401k Plan data: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN plan

DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan Name	DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN
Plan identification number	001

DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN Benefits

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

401k Sponsoring company profile

DAVID A. JACOBY, M.D. has sponsored the creation of one or more 401k plans.

Company Name: DAVID A. JACOBY, M.D.

Employer identification number (EIN): 942354003

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DAVID A. JACOBY, M.D. 2024-10-15
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DAVID JACOBY DAVID JACOBY 2018-10-07
001 2016-01-01 DAVID JACOBY DAVID JACOBY 2017-10-30
001 2016-01-01 DAVID JACOBY 2017-10-03
001 2015-01-01 DAVID JACOBY DAVID JACOBY 2016-09-13
001 2014-01-01 DAVID JACOBY DAVID JACOBY 2016-09-13
001 2014-01-01 DAVID JACOBY DAVID JACOBY 2015-10-02
001 2013-01-01 DAVID JACOBY DAVID JACOBY 2014-10-14
001 2012-01-01 DAVID JACOBY DAVID JACOBY 2013-10-11
001 2011-01-01 DAVID JACOBY
001 2010-01-01 DAVID JACOBY
001 2009-01-01 DAVID JACOBY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	DAVID A. JACOBY, M.D.	2024-10-15
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2020-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	DAVID JACOBY		DAVID JACOBY	2018-10-07
001	2016-01-01	DAVID JACOBY		DAVID JACOBY	2017-10-30
001	2016-01-01			DAVID JACOBY	2017-10-03
001	2015-01-01	DAVID JACOBY		DAVID JACOBY	2016-09-13
001	2014-01-01	DAVID JACOBY		DAVID JACOBY	2016-09-13
001	2014-01-01	DAVID JACOBY		DAVID JACOBY	2015-10-02
001	2013-01-01	DAVID JACOBY		DAVID JACOBY	2014-10-14
001	2012-01-01	DAVID JACOBY		DAVID JACOBY	2013-10-11
001	2011-01-01	DAVID JACOBY
001	2010-01-01	DAVID JACOBY
001	2009-01-01	DAVID JACOBY

Plan Statistics for DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN

Measure Date Value
2023: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 4
Number of other retired or separated participants entitled to future benefits 2023-01-01 3
Total of all active and inactive participants 2023-01-01 7
Total participants 2023-01-01 7
Number of participants with account balances 2023-01-01 7
2022: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4
Number of other retired or separated participants entitled to future benefits 2022-01-01 3
Total of all active and inactive participants 2022-01-01 7
Total participants 2022-01-01 7
Number of participants with account balances 2022-01-01 7
2021: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of other retired or separated participants entitled to future benefits 2021-01-01 4
Total of all active and inactive participants 2021-01-01 8
Total participants 2021-01-01 8
Number of participants with account balances 2021-01-01 8
2020: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Number of other retired or separated participants entitled to future benefits 2020-01-01 3
Total of all active and inactive participants 2020-01-01 7
Total participants 2020-01-01 7
Number of participants with account balances 2020-01-01 7
2019: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 7
Total participants 2019-01-01 7
Number of participants with account balances 2019-01-01 7
2018: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 7
Total participants 2018-01-01 7
Number of participants with account balances 2018-01-01 7
2017: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 7
Total participants 2017-01-01 7
Number of participants with account balances 2017-01-01 6
2016: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
Total of all active and inactive participants 2016-01-01 7
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 7
2015: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 8
Number of participants with account balances 2015-01-01 8
2014: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 6
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 6
2013: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 6
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
2012: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 6
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
2011: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
2010: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 7
Number of participants with account balances 2010-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
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 1
Total of all active and inactive participants 2009-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7
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: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	4
Number of other retired or separated participants entitled to future benefits	2023-01-01	3
Total of all active and inactive participants	2023-01-01	7
Total participants	2023-01-01	7
Number of participants with account balances	2023-01-01	7
2022: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4
Number of other retired or separated participants entitled to future benefits	2022-01-01	3
Total of all active and inactive participants	2022-01-01	7
Total participants	2022-01-01	7
Number of participants with account balances	2022-01-01	7
2021: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of other retired or separated participants entitled to future benefits	2021-01-01	4
Total of all active and inactive participants	2021-01-01	8
Total participants	2021-01-01	8
Number of participants with account balances	2021-01-01	8
2020: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Number of other retired or separated participants entitled to future benefits	2020-01-01	3
Total of all active and inactive participants	2020-01-01	7
Total participants	2020-01-01	7
Number of participants with account balances	2020-01-01	7
2019: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	7
Total participants	2019-01-01	7
Number of participants with account balances	2019-01-01	7
2018: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	7
Total participants	2018-01-01	7
Number of participants with account balances	2018-01-01	7
2017: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	7
Total participants	2017-01-01	7
Number of participants with account balances	2017-01-01	6
2016: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
Total of all active and inactive participants	2016-01-01	7
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	7
2015: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	8
Number of participants with account balances	2015-01-01	8
2014: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	6
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	6
2013: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	6
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
2012: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	6
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
2011: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
2010: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	7
Number of participants with account balances	2010-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
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	1
Total of all active and inactive participants	2009-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN

