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MONEY PURCHASE PENSION PLAN AND TRUST 401k Plan overview

Plan NameMONEY PURCHASE PENSION PLAN AND TRUST
Plan identification number 002

MONEY PURCHASE PENSION PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JAMES D. SLOMINSKI has sponsored the creation of one or more 401k plans.

Company Name:JAMES D. SLOMINSKI
Employer identification number (EIN):470550752
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONEY PURCHASE PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-07-01JAMES D SLOMINSKI JAMES D SLOMINSKI2017-04-18
0022014-07-01JAMES D SLOMINSKI JAMES D SLOMINSKI2016-04-18
0022013-07-01JAMES D SLOMINSKI JAMES D SLOMINSKI2014-07-23
0022012-07-01JAMES D SLOMINSKI
0022011-07-01JAMES D SLOMINSKI
0022010-07-01JAMES D SLOMINSKI
0022009-07-01JAMES D SLOMINSKI

Plan Statistics for MONEY PURCHASE PENSION PLAN AND TRUST

401k plan membership statisitcs for MONEY PURCHASE PENSION PLAN AND TRUST

Measure Date Value
2015: MONEY PURCHASE PENSION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-07-010
Total number of active participants reported on line 7a of the Form 55002015-07-010
Total of all active and inactive participants2015-07-010
Total participants2015-07-010
2014: MONEY PURCHASE PENSION PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-07-014
Total number of active participants reported on line 7a of the Form 55002014-07-010
Total of all active and inactive participants2014-07-010
Total participants2014-07-010
2013: MONEY PURCHASE PENSION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-07-014
Total number of active participants reported on line 7a of the Form 55002013-07-014
Total of all active and inactive participants2013-07-014
Total participants2013-07-014
2012: MONEY PURCHASE PENSION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-07-014
Total number of active participants reported on line 7a of the Form 55002012-07-014
Total of all active and inactive participants2012-07-014
Total participants2012-07-014
2011: MONEY PURCHASE PENSION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-07-014
Total number of active participants reported on line 7a of the Form 55002011-07-013
Total of all active and inactive participants2011-07-013
Total participants2011-07-013
2010: MONEY PURCHASE PENSION PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-07-014
Total number of active participants reported on line 7a of the Form 55002010-07-014
Total of all active and inactive participants2010-07-014
Total participants2010-07-014
2009: MONEY PURCHASE PENSION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-07-014
Total number of active participants reported on line 7a of the Form 55002009-07-014
Total of all active and inactive participants2009-07-014
Total participants2009-07-014
Number of participants with account balances2009-07-014

Financial Data on MONEY PURCHASE PENSION PLAN AND TRUST

Measure Date Value
2016 : MONEY PURCHASE PENSION PLAN AND TRUST 2016 401k financial data
Total plan assets at end of year2016-06-30$0
Total plan assets at beginning of year2016-06-30$0
Value of fidelity bond covering the plan2016-06-30$30,000
Net plan assets at end of year (total assets less liabilities)2016-06-30$0
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$0
2015 : MONEY PURCHASE PENSION PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-06-30$-11,594
Expenses. Total of all expenses incurred2015-06-30$173,052
Benefits paid (including direct rollovers)2015-06-30$173,052
Total plan assets at end of year2015-06-30$0
Total plan assets at beginning of year2015-06-30$184,646
Value of fidelity bond covering the plan2015-06-30$30,000
Other income received2015-06-30$-11,594
Net income (gross income less expenses)2015-06-30$-184,646
Net plan assets at end of year (total assets less liabilities)2015-06-30$0
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$184,646
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$0
Amount contributed by the employer to the plan for this plan year2015-06-30$0
2014 : MONEY PURCHASE PENSION PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-06-30$26,034
Expenses. Total of all expenses incurred2014-06-30$3,675
Benefits paid (including direct rollovers)2014-06-30$3,675
Total plan assets at end of year2014-06-30$184,646
Total plan assets at beginning of year2014-06-30$162,287
Value of fidelity bond covering the plan2014-06-30$30,000
Other income received2014-06-30$6,807
Net income (gross income less expenses)2014-06-30$22,359
Net plan assets at end of year (total assets less liabilities)2014-06-30$184,646
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$162,287
Total contributions received or receivable from employer(s)2014-06-30$19,227
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$19,227
Amount contributed by the employer to the plan for this plan year2014-06-30$19,227
2013 : MONEY PURCHASE PENSION PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-06-30$18,916
Expenses. Total of all expenses incurred2013-06-30$3,604
Benefits paid (including direct rollovers)2013-06-30$3,604
Total plan assets at end of year2013-06-30$162,287
Total plan assets at beginning of year2013-06-30$146,975
Value of fidelity bond covering the plan2013-06-30$30,000
Other income received2013-06-30$6,243
Net income (gross income less expenses)2013-06-30$15,312
Net plan assets at end of year (total assets less liabilities)2013-06-30$162,287
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$146,975
Total contributions received or receivable from employer(s)2013-06-30$12,673
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$12,673
Amount contributed by the employer to the plan for this plan year2013-06-30$12,673
2012 : MONEY PURCHASE PENSION PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-06-30$5,014
Expenses. Total of all expenses incurred2012-06-30$3,197
Benefits paid (including direct rollovers)2012-06-30$3,197
Total plan assets at end of year2012-06-30$146,975
Total plan assets at beginning of year2012-06-30$145,158
Value of fidelity bond covering the plan2012-06-30$30,000
Other income received2012-06-30$-6,902
Net income (gross income less expenses)2012-06-30$1,817
Net plan assets at end of year (total assets less liabilities)2012-06-30$146,975
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$145,158
Total contributions received or receivable from employer(s)2012-06-30$11,916
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$11,916
Amount contributed by the employer to the plan for this plan year2012-06-30$11,916
2011 : MONEY PURCHASE PENSION PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-06-30$20,876
Expenses. Total of all expenses incurred2011-06-30$2,766
Benefits paid (including direct rollovers)2011-06-30$2,766
Total plan assets at end of year2011-06-30$145,158
Total plan assets at beginning of year2011-06-30$127,048
Value of fidelity bond covering the plan2011-06-30$30,000
Other income received2011-06-30$8,705
Net income (gross income less expenses)2011-06-30$18,110
Net plan assets at end of year (total assets less liabilities)2011-06-30$145,158
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$127,048
Total contributions received or receivable from employer(s)2011-06-30$12,171
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$12,171
Amount contributed by the employer to the plan for this plan year2011-06-30$12,171
2010 : MONEY PURCHASE PENSION PLAN AND TRUST 2010 401k financial data
Minimum employer required contribution for this plan year2010-06-30$12,222
Amount contributed by the employer to the plan for this plan year2010-06-30$12,222

Form 5500 Responses for MONEY PURCHASE PENSION PLAN AND TRUST

2015: MONEY PURCHASE PENSION PLAN AND TRUST 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingYes
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: MONEY PURCHASE PENSION PLAN AND TRUST 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: MONEY PURCHASE PENSION PLAN AND TRUST 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: MONEY PURCHASE PENSION PLAN AND TRUST 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: MONEY PURCHASE PENSION PLAN AND TRUST 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: MONEY PURCHASE PENSION PLAN AND TRUST 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: MONEY PURCHASE PENSION PLAN AND TRUST 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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