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STEVEN A BURRES MD INC. MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameSTEVEN A BURRES MD INC. MONEY PURCHASE PENSION PLAN
Plan identification number 001

STEVEN A BURRES MD INC. MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

STEVEN A BURRES MD INC. MONEY PURCHASE PENSION PLAN & TRUST has sponsored the creation of one or more 401k plans.

Company Name:STEVEN A BURRES MD INC. MONEY PURCHASE PENSION PLAN & TRUST
Employer identification number (EIN):954501223
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN A BURRES MD INC. MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01STEVEN BURRES2023-06-27
0012021-01-01STEVEN BURRES2022-06-09
0012020-01-01STEVEN BURRES2021-10-06
0012019-01-01STEVEN BURRES2020-07-31
0012018-01-01STEVEN A BURRES2019-07-12
0012017-01-01STEVEN BURRES2018-07-09
0012016-01-01STEVEN BURRES2020-07-31
0012015-01-01STEVEN BURRES2016-07-14
0012014-01-01STEVEN BURRES2015-06-16
0012013-01-01STEVEN BURRES MD2014-07-03
0012012-01-01STEVEN A BURRES MD2013-09-11 STEVEN A BURRES MD2013-09-11
0012011-01-01STEVEN A BURRES MD2012-10-12 STEVEN A BURRES MD2012-10-12
0012010-01-01STEVEN A BURRES MD2011-10-14 STEVEN A BURRES MD2011-10-14
0012008-01-01STEVEN A BURRES MD STEVEN A BURRES MD2012-03-02
0012007-01-01

Plan Statistics for STEVEN A BURRES MD INC. MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for STEVEN A BURRES MD INC. MONEY PURCHASE PENSION PLAN

Measure Date Value
2008: STEVEN A BURRES MD INC. MONEY PURCHASE PENSION PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-016
Total number of active participants reported on line 7a of the Form 55002008-01-013
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-014
Total of all active and inactive participants2008-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-017
Number of participants with account balances2008-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-011

Financial Data on STEVEN A BURRES MD INC. MONEY PURCHASE PENSION PLAN

Measure Date Value
2008 : STEVEN A BURRES MD INC. MONEY PURCHASE PENSION PLAN 2008 401k financial data
Transfers to/from the plan2008-12-31$0
Total plan liabilities at end of year2008-12-31$0
Total plan liabilities at beginning of year2008-12-31$0
Total income from all sources2008-12-31$-37,499
Expenses. Total of all expenses incurred2008-12-31$0
Benefits paid (including direct rollovers)2008-12-31$0
Total plan assets at end of year2008-12-31$781,942
Total plan assets at beginning of year2008-12-31$819,441
Value of fidelity bond covering the plan2008-12-31$150,000
Total contributions received or receivable from participants2008-12-31$0
Expenses. Other expenses not covered elsewhere2008-12-31$0
Contributions received from other sources (not participants or employers)2008-12-31$0
Other income received2008-12-31$-63,118
Noncash contributions received2008-12-31$0
Net income (gross income less expenses)2008-12-31$-37,499
Net plan assets at end of year (total assets less liabilities)2008-12-31$781,942
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$819,441
Total contributions received or receivable from employer(s)2008-12-31$25,619
Value of certain deemed distributions of participant loans2008-12-31$0
Value of corrective distributions2008-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-12-31$0
Funding deficiency by the employer to the plan for this plan year2008-12-31$619
Minimum employer required contribution for this plan year2008-12-31$25,619
Amount contributed by the employer to the plan for this plan year2008-12-31$25,000

Form 5500 Responses for STEVEN A BURRES MD INC. MONEY PURCHASE PENSION PLAN

2008: STEVEN A BURRES MD INC. MONEY PURCHASE PENSION PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: STEVEN A BURRES MD INC. MONEY PURCHASE PENSION PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo

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