Measure	Date	Value
2023 : DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$-36,744
Expenses. Total of all expenses incurred	2023-12-31	$40,790
Total plan assets at end of year	2023-12-31	$1,383,215
Total plan assets at beginning of year	2023-12-31	$1,460,749
Expenses. Other expenses not covered elsewhere	2023-12-31	$40,790
Other income received	2023-12-31	$-60,293
Net income (gross income less expenses)	2023-12-31	$-77,534
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,383,215
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,460,749
Total contributions received or receivable from employer(s)	2023-12-31	$23,549
2022 : DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$7,833
Expenses. Total of all expenses incurred	2022-12-31	$48,805
Benefits paid (including direct rollovers)	2022-12-31	$46,567
Total plan assets at end of year	2022-12-31	$1,460,749
Total plan assets at beginning of year	2022-12-31	$1,501,721
Other income received	2022-12-31	$-15,790
Net income (gross income less expenses)	2022-12-31	$-40,972
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,460,749
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,501,721
Total contributions received or receivable from employer(s)	2022-12-31	$23,623
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$2,238
2021 : DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$47,587
Expenses. Total of all expenses incurred	2021-12-31	$972
Total plan assets at end of year	2021-12-31	$1,501,721
Total plan assets at beginning of year	2021-12-31	$1,455,106
Other income received	2021-12-31	$10,612
Net income (gross income less expenses)	2021-12-31	$46,615
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,501,721
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,455,106
Total contributions received or receivable from employer(s)	2021-12-31	$36,975
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$972
2020 : DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$66,059
Expenses. Total of all expenses incurred	2020-12-31	$999
Total plan assets at end of year	2020-12-31	$1,455,016
Total plan assets at beginning of year	2020-12-31	$1,389,956
Other income received	2020-12-31	$25,897
Net income (gross income less expenses)	2020-12-31	$65,060
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,455,016
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,389,956
Total contributions received or receivable from employer(s)	2020-12-31	$40,162
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$999
2019 : DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$79,251
Expenses. Total of all expenses incurred	2019-12-31	$39,058
Benefits paid (including direct rollovers)	2019-12-31	$37,617
Total plan assets at end of year	2019-12-31	$1,383,485
Total plan assets at beginning of year	2019-12-31	$1,343,292
Other income received	2019-12-31	$34,084
Net income (gross income less expenses)	2019-12-31	$40,193
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,383,485
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,343,292
Total contributions received or receivable from employer(s)	2019-12-31	$45,167
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$1,441
2018 : DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$62,445
Expenses. Total of all expenses incurred	2018-12-31	$1,786
Total plan assets at end of year	2018-12-31	$1,343,293
Total plan assets at beginning of year	2018-12-31	$1,282,634
Other income received	2018-12-31	$12,224
Net income (gross income less expenses)	2018-12-31	$60,659
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,343,293
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,282,634
Total contributions received or receivable from employer(s)	2018-12-31	$50,221
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$1,786
2017 : DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$67,158
Expenses. Total of all expenses incurred	2017-12-31	$7,010
Benefits paid (including direct rollovers)	2017-12-31	$5,326
Total plan assets at end of year	2017-12-31	$1,289,645
Total plan assets at beginning of year	2017-12-31	$1,229,497
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Other income received	2017-12-31	$17,543
Net income (gross income less expenses)	2017-12-31	$60,148
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,289,645
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,229,497
Total contributions received or receivable from employer(s)	2017-12-31	$49,615
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,684
2016 : DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$75,539
Expenses. Total of all expenses incurred	2016-12-31	$114,726
Benefits paid (including direct rollovers)	2016-12-31	$113,255
Total plan assets at end of year	2016-12-31	$1,230,479
Total plan assets at beginning of year	2016-12-31	$1,269,666
Other income received	2016-12-31	$14,185
Net income (gross income less expenses)	2016-12-31	$-39,187
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,230,479
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,269,666
Total contributions received or receivable from employer(s)	2016-12-31	$61,354
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,471
2015 : DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$66,815
Expenses. Total of all expenses incurred	2015-12-31	$2,507
Total plan assets at end of year	2015-12-31	$1,269,666
