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CAROLINA FAMILY UROLOGY,PA MONEY PURCHASE PENSION PLAN & TRUST 401k Plan overview

Plan NameCAROLINA FAMILY UROLOGY,PA MONEY PURCHASE PENSION PLAN & TRUST
Plan identification number 002

CAROLINA FAMILY UROLOGY,PA MONEY PURCHASE PENSION PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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

CAROLINA FAMILY UROLOGY, PA. has sponsored the creation of one or more 401k plans.

Company Name:CAROLINA FAMILY UROLOGY, PA.
Employer identification number (EIN):271950900
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAROLINA FAMILY UROLOGY,PA MONEY PURCHASE PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022013-01-01CLARENCE W. PATE
0022012-01-01CLARENCE W. PATE
0022011-01-01CLARENCE W. PATE

Plan Statistics for CAROLINA FAMILY UROLOGY,PA MONEY PURCHASE PENSION PLAN & TRUST

401k plan membership statisitcs for CAROLINA FAMILY UROLOGY,PA MONEY PURCHASE PENSION PLAN & TRUST

Measure Date Value
2013: CAROLINA FAMILY UROLOGY,PA MONEY PURCHASE PENSION PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-010
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-010
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CAROLINA FAMILY UROLOGY,PA MONEY PURCHASE PENSION PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CAROLINA FAMILY UROLOGY,PA MONEY PURCHASE PENSION PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Number of participants with account balances2011-01-014

Financial Data on CAROLINA FAMILY UROLOGY,PA MONEY PURCHASE PENSION PLAN & TRUST

Measure Date Value
2013 : CAROLINA FAMILY UROLOGY,PA MONEY PURCHASE PENSION PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$0
Expenses. Total of all expenses incurred2013-12-31$214,864
Benefits paid (including direct rollovers)2013-12-31$214,864
Total plan assets at end of year2013-12-31$0
Total plan assets at beginning of year2013-12-31$214,864
Total contributions received or receivable from participants2013-12-31$0
Other income received2013-12-31$0
Net income (gross income less expenses)2013-12-31$-214,864
Net plan assets at end of year (total assets less liabilities)2013-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$214,864
Total contributions received or receivable from employer(s)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$214,864
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$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : CAROLINA FAMILY UROLOGY,PA MONEY PURCHASE PENSION PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$22,390
Expenses. Total of all expenses incurred2012-12-31$12,157
Benefits paid (including direct rollovers)2012-12-31$11,118
Total plan assets at end of year2012-12-31$213,864
Total plan assets at beginning of year2012-12-31$203,631
Total contributions received or receivable from participants2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$22,390
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$10,233
Net plan assets at end of year (total assets less liabilities)2012-12-31$213,864
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$203,631
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,039
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$11,118
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$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : CAROLINA FAMILY UROLOGY,PA MONEY PURCHASE PENSION PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$30,955
Expenses. Total of all expenses incurred2011-12-31$1,285
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$237,518
Total plan assets at beginning of year2011-12-31$207,848
Total contributions received or receivable from participants2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-7,162
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$29,670
Net plan assets at end of year (total assets less liabilities)2011-12-31$237,518
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$207,848
Total contributions received or receivable from employer(s)2011-12-31$38,117
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,285

Form 5500 Responses for CAROLINA FAMILY UROLOGY,PA MONEY PURCHASE PENSION PLAN & TRUST

2013: CAROLINA FAMILY UROLOGY,PA MONEY PURCHASE PENSION PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingYes
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CAROLINA FAMILY UROLOGY,PA MONEY PURCHASE PENSION PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CAROLINA FAMILY UROLOGY,PA MONEY PURCHASE PENSION PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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