DAVID M. COREY, PHD., P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DAVID M COREY PHD PC MONEY PURCHASE PLAN
Measure | Date | Value |
---|
2021: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-01-01 | 4 |
Total of all active and inactive participants | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 0 |
Number of participants with account balances | 2021-01-01 | 0 |
2020: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 4 |
Total of all active and inactive participants | 2020-01-01 | 4 |
Total participants | 2020-01-01 | 4 |
Number of participants with account balances | 2020-01-01 | 4 |
2019: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4 |
Total of all active and inactive participants | 2019-01-01 | 4 |
Total participants | 2019-01-01 | 4 |
Number of participants with account balances | 2019-01-01 | 4 |
2018: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
Total of all active and inactive participants | 2018-01-01 | 4 |
Total participants | 2018-01-01 | 4 |
Number of participants with account balances | 2018-01-01 | 4 |
2017: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
Total of all active and inactive participants | 2017-01-01 | 4 |
Total participants | 2017-01-01 | 4 |
Number of participants with account balances | 2017-01-01 | 4 |
2016: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 4 |
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 | 1 |
Total of all active and inactive participants | 2016-01-01 | 5 |
Total participants | 2016-01-01 | 5 |
Number of participants with account balances | 2016-01-01 | 4 |
2015: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
Total of all active and inactive participants | 2015-01-01 | 3 |
Total participants | 2015-01-01 | 3 |
Number of participants with account balances | 2015-01-01 | 4 |
2014: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3 |
Total of all active and inactive participants | 2014-01-01 | 3 |
Total participants | 2014-01-01 | 3 |
Number of participants with account balances | 2014-01-01 | 4 |
2013: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
Total of all active and inactive participants | 2013-01-01 | 4 |
Total participants | 2013-01-01 | 4 |
2012: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
Total of all active and inactive participants | 2012-01-01 | 3 |
Total participants | 2012-01-01 | 3 |
Number of participants with account balances | 2012-01-01 | 3 |
2011: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
Total of all active and inactive participants | 2011-01-01 | 3 |
Total participants | 2011-01-01 | 3 |
Number of participants with account balances | 2011-01-01 | 3 |
2010: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 3 |
Total of all active and inactive participants | 2010-01-01 | 3 |
Total participants | 2010-01-01 | 3 |
Number of participants with account balances | 2010-01-01 | 3 |
2009: DAVID M COREY PHD PC 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 |
Total of all active and inactive participants | 2009-01-01 | 3 |
Total participants | 2009-01-01 | 3 |
Number of participants with account balances | 2009-01-01 | 3 |
Measure | Date | Value |
---|
2021 : DAVID M COREY PHD PC MONEY PURCHASE PLAN 2021 401k financial data |
---|
Total income from all sources | 2021-12-31 | $84,252 |
Expenses. Total of all expenses incurred | 2021-12-31 | $942,519 |
Benefits paid (including direct rollovers) | 2021-12-31 | $942,519 |
Total plan assets at end of year | 2021-12-31 | $0 |
Total plan assets at beginning of year | 2021-12-31 | $858,267 |
Value of fidelity bond covering the plan | 2021-12-31 | $50,000 |
Other income received | 2021-12-31 | $52,937 |
Net income (gross income less expenses) | 2021-12-31 | $-858,267 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $858,267 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $31,315 |
2020 : DAVID M COREY PHD PC MONEY PURCHASE PLAN 2020 401k financial data |
---|
Total income from all sources | 2020-12-31 | $75,597 |
Expenses. Total of all expenses incurred | 2020-12-31 | $38,837 |
Benefits paid (including direct rollovers) | 2020-12-31 | $38,837 |
Total plan assets at end of year | 2020-12-31 | $858,267 |
Total plan assets at beginning of year | 2020-12-31 | $821,507 |
Value of fidelity bond covering the plan | 2020-12-31 | $50,000 |
Other income received | 2020-12-31 | $46,224 |
Net income (gross income less expenses) | 2020-12-31 | $36,760 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $858,267 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $821,507 |
Assets. Value of participant loans | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $29,373 |
2019 : DAVID M COREY PHD PC MONEY PURCHASE PLAN 2019 401k financial data |
---|
Total income from all sources | 2019-12-31 | $109,013 |
Total plan assets at end of year | 2019-12-31 | $821,507 |
Total plan assets at beginning of year | 2019-12-31 | $712,494 |
Value of fidelity bond covering the plan | 2019-12-31 | $50,000 |
Other income received | 2019-12-31 | $84,559 |
Net income (gross income less expenses) | 2019-12-31 | $109,013 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $821,507 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $712,494 |
Assets. Value of participant loans | 2019-12-31 | $37,884 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $24,454 |
2018 : DAVID M COREY PHD PC MONEY PURCHASE PLAN 2018 401k financial data |
---|
Total income from all sources | 2018-12-31 | $46,889 |
Total plan assets at end of year | 2018-12-31 | $712,494 |
Total plan assets at beginning of year | 2018-12-31 | $665,605 |
Value of fidelity bond covering the plan | 2018-12-31 | $50,000 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $41,603 |
Other income received | 2018-12-31 | $-18,225 |
