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WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameWILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN
Plan identification number 002

WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN 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

WILLIAM R. HALE, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM R. HALE, M.D., INC.
Employer identification number (EIN):952656981
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-06-01NINA HALE2022-03-14 NINA HALE2022-03-14
0022019-06-01NINA HALE2021-03-11 NINA HALE2021-03-11
0022018-06-01NINA HALE2020-03-16 NINA HALE2020-03-16
0022017-06-01
0022016-06-01
0022015-06-01
0022014-06-01
0022013-06-01
0022012-06-01WILLIAM R. HALE, M.D. WILLIAM R. HALE, M.D.2014-03-17
0022011-06-01WILLIAM R. HALE, M.D. WILLIAM R. HALE, M.D.2013-03-15
0022010-06-01WILLIAM R. HALE, M.D. WILLIAM R. HALE, M.D.2012-03-15
0022009-06-01WILLIAM R. HALE, M.D. WILLIAM R. HALE, M.D.2011-03-14

Plan Statistics for WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN

Measure Date Value
2020: WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-06-011
Total number of active participants reported on line 7a of the Form 55002020-06-011
Number of retired or separated participants receiving benefits2020-06-010
Number of other retired or separated participants entitled to future benefits2020-06-010
Total of all active and inactive participants2020-06-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-06-010
Total participants2020-06-011
Number of participants with account balances2020-06-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-06-010
2019: WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-06-011
Total number of active participants reported on line 7a of the Form 55002019-06-011
Number of retired or separated participants receiving benefits2019-06-010
Number of other retired or separated participants entitled to future benefits2019-06-010
Total of all active and inactive participants2019-06-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-06-010
Total participants2019-06-011
Number of participants with account balances2019-06-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-06-010
2018: WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-06-011
Total number of active participants reported on line 7a of the Form 55002018-06-011
Number of retired or separated participants receiving benefits2018-06-010
Number of other retired or separated participants entitled to future benefits2018-06-010
Total of all active and inactive participants2018-06-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-010
Total participants2018-06-011
Number of participants with account balances2018-06-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-06-010
2017: WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-06-011
Total number of active participants reported on line 7a of the Form 55002017-06-011
Number of retired or separated participants receiving benefits2017-06-010
Number of other retired or separated participants entitled to future benefits2017-06-010
Total of all active and inactive participants2017-06-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-010
Total participants2017-06-011
Number of participants with account balances2017-06-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-06-010
2016: WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-06-011
Total number of active participants reported on line 7a of the Form 55002016-06-011
Number of retired or separated participants receiving benefits2016-06-010
Number of other retired or separated participants entitled to future benefits2016-06-010
Total of all active and inactive participants2016-06-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-010
Total participants2016-06-011
Number of participants with account balances2016-06-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-06-010
2015: WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-06-011
Total number of active participants reported on line 7a of the Form 55002015-06-011
Number of retired or separated participants receiving benefits2015-06-010
Number of other retired or separated participants entitled to future benefits2015-06-010
Total of all active and inactive participants2015-06-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-010
Total participants2015-06-011
Number of participants with account balances2015-06-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-06-010
2014: WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-06-012
Total number of active participants reported on line 7a of the Form 55002014-06-011
Number of retired or separated participants receiving benefits2014-06-010
Number of other retired or separated participants entitled to future benefits2014-06-010
Total of all active and inactive participants2014-06-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-010
Total participants2014-06-011
Number of participants with account balances2014-06-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-06-010
2013: WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-012
Total number of active participants reported on line 7a of the Form 55002013-06-012
Number of retired or separated participants receiving benefits2013-06-010
Number of other retired or separated participants entitled to future benefits2013-06-010
Total of all active and inactive participants2013-06-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-010
Total participants2013-06-012
Number of participants with account balances2013-06-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-010
2012: WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-06-012
Total number of active participants reported on line 7a of the Form 55002012-06-012
Number of retired or separated participants receiving benefits2012-06-010
Number of other retired or separated participants entitled to future benefits2012-06-010
Total of all active and inactive participants2012-06-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-06-010
Total participants2012-06-012
Number of participants with account balances2012-06-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-06-010
2011: WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-012
Total number of active participants reported on line 7a of the Form 55002011-06-012
Number of retired or separated participants receiving benefits2011-06-010
Number of other retired or separated participants entitled to future benefits2011-06-010
Total of all active and inactive participants2011-06-012
Total participants2011-06-012
Number of participants with account balances2011-06-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-010
2010: WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-06-012
Total number of active participants reported on line 7a of the Form 55002010-06-012
Number of retired or separated participants receiving benefits2010-06-010
Number of other retired or separated participants entitled to future benefits2010-06-010
Total of all active and inactive participants2010-06-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-06-010
Total participants2010-06-012
Number of participants with account balances2010-06-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-06-010
2009: WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-06-012
Total number of active participants reported on line 7a of the Form 55002009-06-012
Number of retired or separated participants receiving benefits2009-06-010
Number of other retired or separated participants entitled to future benefits2009-06-010
Total of all active and inactive participants2009-06-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-010
Total participants2009-06-012
Number of participants with account balances2009-06-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-06-010

