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| Plan Name | JOEL D. SIEGEL MONEY PURCHASE PENSION PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | JOEL D AND SHELLEY SIEGEL FAMILY FOUNDATION |
| Employer identification number (EIN): | 222787769 |
| NAIC Classification: | 541190 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 |
| Measure | Date | Value |
|---|---|---|
| 2022: JOEL D. SIEGEL MONEY PURCHASE PENSION PLAN 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-08-15 | 1 |
| Total number of particpants at end of year | 2022-08-15 | 1 |
| Measure | Date | Value |
|---|---|---|
| 2022 : JOEL D. SIEGEL MONEY PURCHASE PENSION PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-08-15 | 69099 |
| Net assets as of the end of the plan year | 2022-08-15 | 1323660 |
| Total assets as of the beginning of the plan year | 2022-08-15 | 1289817 |
| Other expenses paid from plan in this plan year | 2022-08-15 | 633 |
| Other income to plan in this plan year | 2022-08-15 | 92740 |
| Plan net income in this plan year | 2022-08-15 | 33843 |
| Net assets as of the end of the plan year | 2022-08-15 | 1323660 |
| Net assets as of the beginning of the plan year | 2022-08-15 | 1289817 |
| Value of funding deficiency | 2022-08-15 | 0 |
| Value of employer contributions paid | 2022-08-15 | 10202 |
| Employer contributions to plan in this plan year | 2022-08-15 | 10202 |
| Fees paid to broker by Benefit Provider | 2022-08-15 | 150 |
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