Net income (gross income less expenses) | 2018-12-31 | $46,889 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $712,494 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $665,605 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $23,511 |
2017 : DAVID M COREY PHD PC MONEY PURCHASE PLAN 2017 401k financial data |
---|
Total income from all sources | 2017-12-31 | $87,539 |
Total plan assets at end of year | 2017-12-31 | $665,605 |
Total plan assets at beginning of year | 2017-12-31 | $578,066 |
Value of fidelity bond covering the plan | 2017-12-31 | $50,000 |
Other income received | 2017-12-31 | $63,032 |
Net income (gross income less expenses) | 2017-12-31 | $87,539 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $665,605 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $578,066 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $24,507 |
2016 : DAVID M COREY PHD PC MONEY PURCHASE PLAN 2016 401k financial data |
---|
Total income from all sources | 2016-12-31 | $59,886 |
Expenses. Total of all expenses incurred | 2016-12-31 | $2,563 |
Benefits paid (including direct rollovers) | 2016-12-31 | $2,563 |
Total plan assets at end of year | 2016-12-31 | $578,066 |
Total plan assets at beginning of year | 2016-12-31 | $520,743 |
Value of fidelity bond covering the plan | 2016-12-31 | $50,000 |
Other income received | 2016-12-31 | $39,248 |
Net income (gross income less expenses) | 2016-12-31 | $57,323 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $578,066 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $520,743 |
Assets. Value of participant loans | 2016-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $20,638 |
2015 : DAVID M COREY PHD PC MONEY PURCHASE PLAN 2015 401k financial data |
---|
Total income from all sources | 2015-12-31 | $3,763 |
Total plan assets at end of year | 2015-12-31 | $520,743 |
Total plan assets at beginning of year | 2015-12-31 | $516,980 |
Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
Other income received | 2015-12-31 | $-13,716 |
Net income (gross income less expenses) | 2015-12-31 | $3,763 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $520,743 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $516,980 |
Assets. Value of participant loans | 2015-12-31 | $9,623 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $17,479 |
2014 : DAVID M COREY PHD PC MONEY PURCHASE PLAN 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $31,545 |
Expenses. Total of all expenses incurred | 2014-12-31 | $19,097 |
Benefits paid (including direct rollovers) | 2014-12-31 | $19,097 |
Total plan assets at end of year | 2014-12-31 | $516,980 |
Total plan assets at beginning of year | 2014-12-31 | $504,532 |
Value of fidelity bond covering the plan | 2014-12-31 | $50,000 |
Other income received | 2014-12-31 | $15,596 |
Net income (gross income less expenses) | 2014-12-31 | $12,448 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $516,980 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $504,532 |
Assets. Value of participant loans | 2014-12-31 | $31,955 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $15,949 |
2013 : DAVID M COREY PHD PC MONEY PURCHASE PLAN 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $75,334 |
Total plan assets at end of year | 2013-12-31 | $504,532 |
Total plan assets at beginning of year | 2013-12-31 | $429,198 |
Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
Other income received | 2013-12-31 | $62,117 |
Net income (gross income less expenses) | 2013-12-31 | $75,334 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $504,532 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $429,198 |
Assets. Value of participant loans | 2013-12-31 | $31,955 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $13,217 |
2012 : DAVID M COREY PHD PC MONEY PURCHASE PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $52,958 |
Total plan assets at end of year | 2012-12-31 | $429,198 |
Total plan assets at beginning of year | 2012-12-31 | $376,240 |
Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
Other income received | 2012-12-31 | $44,213 |
Net income (gross income less expenses) | 2012-12-31 | $52,958 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $429,198 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $376,240 |
Assets. Value of participant loans | 2012-12-31 | $31,955 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $8,745 |
2011 : DAVID M COREY PHD PC MONEY PURCHASE PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $1,126 |
Total plan assets at end of year | 2011-12-31 | $376,240 |
Total plan assets at beginning of year | 2011-12-31 | $375,114 |
Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
Other income received | 2011-12-31 | $-8,190 |
Net income (gross income less expenses) | 2011-12-31 | $1,126 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $376,240 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $375,114 |
Assets. Value of participant loans | 2011-12-31 | $35,388 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $9,316 |
2010 : DAVID M COREY PHD PC MONEY PURCHASE PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $40,954 |
Total plan assets at end of year | 2010-12-31 | $375,114 |
Total plan assets at beginning of year | 2010-12-31 | $334,160 |
Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
Other income received | 2010-12-31 | $32,519 |
Net income (gross income less expenses) | 2010-12-31 | $40,954 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $375,114 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $334,160 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $8,435 |
2021: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | Yes |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |