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ROBERT J GREER MONEY PURCHASE PLAN 401k Plan overview

Plan NameROBERT J GREER MONEY PURCHASE PLAN
Plan identification number 002

ROBERT J GREER MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Plan covering Self-Employed individuals.
  • 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

ROBERT JON GREER has sponsored the creation of one or more 401k plans.

Company Name:ROBERT JON GREER
Employer identification number (EIN):541886494
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT J GREER MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022012-01-01JUDY KAY SCHROER2013-07-15
0022011-01-01ROBERT JON GREER2012-10-08 ROBERT J GREER2012-10-08
0022010-01-01JUDY KAY SCHROER2011-08-26
0022009-01-01ROBERT JON GREER ROBERT J GREER2010-08-06
0022009-01-01ROBERT JON GREER ROBERT J GREER2010-08-11

Plan Statistics for ROBERT J GREER MONEY PURCHASE PLAN

401k plan membership statisitcs for ROBERT J GREER MONEY PURCHASE PLAN

Measure Date Value
2011: ROBERT J GREER MONEY PURCHASE PLAN 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: ROBERT J GREER MONEY PURCHASE PLAN 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

Financial Data on ROBERT J GREER MONEY PURCHASE PLAN

Measure Date Value
2011 : ROBERT J GREER MONEY PURCHASE PLAN 2011 401k financial data
Total income from all sources2011-12-31$4
Total plan assets at end of year2011-12-31$39,850
Total plan assets at beginning of year2011-12-31$39,846
Other income received2011-12-31$4
Net income (gross income less expenses)2011-12-31$4
Net plan assets at end of year (total assets less liabilities)2011-12-31$39,850
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$39,846
2010 : ROBERT J GREER MONEY PURCHASE PLAN 2010 401k financial data
Total income from all sources2010-12-31$4
Total plan assets at end of year2010-12-31$39,846
Total plan assets at beginning of year2010-12-31$39,842
Other income received2010-12-31$4
Net income (gross income less expenses)2010-12-31$4
Net plan assets at end of year (total assets less liabilities)2010-12-31$39,846
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$39,842

Form 5500 Responses for ROBERT J GREER MONEY PURCHASE PLAN

2011: ROBERT J GREER MONEY PURCHASE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ROBERT J GREER MONEY PURCHASE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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