401k Plan data: WILLIAM T. BAKER, DO PA MONEY PURCHASE PENSION PLAN plan

WILLIAM T. BAKER, DO PA MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan Name	WILLIAM T. BAKER, DO PA MONEY PURCHASE PENSION PLAN
Plan identification number	002

WILLIAM T. BAKER, DO PA MONEY PURCHASE PENSION PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit) 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

WILLIAM T. BAKER DOPA has sponsored the creation of one or more 401k plans.

Company Name: WILLIAM T. BAKER DOPA

Employer identification number (EIN): 850221145

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM T. BAKER, DO PA MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-11-01
002 2015-11-01
002 2014-11-01 WILLIAM T. BAKER
002 2013-11-01 WILLIAM T. BAKER
002 2012-11-01 WILLIAM T. BAKER WILLIAM T. BAKER 2014-01-24
002 2011-11-01 WILLIAM T. BAKER WILLIAM T. BAKER 2013-08-08
002 2009-11-01 WILLIAM T. BAKER WILLIAM T. BAKER 2011-07-01
002 2008-11-01
002 2008-11-01

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2016-11-01
002	2015-11-01
002	2014-11-01	WILLIAM T. BAKER
002	2013-11-01	WILLIAM T. BAKER
002	2012-11-01	WILLIAM T. BAKER	WILLIAM T. BAKER	2014-01-24
002	2011-11-01	WILLIAM T. BAKER	WILLIAM T. BAKER	2013-08-08
002	2009-11-01	WILLIAM T. BAKER	WILLIAM T. BAKER	2011-07-01
002	2008-11-01
002	2008-11-01

Plan Statistics for WILLIAM T. BAKER, DO PA MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for WILLIAM T. BAKER, DO PA MONEY PURCHASE PENSION PLAN

Measure Date Value
2016: WILLIAM T. BAKER, DO PA MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-11-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-11-01 0
Number of retired or separated participants receiving benefits 2016-11-01 0
Number of other retired or separated participants entitled to future benefits 2016-11-01 0
Total of all active and inactive participants 2016-11-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-11-01 0
Total participants 2016-11-01 0
Number of participants with account balances 2016-11-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-11-01 0
2015: WILLIAM T. BAKER, DO PA MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-11-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-11-01 0
Number of retired or separated participants receiving benefits 2015-11-01 0
Number of other retired or separated participants entitled to future benefits 2015-11-01 7
Total of all active and inactive participants 2015-11-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-11-01 0
Total participants 2015-11-01 7
Number of participants with account balances 2015-11-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-11-01 0
2014: WILLIAM T. BAKER, DO PA MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-11-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-11-01 7
Number of retired or separated participants receiving benefits 2014-11-01 0
Number of other retired or separated participants entitled to future benefits 2014-11-01 0
Total of all active and inactive participants 2014-11-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-11-01 0
Total participants 2014-11-01 7
Number of participants with account balances 2014-11-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-11-01 0
2013: WILLIAM T. BAKER, DO PA MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-11-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-11-01 7
Number of retired or separated participants receiving benefits 2013-11-01 0
Number of other retired or separated participants entitled to future benefits 2013-11-01 0
Total of all active and inactive participants 2013-11-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-11-01 0
Total participants 2013-11-01 7
Number of participants with account balances 2013-11-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-11-01 0
2012: WILLIAM T. BAKER, DO PA MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-11-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-11-01 7
Number of retired or separated participants receiving benefits 2012-11-01 0
Number of other retired or separated participants entitled to future benefits 2012-11-01 1
Total of all active and inactive participants 2012-11-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-11-01 0
Total participants 2012-11-01 8
Number of participants with account balances 2012-11-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-11-01 0
2011: WILLIAM T. BAKER, DO PA MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-11-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 5
Number of retired or separated participants receiving benefits 2011-11-01 0
Number of other retired or separated participants entitled to future benefits 2011-11-01 1
Total of all active and inactive participants 2011-11-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-11-01 0
Total participants 2011-11-01 6
Number of participants with account balances 2011-11-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-11-01 0
2009: WILLIAM T. BAKER, DO PA MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-11-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 5
Number of retired or separated participants receiving benefits 2009-11-01 0
Number of other retired or separated participants entitled to future benefits 2009-11-01 0
Total of all active and inactive participants 2009-11-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-11-01 0
Total participants 2009-11-01 5
Number of participants with account balances 2009-11-01 5

