RONALD J. CARLUCCI MD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RONALD CARLUCCI MD MONEY PURCHASE PENSION PLAN
401k plan membership statisitcs for RONALD CARLUCCI MD MONEY PURCHASE PENSION PLAN
| Measure | Date | Value |
|---|
| 2016: RONALD CARLUCCI MD MONEY PURCHASE PENSION PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
| Total of all active and inactive participants | 2016-01-01 | 2 |
| Total participants | 2016-01-01 | 2 |
| Number of participants with account balances | 2016-01-01 | 2 |
| 2015: RONALD CARLUCCI MD MONEY PURCHASE PENSION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
| Total of all active and inactive participants | 2015-01-01 | 2 |
| Total participants | 2015-01-01 | 2 |
| Number of participants with account balances | 2015-01-01 | 2 |
| 2014: RONALD CARLUCCI MD MONEY PURCHASE PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
| Total of all active and inactive participants | 2014-01-01 | 2 |
| Total participants | 2014-01-01 | 2 |
| Number of participants with account balances | 2014-01-01 | 2 |
| 2013: RONALD CARLUCCI MD MONEY PURCHASE PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
| Total of all active and inactive participants | 2013-01-01 | 2 |
| Total participants | 2013-01-01 | 2 |
| Number of participants with account balances | 2013-01-01 | 2 |
| 2009: RONALD CARLUCCI MD MONEY PURCHASE PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 3 |
| Number of participants with account balances | 2009-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2016 : RONALD CARLUCCI MD MONEY PURCHASE PENSION PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $46,989 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $23,141 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $22,557 |
| Total plan assets at end of year | 2016-12-31 | $504,527 |
| Total plan assets at beginning of year | 2016-12-31 | $480,679 |
| Other income received | 2016-12-31 | $42,748 |
| Net income (gross income less expenses) | 2016-12-31 | $23,848 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $504,527 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $480,679 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $4,241 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $584 |
| 2015 : RONALD CARLUCCI MD MONEY PURCHASE PENSION PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-12,782 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $24,208 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $23,648 |
| Total plan assets at end of year | 2015-12-31 | $480,679 |
| Total plan assets at beginning of year | 2015-12-31 | $517,669 |
| Other income received | 2015-12-31 | $-18,665 |
| Net income (gross income less expenses) | 2015-12-31 | $-36,990 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $480,679 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $517,669 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $5,883 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $560 |
| 2014 : RONALD CARLUCCI MD MONEY PURCHASE PENSION PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $31,558 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $23,486 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $22,926 |
| Total plan assets at end of year | 2014-12-31 | $517,669 |
| Total plan assets at beginning of year | 2014-12-31 | $509,597 |
| Other income received | 2014-12-31 | $23,529 |
| Net income (gross income less expenses) | 2014-12-31 | $8,072 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $517,669 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $509,597 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $8,029 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $560 |
| 2013 : RONALD CARLUCCI MD MONEY PURCHASE PENSION PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $98,531 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $17,943 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $17,383 |
| Total plan assets at end of year | 2013-12-31 | $509,597 |
| Total plan assets at beginning of year | 2013-12-31 | $429,009 |
| Other income received | 2013-12-31 | $90,631 |
| Net income (gross income less expenses) | 2013-12-31 | $80,588 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $509,597 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $429,009 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $7,900 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $560 |
| 2010 : RONALD CARLUCCI MD MONEY PURCHASE PENSION PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $58,803 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $13,831 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $13,326 |
| Total plan assets at end of year | 2010-12-31 | $416,075 |
| Total plan assets at beginning of year | 2010-12-31 | $363,710 |
| Other income received | 2010-12-31 | $52,164 |
| Net income (gross income less expenses) | 2010-12-31 | $44,972 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $416,075 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $363,710 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $6,639 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $505 |
| 2016: RONALD CARLUCCI MD MONEY PURCHASE PENSION PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: RONALD CARLUCCI MD MONEY PURCHASE PENSION PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: RONALD CARLUCCI MD MONEY PURCHASE PENSION PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: RONALD CARLUCCI MD MONEY PURCHASE PENSION PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: RONALD CARLUCCI MD MONEY PURCHASE PENSION PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 764409-0000 |
| Policy instance | 1 |
| Insurance contract or identification number | 764409-0000 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 name | KARR BARTH ASSOCIATES INC |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 764409-0000 |
| Policy instance | 1 |
| Insurance contract or identification number | 764409-0000 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $145 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $145 | | Insurance broker organization code? | 3 | | Insurance broker name | KARR BARTH ASSOCIATES INC |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 764409-0000 |
| Policy instance | 1 |
| Insurance contract or identification number | 764409-0000 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $190 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $190 | | Insurance broker organization code? | 3 | | Insurance broker name | KARR BARTH ASSOCIATES INC |
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