Financial Data on WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN

Measure Date Value
2021 : WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN 2021 401k financial data
Total plan liabilities at end of year2021-05-31$0
Total plan liabilities at beginning of year2021-05-31$0
Total income from all sources2021-05-31$725,312
Expenses. Total of all expenses incurred2021-05-31$10,930
Benefits paid (including direct rollovers)2021-05-31$0
Total plan assets at end of year2021-05-31$2,593,495
Total plan assets at beginning of year2021-05-31$1,879,113
Total contributions received or receivable from participants2021-05-31$0
Expenses. Other expenses not covered elsewhere2021-05-31$10,930
Contributions received from other sources (not participants or employers)2021-05-31$0
Other income received2021-05-31$725,312
Noncash contributions received2021-05-31$0
Net income (gross income less expenses)2021-05-31$714,382
Net plan assets at end of year (total assets less liabilities)2021-05-31$2,593,495
Net plan assets at beginning of year (total assets less liabilities)2021-05-31$1,879,113
Total contributions received or receivable from employer(s)2021-05-31$0
Value of certain deemed distributions of participant loans2021-05-31$0
Value of corrective distributions2021-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-05-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-05-31$0
Funding deficiency by the employer to the plan for this plan year2021-05-31$0
Minimum employer required contribution for this plan year2021-05-31$0
Amount contributed by the employer to the plan for this plan year2021-05-31$0
2020 : WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN 2020 401k financial data
Total plan liabilities at end of year2020-05-31$0
Total plan liabilities at beginning of year2020-05-31$0
Total income from all sources2020-05-31$208,440
Expenses. Total of all expenses incurred2020-05-31$107,250
Benefits paid (including direct rollovers)2020-05-31$107,250
Total plan assets at end of year2020-05-31$1,879,113
Total plan assets at beginning of year2020-05-31$1,777,923
Total contributions received or receivable from participants2020-05-31$0
Expenses. Other expenses not covered elsewhere2020-05-31$0
Contributions received from other sources (not participants or employers)2020-05-31$0
Other income received2020-05-31$208,440
Noncash contributions received2020-05-31$0
Net income (gross income less expenses)2020-05-31$101,190
Net plan assets at end of year (total assets less liabilities)2020-05-31$1,879,113
Net plan assets at beginning of year (total assets less liabilities)2020-05-31$1,777,923
Total contributions received or receivable from employer(s)2020-05-31$0
Value of certain deemed distributions of participant loans2020-05-31$0
Value of corrective distributions2020-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-05-31$0
2019 : WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN 2019 401k financial data
Total plan liabilities at beginning of year2019-05-31$0
Total income from all sources2019-05-31$-46,539
Expenses. Total of all expenses incurred2019-05-31$95,314
Benefits paid (including direct rollovers)2019-05-31$95,314
Total plan assets at end of year2019-05-31$1,777,923
Total plan assets at beginning of year2019-05-31$1,919,776
Total contributions received or receivable from participants2019-05-31$0
Expenses. Other expenses not covered elsewhere2019-05-31$0
Contributions received from other sources (not participants or employers)2019-05-31$0
Other income received2019-05-31$-46,539
Noncash contributions received2019-05-31$0
Net income (gross income less expenses)2019-05-31$-141,853
Net plan assets at end of year (total assets less liabilities)2019-05-31$1,777,923
Net plan assets at beginning of year (total assets less liabilities)2019-05-31$1,919,776
Total contributions received or receivable from employer(s)2019-05-31$0
Value of certain deemed distributions of participant loans2019-05-31$0
Value of corrective distributions2019-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-05-31$0
Funding deficiency by the employer to the plan for this plan year2019-05-31$0
Minimum employer required contribution for this plan year2019-05-31$0
Amount contributed by the employer to the plan for this plan year2019-05-31$0
2018 : WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN 2018 401k financial data
Total plan liabilities at end of year2018-05-31$0
Total plan liabilities at beginning of year2018-05-31$0
Total income from all sources2018-05-31$211,856
Expenses. Total of all expenses incurred2018-05-31$74,464
Benefits paid (including direct rollovers)2018-05-31$74,464
Total plan assets at end of year2018-05-31$1,919,776
Total plan assets at beginning of year2018-05-31$1,782,384
Total contributions received or receivable from participants2018-05-31$0
Expenses. Other expenses not covered elsewhere2018-05-31$0
Contributions received from other sources (not participants or employers)2018-05-31$0
Other income received2018-05-31$211,856
Noncash contributions received2018-05-31$0
Net income (gross income less expenses)2018-05-31$137,392
Net plan assets at end of year (total assets less liabilities)2018-05-31$1,919,776
Net plan assets at beginning of year (total assets less liabilities)2018-05-31$1,782,384
Total contributions received or receivable from employer(s)2018-05-31$0
Value of certain deemed distributions of participant loans2018-05-31$0
