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SOUTHWESTERN OHIO UROLOGY MONEY PURCHASE PLAN 401k Plan overview

Plan NameSOUTHWESTERN OHIO UROLOGY MONEY PURCHASE PLAN
Plan identification number 001

SOUTHWESTERN OHIO UROLOGY MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

SOUTHWESTERN OHIO UROLOGY INC CHRISTOPHER LAWLEY D O has sponsored the creation of one or more 401k plans.

Company Name:SOUTHWESTERN OHIO UROLOGY INC CHRISTOPHER LAWLEY D O
Employer identification number (EIN):311402108
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHWESTERN OHIO UROLOGY MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01CHRISTOPHER LAWLEY2019-10-08 CHRISTOPHER LAWLEY2019-10-08
0012017-01-01
0012016-01-01
0012015-01-01CHRISTOPHER LAWLEY
0012014-01-01CHRISTOPHER LAWLEY D O
0012013-01-01CHRISTOPHER LAWLEY D O
0012012-01-01CHRISTOPHER LAWLEY D O
0012011-01-01CHRISTOPHER LAWLEY D O
0012009-01-01CHRISTOPHER LAWLEY D O

Plan Statistics for SOUTHWESTERN OHIO UROLOGY MONEY PURCHASE PLAN

401k plan membership statisitcs for SOUTHWESTERN OHIO UROLOGY MONEY PURCHASE PLAN

Measure Date Value
2018: SOUTHWESTERN OHIO UROLOGY MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0119
Total number of active participants reported on line 7a of the Form 55002018-01-0111
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0110
Total of all active and inactive participants2018-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0121
Number of participants with account balances2018-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SOUTHWESTERN OHIO UROLOGY MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0118
Total number of active participants reported on line 7a of the Form 55002017-01-0115
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0118
Number of participants with account balances2017-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SOUTHWESTERN OHIO UROLOGY MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0118
Total number of active participants reported on line 7a of the Form 55002016-01-0113
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0116
Number of participants with account balances2016-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SOUTHWESTERN OHIO UROLOGY MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0118
Total number of active participants reported on line 7a of the Form 55002015-01-0114
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0118
Number of participants with account balances2015-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SOUTHWESTERN OHIO UROLOGY MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0115
Total number of active participants reported on line 7a of the Form 55002014-01-0115
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0115
Number of participants with account balances2014-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SOUTHWESTERN OHIO UROLOGY MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0114
Total number of active participants reported on line 7a of the Form 55002013-01-0115
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0115
Number of participants with account balances2013-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SOUTHWESTERN OHIO UROLOGY MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0114
Total number of active participants reported on line 7a of the Form 55002012-01-0114
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0114
Number of participants with account balances2012-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SOUTHWESTERN OHIO UROLOGY MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0114
Total number of active participants reported on line 7a of the Form 55002011-01-0114
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0114
Number of participants with account balances2011-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SOUTHWESTERN OHIO UROLOGY MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0113
Total number of active participants reported on line 7a of the Form 55002009-01-0111
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0111
Number of participants with account balances2009-01-0111

