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MONEY PURCHASE PENSION PLAN & TRUST AGREEMENT OF DAVIES CLINIC PC 401k Plan overview

Plan NameMONEY PURCHASE PENSION PLAN & TRUST AGREEMENT OF DAVIES CLINIC PC
Plan identification number 002

MONEY PURCHASE PENSION PLAN & TRUST AGREEMENT OF DAVIES CLINIC PC Benefits

401k Plan TypeDefined 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

DAVIES CLINIC, P.C. has sponsored the creation of one or more 401k plans.

Company Name:DAVIES CLINIC, P.C.
Employer identification number (EIN):930756038
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about DAVIES CLINIC, P.C.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1979-12-28
Company Identification Number: 14172217
Legal Registered Office Address: 28480 NE ELLERY DR

NEWBERG
United States of America (USA)
97132

More information about DAVIES CLINIC, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONEY PURCHASE PENSION PLAN & TRUST AGREEMENT OF DAVIES CLINIC PC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022011-01-01RICHARD DAVIES
0022010-01-01RICHARD DAVIES
0022009-01-01RICHARD DAVIES
0022009-01-01RICHARD DAVIES

Plan Statistics for MONEY PURCHASE PENSION PLAN & TRUST AGREEMENT OF DAVIES CLINIC PC

401k plan membership statisitcs for MONEY PURCHASE PENSION PLAN & TRUST AGREEMENT OF DAVIES CLINIC PC

Measure Date Value
2011: MONEY PURCHASE PENSION PLAN & TRUST AGREEMENT OF DAVIES CLINIC PC 2011 401k membership
Total participants, beginning-of-year2011-01-0113
Total of all active and inactive participants2011-01-010
Total participants2011-01-010
2010: MONEY PURCHASE PENSION PLAN & TRUST AGREEMENT OF DAVIES CLINIC PC 2010 401k membership
Total participants, beginning-of-year2010-01-0113
Total number of active participants reported on line 7a of the Form 55002010-01-0113
Total of all active and inactive participants2010-01-0113
Total participants2010-01-0113
Number of participants with account balances2010-01-0113
2009: MONEY PURCHASE PENSION PLAN & TRUST AGREEMENT OF DAVIES CLINIC PC 2009 401k membership
Total participants, beginning-of-year2009-01-0112
Total number of active participants reported on line 7a of the Form 55002009-01-0112
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0113
Total participants2009-01-0113
Number of participants with account balances2009-01-0113

Financial Data on MONEY PURCHASE PENSION PLAN & TRUST AGREEMENT OF DAVIES CLINIC PC

Measure Date Value
2011 : MONEY PURCHASE PENSION PLAN & TRUST AGREEMENT OF DAVIES CLINIC PC 2011 401k financial data
Transfers to/from the plan2011-10-31$-644,554
Total income from all sources2011-10-31$-24,526
Total plan assets at end of year2011-10-31$0
Total plan assets at beginning of year2011-10-31$669,080
Other income received2011-10-31$-24,526
Net income (gross income less expenses)2011-10-31$-24,526
Net plan assets at end of year (total assets less liabilities)2011-10-31$0
Net plan assets at beginning of year (total assets less liabilities)2011-10-31$669,080
2010 : MONEY PURCHASE PENSION PLAN & TRUST AGREEMENT OF DAVIES CLINIC PC 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$13,306
Total income from all sources2010-12-31$111,734
Total plan assets at end of year2010-12-31$669,080
Total plan assets at beginning of year2010-12-31$570,652
Other income received2010-12-31$74,176
Net income (gross income less expenses)2010-12-31$111,734
Net plan assets at end of year (total assets less liabilities)2010-12-31$669,080
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$557,346
Total contributions received or receivable from employer(s)2010-12-31$37,558
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$37,558
Amount contributed by the employer to the plan for this plan year2010-12-31$37,558
2009 : MONEY PURCHASE PENSION PLAN & TRUST AGREEMENT OF DAVIES CLINIC PC 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$41,397
Amount contributed by the employer to the plan for this plan year2009-12-31$41,397

Form 5500 Responses for MONEY PURCHASE PENSION PLAN & TRUST AGREEMENT OF DAVIES CLINIC PC

2011: MONEY PURCHASE PENSION PLAN & TRUST AGREEMENT OF DAVIES CLINIC PC 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01This submission is the final filingYes
2011-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MONEY PURCHASE PENSION PLAN & TRUST AGREEMENT OF DAVIES CLINIC PC 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MONEY PURCHASE PENSION PLAN & TRUST AGREEMENT OF DAVIES CLINIC PC 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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