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JEFFREY L. POLLOCK MD MONEY PURCHASE PLAN 401k Plan overview

Plan NameJEFFREY L. POLLOCK MD MONEY PURCHASE PLAN
Plan identification number 002

JEFFREY L. POLLOCK MD MONEY PURCHASE PLAN Benefits

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

JEFFREY L. POLLOCK MD has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY L. POLLOCK MD
Employer identification number (EIN):232141620
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY L. POLLOCK MD MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JEFFREY POLLOCK2024-07-14 JEFFREY POLLOCK2024-07-14
0022022-01-01JEFFREY POLLOCK2023-06-20 JEFFREY POLLOCK2023-06-20
0022021-01-01JEFFREY POLLOCK2022-07-12 JEFFREY POLLOCK2022-07-12
0022020-01-01JEFFREY POLLOCK2021-07-05 JEFFREY POLLOCK2021-07-05
0022019-01-01JEFFREY POLLOCK2020-05-30 JEFFREY POLLOCK2020-05-30
0022018-01-01JEFFREY POLLOCK2019-07-14 JEFFREY POLLOCK2019-07-14
0022017-01-01JEFFREY POLLOCK2018-06-23 JEFFREY POLLOCK2018-06-23
0022016-01-01JEFFREY POLLOCK2017-07-04 JEFFREY POLLOCK2017-07-04
0022015-01-01JEFFREY POLLOCK2016-07-05 JEFFREY POLLOCK2016-07-05
0022014-01-01JEFFREY POLLOCK2015-06-27 JEFFREY POLLOCK2015-06-27
0022013-01-01JEFFREY POLLOCK2014-06-24 JEFFREY POLLOCK2014-06-24
0022012-01-01JEFFREY POLLOCK2014-06-24 JEFFREY POLLOCK2014-06-24
0022011-01-01JEFFREY POLLOCK2012-06-26
0022010-01-01JEFFREY POLLOCK2011-07-10

Financial Data on JEFFREY L. POLLOCK MD MONEY PURCHASE PLAN

Measure Date Value
2025 : JEFFREY L. POLLOCK MD MONEY PURCHASE PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-130
Total liabilities as of the end of the plan year2025-07-130
Total liabilities as of the beginning of the plan year2025-07-130
Total expenses incurred by plan in this plan year2025-07-130
Net assets as of the end of the plan year2025-07-131694211
Total assets as of the beginning of the plan year2025-07-131517783
Value of plan covered by a fidelity bond2025-07-13700000
Participant contributions to plan in this plan year2025-07-130
Other expenses paid from plan in this plan year2025-07-130
Other contributions to plan in this plan year2025-07-130
Other income to plan in this plan year2025-07-13171699
Plan net income in this plan year2025-07-13176428
Net assets as of the end of the plan year2025-07-131694211
Net assets as of the beginning of the plan year2025-07-131517783
Value of funding deficiency2025-07-130
Value of employer contributions paid2025-07-134729
Employer contributions to plan in this plan year2025-07-134729
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-130
2024 : JEFFREY L. POLLOCK MD MONEY PURCHASE PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-140
Total liabilities as of the end of the plan year2024-07-140
Total liabilities as of the beginning of the plan year2024-07-140
Total expenses incurred by plan in this plan year2024-07-140
Net assets as of the end of the plan year2024-07-141517783
Total assets as of the beginning of the plan year2024-07-141167652
Value of plan covered by a fidelity bond2024-07-14600000
Participant contributions to plan in this plan year2024-07-140
Other expenses paid from plan in this plan year2024-07-140
Other contributions to plan in this plan year2024-07-140
Other income to plan in this plan year2024-07-14345644
Plan net income in this plan year2024-07-14350131
Net assets as of the end of the plan year2024-07-141517783
Net assets as of the beginning of the plan year2024-07-141167652
Value of funding deficiency2024-07-140
Value of employer contributions paid2024-07-144487
Employer contributions to plan in this plan year2024-07-144487
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-140

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