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ROBERT W & ELYSE G CARTY MONEY PURCHASE PLAN 401k Plan overview

Plan NameROBERT W & ELYSE G CARTY MONEY PURCHASE PLAN
Plan identification number 002

ROBERT W & ELYSE G CARTY MONEY PURCHASE PLAN Benefits

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

401k Sponsoring company profile

ROBERT W AND ELYSE G CARTY PARTNERS has sponsored the creation of one or more 401k plans.

Company Name:ROBERT W AND ELYSE G CARTY PARTNERS
Employer identification number (EIN):222631336
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT W & ELYSE G CARTY MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022012-01-01ROBERT CARTY
0022011-01-01ROBERT CARTY
0022010-01-01ROBERT CARTY
0022009-01-01ROBERT CARTY

Plan Statistics for ROBERT W & ELYSE G CARTY MONEY PURCHASE PLAN

401k plan membership statisitcs for ROBERT W & ELYSE G CARTY MONEY PURCHASE PLAN

Measure Date Value
2012: ROBERT W & ELYSE G CARTY MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total of all active and inactive participants2012-01-010
Total participants2012-01-010
2011: ROBERT W & ELYSE G CARTY MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-011
Total participants2011-01-011
Number of participants with account balances2011-01-011
2010: ROBERT W & ELYSE G CARTY MONEY PURCHASE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-013
Total participants2010-01-013
2009: ROBERT W & ELYSE G CARTY MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-013
Total participants2009-01-013

Financial Data on ROBERT W & ELYSE G CARTY MONEY PURCHASE PLAN

Measure Date Value
2012 : ROBERT W & ELYSE G CARTY MONEY PURCHASE PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$-5,578
Total income from all sources2012-12-31$-10
Total plan assets at end of year2012-12-31$0
Total plan assets at beginning of year2012-12-31$5,588
Other income received2012-12-31$-10
Net income (gross income less expenses)2012-12-31$-10
Net plan assets at end of year (total assets less liabilities)2012-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$5,588
2011 : ROBERT W & ELYSE G CARTY MONEY PURCHASE PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$-105,674
Total income from all sources2011-12-31$583
Total plan assets at end of year2011-12-31$5,588
Total plan assets at beginning of year2011-12-31$110,679
Other income received2011-12-31$583
Net income (gross income less expenses)2011-12-31$583
Net plan assets at end of year (total assets less liabilities)2011-12-31$5,588
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$110,679
2010 : ROBERT W & ELYSE G CARTY MONEY PURCHASE PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,477
Total plan assets at end of year2010-12-31$110,679
Total plan assets at beginning of year2010-12-31$109,202
Other income received2010-12-31$1,477
Net income (gross income less expenses)2010-12-31$1,477
Net plan assets at end of year (total assets less liabilities)2010-12-31$110,679
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$109,202

Form 5500 Responses for ROBERT W & ELYSE G CARTY MONEY PURCHASE PLAN

2012: ROBERT W & ELYSE G CARTY MONEY PURCHASE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT W & ELYSE G CARTY 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
2010: ROBERT W & ELYSE G CARTY MONEY PURCHASE PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROBERT W & ELYSE G CARTY MONEY PURCHASE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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