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FOUNDATION FOR MEDICAL RESEARCH, INC. RETIREMENT P 401k Plan overview

Plan NameFOUNDATION FOR MEDICAL RESEARCH, INC. RETIREMENT P
Plan identification number 001

FOUNDATION FOR MEDICAL RESEARCH, INC. RETIREMENT P Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

CLAYTON MEDICAL RESEARCH FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:CLAYTON MEDICAL RESEARCH FOUNDATION
Employer identification number (EIN):510306704
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOUNDATION FOR MEDICAL RESEARCH, INC. RETIREMENT P

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01JARRED W SLOAN J R BEEKMAN2014-07-25
0012012-01-01JARRED W. SLOAN J. RUSS BEEKMAN2013-07-24
0012011-01-01JARRED W. SLOAN J. RUSS BEEKMAN2012-07-30
0012009-01-01JARRED W. SLOAN J. R. BEEKMAN2010-07-29

Plan Statistics for FOUNDATION FOR MEDICAL RESEARCH, INC. RETIREMENT P

401k plan membership statisitcs for FOUNDATION FOR MEDICAL RESEARCH, INC. RETIREMENT P

Measure Date Value
2013: FOUNDATION FOR MEDICAL RESEARCH, INC. RETIREMENT P 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-010
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 participants2013-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-010
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: FOUNDATION FOR MEDICAL RESEARCH, INC. RETIREMENT P 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: FOUNDATION FOR MEDICAL RESEARCH, INC. RETIREMENT P 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: FOUNDATION FOR MEDICAL RESEARCH, INC. RETIREMENT P 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 FOUNDATION FOR MEDICAL RESEARCH, INC. RETIREMENT P

Measure Date Value
2013 : FOUNDATION FOR MEDICAL RESEARCH, INC. RETIREMENT P 2013 401k financial data
Total income from all sources2013-12-31$1,376
Expenses. Total of all expenses incurred2013-12-31$19,818
Benefits paid (including direct rollovers)2013-12-31$19,818
Total plan assets at end of year2013-12-31$0
Total plan assets at beginning of year2013-12-31$18,442
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$1,376
Net income (gross income less expenses)2013-12-31$-18,442
Net plan assets at end of year (total assets less liabilities)2013-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$18,442
Total contributions received or receivable from employer(s)2013-12-31$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : FOUNDATION FOR MEDICAL RESEARCH, INC. RETIREMENT P 2012 401k financial data
Total income from all sources2012-12-31$4,125
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$18,442
Total plan assets at beginning of year2012-12-31$14,317
Value of fidelity bond covering the plan2012-12-31$500,000
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$2,490
Net income (gross income less expenses)2012-12-31$4,125
Net plan assets at end of year (total assets less liabilities)2012-12-31$18,442
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$14,317
Total contributions received or receivable from employer(s)2012-12-31$1,635
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$1,635
Amount contributed by the employer to the plan for this plan year2012-12-31$1,635
2011 : FOUNDATION FOR MEDICAL RESEARCH, INC. RETIREMENT P 2011 401k financial data
Total income from all sources2011-12-31$1,468
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$14,317
Total plan assets at beginning of year2011-12-31$12,849
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-120
Net income (gross income less expenses)2011-12-31$1,468
Net plan assets at end of year (total assets less liabilities)2011-12-31$14,317
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$12,849
Total contributions received or receivable from employer(s)2011-12-31$1,588
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$1,588
Amount contributed by the employer to the plan for this plan year2011-12-31$1,588
2010 : FOUNDATION FOR MEDICAL RESEARCH, INC. RETIREMENT P 2010 401k financial data
Total income from all sources2010-12-31$4,199
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$12,849
Total plan assets at beginning of year2010-12-31$8,650
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$1,886
Net income (gross income less expenses)2010-12-31$4,199
Net plan assets at end of year (total assets less liabilities)2010-12-31$12,849
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$8,650
Total contributions received or receivable from employer(s)2010-12-31$2,313
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$2,313
Amount contributed by the employer to the plan for this plan year2010-12-31$2,313
2009 : FOUNDATION FOR MEDICAL RESEARCH, INC. RETIREMENT P 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$5,075
Amount contributed by the employer to the plan for this plan year2009-12-31$5,075

Form 5500 Responses for FOUNDATION FOR MEDICAL RESEARCH, INC. RETIREMENT P

2013: FOUNDATION FOR MEDICAL RESEARCH, INC. RETIREMENT P 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 filingYes
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: FOUNDATION FOR MEDICAL RESEARCH, INC. RETIREMENT P 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: FOUNDATION FOR MEDICAL RESEARCH, INC. RETIREMENT P 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: FOUNDATION FOR MEDICAL RESEARCH, INC. RETIREMENT P 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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