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CHRISTOPHER P. MUENZEN, M.D., P.A. RETIREMENT PLAN 401k Plan overview

Plan NameCHRISTOPHER P. MUENZEN, M.D., P.A. RETIREMENT PLAN
Plan identification number 001

CHRISTOPHER P. MUENZEN, M.D., P.A. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

CHRISTOPHER P. MUENZEN, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:CHRISTOPHER P. MUENZEN, M.D., P.A.
Employer identification number (EIN):223061169
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHRISTOPHER P. MUENZEN, M.D., P.A. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01CHRISTOPHER MUENZEN2021-10-12
0012020-01-01CHRISTOPHER MUENZEN2021-05-20
0012019-01-01CHRISTOPHER MUENZEN2020-07-11
0012018-01-01CHRISTOPHER MUENZEN2019-08-21
0012017-01-01CHRISTOPHER MUENZEN2018-01-31
0012016-01-01CHRISTOPHER MUENZEN2017-05-05
0012015-01-01CHRISTOPHER MUENZEN2016-05-16
0012014-01-01CHRISTOPHER MUENZEN CHRISTOPHER P. MUENZEN2015-06-10
0012013-01-01CHRISTOPHER MUENZEN2014-04-20
0012012-01-01CHRISTOPHER MUENZEN2013-05-11

Financial Data on CHRISTOPHER P. MUENZEN, M.D., P.A. RETIREMENT PLAN

Measure Date Value
2014 : CHRISTOPHER P. MUENZEN, M.D., P.A. RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$139,196
Expenses. Total of all expenses incurred2014-12-31$7,611
Benefits paid (including direct rollovers)2014-12-31$7,390
Total plan assets at end of year2014-12-31$417,323
Total plan assets at beginning of year2014-12-31$285,738
Total contributions received or receivable from participants2014-12-31$73,780
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$17,295
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$131,585
Net plan assets at end of year (total assets less liabilities)2014-12-31$417,323
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$285,738
Total contributions received or receivable from employer(s)2014-12-31$48,121
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$221
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0

Form 5500 Responses for CHRISTOPHER P. MUENZEN, M.D., P.A. RETIREMENT PLAN

2014: CHRISTOPHER P. MUENZEN, M.D., P.A. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number631031
Policy instance 1

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