401k Plan data: BRIAN J HERSCHORN PENSION PLAN AKA MONEY PURCHASE PLAN plan

BRIAN J HERSCHORN PENSION PLAN AKA MONEY PURCHASE PLAN 401k Plan overview

Plan Name	BRIAN J HERSCHORN PENSION PLAN AKA MONEY PURCHASE PLAN
Plan identification number	002

BRIAN J HERSCHORN PENSION PLAN AKA MONEY PURCHASE PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

BRIAN J HERSCHORN PENSION PLAN AKA MONEY PURCHASE PLAN has sponsored the creation of one or more 401k plans.

Company Name: BRIAN J HERSCHORN PENSION PLAN AKA MONEY PURCHASE PLAN

Employer identification number (EIN): 133305590

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIAN J HERSCHORN PENSION PLAN AKA MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01 BRIAN HERSCHORN BRIAN HERSCHORN 2018-07-28
002 2016-01-01 BRIAN HERSCHORN BRIAN HERSCHORN 2017-07-25
002 2015-01-01 BRIAN HERSCHORN BRIAN HERSCHORN 2017-06-01
002 2014-01-01 BRIAN HERSCHORN BRIAN HERSCHORN 2015-10-14
002 2013-01-01 BRIAN HERSCHORN BRIAN HERSCHORN 2014-10-14
002 2012-01-01 BRIAN HERSCHORN BRIAN HERSCHORN 2013-10-07
002 2011-01-01 BRIAN HERSCHORN
002 2009-01-01 BRIAN HERSCHORN

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2017-01-01	BRIAN HERSCHORN	BRIAN HERSCHORN	2018-07-28
002	2016-01-01	BRIAN HERSCHORN	BRIAN HERSCHORN	2017-07-25
002	2015-01-01	BRIAN HERSCHORN	BRIAN HERSCHORN	2017-06-01
002	2014-01-01	BRIAN HERSCHORN	BRIAN HERSCHORN	2015-10-14
002	2013-01-01	BRIAN HERSCHORN	BRIAN HERSCHORN	2014-10-14
002	2012-01-01	BRIAN HERSCHORN	BRIAN HERSCHORN	2013-10-07
002	2011-01-01	BRIAN HERSCHORN
002	2009-01-01	BRIAN HERSCHORN

