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CAPE GIRARDEAU UROLOGY ASSOC, INC MONEY PURCH PENS 401k Plan overview

Plan NameCAPE GIRARDEAU UROLOGY ASSOC, INC MONEY PURCH PENS
Plan identification number 004

CAPE GIRARDEAU UROLOGY ASSOC, INC MONEY PURCH PENS Benefits

401k Plan TypeDefined 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.

401k Sponsoring company profile

CAPE GIRARDEAU UROLOGY ASSOCIATES, has sponsored the creation of one or more 401k plans.

Company Name:CAPE GIRARDEAU UROLOGY ASSOCIATES,
Employer identification number (EIN):430984708
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPE GIRARDEAU UROLOGY ASSOC, INC MONEY PURCH PENS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-07-01JAMES OUTMAN2023-10-09 JAMES OUTMAN2023-10-09
0042021-07-01JAMES OUTMAN2022-11-16
0042020-07-01JAMES OUTMAN2021-12-13 JAMES OUTMAN2021-12-13
0042019-07-01JAMES OUTMAN2020-12-07 JAMES OUTMAN2020-12-07
0042018-07-01JAMES OUTMAN2020-01-24 JAMES OUTMAN2020-01-24
0042017-07-01JAMES OUTMAN2019-01-05 JAMES OUTMAN2019-01-05
0042016-07-01JAMES OUTMAN JAMES OUTMAN2018-01-24
0042015-07-01JAMES OUTMAN JAMES OUTMAN2017-01-14
0042014-07-01J RUSSELL FELKER J RUSSELL FELKER2015-12-10
0042013-07-01J RUSSELL FELKER J RUSSELL FELKER2014-12-16
0042012-07-01J RUSSELL FELKER J RUSSELL FELKER2014-01-09
0042011-07-01JOHN HALL, MD JOHN HALL, MD2013-01-26
0042010-07-01J RUSSELL FELKER, MD J RUSSELL FELKER, MD2011-12-16
0042009-07-01JOHN P HALL, MD JOHN P HALL, MD2011-01-31

Plan Statistics for CAPE GIRARDEAU UROLOGY ASSOC, INC MONEY PURCH PENS

401k plan membership statisitcs for CAPE GIRARDEAU UROLOGY ASSOC, INC MONEY PURCH PENS

Measure Date Value
2016: CAPE GIRARDEAU UROLOGY ASSOC, INC MONEY PURCH PENS 2016 401k membership
Total participants, beginning-of-year2016-07-0131
Total number of active participants reported on line 7a of the Form 55002016-07-0126
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-011
Total of all active and inactive participants2016-07-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-0127
Number of participants with account balances2016-07-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: CAPE GIRARDEAU UROLOGY ASSOC, INC MONEY PURCH PENS 2015 401k membership
Total participants, beginning-of-year2015-07-0131
Total number of active participants reported on line 7a of the Form 55002015-07-0130
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-011
Total of all active and inactive participants2015-07-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-0131
Number of participants with account balances2015-07-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: CAPE GIRARDEAU UROLOGY ASSOC, INC MONEY PURCH PENS 2014 401k membership
Total participants, beginning-of-year2014-07-0128
Total number of active participants reported on line 7a of the Form 55002014-07-0131
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-0131
Number of participants with account balances2014-07-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: CAPE GIRARDEAU UROLOGY ASSOC, INC MONEY PURCH PENS 2013 401k membership
Total participants, beginning-of-year2013-07-0126
Total number of active participants reported on line 7a of the Form 55002013-07-0128
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-0128
Number of participants with account balances2013-07-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: CAPE GIRARDEAU UROLOGY ASSOC, INC MONEY PURCH PENS 2012 401k membership
Total participants, beginning-of-year2012-07-0119
Total number of active participants reported on line 7a of the Form 55002012-07-0126
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-0126
Number of participants with account balances2012-07-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: CAPE GIRARDEAU UROLOGY ASSOC, INC MONEY PURCH PENS 2011 401k membership
Total participants, beginning-of-year2011-07-0123
Total number of active participants reported on line 7a of the Form 55002011-07-0119
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-0119
Number of participants with account balances2011-07-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-011
2010: CAPE GIRARDEAU UROLOGY ASSOC, INC MONEY PURCH PENS 2010 401k membership
Total participants, beginning-of-year2010-07-0121
Total number of active participants reported on line 7a of the Form 55002010-07-0122
Number of retired or separated participants receiving benefits2010-07-011
Total of all active and inactive participants2010-07-0123
Total participants2010-07-0123
Number of participants with account balances2010-07-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: CAPE GIRARDEAU UROLOGY ASSOC, INC MONEY PURCH PENS 2009 401k membership
Total participants, beginning-of-year2009-07-0123
Total number of active participants reported on line 7a of the Form 55002009-07-0120
Number of retired or separated participants receiving benefits2009-07-013
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0123
Number of participants with account balances2009-07-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-011

