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MARK C ENGASSER MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameMARK C ENGASSER MONEY PURCHASE PENSION PLAN
Plan identification number 003

MARK C ENGASSER MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

401k Sponsoring company profile

MARK C ENGASSER has sponsored the creation of one or more 401k plans.

Company Name:MARK C ENGASSER
Employer identification number (EIN):411648339
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK C ENGASSER MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01MARK ENGASSER2024-07-23 MARK ENGASSER2024-07-23
0032021-01-01
0032019-01-01
0032018-01-01
0032017-01-01JIM BERBEE
0032016-01-01JIM BERBEE
0032015-01-01JIM BERBEE2016-07-08 JIM BERBEE2016-07-08
0032014-01-01JIM BERBEE JIM BERBEE2015-07-08
0032013-01-01JIM BERBEE
0032012-01-01JIM BERBEE
0032011-01-01JIM BERBEE
0032009-01-01MARK ENGASSER

Plan Statistics for MARK C ENGASSER MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for MARK C ENGASSER MONEY PURCHASE PENSION PLAN

Measure Date Value
2021: MARK C ENGASSER MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012
Number of participants with account balances2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-010
2019: MARK C ENGASSER MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Total of all active and inactive participants2019-01-012
Total participants2019-01-012
Number of participants with account balances2019-01-012
2018: MARK C ENGASSER MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-013
Total of all active and inactive participants2018-01-013
Total participants2018-01-013
Number of participants with account balances2018-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MARK C ENGASSER MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
Total of all active and inactive participants2017-01-013
Total participants2017-01-013
2016: MARK C ENGASSER MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-013
Total of all active and inactive participants2016-01-013
Total participants2016-01-013
2015: MARK C ENGASSER MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Total of all active and inactive participants2015-01-013
Total participants2015-01-013
2014: MARK C ENGASSER MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Total of all active and inactive participants2014-01-013
Total participants2014-01-013
2013: MARK C ENGASSER MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Total of all active and inactive participants2013-01-013
Total participants2013-01-013
2012: MARK C ENGASSER MONEY PURCHASE PENSION PLAN 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
2011: MARK C ENGASSER MONEY PURCHASE PENSION PLAN 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 benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-010
2009: MARK C ENGASSER MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
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 participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Number of participants with account balances2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-010

