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FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 401k Plan overview

Plan NameFIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST
Plan identification number 001

FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST Benefits

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

401k Sponsoring company profile

D. WAIN ALLEN MD has sponsored the creation of one or more 401k plans.

Company Name:D. WAIN ALLEN MD
Employer identification number (EIN):870428249
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 DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01DONALD W ALLEN2021-08-03 DONALD W ALLEN2021-08-03
0012019-01-01DONALD W ALLEN2020-06-14 DONALD W ALLEN2020-06-14
0012018-01-01DONALD W ALLEN2019-06-03 DONALD W ALLEN2019-06-03
0012017-01-01DONALD W ALLEN2018-05-24 DONALD W ALLEN2018-05-24
0012016-01-01DONALD W ALLEN2017-04-30 DONALD W ALLEN2017-04-30
0012015-01-01DONALD W ALLEN2016-06-12 DONALD W ALLEN2016-06-12
0012014-01-01DONALD W ALLEN DONALD W ALLEN2015-04-28
0012013-01-01DONALD W ALLEN DONALD W ALLEN2014-06-01
0012012-01-01DONALD W ALLEN
0012012-01-01DONALD W ALLEN
0012011-01-01DONALD W ALLEN
0012009-01-01DONALD W ALLEN

Plan Statistics for FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST

Measure Date Value
2014: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 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: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-011
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
2009: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011
Number of participants with account balances2009-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST

Measure Date Value
2014 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$106,022
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$666,715
Total plan assets at beginning of year2014-12-31$560,693
Other income received2014-12-31$34,232
Noncash contributions received2014-12-31$25,889
Net income (gross income less expenses)2014-12-31$106,022
Net plan assets at end of year (total assets less liabilities)2014-12-31$666,715
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$560,693
Total contributions received or receivable from employer(s)2014-12-31$45,901
2013 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$135,373
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$560,693
Total plan assets at beginning of year2013-12-31$425,320
Expenses. Other expenses not covered elsewhere2013-12-31$0
Other income received2013-12-31$91,786
Noncash contributions received2013-12-31$16,787
Net income (gross income less expenses)2013-12-31$135,373
Net plan assets at end of year (total assets less liabilities)2013-12-31$560,693
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$425,320
Total contributions received or receivable from employer(s)2013-12-31$26,800
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$39,107
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$425,318
Total plan assets at beginning of year2012-12-31$348,597
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$12,541
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$39,107
Net plan assets at end of year (total assets less liabilities)2012-12-31$425,318
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$348,597
Total contributions received or receivable from employer(s)2012-12-31$26,566
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2011 401k financial data
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$35,945
Total plan assets at end of year2011-12-31$348,597
Total plan assets at beginning of year2011-12-31$337,332
Contributions received from other sources (not participants or employers)2011-12-31$5,945
Other income received2011-12-31$0
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$35,945
Net plan assets at end of year (total assets less liabilities)2011-12-31$348,597
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$337,332
Total contributions received or receivable from employer(s)2011-12-31$30,000
2010 : FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$25,245
Total plan assets at end of year2010-12-31$337,332
Total plan assets at beginning of year2010-12-31$267,860
Contributions received from other sources (not participants or employers)2010-12-31$5,657
Net income (gross income less expenses)2010-12-31$25,245
Net plan assets at end of year (total assets less liabilities)2010-12-31$337,332
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$267,860
Total contributions received or receivable from employer(s)2010-12-31$19,588

Form 5500 Responses for FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST

2014: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 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: FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 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 DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 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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