Financial Data on CAPE GIRARDEAU UROLOGY ASSOC, INC MONEY PURCH PENS

Measure Date Value
2017 : CAPE GIRARDEAU UROLOGY ASSOC, INC MONEY PURCH PENS 2017 401k financial data
Total income from all sources2017-06-30$1,498,371
Expenses. Total of all expenses incurred2017-06-30$6,638,117
Benefits paid (including direct rollovers)2017-06-30$6,576,660
Total plan assets at end of year2017-06-30$7,066,688
Total plan assets at beginning of year2017-06-30$12,206,434
Value of fidelity bond covering the plan2017-06-30$500,000
Other income received2017-06-30$1,081,606
Net income (gross income less expenses)2017-06-30$-5,139,746
Net plan assets at end of year (total assets less liabilities)2017-06-30$7,066,688
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$12,206,434
Assets. Value of participant loans2017-06-30$5,467
Total contributions received or receivable from employer(s)2017-06-30$416,765
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$61,457
2016 : CAPE GIRARDEAU UROLOGY ASSOC, INC MONEY PURCH PENS 2016 401k financial data
Total income from all sources2016-06-30$427,567
Expenses. Total of all expenses incurred2016-06-30$73,054
Total plan assets at end of year2016-06-30$12,206,434
Total plan assets at beginning of year2016-06-30$11,851,921
Value of fidelity bond covering the plan2016-06-30$500,000
Other income received2016-06-30$-115,944
Net income (gross income less expenses)2016-06-30$354,513
Net plan assets at end of year (total assets less liabilities)2016-06-30$12,206,434
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$11,851,921
Assets. Value of participant loans2016-06-30$927
Total contributions received or receivable from employer(s)2016-06-30$543,511
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$73,054
Funding deficiency by the employer to the plan for this plan year2016-06-30$0
Minimum employer required contribution for this plan year2016-06-30$543,511
Amount contributed by the employer to the plan for this plan year2016-06-30$543,511
2015 : CAPE GIRARDEAU UROLOGY ASSOC, INC MONEY PURCH PENS 2015 401k financial data
Total income from all sources2015-06-30$659,446
Expenses. Total of all expenses incurred2015-06-30$70,805
Benefits paid (including direct rollovers)2015-06-30$2,080
Total plan assets at end of year2015-06-30$11,851,921
Total plan assets at beginning of year2015-06-30$11,263,280
Value of fidelity bond covering the plan2015-06-30$500,000
Other income received2015-06-30$133,963
Net income (gross income less expenses)2015-06-30$588,641
Net plan assets at end of year (total assets less liabilities)2015-06-30$11,851,921
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$11,263,280
Assets. Value of participant loans2015-06-30$2,340
Total contributions received or receivable from employer(s)2015-06-30$525,483
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$68,725
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$525,483
Amount contributed by the employer to the plan for this plan year2015-06-30$525,483
2014 : CAPE GIRARDEAU UROLOGY ASSOC, INC MONEY PURCH PENS 2014 401k financial data
Total income from all sources2014-06-30$2,052,658
Expenses. Total of all expenses incurred2014-06-30$61,097
Benefits paid (including direct rollovers)2014-06-30$361
Total plan assets at end of year2014-06-30$11,263,280
Total plan assets at beginning of year2014-06-30$9,271,719
Value of fidelity bond covering the plan2014-06-30$500,000
Other income received2014-06-30$1,568,476
Net income (gross income less expenses)2014-06-30$1,991,561
Net plan assets at end of year (total assets less liabilities)2014-06-30$11,263,280
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$9,271,719
Assets. Value of participant loans2014-06-30$3,812
Total contributions received or receivable from employer(s)2014-06-30$484,182
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$60,736
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$484,182
Amount contributed by the employer to the plan for this plan year2014-06-30$484,182
2013 : CAPE GIRARDEAU UROLOGY ASSOC, INC MONEY PURCH PENS 2013 401k financial data