Total plan assets at beginning of year	2015-12-31	$1,205,358
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Other income received	2015-12-31	$2,967
Net income (gross income less expenses)	2015-12-31	$64,308
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,269,666
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,205,358
Total contributions received or receivable from employer(s)	2015-12-31	$63,848
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,507
2014 : DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$43,696
Expenses. Total of all expenses incurred	2014-12-31	$1,437
Total plan assets at end of year	2014-12-31	$1,193,607
Total plan assets at beginning of year	2014-12-31	$1,151,348
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Other income received	2014-12-31	$3,999
Net income (gross income less expenses)	2014-12-31	$42,259
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,193,607
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,151,348
Total contributions received or receivable from employer(s)	2014-12-31	$39,697
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,437
2013 : DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$58,860
Expenses. Total of all expenses incurred	2013-12-31	$1,312
Total plan assets at end of year	2013-12-31	$1,151,348
Total plan assets at beginning of year	2013-12-31	$1,093,800
Other income received	2013-12-31	$1,762
Net income (gross income less expenses)	2013-12-31	$57,548
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,151,348
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,093,800
Total contributions received or receivable from employer(s)	2013-12-31	$57,098
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,312
2012 : DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$68,026
Expenses. Total of all expenses incurred	2012-12-31	$61,463
Benefits paid (including direct rollovers)	2012-12-31	$57,361
Total plan assets at end of year	2012-12-31	$1,093,800
Total plan assets at beginning of year	2012-12-31	$1,087,237
Expenses. Other expenses not covered elsewhere	2012-12-31	$2,892
Other income received	2012-12-31	$5,800
Net income (gross income less expenses)	2012-12-31	$6,563
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,093,800
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,087,237
Total contributions received or receivable from employer(s)	2012-12-31	$62,226
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,210
2011 : DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-10,248
Expenses. Total of all expenses incurred	2011-12-31	$626
Total plan assets at end of year	2011-12-31	$1,087,237
Total plan assets at beginning of year	2011-12-31	$1,098,111
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Other income received	2011-12-31	$-73,792
Net income (gross income less expenses)	2011-12-31	$-10,874
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,087,237
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,098,111
Total contributions received or receivable from employer(s)	2011-12-31	$63,544
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$626
2010 : DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$60,522
Expenses. Total of all expenses incurred	2010-12-31	$1,089
Total plan assets at end of year	2010-12-31	$1,098,111
Total plan assets at beginning of year	2010-12-31	$1,038,678
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Other income received	2010-12-31	$5,211
Net income (gross income less expenses)	2010-12-31	$59,433
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,098,111
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,038,678
Total contributions received or receivable from employer(s)	2010-12-31	$55,311
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,089

Form 5500 Responses for DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN

2023: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION 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: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION 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: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION 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: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
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
2019: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION 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: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION 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: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
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: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION 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: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
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
2013: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION 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: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION 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
2010: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION 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:	DAVID A. JACOBY, M.D.
Employer identification number (EIN):	942354003
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)