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TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameTALAT ADDASI MD MONEY PURCHASE PENSION PLAN
Plan identification number 002

TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 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.
  • Life insurance

401k Sponsoring company profile

TALAT ADDASI MD has sponsored the creation of one or more 401k plans.

Company Name:TALAT ADDASI MD
Employer identification number (EIN):112945384
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TALAT ADDASI MD MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01TALAT ADDASI
0022017-01-01TALAT ADDASI
0022016-01-01TALAT ADDASI
0022015-01-01TALAT ADDASI
0022014-01-01TALAT ADDASI
0022013-01-01TALAT ADDASI
0022012-01-01TALAT ADDASI
0022011-01-01TALAT ADDASI
0022010-01-01TALAT ADDASI
0022009-01-01TALAT ADDASI

Plan Statistics for TALAT ADDASI MD MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for TALAT ADDASI MD MONEY PURCHASE PENSION PLAN

Measure Date Value
2022: TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011
Total number of active participants reported on line 7a of the Form 55002022-01-011
Total of all active and inactive participants2022-01-011
Total participants2022-01-011
Number of participants with account balances2022-01-011
2021: TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011
Total number of active participants reported on line 7a of the Form 55002021-01-011
Total of all active and inactive participants2021-01-011
Total participants2021-01-011
Number of participants with account balances2021-01-011
2020: TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011
Total number of active participants reported on line 7a of the Form 55002020-01-011
Total of all active and inactive participants2020-01-011
Total participants2020-01-011
Number of participants with account balances2020-01-011
2019: TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-011
Total of all active and inactive participants2019-01-011
Total participants2019-01-011
Number of participants with account balances2019-01-011
2018: TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Total of all active and inactive participants2018-01-011
Total participants2018-01-011
Number of participants with account balances2018-01-011
2017: TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Total of all active and inactive participants2017-01-011
Total participants2017-01-011
Number of participants with account balances2017-01-011
2016: TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Total of all active and inactive participants2016-01-011
Total participants2016-01-011
Number of participants with account balances2016-01-011
2015: TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Total of all active and inactive participants2015-01-011
Total participants2015-01-011
Number of participants with account balances2015-01-011
2014: TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
Total of all active and inactive participants2014-01-011
Total participants2014-01-011
Number of participants with account balances2014-01-011
2013: TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Total of all active and inactive participants2013-01-011
Total participants2013-01-011
Number of participants with account balances2013-01-011
2012: TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Total of all active and inactive participants2012-01-011
Total participants2012-01-011
Number of participants with account balances2012-01-011
2011: TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Total of all active and inactive participants2011-01-011
Total participants2011-01-011
Number of participants with account balances2011-01-011
2010: TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011
Total number of active participants reported on line 7a of the Form 55002010-01-011
Total of all active and inactive participants2010-01-011
Total participants2010-01-011
Number of participants with account balances2010-01-011
2009: TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 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
Total of all active and inactive participants2009-01-011
Total participants2009-01-011
Number of participants with account balances2009-01-011

