY PURCHASE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CUSTODIAL MONEY PURCHASE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CUSTODIAL MONEY PURCHASE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CUSTODIAL MONEY PURCHASE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CUSTODIAL MONEY PURCHASE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CUSTODIAL MONEY PURCHASE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CUSTODIAL MONEY PURCHASE PLAN 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: CUSTODIAL MONEY PURCHASE PLAN 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: CUSTODIAL MONEY PURCHASE PLAN 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: CUSTODIAL MONEY PURCHASE PLAN 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: CUSTODIAL MONEY PURCHASE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: CUSTODIAL MONEY PURCHASE PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01This submission is the final filingNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: CUSTODIAL MONEY PURCHASE PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01This submission is the final filingNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes

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