Financial Data on BRIAN J HERSCHORN PENSION PLAN AKA MONEY PURCHASE PLAN

Measure	Date	Value
2017 : BRIAN J HERSCHORN PENSION PLAN AKA MONEY PURCHASE PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$77,556
Expenses. Total of all expenses incurred	2017-12-31	$319,335
Benefits paid (including direct rollovers)	2017-12-31	$317,545
Total plan assets at end of year	2017-12-31	$0
Total plan assets at beginning of year	2017-12-31	$241,779
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$42,753
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$-241,779
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$241,779
Total contributions received or receivable from employer(s)	2017-12-31	$34,803
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,790
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$34,803
Amount contributed by the employer to the plan for this plan year	2017-12-31	$34,803
2016 : BRIAN J HERSCHORN PENSION PLAN AKA MONEY PURCHASE PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$39,746
Expenses. Total of all expenses incurred	2016-12-31	$706
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$241,779
Total plan assets at beginning of year	2016-12-31	$202,739
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$6,172
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$39,040
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$241,779
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$202,739
Total contributions received or receivable from employer(s)	2016-12-31	$33,574
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$706
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$33,574
Amount contributed by the employer to the plan for this plan year	2016-12-31	$33,574
2015 : BRIAN J HERSCHORN PENSION PLAN AKA MONEY PURCHASE PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$29,096
Expenses. Total of all expenses incurred	2015-12-31	$632
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$202,739
Total plan assets at beginning of year	2015-12-31	$174,275
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-4,004
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$28,464
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$202,739
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$174,275
Total contributions received or receivable from employer(s)	2015-12-31	$33,100
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$632
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$33,100
Amount contributed by the employer to the plan for this plan year	2015-12-31	$33,100
2014 : BRIAN J HERSCHORN PENSION PLAN AKA MONEY PURCHASE PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$39,691
Expenses. Total of all expenses incurred	2014-12-31	$518
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$174,275
Total plan assets at beginning of year	2014-12-31	$135,102
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$6,591
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$39,173
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$174,275
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$135,102
Total contributions received or receivable from employer(s)	2014-12-31	$33,100
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$518
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$33,100
Amount contributed by the employer to the plan for this plan year	2014-12-31	$33,100
2013 : BRIAN J HERSCHORN PENSION PLAN AKA MONEY PURCHASE PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$33,698
Expenses. Total of all expenses incurred	2013-12-31	$35,174
Benefits paid (including direct rollovers)	2013-12-31	$34,661
Total plan assets at end of year	2013-12-31	$145,102
Total plan assets at beginning of year	2013-12-31	$146,578
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$1,273
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-1,476
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$145,102
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$146,578
Total contributions received or receivable from employer(s)	2013-12-31	$32,425
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$513
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$32,425
Amount contributed by the employer to the plan for this plan year	2013-12-31	$32,425
2012 : BRIAN J HERSCHORN PENSION PLAN AKA MONEY PURCHASE PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$35,941
Expenses. Total of all expenses incurred	2012-12-31	$499
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$146,578
Total plan assets at beginning of year	2012-12-31	$111,136
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$4,016
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$35,442
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$146,578
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$111,136
Total contributions received or receivable from employer(s)	2012-12-31	$31,925
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$499
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$31,925
Amount contributed by the employer to the plan for this plan year	2012-12-31	$31,925
2011 : BRIAN J HERSCHORN PENSION PLAN AKA MONEY PURCHASE PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$38,266
Expenses. Total of all expenses incurred	2011-12-31	$637
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$111,136
Total plan assets at beginning of year	2011-12-31	$73,507
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$6,341
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$37,629
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$111,136
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$73,507
Total contributions received or receivable from employer(s)	2011-12-31	$31,925
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$637
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$31,925
Amount contributed by the employer to the plan for this plan year	2011-12-31	$31,925
2010 : BRIAN J HERSCHORN PENSION PLAN AKA MONEY PURCHASE PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$32,062
Expenses. Total of all expenses incurred	2010-12-31	$27,336
Benefits paid (including direct rollovers)	2010-12-31	$27,000
Total plan assets at end of year	2010-12-31	$80,042
Total plan assets at beginning of year	2010-12-31	$73,507
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$0
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$4,726
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$80,042
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$73,507
Total contributions received or receivable from employer(s)	2010-12-31	$32,062
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$336
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$32,062
Amount contributed by the employer to the plan for this plan year	2010-12-31	$32,062
2009 : BRIAN J HERSCHORN PENSION PLAN AKA MONEY PURCHASE PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$32,062
Amount contributed by the employer to the plan for this plan year	2009-12-31	$32,062

Form 5500 Responses for BRIAN J HERSCHORN PENSION PLAN AKA MONEY PURCHASE PLAN

2017: BRIAN J HERSCHORN PENSION PLAN AKA MONEY PURCHASE PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BRIAN J HERSCHORN PENSION PLAN AKA MONEY PURCHASE PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BRIAN J HERSCHORN PENSION PLAN AKA MONEY PURCHASE PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BRIAN J HERSCHORN PENSION PLAN AKA MONEY PURCHASE PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BRIAN J HERSCHORN PENSION PLAN AKA MONEY PURCHASE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BRIAN J HERSCHORN PENSION PLAN AKA MONEY PURCHASE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BRIAN J HERSCHORN PENSION PLAN AKA MONEY PURCHASE PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BRIAN J HERSCHORN PENSION PLAN AKA MONEY PURCHASE 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

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Company Name:	BRIAN J HERSCHORN PENSION PLAN AKA MONEY PURCHASE PLAN
Employer identification number (EIN):	133305590
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)