Value of corrective distributions2018-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-05-31$0
Funding deficiency by the employer to the plan for this plan year2018-05-31$0
Minimum employer required contribution for this plan year2018-05-31$0
Amount contributed by the employer to the plan for this plan year2018-05-31$0
2017 : WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN 2017 401k financial data
Transfers to/from the plan2017-05-31$0
Total plan liabilities at end of year2017-05-31$0
Total plan liabilities at beginning of year2017-05-31$0
Total income from all sources2017-05-31$207,923
Expenses. Total of all expenses incurred2017-05-31$78,634
Benefits paid (including direct rollovers)2017-05-31$78,634
Total plan assets at end of year2017-05-31$1,782,384
Total plan assets at beginning of year2017-05-31$1,653,095
Total contributions received or receivable from participants2017-05-31$0
Expenses. Other expenses not covered elsewhere2017-05-31$0
Contributions received from other sources (not participants or employers)2017-05-31$0
Other income received2017-05-31$207,923
Net income (gross income less expenses)2017-05-31$129,289
Net plan assets at end of year (total assets less liabilities)2017-05-31$1,782,384
Net plan assets at beginning of year (total assets less liabilities)2017-05-31$1,653,095
Total contributions received or receivable from employer(s)2017-05-31$0
Value of certain deemed distributions of participant loans2017-05-31$0
Value of corrective distributions2017-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-05-31$0
2016 : WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN 2016 401k financial data
Total plan liabilities at end of year2016-05-31$0
Total plan liabilities at beginning of year2016-05-31$0
Total income from all sources2016-05-31$-94,446
Expenses. Total of all expenses incurred2016-05-31$68,912
Benefits paid (including direct rollovers)2016-05-31$68,912
Total plan assets at end of year2016-05-31$1,653,095
Total plan assets at beginning of year2016-05-31$1,816,453
Total contributions received or receivable from participants2016-05-31$0
Expenses. Other expenses not covered elsewhere2016-05-31$0
Contributions received from other sources (not participants or employers)2016-05-31$0
Other income received2016-05-31$-94,446
Noncash contributions received2016-05-31$0
Net income (gross income less expenses)2016-05-31$-163,358
Net plan assets at end of year (total assets less liabilities)2016-05-31$1,653,095
Net plan assets at beginning of year (total assets less liabilities)2016-05-31$1,816,453
Total contributions received or receivable from employer(s)2016-05-31$0
Value of certain deemed distributions of participant loans2016-05-31$0
Value of corrective distributions2016-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-05-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-05-31$0
Funding deficiency by the employer to the plan for this plan year2016-05-31$0
Minimum employer required contribution for this plan year2016-05-31$0
Amount contributed by the employer to the plan for this plan year2016-05-31$0
2015 : WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN 2015 401k financial data
Transfers to/from the plan2015-05-31$0
Total plan liabilities at end of year2015-05-31$0
Total plan liabilities at beginning of year2015-05-31$0
Total income from all sources2015-05-31$227,602
Expenses. Total of all expenses incurred2015-05-31$58,143
Benefits paid (including direct rollovers)2015-05-31$58,143
Total plan assets at end of year2015-05-31$1,816,453
Total plan assets at beginning of year2015-05-31$1,646,994
Total contributions received or receivable from participants2015-05-31$0
Expenses. Other expenses not covered elsewhere2015-05-31$0
Contributions received from other sources (not participants or employers)2015-05-31$0
Other income received2015-05-31$227,602
Noncash contributions received2015-05-31$0
Net income (gross income less expenses)2015-05-31$169,459
Net plan assets at end of year (total assets less liabilities)2015-05-31$1,816,453
Net plan assets at beginning of year (total assets less liabilities)2015-05-31$1,646,994
Total contributions received or receivable from employer(s)2015-05-31$0
Value of certain deemed distributions of participant loans2015-05-31$0
Value of corrective distributions2015-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-05-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-05-31$0
Funding deficiency by the employer to the plan for this plan year2015-05-31$0
Minimum employer required contribution for this plan year2015-05-31$0
Amount contributed by the employer to the plan for this plan year2015-05-31$0
2014 : WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN 2014 401k financial data
Transfers to/from the plan2014-05-31$0
Total plan liabilities at end of year2014-05-31$0
Total plan liabilities at beginning of year2014-05-31$0
Total income from all sources2014-05-31$254,417
Expenses. Total of all expenses incurred2014-05-31$49,368
Benefits paid (including direct rollovers)2014-05-31$49,368
Total plan assets at end of year2014-05-31$1,646,994
Total plan assets at beginning of year2014-05-31$1,441,945
Total contributions received or receivable from participants2014-05-31$0
Expenses. Other expenses not covered elsewhere2014-05-31$0
Contributions received from other sources (not participants or employers)2014-05-31$0
Other income received2014-05-31$254,417
