Logo

MONEY PURCHASE PLAN 401k Plan overview

Plan NameMONEY PURCHASE PLAN
Plan identification number 001

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

RONALD P. MONTEVERDE MD has sponsored the creation of one or more 401k plans.

Company Name:RONALD P. MONTEVERDE MD
Employer identification number (EIN):850032961
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012010-01-01RONALD MONTEVERDE

Plan Statistics for MONEY PURCHASE PLAN

401k plan membership statisitcs for MONEY PURCHASE PLAN

Measure Date Value
2019: MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-015
Number of participants with account balances2019-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2010: MONEY PURCHASE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-015
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-015
Number of participants with account balances2010-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on MONEY PURCHASE PLAN

Measure Date Value
2019 : MONEY PURCHASE PLAN 2019 401k financial data
Total income from all sources2019-12-31$289,679
Expenses. Total of all expenses incurred2019-12-31$46,677
Benefits paid (including direct rollovers)2019-12-31$46,677
Total plan assets at end of year2019-12-31$1,734,264
Total plan assets at beginning of year2019-12-31$1,491,262
Other income received2019-12-31$288,179
Net income (gross income less expenses)2019-12-31$243,002
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,734,264
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,491,262
Total contributions received or receivable from employer(s)2019-12-31$1,500
2010 : MONEY PURCHASE PLAN 2010 401k financial data
Total income from all sources2010-12-31$86,637
Expenses. Total of all expenses incurred2010-12-31$6,243
Benefits paid (including direct rollovers)2010-12-31$6,243
Total plan assets at end of year2010-12-31$835,920
Total plan assets at beginning of year2010-12-31$7,492,283
Expenses. Other expenses not covered elsewhere2010-12-31$0
Other income received2010-12-31$83,808
Net income (gross income less expenses)2010-12-31$80,394
Net plan assets at end of year (total assets less liabilities)2010-12-31$835,920
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$7,492,283
Total contributions received or receivable from employer(s)2010-12-31$2,829

Form 5500 Responses for MONEY PURCHASE PLAN

2019: MONEY PURCHASE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2010: MONEY PURCHASE PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1