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DAVID M COREY PHD PC MONEY PURCHASE PLAN 401k Plan overview

Plan NameDAVID M COREY PHD PC MONEY PURCHASE PLAN
Plan identification number 002

DAVID M COREY PHD PC MONEY PURCHASE PLAN Benefits

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

401k Sponsoring company profile

DAVID M. COREY, PHD., P.C. has sponsored the creation of one or more 401k plans.

Company Name:DAVID M. COREY, PHD., P.C.
Employer identification number (EIN):931178114
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID M COREY PHD PC MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DAVID M. COREY
0022016-01-01DAVID M. COREY
0022015-01-01DAVID M. COREY
0022014-01-01DAVID M. COREY
0022013-01-01DAVID M. COREY
0022012-01-01DAVID M. COREY
0022011-01-01DAVID M COREY
0022010-01-01DAVID M COREY
0022009-01-01DAVID M COREY

Plan Statistics for DAVID M COREY PHD PC MONEY PURCHASE PLAN

401k plan membership statisitcs for 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-year2021-01-014
Total of all active and inactive participants2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
2020: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014
Total number of active participants reported on line 7a of the Form 55002020-01-014
Total of all active and inactive participants2020-01-014
Total participants2020-01-014
Number of participants with account balances2020-01-014
2019: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-014
Total of all active and inactive participants2019-01-014
Total participants2019-01-014
Number of participants with account balances2019-01-014
2018: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-014
Total of all active and inactive participants2018-01-014
Total participants2018-01-014
Number of participants with account balances2018-01-014
2017: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-014
Total of all active and inactive participants2017-01-014
Total participants2017-01-014
Number of participants with account balances2017-01-014
2016: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-011
Total of all active and inactive participants2016-01-015
Total participants2016-01-015
Number of participants with account balances2016-01-014
2015: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-013
Total of all active and inactive participants2015-01-013
Total participants2015-01-013
Number of participants with account balances2015-01-014
2014: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-013
Total of all active and inactive participants2014-01-013
Total participants2014-01-013
Number of participants with account balances2014-01-014
2013: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-014
Total of all active and inactive participants2013-01-014
Total participants2013-01-014
2012: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Total of all active and inactive participants2012-01-013
Total participants2012-01-013
Number of participants with account balances2012-01-013
2011: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Total of all active and inactive participants2011-01-013
Total participants2011-01-013
Number of participants with account balances2011-01-013
2010: DAVID M COREY PHD PC 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 55002010-01-013
Total of all active and inactive participants2010-01-013
Total participants2010-01-013
Number of participants with account balances2010-01-013
2009: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013
Total participants2009-01-013
Number of participants with account balances2009-01-013

Financial Data on DAVID M COREY PHD PC MONEY PURCHASE PLAN

Measure Date Value
2021 : DAVID M COREY PHD PC MONEY PURCHASE PLAN 2021 401k financial data
Total income from all sources2021-12-31$84,252
Expenses. Total of all expenses incurred2021-12-31$942,519
Benefits paid (including direct rollovers)2021-12-31$942,519
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$858,267
Value of fidelity bond covering the plan2021-12-31$50,000
Other income received2021-12-31$52,937
Net income (gross income less expenses)2021-12-31$-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 sources2020-12-31$75,597
Expenses. Total of all expenses incurred2020-12-31$38,837
Benefits paid (including direct rollovers)2020-12-31$38,837
Total plan assets at end of year2020-12-31$858,267
Total plan assets at beginning of year2020-12-31$821,507
Value of fidelity bond covering the plan2020-12-31$50,000
Other income received2020-12-31$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 loans2020-12-31$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 sources2019-12-31$109,013
Total plan assets at end of year2019-12-31$821,507
Total plan assets at beginning of year2019-12-31$712,494
Value of fidelity bond covering the plan2019-12-31$50,000
Other income received2019-12-31$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 loans2019-12-31$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 sources2018-12-31$46,889
Total plan assets at end of year2018-12-31$712,494
Total plan assets at beginning of year2018-12-31$665,605
Value of fidelity bond covering the plan2018-12-31$50,000
Contributions received from other sources (not participants or employers)2018-12-31$41,603
Other income received2018-12-31$-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 sources2017-12-31$87,539
Total plan assets at end of year2017-12-31$665,605
Total plan assets at beginning of year2017-12-31$578,066
Value of fidelity bond covering the plan2017-12-31$50,000
Other income received2017-12-31$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 sources2016-12-31$59,886
Expenses. Total of all expenses incurred2016-12-31$2,563
Benefits paid (including direct rollovers)2016-12-31$2,563
Total plan assets at end of year2016-12-31$578,066
Total plan assets at beginning of year2016-12-31$520,743
Value of fidelity bond covering the plan2016-12-31$50,000
Other income received2016-12-31$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 loans2016-12-31$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 sources2015-12-31$3,763
Total plan assets at end of year2015-12-31$520,743
Total plan assets at beginning of year2015-12-31$516,980
Value of fidelity bond covering the plan2015-12-31$50,000
Other income received2015-12-31$-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 loans2015-12-31$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 sources2014-12-31$31,545
Expenses. Total of all expenses incurred2014-12-31$19,097
Benefits paid (including direct rollovers)2014-12-31$19,097
Total plan assets at end of year2014-12-31$516,980
Total plan assets at beginning of year2014-12-31$504,532
Value of fidelity bond covering the plan2014-12-31$50,000
Other income received2014-12-31$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 loans2014-12-31$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 sources2013-12-31$75,334
Total plan assets at end of year2013-12-31$504,532
Total plan assets at beginning of year2013-12-31$429,198
Value of fidelity bond covering the plan2013-12-31$50,000
Other income received2013-12-31$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 loans2013-12-31$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 sources2012-12-31$52,958
Total plan assets at end of year2012-12-31$429,198
Total plan assets at beginning of year2012-12-31$376,240
Value of fidelity bond covering the plan2012-12-31$50,000
Other income received2012-12-31$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 loans2012-12-31$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 sources2011-12-31$1,126
Total plan assets at end of year2011-12-31$376,240
Total plan assets at beginning of year2011-12-31$375,114
Value of fidelity bond covering the plan2011-12-31$50,000
Other income received2011-12-31$-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 loans2011-12-31$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 sources2010-12-31$40,954
Total plan assets at end of year2010-12-31$375,114
Total plan assets at beginning of year2010-12-31$334,160
Value of fidelity bond covering the plan2010-12-31$50,000
Other income received2010-12-31$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

Form 5500 Responses for DAVID M COREY PHD PC MONEY PURCHASE PLAN

2021: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DAVID M COREY PHD PC MONEY PURCHASE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberE843
Policy instance 1
Insurance contract or identification numberE843
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $3
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberE843
Policy instance 1
Insurance contract or identification numberE843
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $66
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $66
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberE843
Policy instance 1
Insurance contract or identification numberE843
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $66
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $66
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberE843
Policy instance 1
Insurance contract or identification numberE843
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $66
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $66
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberE843
Policy instance 1
Insurance contract or identification numberE843
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $66
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $66
Insurance broker organization code?4
Insurance broker nameSTEWART J. VIETS

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