Financial Data on TALAT ADDASI MD MONEY PURCHASE PENSION PLAN

Measure Date Value
2022 : TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2022 401k financial data
Total income from all sources2022-12-31$-595,760
Total plan assets at end of year2022-12-31$2,167,878
Total plan assets at beginning of year2022-12-31$2,763,638
Other income received2022-12-31$-595,760
Net income (gross income less expenses)2022-12-31$-595,760
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,167,878
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,763,638
2021 : TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2021 401k financial data
Total income from all sources2021-12-31$358,470
Total plan assets at end of year2021-12-31$2,763,638
Total plan assets at beginning of year2021-12-31$2,405,168
Other income received2021-12-31$358,470
Net income (gross income less expenses)2021-12-31$358,470
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,763,638
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,405,168
2020 : TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2020 401k financial data
Total income from all sources2020-12-31$366,394
Total plan assets at end of year2020-12-31$2,405,168
Total plan assets at beginning of year2020-12-31$2,038,774
Other income received2020-12-31$366,394
Net income (gross income less expenses)2020-12-31$366,394
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,405,168
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,038,774
2019 : TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2019 401k financial data
Total income from all sources2019-12-31$381,101
Expenses. Total of all expenses incurred2019-12-31$70,000
Benefits paid (including direct rollovers)2019-12-31$70,000
Total plan assets at end of year2019-12-31$2,038,774
Total plan assets at beginning of year2019-12-31$1,727,673
Other income received2019-12-31$381,101
Net income (gross income less expenses)2019-12-31$311,101
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,038,774
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,727,673
2018 : TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2018 401k financial data
Total income from all sources2018-12-31$-9,528
Expenses. Total of all expenses incurred2018-12-31$70,039
Benefits paid (including direct rollovers)2018-12-31$70,039
Total plan assets at end of year2018-12-31$1,727,673
Total plan assets at beginning of year2018-12-31$1,807,240
Other income received2018-12-31$-9,528
Net income (gross income less expenses)2018-12-31$-79,567
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,727,673
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,807,240
2017 : TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2017 401k financial data
Total income from all sources2017-12-31$206,206
Total plan assets at end of year2017-12-31$1,807,240
Total plan assets at beginning of year2017-12-31$1,601,034
Other income received2017-12-31$206,206
Net income (gross income less expenses)2017-12-31$206,206
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,807,240
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,601,034
2016 : TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2016 401k financial data
Total income from all sources2016-12-31$55,083
Total plan assets at end of year2016-12-31$1,601,034
Total plan assets at beginning of year2016-12-31$1,545,951
Other income received2016-12-31$55,083
Net income (gross income less expenses)2016-12-31$55,083
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,601,034
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,545,951
2015 : TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$46,887
Total plan assets at end of year2015-12-31$1,545,951
Total plan assets at beginning of year2015-12-31$1,499,064
Other income received2015-12-31$46,887
Net income (gross income less expenses)2015-12-31$46,887
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,545,951
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,499,064
2014 : TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$72,401
Total plan assets at end of year2014-12-31$1,499,064
Total plan assets at beginning of year2014-12-31$1,426,663
Other income received2014-12-31$72,401
Net income (gross income less expenses)2014-12-31$72,401
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,499,064
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,426,663
2013 : TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$155,924
Total plan assets at end of year2013-12-31$1,426,663
Total plan assets at beginning of year2013-12-31$1,270,739
Other income received2013-12-31$155,924
Net income (gross income less expenses)2013-12-31$155,924
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,426,663
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,270,739
2012 : TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$106,646
Total plan assets at end of year2012-12-31$1,270,739
Total plan assets at beginning of year2012-12-31$1,164,093
Other income received2012-12-31$106,646
Net income (gross income less expenses)2012-12-31$106,646
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,270,739
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,164,093
2011 : TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$1,354
Total plan assets at end of year2011-12-31$1,164,093
Total plan assets at beginning of year2011-12-31$1,162,739
Other income received2011-12-31$1,354
Net income (gross income less expenses)2011-12-31$1,354
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,164,093
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,162,739
2010 : TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$111,040
Total plan assets at end of year2010-12-31$1,162,739
Total plan assets at beginning of year2010-12-31$1,051,699
Other income received2010-12-31$111,040
Net income (gross income less expenses)2010-12-31$111,040
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,162,739
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,051,699

Form 5500 Responses for TALAT ADDASI MD MONEY PURCHASE PENSION PLAN

2022: TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TALAT ADDASI MD MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number90014020TA
Policy instance 1
Insurance contract or identification number90014020TA
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number90014020TA
Policy instance 1
Insurance contract or identification number90014020TA
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number90014020TA
Policy instance 1
Insurance contract or identification number90014020TA
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number90014020TA
Policy instance 1
Insurance contract or identification number90014020TA
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number90014020TA
Policy instance 1
Insurance contract or identification number90014020TA
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number90014020TA
Policy instance 1
Insurance contract or identification number90014020TA
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameY MARZOUK
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number90014020TA
Policy instance 1
Insurance contract or identification number90014020TA
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameY MARZOUK
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number90014020TA
Policy instance 1
Insurance contract or identification number90014020TA
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameY MARZOUK
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number90014020TA
Policy instance 1
Insurance contract or identification number90014020TA
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameY MARZOUK
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number90014020TA
Policy instance 1
Insurance contract or identification number90014020TA
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameY MARZOUK
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number90014020TA
Policy instance 1
Insurance contract or identification number90014020TA
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number90014020TA
Policy instance 1
Insurance contract or identification number90014020TA
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameY MARZOUK

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