Total income from all sources2013-06-30$1,497,858
Expenses. Total of all expenses incurred2013-06-30$87,890
Benefits paid (including direct rollovers)2013-06-30$29,079
Total plan assets at end of year2013-06-30$9,271,719
Total plan assets at beginning of year2013-06-30$7,861,751
Value of fidelity bond covering the plan2013-06-30$500,000
Other income received2013-06-30$1,061,208
Net income (gross income less expenses)2013-06-30$1,409,968
Net plan assets at end of year (total assets less liabilities)2013-06-30$9,271,719
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$7,861,751
Assets. Value of participant loans2013-06-30$5,179
Total contributions received or receivable from employer(s)2013-06-30$436,650
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$58,811
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$436,650
Amount contributed by the employer to the plan for this plan year2013-06-30$436,650
2012 : CAPE GIRARDEAU UROLOGY ASSOC, INC MONEY PURCH PENS 2012 401k financial data
Total income from all sources2012-06-30$282,442
Expenses. Total of all expenses incurred2012-06-30$175,116
Benefits paid (including direct rollovers)2012-06-30$132,255
Total plan assets at end of year2012-06-30$7,861,751
Total plan assets at beginning of year2012-06-30$7,754,425
Value of fidelity bond covering the plan2012-06-30$500,000
Assets. Value of loans (other than to participants)2012-06-30$6,299
Other income received2012-06-30$-133,964
Net income (gross income less expenses)2012-06-30$107,326
Net plan assets at end of year (total assets less liabilities)2012-06-30$7,861,751
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$7,754,425
Total contributions received or receivable from employer(s)2012-06-30$416,406
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$42,861
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$416,406
Amount contributed by the employer to the plan for this plan year2012-06-30$416,406
2011 : CAPE GIRARDEAU UROLOGY ASSOC, INC MONEY PURCH PENS 2011 401k financial data
Total income from all sources2011-06-30$1,766,508
Expenses. Total of all expenses incurred2011-06-30$44,539
Benefits paid (including direct rollovers)2011-06-30$5,200
Total plan assets at end of year2011-06-30$7,754,425
Total plan assets at beginning of year2011-06-30$6,032,456
Other income received2011-06-30$1,375,898
Net income (gross income less expenses)2011-06-30$1,721,969
Net plan assets at end of year (total assets less liabilities)2011-06-30$7,754,425
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$6,032,456
Total contributions received or receivable from employer(s)2011-06-30$390,610
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$39,339
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$393,846
Amount contributed by the employer to the plan for this plan year2011-06-30$393,846
2010 : CAPE GIRARDEAU UROLOGY ASSOC, INC MONEY PURCH PENS 2010 401k financial data
Minimum employer required contribution for this plan year2010-06-30$364,490
Amount contributed by the employer to the plan for this plan year2010-06-30$364,490

Form 5500 Responses for CAPE GIRARDEAU UROLOGY ASSOC, INC MONEY PURCH PENS

2016: CAPE GIRARDEAU UROLOGY ASSOC, INC MONEY PURCH PENS 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: CAPE GIRARDEAU UROLOGY ASSOC, INC MONEY PURCH PENS 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: CAPE GIRARDEAU UROLOGY ASSOC, INC MONEY PURCH PENS 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: CAPE GIRARDEAU UROLOGY ASSOC, INC MONEY PURCH PENS 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: CAPE GIRARDEAU UROLOGY ASSOC, INC MONEY PURCH PENS 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: CAPE GIRARDEAU UROLOGY ASSOC, INC MONEY PURCH PENS 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: CAPE GIRARDEAU UROLOGY ASSOC, INC MONEY PURCH PENS 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: CAPE GIRARDEAU UROLOGY ASSOC, INC MONEY PURCH PENS 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

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