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MONEY PURCHASE RONALD ROBERTS MD 401k Plan overview

Plan NameMONEY PURCHASE RONALD ROBERTS MD
Plan identification number 002

MONEY PURCHASE RONALD ROBERTS MD 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.

401k Sponsoring company profile

RONALD ROBERTS has sponsored the creation of one or more 401k plans.

Company Name:RONALD ROBERTS
Employer identification number (EIN):581423569
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONEY PURCHASE RONALD ROBERTS MD

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01RONALD ROBERTS2022-06-20 RONALD ROBERTS2022-06-20
0022021-01-01RONALD ROBERTS2022-09-26 RONALD ROBERTS2022-09-26
0022020-01-01RONALD ROBERTS2021-06-10 RONALD ROBERTS2021-06-10
0022020-01-01RONALD ROBERTS2021-06-10 RONALD ROBERTS2021-06-10
0022020-01-01RONALD ROBERTS2021-06-03 RONALD ROBERTS2021-06-03
0022020-01-01RONALD ROBERTS2021-06-10 RONALD ROBERTS2021-06-10
0022018-01-01RONALD ROBERTS2019-04-26 RONALD ROBERTS2019-04-26
0022017-01-01RONALD ROBERTS2018-06-14 RONALD ROBERTS2018-06-14
0022016-01-01RONALD ROBERTS2017-05-25 RONALD ROBERTS2017-05-25
0022015-01-01RONALD ROBERTS2016-07-09 RONALD ROBERTS2016-07-09
0022014-01-01RONALD ROBERTS2015-05-10 RONALD ROBERTS2015-05-10
0022013-01-01RONALD ROBERTS2014-05-31 RONALD ROBERTS2014-05-31
0022012-01-01RONALD ROBERTS2013-07-07
0022011-01-01RONALD ROBERTS
0022010-01-01RONALD W. ROBERTS MD
0022009-01-01RONALD W. ROBERTS MD
0022008-01-01RONALD W. ROBERTS MD

Plan Statistics for MONEY PURCHASE RONALD ROBERTS MD

401k plan membership statisitcs for MONEY PURCHASE RONALD ROBERTS MD

Measure Date Value
2011: MONEY PURCHASE RONALD ROBERTS MD 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
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 participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MONEY PURCHASE RONALD ROBERTS MD 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-014
Total of all active and inactive participants2010-01-014
Total participants2010-01-014
Number of participants with account balances2010-01-014
2009: MONEY PURCHASE RONALD ROBERTS MD 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Total of all active and inactive participants2009-01-014
Total participants2009-01-014
Number of participants with account balances2009-01-014
2008: MONEY PURCHASE RONALD ROBERTS MD 2008 401k membership
Total participants, beginning-of-year2008-01-014
Total number of active participants reported on line 7a of the Form 55002008-01-014
Total of all active and inactive participants2008-01-014
Total participants2008-01-014
Number of participants with account balances2008-01-014

Financial Data on MONEY PURCHASE RONALD ROBERTS MD

Measure Date Value
2011 : MONEY PURCHASE RONALD ROBERTS MD 2011 401k financial data
Total income from all sources2011-12-31$31,378
Total plan assets at end of year2011-12-31$720,397
Total plan assets at beginning of year2011-12-31$689,019
Total contributions received or receivable from participants2011-12-31$30,918
Other income received2011-12-31$460
Net income (gross income less expenses)2011-12-31$31,378
Net plan assets at end of year (total assets less liabilities)2011-12-31$720,397
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$689,019
2010 : MONEY PURCHASE RONALD ROBERTS MD 2010 401k financial data
Total income from all sources2010-12-31$13,415
Total plan assets at end of year2010-12-31$688,754
Total plan assets at beginning of year2010-12-31$675,339
Total contributions received or receivable from participants2010-12-31$6,409
Other income received2010-12-31$-17,494
Net income (gross income less expenses)2010-12-31$13,415
Net plan assets at end of year (total assets less liabilities)2010-12-31$688,754
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$675,339
Total contributions received or receivable from employer(s)2010-12-31$24,500
2009 : MONEY PURCHASE RONALD ROBERTS MD 2009 401k financial data
Total income from all sources2009-12-31$32,849
Total plan assets at end of year2009-12-31$675,339
Total plan assets at beginning of year2009-12-31$642,490
Total contributions received or receivable from participants2009-12-31$9,347
Other income received2009-12-31$-998
Net income (gross income less expenses)2009-12-31$32,849
Net plan assets at end of year (total assets less liabilities)2009-12-31$675,339
Net plan assets at beginning of year (total assets less liabilities)2009-12-31$642,490
Total contributions received or receivable from employer(s)2009-12-31$24,500
2008 : MONEY PURCHASE RONALD ROBERTS MD 2008 401k financial data
Total income from all sources2008-12-31$45,080
Total plan assets at end of year2008-12-31$642,490
Total plan assets at beginning of year2008-12-31$597,410
Total contributions received or receivable from participants2008-12-31$9,020
Other income received2008-12-31$13,060
Net income (gross income less expenses)2008-12-31$45,080
Net plan assets at end of year (total assets less liabilities)2008-12-31$642,490
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$597,410
Total contributions received or receivable from employer(s)2008-12-31$23,000

Form 5500 Responses for MONEY PURCHASE RONALD ROBERTS MD

2011: MONEY PURCHASE RONALD ROBERTS MD 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MONEY PURCHASE RONALD ROBERTS MD 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MONEY PURCHASE RONALD ROBERTS MD 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: MONEY PURCHASE RONALD ROBERTS MD 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes

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