Plan Name | FINANCIAL & ESTATE PLANNING INC 401K PSP |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | FINANCIAL & ESTATE PLANNING, INC |
Employer identification number (EIN): | 931245814 |
NAIC Classification: | 523900 |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-07-01 | JOEL D HOOPER | 2024-04-09 | ||
001 | 2021-07-01 | JOEL D HOOPER | 2023-02-10 | ||
001 | 2020-07-01 | JOEL D HOOPER | 2022-01-26 | ||
001 | 2019-07-01 | JOEL D HOOPER | 2021-04-15 | ||
001 | 2018-07-01 | JOEL D HOOPER | 2020-07-11 | ||
001 | 2017-07-01 | JOEL D HOOPER | 2019-01-31 | ||
001 | 2016-07-01 | JOEL D HOOPER | 2018-04-17 | ||
001 | 2015-07-01 | JOEL D HOOPER | 2017-02-21 | ||
001 | 2014-07-01 | JOEL D HOOPER | 2016-02-24 | ||
001 | 2013-07-01 | JOEL D HOOPER | 2015-02-12 | ||
001 | 2012-07-01 | JOEL D HOOPER | 2014-03-06 | ||
001 | 2011-07-01 | JOEL D HOOPER | 2013-02-01 | ||
001 | 2010-07-01 | JOEL D HOOPER | 2011-09-16 | ||
001 | 2009-07-01 | JOEL D HOOPER |
Measure | Date | Value |
---|---|---|
2009: FINANCIAL & ESTATE PLANNING INC 401K PSP 2009 401k membership | ||
Total participants, beginning-of-year | 2009-07-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 4 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 0 |
Total of all active and inactive participants | 2009-07-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
Total participants | 2009-07-01 | 4 |
Number of participants with account balances | 2009-07-01 | 4 |
2009: FINANCIAL & ESTATE PLANNING INC 401K PSP 2009 form 5500 responses | ||
---|---|---|
2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | Plan funding arrangement – Trust | Yes |
2009-07-01 | Plan benefit arrangement - Trust | Yes |