401k Plan data: MONEY PURCHASE PLAN plan

MONEY PURCHASE PLAN 401k Plan overview

Plan Name	MONEY PURCHASE PLAN
Plan identification number	001

MONEY PURCHASE PLAN Benefits

401k Plan Type

Defined 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 MONTEVERDE MD PC has sponsored the creation of one or more 401k plans.

Company Name: RONALD MONTEVERDE MD PC

Employer identification number (EIN): 850332961

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 Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2018-01-01 RONALD MONTEVERDE RONALD MONTEVERDE 2019-07-17
001 2017-01-01
001 2016-01-01 RONALD MONTEVERDE
001 2015-01-01 RONALD MONTEVERDE
001 2014-01-01 RONALD MONTEVERDE
001 2012-01-01 RONALD MONTEVERDE
001 2011-01-01 RONALD MONTEVERDE
001 2009-01-01 RONALD MONTEVERDE

Plan Statistics for MONEY PURCHASE PLAN

401k plan membership statisitcs for MONEY PURCHASE PLAN

Measure Date Value
2023: MONEY PURCHASE PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 1
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 2
Total of all active and inactive participants 2023-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 4
Number of participants with account balances 2023-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: MONEY PURCHASE PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 4
Number of participants with account balances 2022-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: MONEY PURCHASE PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 2
Total of all active and inactive participants 2021-01-01 4
Total participants 2021-01-01 4
Number of participants with account balances 2021-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MONEY PURCHASE PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 5
Number of participants with account balances 2020-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2018: MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2012: MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Total of all active and inactive participants 2011-01-01 4
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: MONEY PURCHASE 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
2023: MONEY PURCHASE PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	1
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	2
Total of all active and inactive participants	2023-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	4
Number of participants with account balances	2023-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: MONEY PURCHASE PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	4
Number of participants with account balances	2022-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: MONEY PURCHASE PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	2
Total of all active and inactive participants	2021-01-01	4
Total participants	2021-01-01	4
Number of participants with account balances	2021-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MONEY PURCHASE PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	5
Number of participants with account balances	2020-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2018: MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2012: MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Total of all active and inactive participants	2011-01-01	4
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: MONEY PURCHASE 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