Financial Data on MARK C ENGASSER MONEY PURCHASE PENSION PLAN

Measure Date Value
2019 : MARK C ENGASSER MONEY PURCHASE PENSION PLAN 2019 401k financial data
Total income from all sources2019-12-31$0
Expenses. Total of all expenses incurred2019-12-31$134,166
Benefits paid (including direct rollovers)2019-12-31$134,166
Total plan assets at end of year2019-12-31$646,391
Total plan assets at beginning of year2019-12-31$780,557
Value of fidelity bond covering the plan2019-12-31$1,000,000
Net income (gross income less expenses)2019-12-31$-134,166
Net plan assets at end of year (total assets less liabilities)2019-12-31$646,391
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$780,557
2018 : MARK C ENGASSER MONEY PURCHASE PENSION PLAN 2018 401k financial data
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$0
Expenses. Total of all expenses incurred2018-12-31$363,123
Benefits paid (including direct rollovers)2018-12-31$330,628
Total plan assets at end of year2018-12-31$780,557
Total plan assets at beginning of year2018-12-31$1,143,680
Value of fidelity bond covering the plan2018-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2018-12-31$31,169
Net income (gross income less expenses)2018-12-31$-363,123
Net plan assets at end of year (total assets less liabilities)2018-12-31$780,557
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,143,680
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,326
2017 : MARK C ENGASSER MONEY PURCHASE PENSION PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$172,542
Expenses. Total of all expenses incurred2017-12-31$3,055
Total plan assets at end of year2017-12-31$1,143,680
Total plan assets at beginning of year2017-12-31$974,193
Value of fidelity bond covering the plan2017-12-31$1,000,000
Other income received2017-12-31$172,542
Net income (gross income less expenses)2017-12-31$169,487
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,143,680
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$974,193
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$3,055
2016 : MARK C ENGASSER MONEY PURCHASE PENSION PLAN 2016 401k financial data
Total income from all sources2016-12-31$76,413
Expenses. Total of all expenses incurred2016-12-31$369,378
Benefits paid (including direct rollovers)2016-12-31$364,677
Total plan assets at end of year2016-12-31$974,193
Total plan assets at beginning of year2016-12-31$1,267,158
Value of fidelity bond covering the plan2016-12-31$100,000
Other income received2016-12-31$33,413
Net income (gross income less expenses)2016-12-31$-292,965
Net plan assets at end of year (total assets less liabilities)2016-12-31$974,193
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,267,158
Total contributions received or receivable from employer(s)2016-12-31$43,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$4,701
2014 : MARK C ENGASSER MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$178,697
Expenses. Total of all expenses incurred2014-12-31$9,241
Total plan assets at end of year2014-12-31$2,211,104
Total plan assets at beginning of year2014-12-31$2,041,648
Other income received2014-12-31$132,697
Net income (gross income less expenses)2014-12-31$169,456
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,211,104
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,041,648
Total contributions received or receivable from employer(s)2014-12-31$46,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$9,241
2013 : MARK C ENGASSER MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$345,673
Expenses. Total of all expenses incurred2013-12-31$8,281
Total plan assets at end of year2013-12-31$2,041,648
Total plan assets at beginning of year2013-12-31$1,704,256
Other income received2013-12-31$290,673
Net income (gross income less expenses)2013-12-31$337,392
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,041,648
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,704,256
Total contributions received or receivable from employer(s)2013-12-31$55,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$8,281
2012 : MARK C ENGASSER MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$226,940
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$1,704,256
Total plan assets at beginning of year2012-12-31$1,477,316
Other income received2012-12-31$177,940
Net income (gross income less expenses)2012-12-31$226,940
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,704,256
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,477,316
Total contributions received or receivable from employer(s)2012-12-31$49,000
2011 : MARK C ENGASSER MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$44,577
Total plan assets at end of year2011-12-31$1,477,316
Total plan assets at beginning of year2011-12-31$1,432,739
Other income received2011-12-31$-19,423
Net income (gross income less expenses)2011-12-31$44,577
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,477,316
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,432,739
Total contributions received or receivable from employer(s)2011-12-31$64,000
2010 : MARK C ENGASSER MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$167,089
Total plan assets at end of year2010-12-31$1,432,739
Total plan assets at beginning of year2010-12-31$1,265,650
Other income received2010-12-31$128,089
Net income (gross income less expenses)2010-12-31$167,089
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,432,739
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,265,650
Total contributions received or receivable from employer(s)2010-12-31$39,000

Form 5500 Responses for MARK C ENGASSER MONEY PURCHASE PENSION PLAN

2021: MARK C ENGASSER MONEY PURCHASE PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement - TrustYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: MARK C ENGASSER MONEY PURCHASE PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement - TrustYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: MARK C ENGASSER MONEY PURCHASE PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement - TrustYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: MARK C ENGASSER MONEY PURCHASE PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement - TrustYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: MARK C ENGASSER MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement - TrustYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: MARK C ENGASSER MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement - TrustYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: MARK C ENGASSER MONEY PURCHASE PENSION PLAN 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 funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement - TrustYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: MARK C ENGASSER MONEY PURCHASE PENSION PLAN 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 funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement - TrustYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: MARK C ENGASSER MONEY PURCHASE PENSION PLAN 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 funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MARK C ENGASSER MONEY PURCHASE PENSION PLAN 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 funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement - TrustYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: MARK C ENGASSER MONEY PURCHASE PENSION PLAN 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 funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement - TrustYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

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