Measure	Date	Value
2016: WILLIAM T. BAKER, DO PA MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-11-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-11-01	0
Number of retired or separated participants receiving benefits	2016-11-01	0
Number of other retired or separated participants entitled to future benefits	2016-11-01	0
Total of all active and inactive participants	2016-11-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-11-01	0
Total participants	2016-11-01	0
Number of participants with account balances	2016-11-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-11-01	0
2015: WILLIAM T. BAKER, DO PA MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-11-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-11-01	0
Number of retired or separated participants receiving benefits	2015-11-01	0
Number of other retired or separated participants entitled to future benefits	2015-11-01	7
Total of all active and inactive participants	2015-11-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-11-01	0
Total participants	2015-11-01	7
Number of participants with account balances	2015-11-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-11-01	0
2014: WILLIAM T. BAKER, DO PA MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-11-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-11-01	7
Number of retired or separated participants receiving benefits	2014-11-01	0
Number of other retired or separated participants entitled to future benefits	2014-11-01	0
Total of all active and inactive participants	2014-11-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-11-01	0
Total participants	2014-11-01	7
Number of participants with account balances	2014-11-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-11-01	0
2013: WILLIAM T. BAKER, DO PA MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-11-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-11-01	7
Number of retired or separated participants receiving benefits	2013-11-01	0
Number of other retired or separated participants entitled to future benefits	2013-11-01	0
Total of all active and inactive participants	2013-11-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-11-01	0
Total participants	2013-11-01	7
Number of participants with account balances	2013-11-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-11-01	0
2012: WILLIAM T. BAKER, DO PA MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-11-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-11-01	7
Number of retired or separated participants receiving benefits	2012-11-01	0
Number of other retired or separated participants entitled to future benefits	2012-11-01	1
Total of all active and inactive participants	2012-11-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-11-01	0
Total participants	2012-11-01	8
Number of participants with account balances	2012-11-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-11-01	0
2011: WILLIAM T. BAKER, DO PA MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-11-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	5
Number of retired or separated participants receiving benefits	2011-11-01	0
Number of other retired or separated participants entitled to future benefits	2011-11-01	1
Total of all active and inactive participants	2011-11-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-11-01	0
Total participants	2011-11-01	6
Number of participants with account balances	2011-11-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-11-01	0
2009: WILLIAM T. BAKER, DO PA MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-11-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	5
Number of retired or separated participants receiving benefits	2009-11-01	0
Number of other retired or separated participants entitled to future benefits	2009-11-01	0
Total of all active and inactive participants	2009-11-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-11-01	0
Total participants	2009-11-01	5
Number of participants with account balances	2009-11-01	5