Financial Data on MONEY PURCHASE PLAN

Measure	Date	Value
2023 : MONEY PURCHASE PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$566,064
Expenses. Total of all expenses incurred	2023-12-31	$91,098
Benefits paid (including direct rollovers)	2023-12-31	$91,098
Total plan assets at end of year	2023-12-31	$2,713,786
Total plan assets at beginning of year	2023-12-31	$2,238,820
Total contributions received or receivable from participants	2023-12-31	$480
Other income received	2023-12-31	$565,584
Net income (gross income less expenses)	2023-12-31	$474,966
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$2,713,786
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$2,238,820
2022 : MONEY PURCHASE PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$74,365
Expenses. Total of all expenses incurred	2022-12-31	$87,806
Benefits paid (including direct rollovers)	2022-12-31	$87,806
Total plan assets at end of year	2022-12-31	$2,238,819
Total plan assets at beginning of year	2022-12-31	$2,252,260
Other income received	2022-12-31	$73,885
Net income (gross income less expenses)	2022-12-31	$-13,441
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,238,819
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,252,260
Total contributions received or receivable from employer(s)	2022-12-31	$480
2021 : MONEY PURCHASE PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$460,520
Expenses. Total of all expenses incurred	2021-12-31	$74,912
Benefits paid (including direct rollovers)	2021-12-31	$74,912
Total plan assets at end of year	2021-12-31	$2,252,260
Total plan assets at beginning of year	2021-12-31	$1,866,652
Other income received	2021-12-31	$459,520
Net income (gross income less expenses)	2021-12-31	$385,608
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,252,260
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,866,652
Total contributions received or receivable from employer(s)	2021-12-31	$1,000
2020 : MONEY PURCHASE PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$156,065
Expenses. Total of all expenses incurred	2020-12-31	$23,677
Benefits paid (including direct rollovers)	2020-12-31	$23,677
Total plan assets at end of year	2020-12-31	$1,866,652
Total plan assets at beginning of year	2020-12-31	$1,734,264
Other income received	2020-12-31	$154,565
Net income (gross income less expenses)	2020-12-31	$132,388
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,866,652
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,734,264
Total contributions received or receivable from employer(s)	2020-12-31	$1,500
2018 : MONEY PURCHASE PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-83,256
Expenses. Total of all expenses incurred	2018-12-31	$58,700
Benefits paid (including direct rollovers)	2018-12-31	$58,700
Total plan assets at end of year	2018-12-31	$1,491,262
Total plan assets at beginning of year	2018-12-31	$1,633,218
Other income received	2018-12-31	$-84,356
Net income (gross income less expenses)	2018-12-31	$-141,956
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,491,262
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,633,218
Total contributions received or receivable from employer(s)	2018-12-31	$1,100
2016 : MONEY PURCHASE PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$122,360
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$1,404,402
Total plan assets at beginning of year	2016-12-31	$1,282,042
Other income received	2016-12-31	$119,460
Net income (gross income less expenses)	2016-12-31	$122,360
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,404,402
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,282,042
Total contributions received or receivable from employer(s)	2016-12-31	$2,900
2015 : MONEY PURCHASE PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$32,099
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$1,282,041
Total plan assets at beginning of year	2015-12-31	$1,249,942
Other income received	2015-12-31	$28,479
Net income (gross income less expenses)	2015-12-31	$32,099
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,282,041
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,249,942
Total contributions received or receivable from employer(s)	2015-12-31	$3,620
2014 : MONEY PURCHASE PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$114,925
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1,250,493
Total plan assets at beginning of year	2014-12-31	$1,135,568
Other income received	2014-12-31	$109,385
Net income (gross income less expenses)	2014-12-31	$114,925
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,250,493
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,135,568
Total contributions received or receivable from employer(s)	2014-12-31	$5,540
2013 : MONEY PURCHASE PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$155,378
Expenses. Total of all expenses incurred	2013-12-31	$831
Benefits paid (including direct rollovers)	2013-12-31	$831
Total plan assets at end of year	2013-12-31	$1,135,121
Total plan assets at beginning of year	2013-12-31	$979,743
Other income received	2013-12-31	$149,610
Net income (gross income less expenses)	2013-12-31	$154,547
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,135,121
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$979,743
Total contributions received or receivable from employer(s)	2013-12-31	$5,768
2012 : MONEY PURCHASE PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$90,795
Expenses. Total of all expenses incurred	2012-12-31	$1,066
Benefits paid (including direct rollovers)	2012-12-31	$1,066
Total plan assets at end of year	2012-12-31	$981,208
Total plan assets at beginning of year	2012-12-31	$892,658
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Other income received	2012-12-31	$88,550
Net income (gross income less expenses)	2012-12-31	$89,729
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$981,208
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$892,658
Total contributions received or receivable from employer(s)	2012-12-31	$2,245
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : MONEY PURCHASE PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$56,738
Expenses. Total of all expenses incurred	2011-12-31	$1,039
Benefits paid (including direct rollovers)	2011-12-31	$1,039
Total plan assets at end of year	2011-12-31	$892,658
Total plan assets at beginning of year	2011-12-31	$835,920
Other income received	2011-12-31	$53,983
Net income (gross income less expenses)	2011-12-31	$55,699
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$892,658
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$835,920
Total contributions received or receivable from employer(s)	2011-12-31	$2,755

Form 5500 Responses for MONEY PURCHASE PLAN

2023: MONEY PURCHASE PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: MONEY PURCHASE PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MONEY PURCHASE PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MONEY PURCHASE PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2018: MONEY PURCHASE PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MONEY PURCHASE PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MONEY PURCHASE PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MONEY PURCHASE PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MONEY PURCHASE PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2012: MONEY PURCHASE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MONEY PURCHASE PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MONEY PURCHASE 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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Company Name:	RONALD MONTEVERDE MD PC
Employer identification number (EIN):	850332961
NAIC Classification:	621112
NAIC Description:	Offices of Physicians, Mental Health Specialists