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JEROME A PETERS MD MONEY PURCHASE PLAN 401k Plan overview

Plan NameJEROME A PETERS MD MONEY PURCHASE PLAN
Plan identification number 002

JEROME A PETERS MD MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Plan covering Self-Employed individuals.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

JEROME PETERS MD MONEY PURCHASE PLAN has sponsored the creation of one or more 401k plans.

Company Name:JEROME PETERS MD MONEY PURCHASE PLAN
Employer identification number (EIN):251652265
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEROME A PETERS MD MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01
0022018-01-01DALE WALKER
0022017-01-01DALE WALKER
0022016-01-01DALE WALKER
0022015-01-01DALE WALKER
0022014-01-01DALE WALKER
0022013-01-01DALE WALKER DALE WALKER2014-06-18
0022012-01-01DALE WALKER
0022011-01-01DALE WALKER
0022009-01-01DALE WALKER

Financial Data on JEROME A PETERS MD MONEY PURCHASE PLAN

Measure Date Value
2020 : JEROME A PETERS MD MONEY PURCHASE PLAN 2020 401k financial data
Total income from all sources2020-12-31$-3,103
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$27,083
Total plan assets at beginning of year2020-12-31$30,186
Other income received2020-12-31$-3,103
Net income (gross income less expenses)2020-12-31$-3,103
Net plan assets at end of year (total assets less liabilities)2020-12-31$27,083
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$30,186
2019 : JEROME A PETERS MD MONEY PURCHASE PLAN 2019 401k financial data
Total income from all sources2019-12-31$-1,205
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$30,186
Total plan assets at beginning of year2019-12-31$31,391
Other income received2019-12-31$-1,205
Net income (gross income less expenses)2019-12-31$-1,205
Net plan assets at end of year (total assets less liabilities)2019-12-31$30,186
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$31,391
2018 : JEROME A PETERS MD MONEY PURCHASE PLAN 2018 401k financial data
Total income from all sources2018-12-31$-929
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$31,391
Total plan assets at beginning of year2018-12-31$32,320
Other income received2018-12-31$-929
Net income (gross income less expenses)2018-12-31$-929
Net plan assets at end of year (total assets less liabilities)2018-12-31$31,391
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$32,320
2017 : JEROME A PETERS MD MONEY PURCHASE PLAN 2017 401k financial data
Total income from all sources2017-12-31$-691
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$32,320
Total plan assets at beginning of year2017-12-31$33,011
Value of fidelity bond covering the plan2017-12-31$500,000
Other income received2017-12-31$-691
Net income (gross income less expenses)2017-12-31$-691
Net plan assets at end of year (total assets less liabilities)2017-12-31$32,320
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$33,011
2016 : JEROME A PETERS MD MONEY PURCHASE PLAN 2016 401k financial data
Total income from all sources2016-12-31$-488
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$33,011
Total plan assets at beginning of year2016-12-31$33,499
Value of fidelity bond covering the plan2016-12-31$5,000,000
Other income received2016-12-31$-488
Net income (gross income less expenses)2016-12-31$-488
Net plan assets at end of year (total assets less liabilities)2016-12-31$33,011
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$33,499
2015 : JEROME A PETERS MD MONEY PURCHASE PLAN 2015 401k financial data
Total income from all sources2015-12-31$-343
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$33,499
Total plan assets at beginning of year2015-12-31$33,842
Value of fidelity bond covering the plan2015-12-31$500,000
Other income received2015-12-31$-343
Net income (gross income less expenses)2015-12-31$-343
Net plan assets at end of year (total assets less liabilities)2015-12-31$33,499
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$33,842
2014 : JEROME A PETERS MD MONEY PURCHASE PLAN 2014 401k financial data
Total income from all sources2014-12-31$10,110
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$33,842
Total plan assets at beginning of year2014-12-31$23,732
Value of fidelity bond covering the plan2014-12-31$50,000
Other income received2014-12-31$10,110
Net income (gross income less expenses)2014-12-31$10,110
Net plan assets at end of year (total assets less liabilities)2014-12-31$33,842
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$23,732
2013 : JEROME A PETERS MD MONEY PURCHASE PLAN 2013 401k financial data
Total income from all sources2013-12-31$-470
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$23,732
Total plan assets at beginning of year2013-12-31$24,202
Value of fidelity bond covering the plan2013-12-31$50,000
Other income received2013-12-31$-470
Net income (gross income less expenses)2013-12-31$-470
Net plan assets at end of year (total assets less liabilities)2013-12-31$23,732
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$24,202
2012 : JEROME A PETERS MD MONEY PURCHASE PLAN 2012 401k financial data
Total income from all sources2012-12-31$-670
Total plan assets at end of year2012-12-31$24,202
Total plan assets at beginning of year2012-12-31$24,872
Value of fidelity bond covering the plan2012-12-31$50,000
Other income received2012-12-31$-670
Net income (gross income less expenses)2012-12-31$-670
Net plan assets at end of year (total assets less liabilities)2012-12-31$24,202
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$24,872
2011 : JEROME A PETERS MD MONEY PURCHASE PLAN 2011 401k financial data
Total income from all sources2011-12-31$-364
Total plan assets at end of year2011-12-31$24,872
Total plan assets at beginning of year2011-12-31$25,236
Value of fidelity bond covering the plan2011-12-31$50,000
Other income received2011-12-31$-364
Net income (gross income less expenses)2011-12-31$-364
Net plan assets at end of year (total assets less liabilities)2011-12-31$24,872
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$25,236
2010 : JEROME A PETERS MD MONEY PURCHASE PLAN 2010 401k financial data
Total income from all sources2010-12-31$13,999
Expenses. Total of all expenses incurred2010-12-31$203,207
Benefits paid (including direct rollovers)2010-12-31$203,046
Total plan assets at end of year2010-12-31$25,236
Total plan assets at beginning of year2010-12-31$214,444
Value of fidelity bond covering the plan2010-12-31$50,000
Expenses. Other expenses not covered elsewhere2010-12-31$161
Other income received2010-12-31$13,999
Net income (gross income less expenses)2010-12-31$-189,208
Net plan assets at end of year (total assets less liabilities)2010-12-31$25,236
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$214,444