Noncash contributions received2014-05-31$0
Net income (gross income less expenses)2014-05-31$205,049
Net plan assets at end of year (total assets less liabilities)2014-05-31$1,646,994
Net plan assets at beginning of year (total assets less liabilities)2014-05-31$1,441,945
Total contributions received or receivable from employer(s)2014-05-31$0
Value of certain deemed distributions of participant loans2014-05-31$0
Value of corrective distributions2014-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-05-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-05-31$0
Funding deficiency by the employer to the plan for this plan year2014-05-31$0
Minimum employer required contribution for this plan year2014-05-31$0
Amount contributed by the employer to the plan for this plan year2014-05-31$0
2013 : WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN 2013 401k financial data
Transfers to/from the plan2013-05-31$0
Total plan liabilities at end of year2013-05-31$0
Total plan liabilities at beginning of year2013-05-31$0
Total income from all sources2013-05-31$220,531
Expenses. Total of all expenses incurred2013-05-31$47,340
Benefits paid (including direct rollovers)2013-05-31$47,340
Total plan assets at end of year2013-05-31$1,441,945
Total plan assets at beginning of year2013-05-31$1,268,754
Total contributions received or receivable from participants2013-05-31$0
Expenses. Other expenses not covered elsewhere2013-05-31$0
Contributions received from other sources (not participants or employers)2013-05-31$0
Other income received2013-05-31$220,531
Noncash contributions received2013-05-31$0
Net income (gross income less expenses)2013-05-31$173,191
Net plan assets at end of year (total assets less liabilities)2013-05-31$1,441,945
Net plan assets at beginning of year (total assets less liabilities)2013-05-31$1,268,754
Total contributions received or receivable from employer(s)2013-05-31$0
Value of certain deemed distributions of participant loans2013-05-31$0
Value of corrective distributions2013-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-05-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-05-31$0
Minimum employer required contribution for this plan year2013-05-31$0
Amount contributed by the employer to the plan for this plan year2013-05-31$0
2012 : WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-05-31$0
Total plan liabilities at end of year2012-05-31$0
Total plan liabilities at beginning of year2012-05-31$0
Total income from all sources2012-05-31$59,520
Expenses. Total of all expenses incurred2012-05-31$50,000
Benefits paid (including direct rollovers)2012-05-31$50,000
Total plan assets at end of year2012-05-31$1,268,754
Total plan assets at beginning of year2012-05-31$1,259,234
Total contributions received or receivable from participants2012-05-31$0
Expenses. Other expenses not covered elsewhere2012-05-31$0
Contributions received from other sources (not participants or employers)2012-05-31$0
Other income received2012-05-31$59,520
Noncash contributions received2012-05-31$0
Net income (gross income less expenses)2012-05-31$9,520
Net plan assets at end of year (total assets less liabilities)2012-05-31$1,268,754
Net plan assets at beginning of year (total assets less liabilities)2012-05-31$1,259,234
Total contributions received or receivable from employer(s)2012-05-31$0
Value of certain deemed distributions of participant loans2012-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-05-31$0
Minimum employer required contribution for this plan year2012-05-31$0
Amount contributed by the employer to the plan for this plan year2012-05-31$0
2011 : WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-05-31$0
Total plan liabilities at end of year2011-05-31$0
Total plan liabilities at beginning of year2011-05-31$0
Total income from all sources2011-05-31$-66,276
Expenses. Total of all expenses incurred2011-05-31$48,376
Benefits paid (including direct rollovers)2011-05-31$48,376
Total plan assets at end of year2011-05-31$1,259,234
Total plan assets at beginning of year2011-05-31$1,373,886
Total contributions received or receivable from participants2011-05-31$0
Expenses. Other expenses not covered elsewhere2011-05-31$0
Contributions received from other sources (not participants or employers)2011-05-31$0
Other income received2011-05-31$-66,276
Noncash contributions received2011-05-31$0
Net income (gross income less expenses)2011-05-31$-114,652
Net plan assets at end of year (total assets less liabilities)2011-05-31$1,259,234
Net plan assets at beginning of year (total assets less liabilities)2011-05-31$1,373,886
Total contributions received or receivable from employer(s)2011-05-31$0
Value of certain deemed distributions of participant loans2011-05-31$0
Value of corrective distributions2011-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-05-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-05-31$0
Funding deficiency by the employer to the plan for this plan year2011-05-31$0
Minimum employer required contribution for this plan year2011-05-31$0
Amount contributed by the employer to the plan for this plan year2011-05-31$0
2010 : WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-05-31$0
Funding deficiency by the employer to the plan for this plan year2010-05-31$0
Minimum employer required contribution for this plan year2010-05-31$0
Amount contributed by the employer to the plan for this plan year2010-05-31$0