Financial Data on WILLIAM T. BAKER, DO PA MONEY PURCHASE PENSION PLAN

Measure	Date	Value
2017 : WILLIAM T. BAKER, DO PA MONEY PURCHASE PENSION PLAN 2017 401k financial data
Total income from all sources	2017-04-30	$79,453
Expenses. Total of all expenses incurred	2017-04-30	$1,126,478
Benefits paid (including direct rollovers)	2017-04-30	$1,120,242
Total plan assets at end of year	2017-04-30	$0
Total plan assets at beginning of year	2017-04-30	$1,047,025
Value of fidelity bond covering the plan	2017-04-30	$110,000
Expenses. Other expenses not covered elsewhere	2017-04-30	$65
Other income received	2017-04-30	$79,453
Net income (gross income less expenses)	2017-04-30	$-1,047,025
Net plan assets at end of year (total assets less liabilities)	2017-04-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-04-30	$1,047,025
Expenses. Administrative service providers (salaries,fees and commissions)	2017-04-30	$6,171
2016 : WILLIAM T. BAKER, DO PA MONEY PURCHASE PENSION PLAN 2016 401k financial data
Total income from all sources	2016-10-31	$-705
Expenses. Total of all expenses incurred	2016-10-31	$13,018
Total plan assets at end of year	2016-10-31	$1,047,025
Total plan assets at beginning of year	2016-10-31	$1,060,748
Value of fidelity bond covering the plan	2016-10-31	$100,000
Expenses. Other expenses not covered elsewhere	2016-10-31	$130
Other income received	2016-10-31	$-705
Net income (gross income less expenses)	2016-10-31	$-13,723
Net plan assets at end of year (total assets less liabilities)	2016-10-31	$1,047,025
Net plan assets at beginning of year (total assets less liabilities)	2016-10-31	$1,060,748
Assets. Value of participant loans	2016-10-31	$301,437
Assets. Value of real-estate (other than employer real property)	2016-10-31	$72,106
Expenses. Administrative service providers (salaries,fees and commissions)	2016-10-31	$12,888
2015 : WILLIAM T. BAKER, DO PA MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total income from all sources	2015-10-31	$51,763
Expenses. Total of all expenses incurred	2015-10-31	$41,555
Benefits paid (including direct rollovers)	2015-10-31	$27,689
Total plan assets at end of year	2015-10-31	$1,060,748
Total plan assets at beginning of year	2015-10-31	$1,050,540
Value of fidelity bond covering the plan	2015-10-31	$100,000
Expenses. Other expenses not covered elsewhere	2015-10-31	$43
Other income received	2015-10-31	$51,763
Net income (gross income less expenses)	2015-10-31	$10,208
Net plan assets at end of year (total assets less liabilities)	2015-10-31	$1,060,748
Net plan assets at beginning of year (total assets less liabilities)	2015-10-31	$1,050,540
Assets. Value of participant loans	2015-10-31	$209,026
Assets. Value of real-estate (other than employer real property)	2015-10-31	$23,316
Expenses. Administrative service providers (salaries,fees and commissions)	2015-10-31	$13,823
2014 : WILLIAM T. BAKER, DO PA MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total income from all sources	2014-10-31	$75,419
Expenses. Total of all expenses incurred	2014-10-31	$14,016
Total plan assets at end of year	2014-10-31	$1,050,540
Total plan assets at beginning of year	2014-10-31	$989,137
Value of fidelity bond covering the plan	2014-10-31	$100,000
Expenses. Other expenses not covered elsewhere	2014-10-31	$350
Other income received	2014-10-31	$39,119
Net income (gross income less expenses)	2014-10-31	$61,403
Net plan assets at end of year (total assets less liabilities)	2014-10-31	$1,050,540
Net plan assets at beginning of year (total assets less liabilities)	2014-10-31	$989,137
Assets. Value of participant loans	2014-10-31	$184,395
Assets. Value of real-estate (other than employer real property)	2014-10-31	$42,767
Total contributions received or receivable from employer(s)	2014-10-31	$36,300
Expenses. Administrative service providers (salaries,fees and commissions)	2014-10-31	$13,666
2013 : WILLIAM T. BAKER, DO PA MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total income from all sources	2013-10-31	$160,348
Expenses. Total of all expenses incurred	2013-10-31	$13,460
Total plan assets at end of year	2013-10-31	$989,137
Total plan assets at beginning of year	2013-10-31	$842,249
Value of fidelity bond covering the plan	2013-10-31	$99,000
Expenses. Other expenses not covered elsewhere	2013-10-31	$12,147
Other income received	2013-10-31	$129,548
Net income (gross income less expenses)	2013-10-31	$146,888
Net plan assets at end of year (total assets less liabilities)	2013-10-31	$989,137
Net plan assets at beginning of year (total assets less liabilities)	2013-10-31	$842,249
Assets. Value of participant loans	2013-10-31	$172,195
Total contributions received or receivable from employer(s)	2013-10-31	$30,800
Expenses. Administrative service providers (salaries,fees and commissions)	2013-10-31	$1,313
2012 : WILLIAM T. BAKER, DO PA MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total income from all sources	2012-10-31	$64,146
Expenses. Total of all expenses incurred	2012-10-31	$13,253
Total plan assets at end of year	2012-10-31	$842,249
Total plan assets at beginning of year	2012-10-31	$791,356
Value of fidelity bond covering the plan	2012-10-31	$80,000
Expenses. Other expenses not covered elsewhere	2012-10-31	$527
Other income received	2012-10-31	$16,546
Net income (gross income less expenses)	2012-10-31	$50,893
Net plan assets at end of year (total assets less liabilities)	2012-10-31	$842,249
Net plan assets at beginning of year (total assets less liabilities)	2012-10-31	$791,356
Assets. Value of participant loans	2012-10-31	$132,195
Total contributions received or receivable from employer(s)	2012-10-31	$47,600
Expenses. Administrative service providers (salaries,fees and commissions)	2012-10-31	$12,726
2011 : WILLIAM T. BAKER, DO PA MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total income from all sources	2011-10-31	$107,839
Expenses. Total of all expenses incurred	2011-10-31	$12,235
Total plan assets at end of year	2011-10-31	$791,356
Total plan assets at beginning of year	2011-10-31	$695,752
Value of fidelity bond covering the plan	2011-10-31	$70,000
Expenses. Other expenses not covered elsewhere	2011-10-31	$350
Other income received	2011-10-31	$65,839
Net income (gross income less expenses)	2011-10-31	$95,604
Net plan assets at end of year (total assets less liabilities)	2011-10-31	$791,356
Net plan assets at beginning of year (total assets less liabilities)	2011-10-31	$695,752
Assets. Value of participant loans	2011-10-31	$77,695
Total contributions received or receivable from employer(s)	2011-10-31	$42,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-10-31	$11,885