Form 5500 Responses for JEROME A PETERS MD MONEY PURCHASE PLAN

2020: JEROME A PETERS MD MONEY PURCHASE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JEROME A PETERS MD MONEY PURCHASE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JEROME A PETERS MD MONEY PURCHASE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JEROME A PETERS MD MONEY PURCHASE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JEROME A PETERS MD MONEY PURCHASE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JEROME A PETERS MD MONEY PURCHASE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JEROME A PETERS MD MONEY PURCHASE 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 funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JEROME A PETERS MD MONEY PURCHASE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JEROME A PETERS MD MONEY PURCHASE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JEROME A PETERS MD MONEY PURCHASE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JEROME A PETERS MD MONEY PURCHASE PLAN 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract numberB332941
Policy instance 2
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract numberB33292511
Policy instance 2
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract numberB332941
Policy instance 1
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract numberB3329551
Policy instance 1
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract numberB3323941
Policy instance 2
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract numberB3323941
Policy instance 2
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract numberB3329551
Policy instance 1
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract numberB3329551
Policy instance 2
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract numberB3323941
Policy instance 1
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract numberB3323941
Policy instance 2
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract numberB3329551
Policy instance 1
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract numberB3323941
Policy instance 2
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract numberB3329551
Policy instance 1
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract numberB3329551
Policy instance 1
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract numberB3323941
Policy instance 2
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract numberB3329551
Policy instance 2
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract numberB3323941
Policy instance 1
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract numberB3323941
Policy instance 1
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract numberB3329551
Policy instance 2

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