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GARY J ROBERTS MD PC MONEY PURCHASE PENSION PLAN & TRUST 401k Plan overview

Plan NameGARY J ROBERTS MD PC MONEY PURCHASE PENSION PLAN & TRUST
Plan identification number 002

GARY J ROBERTS MD PC MONEY PURCHASE PENSION PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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

GARY J ROBERTS MD PC has sponsored the creation of one or more 401k plans.

Company Name:GARY J ROBERTS MD PC
Employer identification number (EIN):382814910
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about GARY J ROBERTS MD PC

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number: 492353

More information about GARY J ROBERTS MD PC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GARY J ROBERTS MD PC MONEY PURCHASE PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-01-01GARY J ROBERTS MD
0022014-01-01GARY J ROBERTS MD
0022013-01-01GARY J ROBERTS MD
0022012-01-01GARY J ROBERTS MD
0022011-01-01GARY J ROBERTS MD
0022010-01-01GARY J ROBERTS MD
0022009-01-01GARY J ROBERTS MD
0022009-01-01GARY J ROBERTS MD

Plan Statistics for GARY J ROBERTS MD PC MONEY PURCHASE PENSION PLAN & TRUST

401k plan membership statisitcs for GARY J ROBERTS MD PC MONEY PURCHASE PENSION PLAN & TRUST

Measure Date Value
2015: GARY J ROBERTS MD PC MONEY PURCHASE PENSION PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-010
Total of all active and inactive participants2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
2014: GARY J ROBERTS MD PC MONEY PURCHASE PENSION PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Total of all active and inactive participants2014-01-013
Total participants2014-01-013
Number of participants with account balances2014-01-013
2013: GARY J ROBERTS MD PC MONEY PURCHASE PENSION PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Total of all active and inactive participants2013-01-013
Total participants2013-01-013
Number of participants with account balances2013-01-013
2012: GARY J ROBERTS MD PC MONEY PURCHASE PENSION PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Total of all active and inactive participants2012-01-013
Total participants2012-01-013
Number of participants with account balances2012-01-013
2011: GARY J ROBERTS MD PC MONEY PURCHASE PENSION PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Total of all active and inactive participants2011-01-013
Total participants2011-01-013
Number of participants with account balances2011-01-013
2010: GARY J ROBERTS MD PC MONEY PURCHASE PENSION PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
Total of all active and inactive participants2010-01-013
Total participants2010-01-013
Number of participants with account balances2010-01-013
2009: GARY J ROBERTS MD PC MONEY PURCHASE PENSION PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-012
Total of all active and inactive participants2009-01-015
Total participants2009-01-015
Number of participants with account balances2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GARY J ROBERTS MD PC MONEY PURCHASE PENSION PLAN & TRUST

Measure Date Value
2015 : GARY J ROBERTS MD PC MONEY PURCHASE PENSION PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$12,453
Expenses. Total of all expenses incurred2015-12-31$1,271,515
Benefits paid (including direct rollovers)2015-12-31$1,271,515
Total plan assets at end of year2015-12-31$0
Total plan assets at beginning of year2015-12-31$1,259,062
Other income received2015-12-31$12,453
Net income (gross income less expenses)2015-12-31$-1,259,062
Net plan assets at end of year (total assets less liabilities)2015-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,259,062
2014 : GARY J ROBERTS MD PC MONEY PURCHASE PENSION PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$73,631
Total plan assets at end of year2014-12-31$1,259,062
Total plan assets at beginning of year2014-12-31$1,185,431
Other income received2014-12-31$40,729
Net income (gross income less expenses)2014-12-31$73,631
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,259,062
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,185,431
Total contributions received or receivable from employer(s)2014-12-31$32,902
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$32,902
Amount contributed by the employer to the plan for this plan year2014-12-31$32,902
2013 : GARY J ROBERTS MD PC MONEY PURCHASE PENSION PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$83,599
Total plan assets at end of year2013-12-31$1,185,431
Total plan assets at beginning of year2013-12-31$1,101,832
Other income received2013-12-31$51,835
Net income (gross income less expenses)2013-12-31$83,599
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,185,431
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,101,832
Total contributions received or receivable from employer(s)2013-12-31$31,764
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$26,490
Amount contributed by the employer to the plan for this plan year2013-12-31$26,490
2012 : GARY J ROBERTS MD PC MONEY PURCHASE PENSION PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$87,121
Total plan assets at end of year2012-12-31$1,101,832
Total plan assets at beginning of year2012-12-31$1,014,711
Other income received2012-12-31$51,019
Net income (gross income less expenses)2012-12-31$87,121
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,101,832
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,014,711
Total contributions received or receivable from employer(s)2012-12-31$36,102
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$36,102
Amount contributed by the employer to the plan for this plan year2012-12-31$36,102
2011 : GARY J ROBERTS MD PC MONEY PURCHASE PENSION PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$40,473
Total plan assets at end of year2011-12-31$1,014,711
Total plan assets at beginning of year2011-12-31$974,238
Other income received2011-12-31$5,442
Net income (gross income less expenses)2011-12-31$40,473
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,014,711
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$974,238
Total contributions received or receivable from employer(s)2011-12-31$35,031
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$35,031
Amount contributed by the employer to the plan for this plan year2011-12-31$35,031
2010 : GARY J ROBERTS MD PC MONEY PURCHASE PENSION PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$49,632
Total plan assets at end of year2010-12-31$974,238
Total plan assets at beginning of year2010-12-31$924,606
Other income received2010-12-31$14,590
Net income (gross income less expenses)2010-12-31$49,632
Net plan assets at end of year (total assets less liabilities)2010-12-31$974,238
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$924,606
Total contributions received or receivable from employer(s)2010-12-31$35,042
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$35,042
Amount contributed by the employer to the plan for this plan year2010-12-31$35,042
2009 : GARY J ROBERTS MD PC MONEY PURCHASE PENSION PLAN & TRUST 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$35,147
Amount contributed by the employer to the plan for this plan year2009-12-31$35,147

Form 5500 Responses for GARY J ROBERTS MD PC MONEY PURCHASE PENSION PLAN & TRUST

2015: GARY J ROBERTS MD PC MONEY PURCHASE PENSION PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GARY J ROBERTS MD PC MONEY PURCHASE PENSION PLAN & TRUST 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: GARY J ROBERTS MD PC MONEY PURCHASE PENSION PLAN & TRUST 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: GARY J ROBERTS MD PC MONEY PURCHASE PENSION PLAN & TRUST 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: GARY J ROBERTS MD PC MONEY PURCHASE PENSION PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GARY J ROBERTS MD PC MONEY PURCHASE PENSION PLAN & TRUST 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: GARY J ROBERTS MD PC MONEY PURCHASE PENSION PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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