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DAVID G. MONJOT, M. D. PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID G. MONJOT, M. D. PROFIT SHARING PLAN
Plan identification number 001

DAVID G. MONJOT, M. D. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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

DAVID G. MONJOT, M.D. has sponsored the creation of one or more 401k plans.

Company Name:DAVID G. MONJOT, M.D.
Employer identification number (EIN):311023893
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID G. MONJOT, M. D. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01DAVID G. MONJOT2016-08-15
0012015-01-01DAVID G. MONJOT2016-08-15
0012014-01-01PAUL H. MALESICK2015-07-15
0012013-01-01DAVID G. MONJOT2014-05-29
0012012-01-01DAVID G. MONJOT
0012011-01-01DAVID G. MONJOT
0012010-01-01DAVID G. MONJOT
0012009-01-01DAVID G. MONJOT

Financial Data on DAVID G. MONJOT, M. D. PROFIT SHARING PLAN

Measure Date Value
2012 : DAVID G. MONJOT, M. D. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$185,707
Expenses. Total of all expenses incurred2012-12-31$19,671
Total plan assets at end of year2012-12-31$2,017,173
Total plan assets at beginning of year2012-12-31$1,851,137
Value of fidelity bond covering the plan2012-12-31$250,000
Expenses. Other expenses not covered elsewhere2012-12-31$19,671
Contributions received from other sources (not participants or employers)2012-12-31$92,009
Net income (gross income less expenses)2012-12-31$166,036
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,017,173
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,851,137
Total contributions received or receivable from employer(s)2012-12-31$93,698
2011 : DAVID G. MONJOT, M. D. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$4,748
Expenses. Total of all expenses incurred2011-12-31$18,161
Total plan assets at end of year2011-12-31$1,851,137
Total plan assets at beginning of year2011-12-31$1,864,550
Value of fidelity bond covering the plan2011-12-31$220,000
Expenses. Other expenses not covered elsewhere2011-12-31$18,161
Other income received2011-12-31$-50,577
Net income (gross income less expenses)2011-12-31$-13,413
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,851,137
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,864,550
Total contributions received or receivable from employer(s)2011-12-31$55,325
2010 : DAVID G. MONJOT, M. D. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$226,065
Expenses. Total of all expenses incurred2010-12-31$204,689
Benefits paid (including direct rollovers)2010-12-31$194,837
Total plan assets at end of year2010-12-31$1,864,550
Total plan assets at beginning of year2010-12-31$1,843,174
Value of fidelity bond covering the plan2010-12-31$220,000
Other income received2010-12-31$206,065
Net income (gross income less expenses)2010-12-31$21,376
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,864,550
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,843,174
Total contributions received or receivable from employer(s)2010-12-31$20,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$9,852

Form 5500 Responses for DAVID G. MONJOT, M. D. PROFIT SHARING PLAN

2012: DAVID G. MONJOT, M. D. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DAVID G. MONJOT, M. D. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DAVID G. MONJOT, M. D. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DAVID G. MONJOT, M. D. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPFS0893
Policy instance 1
PERSHING ADVISOR SOLUTIONS LLC (National Association of Insurance Commissioners NAIC id number: )
Policy contract number3C0771072
Policy instance 2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number000527224
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number000527224
Policy instance 1

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