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DAVID W CONDIFF PHD MONEY PURCHASE PLAN AND TRUST 401k Plan overview

Plan NameDAVID W CONDIFF PHD MONEY PURCHASE PLAN AND TRUST
Plan identification number 002

DAVID W CONDIFF PHD MONEY PURCHASE PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

DAVID W CONDIFF PHD has sponsored the creation of one or more 401k plans.

Company Name:DAVID W CONDIFF PHD
Employer identification number (EIN):953031624
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID W CONDIFF PHD MONEY PURCHASE PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022010-01-01DAVID CONDIFF
0022009-01-01DAVID W CONDIFF PHD DAVID W CONDIFF, PHD2010-07-25

Plan Statistics for DAVID W CONDIFF PHD MONEY PURCHASE PLAN AND TRUST

401k plan membership statisitcs for DAVID W CONDIFF PHD MONEY PURCHASE PLAN AND TRUST

Measure Date Value
2010: DAVID W CONDIFF PHD MONEY PURCHASE PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-011
Total number of active participants reported on line 7a of the Form 55002010-01-010
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-010
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: DAVID W CONDIFF PHD MONEY PURCHASE PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011
Number of participants with account balances2009-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DAVID W CONDIFF PHD MONEY PURCHASE PLAN AND TRUST

Measure Date Value
2010 : DAVID W CONDIFF PHD MONEY PURCHASE PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan2010-09-21$0
Total plan liabilities at end of year2010-09-21$0
Total plan liabilities at beginning of year2010-09-21$0
Total income from all sources2010-09-21$-8,428
Expenses. Total of all expenses incurred2010-09-21$269,265
Benefits paid (including direct rollovers)2010-09-21$268,822
Total plan assets at end of year2010-09-21$0
Total plan assets at beginning of year2010-09-21$277,693
Total contributions received or receivable from participants2010-09-21$0
Expenses. Other expenses not covered elsewhere2010-09-21$0
Contributions received from other sources (not participants or employers)2010-09-21$0
Other income received2010-09-21$-8,428
Noncash contributions received2010-09-21$0
Net income (gross income less expenses)2010-09-21$-277,693
Net plan assets at end of year (total assets less liabilities)2010-09-21$0
Net plan assets at beginning of year (total assets less liabilities)2010-09-21$277,693
Assets. Value of assets in partnership/joint-venture interests2010-09-21$0
Total contributions received or receivable from employer(s)2010-09-21$0
Value of certain deemed distributions of participant loans2010-09-21$0
Value of corrective distributions2010-09-21$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-09-21$443
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-21$0
Funding deficiency by the employer to the plan for this plan year2010-09-21$0
Minimum employer required contribution for this plan year2010-09-21$0
Amount contributed by the employer to the plan for this plan year2010-09-21$0
2009 : DAVID W CONDIFF PHD MONEY PURCHASE PLAN AND TRUST 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$7,178
Amount contributed by the employer to the plan for this plan year2009-12-31$7,178

Form 5500 Responses for DAVID W CONDIFF PHD MONEY PURCHASE PLAN AND TRUST

2010: DAVID W CONDIFF PHD MONEY PURCHASE PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingYes
2010-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DAVID W CONDIFF PHD MONEY PURCHASE PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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