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LEROY PERRY JR MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameLEROY PERRY JR MONEY PURCHASE PENSION PLAN
Plan identification number 003

LEROY PERRY JR MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Code section 408 accounts and annuities - See Limited Pension Plan Reporting instructions for pension plan utilizing individual Code section 408 retirement accounts or annuities as the funding vehicle for providing benefits.
  • Plan covering Self-Employed individuals.
  • 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

LEROY PERRY JR, DDS has sponsored the creation of one or more 401k plans.

Company Name:LEROY PERRY JR, DDS
Employer identification number (EIN):362927656
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEROY PERRY JR MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032015-01-01
0032014-01-01
0032013-01-01
0032012-01-01LEROY PERRY2013-10-08
0032011-01-01LEROY PERRY2012-09-24
0032010-01-01LEROY PERRY
0032009-01-01LEROY PERRY

Plan Statistics for LEROY PERRY JR MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for LEROY PERRY JR MONEY PURCHASE PENSION PLAN

Measure Date Value
2010: LEROY PERRY JR MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-011
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-014
Total participants2010-01-014
2009: LEROY PERRY JR MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-014
Total participants2009-01-014

Financial Data on LEROY PERRY JR MONEY PURCHASE PENSION PLAN

Measure Date Value
2010 : LEROY PERRY JR MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$-467
Expenses. Total of all expenses incurred2010-12-31$20,207
Benefits paid (including direct rollovers)2010-12-31$20,207
Total plan assets at end of year2010-12-31$527,058
Total plan assets at beginning of year2010-12-31$547,732
Other income received2010-12-31$-467
Net income (gross income less expenses)2010-12-31$-20,674
Net plan assets at end of year (total assets less liabilities)2010-12-31$527,058
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$547,732

Form 5500 Responses for LEROY PERRY JR MONEY PURCHASE PENSION PLAN

2010: LEROY PERRY JR 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: LEROY PERRY JR MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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