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JEFFREY M. KARP MD, PA MONEY PURCHASE PLAN 401k Plan overview

Plan NameJEFFREY M. KARP MD, PA MONEY PURCHASE PLAN
Plan identification number 004

JEFFREY M. KARP MD, PA MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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

JEFFREY M. KARP MD PA has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY M. KARP MD PA
Employer identification number (EIN):592104435
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY M. KARP MD, PA MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042015-01-01
0042014-01-01JEFFREY M. KARP
0042013-01-01JEFFERY M. KARP
0042012-01-01JEFFERY M. KARP
0042011-01-01JEFFERY M. KARP
0042009-01-01JEFFERY M. KARP

Plan Statistics for JEFFREY M. KARP MD, PA MONEY PURCHASE PLAN

401k plan membership statisitcs for JEFFREY M. KARP MD, PA MONEY PURCHASE PLAN

Measure Date Value
2015: JEFFREY M. KARP MD, PA MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JEFFREY M. KARP MD, PA MONEY PURCHASE 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
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JEFFREY M. KARP MD, PA MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-013
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 participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JEFFREY M. KARP MD, PA MONEY PURCHASE 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
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Number of participants with account balances2012-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JEFFREY M. KARP MD, PA MONEY PURCHASE 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
2009: JEFFREY M. KARP MD, PA MONEY PURCHASE 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

Financial Data on JEFFREY M. KARP MD, PA MONEY PURCHASE PLAN

Measure Date Value
2015 : JEFFREY M. KARP MD, PA MONEY PURCHASE PLAN 2015 401k financial data
Total income from all sources2015-11-16$-8,449
Expenses. Total of all expenses incurred2015-11-16$4,432,225
Benefits paid (including direct rollovers)2015-11-16$4,405,934
Total plan assets at end of year2015-11-16$0
Total plan assets at beginning of year2015-11-16$4,440,674
Expenses. Other expenses not covered elsewhere2015-11-16$26,291
Other income received2015-11-16$-8,449
Net income (gross income less expenses)2015-11-16$-4,440,674
Net plan assets at end of year (total assets less liabilities)2015-11-16$0
Net plan assets at beginning of year (total assets less liabilities)2015-11-16$4,440,674
Funding deficiency by the employer to the plan for this plan year2015-11-16$0
Minimum employer required contribution for this plan year2015-11-16$0
Amount contributed by the employer to the plan for this plan year2015-11-16$0
2014 : JEFFREY M. KARP MD, PA MONEY PURCHASE PLAN 2014 401k financial data
Total income from all sources2014-12-31$511,099
Expenses. Total of all expenses incurred2014-12-31$34,151
Benefits paid (including direct rollovers)2014-12-31$4,934
Total plan assets at end of year2014-12-31$4,440,674
Total plan assets at beginning of year2014-12-31$3,963,726
Value of fidelity bond covering the plan2014-12-31$396,400
Expenses. Other expenses not covered elsewhere2014-12-31$29,217
Other income received2014-12-31$452,382
Net income (gross income less expenses)2014-12-31$476,948
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,440,674
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,963,726
Total contributions received or receivable from employer(s)2014-12-31$58,717
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$58,717
Amount contributed by the employer to the plan for this plan year2014-12-31$58,717
2013 : JEFFREY M. KARP MD, PA MONEY PURCHASE PLAN 2013 401k financial data
Total income from all sources2013-12-31$709,379
Expenses. Total of all expenses incurred2013-12-31$34,565
Benefits paid (including direct rollovers)2013-12-31$4,827
Total plan assets at end of year2013-12-31$3,963,726
Total plan assets at beginning of year2013-12-31$3,288,912
Value of fidelity bond covering the plan2013-12-31$328,900
Expenses. Other expenses not covered elsewhere2013-12-31$29,738
Other income received2013-12-31$651,518
Net income (gross income less expenses)2013-12-31$674,814
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,963,726
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,288,912
Total contributions received or receivable from employer(s)2013-12-31$57,861
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$57,861
Amount contributed by the employer to the plan for this plan year2013-12-31$57,861
2012 : JEFFREY M. KARP MD, PA MONEY PURCHASE PLAN 2012 401k financial data
Total income from all sources2012-12-31$469,496
Expenses. Total of all expenses incurred2012-12-31$64,528
Benefits paid (including direct rollovers)2012-12-31$32,436
Total plan assets at end of year2012-12-31$3,288,912
Total plan assets at beginning of year2012-12-31$2,883,944
Value of fidelity bond covering the plan2012-12-31$288,400
Expenses. Other expenses not covered elsewhere2012-12-31$32,092
Other income received2012-12-31$413,000
Net income (gross income less expenses)2012-12-31$404,968
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,288,912
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,883,944
Total contributions received or receivable from employer(s)2012-12-31$56,496
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$56,496
Amount contributed by the employer to the plan for this plan year2012-12-31$56,496
2011 : JEFFREY M. KARP MD, PA MONEY PURCHASE PLAN 2011 401k financial data
Total income from all sources2011-12-31$-121,361
Expenses. Total of all expenses incurred2011-12-31$48,053
Total plan assets at end of year2011-12-31$2,883,944
Total plan assets at beginning of year2011-12-31$3,053,358
Value of fidelity bond covering the plan2011-12-31$315,000
Expenses. Other expenses not covered elsewhere2011-12-31$48,053
Contributions received from other sources (not participants or employers)2011-12-31$1,050
Other income received2011-12-31$-173,938
Net income (gross income less expenses)2011-12-31$-169,414
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,883,944
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,053,358
Total contributions received or receivable from employer(s)2011-12-31$51,527
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$51,527
Amount contributed by the employer to the plan for this plan year2011-12-31$51,527
2010 : JEFFREY M. KARP MD, PA MONEY PURCHASE PLAN 2010 401k financial data
Total income from all sources2010-12-31$537,325
Expenses. Total of all expenses incurred2010-12-31$44,310
Benefits paid (including direct rollovers)2010-12-31$1,050
Total plan assets at end of year2010-12-31$3,053,358
Total plan assets at beginning of year2010-12-31$2,560,343
Value of fidelity bond covering the plan2010-12-31$315,000
Expenses. Other expenses not covered elsewhere2010-12-31$43,260
Other income received2010-12-31$484,346
Net income (gross income less expenses)2010-12-31$493,015
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,053,358
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,560,343
Total contributions received or receivable from employer(s)2010-12-31$52,979
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$52,979
Amount contributed by the employer to the plan for this plan year2010-12-31$52,979
2009 : JEFFREY M. KARP MD, PA MONEY PURCHASE PLAN 2009 401k financial data
Minimum employer required contribution for this plan year2009-12-31$52,080
Amount contributed by the employer to the plan for this plan year2009-12-31$52,080

Form 5500 Responses for JEFFREY M. KARP MD, PA MONEY PURCHASE PLAN

2015: JEFFREY M. KARP MD, PA MONEY PURCHASE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JEFFREY M. KARP MD, PA MONEY PURCHASE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JEFFREY M. KARP MD, PA MONEY PURCHASE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JEFFREY M. KARP MD, PA MONEY PURCHASE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JEFFREY M. KARP MD, PA MONEY PURCHASE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JEFFREY M. KARP MD, PA MONEY PURCHASE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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