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| Plan Name | JAMES MOEN, M.D. SELF EMPLOYED PROFIT SHARING PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | JAMES MOEN, M.D. |
| Employer identification number (EIN): | 521456320 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2024-01-01 | JAMES MOEN, M.D. | 2024-10-15 | ||
| 002 | 2023-01-01 | JAMES MOEN, M.D. | 2024-10-15 | ||
| 002 | 2022-01-01 | ||||
| 002 | 2021-01-01 | JAMES MOEN, M.D. | 2022-04-21 | ||
| 002 | 2020-01-01 | JAMES MOEN, M.D. | 2021-02-14 | ||
| 002 | 2019-01-01 | JAMES MOEN, M.D. | 2020-03-27 | ||
| 002 | 2018-01-01 | JAMES MOEN, M.D. | 2019-07-01 | ||
| 002 | 2017-01-01 | JAMES MOEN, M.D. | 2018-04-02 | ||
| 002 | 2016-01-01 | JAMES MOEN, M.D. | 2017-06-07 | ||
| 002 | 2015-01-01 | JAMES MOEN, M.D. | 2016-05-05 | ||
| 002 | 2014-01-01 | JAMES R. MOEN, M.D. | 2015-04-08 | JAMES R. MOEN, M.D. | 2015-04-08 |
| 002 | 2013-01-01 | JAMES R. MOEN, M.D. | 2014-04-22 | JAMES R. MOEN, M.D. | 2014-04-22 |
| 002 | 2012-01-01 | JAMES R. MOEN, M.D. | 2013-07-03 | JAMES R. MOEN, M.D. | 2013-07-03 |
| 002 | 2011-01-01 | JAMES R. MOEN, M.D. | 2012-07-25 | JAMES R. MOEN, M.D. | 2012-07-25 |
| 002 | 2010-01-01 | JAMES R. MOEN, M.D. | 2011-07-04 | JAMES R. MOEN, M.D. | 2011-07-04 |
| 002 | 2009-01-01 | JAMES R. MOEN, M.D. | JAMES R. MOEN, M.D. | 2010-09-02 | |
| 002 | 2009-01-01 | JAMES MOEN | JAMES MOEN | 2010-09-15 | |
| 002 | 2009-01-01 | JAMES R. MOEN, M.D. | JAMES R. MOEN, M.D. | 2010-09-02 | |
| 002 | 2009-01-01 | JAMES R. MOEN, M.D. | JAMES R. MOEN, M.D. | 2010-09-02 |
| Measure | Date | Value |
|---|---|---|
| 2009: JAMES MOEN, M.D. SELF EMPLOYED PROFIT SHARING PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 3 |
| Number of participants with account balances | 2009-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2009 : JAMES MOEN, M.D. SELF EMPLOYED PROFIT SHARING PLAN 2009 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2009: JAMES MOEN, M.D. SELF EMPLOYED PROFIT SHARING PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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