Form 5500 Responses for WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN

2020: WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN 2020 form 5500 responses
2020-06-01Type of plan entitySingle employer plan
2020-06-01Submission has been amendedNo
2020-06-01This submission is the final filingNo
2020-06-01This return/report is a short plan year return/report (less than 12 months)No
2020-06-01Plan is a collectively bargained planNo
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement - TrustYes
2019: WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN 2019 form 5500 responses
2019-06-01Type of plan entitySingle employer plan
2019-06-01Submission has been amendedNo
2019-06-01This submission is the final filingNo
2019-06-01This return/report is a short plan year return/report (less than 12 months)No
2019-06-01Plan is a collectively bargained planNo
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement - TrustYes
2018: WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN 2018 form 5500 responses
2018-06-01Type of plan entitySingle employer plan
2018-06-01Submission has been amendedNo
2018-06-01This submission is the final filingNo
2018-06-01This return/report is a short plan year return/report (less than 12 months)No
2018-06-01Plan is a collectively bargained planNo
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement - TrustYes
2017: WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN 2017 form 5500 responses
2017-06-01Type of plan entitySingle employer plan
2017-06-01Submission has been amendedNo
2017-06-01This submission is the final filingNo
2017-06-01This return/report is a short plan year return/report (less than 12 months)No
2017-06-01Plan is a collectively bargained planNo
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement - TrustYes
2016: WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Submission has been amendedNo
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)No
2016-06-01Plan is a collectively bargained planNo
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement - TrustYes
2015: WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)No
2015-06-01Plan is a collectively bargained planNo
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement - TrustYes
2014: WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Submission has been amendedNo
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)No
2014-06-01Plan is a collectively bargained planNo
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement - TrustYes
2013: WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Submission has been amendedNo
2013-06-01This submission is the final filingNo
2013-06-01This return/report is a short plan year return/report (less than 12 months)No
2013-06-01Plan is a collectively bargained planNo
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement - TrustYes
2012: WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Submission has been amendedNo
2012-06-01This submission is the final filingNo
2012-06-01This return/report is a short plan year return/report (less than 12 months)No
2012-06-01Plan is a collectively bargained planNo
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement - TrustYes
2011: WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Submission has been amendedNo
2011-06-01This submission is the final filingNo
2011-06-01This return/report is a short plan year return/report (less than 12 months)No
2011-06-01Plan is a collectively bargained planNo
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement - TrustYes
2010: WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN 2010 form 5500 responses
2010-06-01Type of plan entitySingle employer plan
2010-06-01Submission has been amendedNo
2010-06-01This submission is the final filingNo
2010-06-01This return/report is a short plan year return/report (less than 12 months)No
2010-06-01Plan is a collectively bargained planNo
2010-06-01Plan funding arrangement – TrustYes
2010-06-01Plan benefit arrangement - TrustYes
2009: WILLIAM R. HALE, M.D., INC. MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Submission has been amendedNo
2009-06-01This submission is the final filingNo
2009-06-01This return/report is a short plan year return/report (less than 12 months)No
2009-06-01Plan is a collectively bargained planNo
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement - TrustYes

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