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THOMAS J. ROJY, JR., M.D., P.A. MONEY PURCHASE PLAN & TRUST 401k Plan overview

Plan NameTHOMAS J. ROJY, JR., M.D., P.A. MONEY PURCHASE PLAN & TRUST
Plan identification number 001

THOMAS J. ROJY, JR., M.D., P.A. MONEY PURCHASE PLAN & TRUST Benefits

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

THOMAS J. ROJY, JR., M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:THOMAS J. ROJY, JR., M.D., P.A.
Employer identification number (EIN):561922199
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS J. ROJY, JR., M.D., P.A. MONEY PURCHASE PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01
0012014-01-01
0012013-01-01LESLIE LATHAM2014-04-14
0012012-01-01LESLIE LATHAM2013-05-13
0012011-01-01DAWN HARMAN2012-06-19
0012010-01-01THOMAS J. ROJY, JR., M.D.2011-07-06

Financial Data on THOMAS J. ROJY, JR., M.D., P.A. MONEY PURCHASE PLAN & TRUST

Measure Date Value
2007 : THOMAS J. ROJY, JR., M.D., P.A. MONEY PURCHASE PLAN & TRUST 2007 401k financial data
Total income from all sources2007-12-31$61,780
Expenses. Total of all expenses incurred2007-12-31$1,273
Benefits paid (including direct rollovers)2007-12-31$1,273
Total plan assets at end of year2007-12-31$527,725
Total plan assets at beginning of year2007-12-31$467,218
Value of fidelity bond covering the plan2007-12-31$350,000
Total contributions received or receivable from participants2007-12-31$0
Contributions received from other sources (not participants or employers)2007-12-31$0
Other income received2007-12-31$30,904
Noncash contributions received2007-12-31$0
Net income (gross income less expenses)2007-12-31$60,507
Net plan assets at end of year (total assets less liabilities)2007-12-31$527,725
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$467,218
Total contributions received or receivable from employer(s)2007-12-31$30,876
Funding deficiency by the employer to the plan for this plan year2007-12-31$0
Minimum employer required contribution for this plan year2007-12-31$30,876
Amount contributed by the employer to the plan for this plan year2007-12-31$30,876

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