Financial Data on SOUTHWESTERN OHIO UROLOGY MONEY PURCHASE PLAN

Measure Date Value
2018 : SOUTHWESTERN OHIO UROLOGY MONEY PURCHASE PLAN 2018 401k financial data
Total income from all sources2018-12-31$-27,254
Expenses. Total of all expenses incurred2018-12-31$26,394
Benefits paid (including direct rollovers)2018-12-31$11,189
Total plan assets at end of year2018-12-31$1,715,621
Total plan assets at beginning of year2018-12-31$1,769,269
Value of fidelity bond covering the plan2018-12-31$300,000
Other income received2018-12-31$-87,982
Net income (gross income less expenses)2018-12-31$-53,648
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,715,621
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,769,269
Total contributions received or receivable from employer(s)2018-12-31$60,728
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$15,205
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$60,729
Amount contributed by the employer to the plan for this plan year2018-12-31$60,729
2017 : SOUTHWESTERN OHIO UROLOGY MONEY PURCHASE PLAN 2017 401k financial data
Total income from all sources2017-12-31$394,204
Expenses. Total of all expenses incurred2017-12-31$375,299
Benefits paid (including direct rollovers)2017-12-31$361,085
Total plan assets at end of year2017-12-31$1,769,269
Total plan assets at beginning of year2017-12-31$1,750,364
Value of fidelity bond covering the plan2017-12-31$300,000
Other income received2017-12-31$322,589
Net income (gross income less expenses)2017-12-31$18,905
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,769,269
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,750,364
Total contributions received or receivable from employer(s)2017-12-31$71,615
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$14,214
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$71,615
Amount contributed by the employer to the plan for this plan year2017-12-31$71,615
2016 : SOUTHWESTERN OHIO UROLOGY MONEY PURCHASE PLAN 2016 401k financial data
Total income from all sources2016-12-31$164,233
Expenses. Total of all expenses incurred2016-12-31$28,182
Benefits paid (including direct rollovers)2016-12-31$12,675
Total plan assets at end of year2016-12-31$1,750,364
Total plan assets at beginning of year2016-12-31$1,614,313
Value of fidelity bond covering the plan2016-12-31$200,000
Noncash contributions received2016-12-31$101,404
Net income (gross income less expenses)2016-12-31$136,051
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,750,364
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,614,313
Total contributions received or receivable from employer(s)2016-12-31$62,829
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$15,507
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$62,829
Amount contributed by the employer to the plan for this plan year2016-12-31$62,829
2015 : SOUTHWESTERN OHIO UROLOGY MONEY PURCHASE PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total income from all sources2015-12-31$386,892
Expenses. Total of all expenses incurred2015-12-31$15,041
Total plan assets at end of year2015-12-31$1,614,313
Total plan assets at beginning of year2015-12-31$1,242,462
Value of fidelity bond covering the plan2015-12-31$300,000
Other income received2015-12-31$317,758
Net income (gross income less expenses)2015-12-31$371,851
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,614,313
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,242,462
Total contributions received or receivable from employer(s)2015-12-31$69,134
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$15,041
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$69,134
Amount contributed by the employer to the plan for this plan year2015-12-31$69,134
2014 : SOUTHWESTERN OHIO UROLOGY MONEY PURCHASE PLAN 2014 401k financial data
Total income from all sources2014-12-31$140,528
Expenses. Total of all expenses incurred2014-12-31$17,369
Benefits paid (including direct rollovers)2014-12-31$7,657
Total plan assets at end of year2014-12-31$1,242,462
Total plan assets at beginning of year2014-12-31$1,119,303
Value of fidelity bond covering the plan2014-12-31$200,000
Other income received2014-12-31$79,002
Net income (gross income less expenses)2014-12-31$123,159
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,242,462
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,119,303
Assets. Value of assets in partnership/joint-venture interests2014-12-31$94,000
Total contributions received or receivable from employer(s)2014-12-31$61,526
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$9,712
2013 : SOUTHWESTERN OHIO UROLOGY MONEY PURCHASE PLAN 2013 401k financial data
Total income from all sources2013-12-31$219,980
Expenses. Total of all expenses incurred2013-12-31$29,410
Benefits paid (including direct rollovers)2013-12-31$20,648
Total plan assets at end of year2013-12-31$1,119,303
Total plan assets at beginning of year2013-12-31$928,733
Value of fidelity bond covering the plan2013-12-31$200,000
Expenses. Other expenses not covered elsewhere2013-12-31$360
Other income received2013-12-31$151,291
Net income (gross income less expenses)2013-12-31$190,570
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,119,303
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$928,733
Assets. Value of assets in partnership/joint-venture interests2013-12-31$84,000
Total contributions received or receivable from employer(s)2013-12-31$68,689
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$8,402
2012 : SOUTHWESTERN OHIO UROLOGY MONEY PURCHASE PLAN 2012 401k financial data
Total income from all sources2012-12-31$146,252
Expenses. Total of all expenses incurred2012-12-31$19,049
Benefits paid (including direct rollovers)2012-12-31$11,427
Total plan assets at end of year2012-12-31$928,733
Total plan assets at beginning of year2012-12-31$801,530
Expenses. Other expenses not covered elsewhere2012-12-31$300
Other income received2012-12-31$92,401
Net income (gross income less expenses)2012-12-31$127,203
Net plan assets at end of year (total assets less liabilities)2012-12-31$928,733
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$801,530
Assets. Value of assets in partnership/joint-venture interests2012-12-31$104,000
Total contributions received or receivable from employer(s)2012-12-31$53,851
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$7,322
2011 : SOUTHWESTERN OHIO UROLOGY MONEY PURCHASE PLAN 2011 401k financial data
Total income from all sources2011-12-31$42,881
Expenses. Total of all expenses incurred2011-12-31$30,050
Benefits paid (including direct rollovers)2011-12-31$22,992
Total plan assets at end of year2011-12-31$801,530
Total plan assets at beginning of year2011-12-31$788,699
Expenses. Other expenses not covered elsewhere2011-12-31$150
Other income received2011-12-31$16,946
Net income (gross income less expenses)2011-12-31$12,831
Net plan assets at end of year (total assets less liabilities)2011-12-31$801,530
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$788,699
Assets. Value of assets in partnership/joint-venture interests2011-12-31$108,000
Total contributions received or receivable from employer(s)2011-12-31$25,935
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$6,908
2010 : SOUTHWESTERN OHIO UROLOGY MONEY PURCHASE PLAN 2010 401k financial data
Total income from all sources2010-12-31$93,151
Expenses. Total of all expenses incurred2010-12-31$14,955
Benefits paid (including direct rollovers)2010-12-31$5,963
Total plan assets at end of year2010-12-31$788,699
Total plan assets at beginning of year2010-12-31$710,503
Expenses. Other expenses not covered elsewhere2010-12-31$350
Other income received2010-12-31$29,363
Net income (gross income less expenses)2010-12-31$78,196
Net plan assets at end of year (total assets less liabilities)2010-12-31$788,699
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$710,503
Assets. Value of assets in partnership/joint-venture interests2010-12-31$108,000
Total contributions received or receivable from employer(s)2010-12-31$63,788
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$8,642

Form 5500 Responses for SOUTHWESTERN OHIO UROLOGY MONEY PURCHASE PLAN

2018: SOUTHWESTERN OHIO UROLOGY 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUTHWESTERN OHIO UROLOGY 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOUTHWESTERN OHIO UROLOGY 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTHWESTERN OHIO UROLOGY 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTHWESTERN OHIO UROLOGY MONEY PURCHASE 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: SOUTHWESTERN OHIO UROLOGY MONEY PURCHASE 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: SOUTHWESTERN OHIO UROLOGY MONEY PURCHASE 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: SOUTHWESTERN OHIO UROLOGY MONEY PURCHASE 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
2009: SOUTHWESTERN OHIO UROLOGY MONEY PURCHASE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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