Form 5500 Responses for WILLIAM T. BAKER, DO PA MONEY PURCHASE PENSION PLAN

2016: WILLIAM T. BAKER, DO PA MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-11-01	Type of plan entity	Single employer plan
2016-11-01	This submission is the final filing	Yes
2016-11-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-11-01	Plan funding arrangement – Trust	Yes
2016-11-01	Plan benefit arrangement - Trust	Yes
2015: WILLIAM T. BAKER, DO PA MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-11-01	Type of plan entity	Single employer plan
2015-11-01	Submission has been amended	Yes
2015-11-01	Plan funding arrangement – Trust	Yes
2015-11-01	Plan benefit arrangement - Trust	Yes
2014: WILLIAM T. BAKER, DO PA MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-11-01	Type of plan entity	Single employer plan
2014-11-01	Plan funding arrangement – Trust	Yes
2014-11-01	Plan benefit arrangement - Trust	Yes
2013: WILLIAM T. BAKER, DO PA MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-11-01	Type of plan entity	Single employer plan
2013-11-01	Plan funding arrangement – Trust	Yes
2013-11-01	Plan benefit arrangement - Trust	Yes
2012: WILLIAM T. BAKER, DO PA MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-11-01	Type of plan entity	Single employer plan
2012-11-01	Plan funding arrangement – Trust	Yes
2012-11-01	Plan benefit arrangement - Trust	Yes
2011: WILLIAM T. BAKER, DO PA MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes
2009: WILLIAM T. BAKER, DO PA MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Plan funding arrangement – Trust	Yes
2009-11-01	Plan benefit arrangement - Trust	Yes
2008: WILLIAM T. BAKER, DO PA MONEY PURCHASE PENSION PLAN 2008 form 5500 responses
2008-11-01	Type of plan entity	Single employer plan
2008-11-01	Submission has been amended	No
2008-11-01	This submission is the final filing	No
2008-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-11-01	Plan is a collectively bargained plan	No

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Company Name:	WILLIAM T. BAKER DOPA
Employer identification number (EIN):	850221145
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)