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CHARLES D. MOONEY M.D. P.A. EMPLOYEES MONEY PURCHASE PLAN AND TRUST 401k Plan overview

Plan NameCHARLES D. MOONEY M.D. P.A. EMPLOYEES MONEY PURCHASE PLAN AND TRUST
Plan identification number 002

CHARLES D. MOONEY M.D. P.A. EMPLOYEES MONEY PURCHASE PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Money purchase (other than target benefit)

401k Sponsoring company profile

CHARLES D. MOONEY M.D. P.A. has sponsored the creation of one or more 401k plans.

Company Name:CHARLES D. MOONEY M.D. P.A.
Employer identification number (EIN):593000119
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES D. MOONEY M.D. P.A. EMPLOYEES MONEY PURCHASE PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022014-01-01CHARLES MOONEY2015-07-19
0022012-01-01CHARLES MOONEY2013-07-18 CHARLES MOONEY2013-07-18
0022011-01-01CHARLES MOONEY
0022010-01-01CHARLES MOONEY
0022009-01-01CHARLES MOONEY

Plan Statistics for CHARLES D. MOONEY M.D. P.A. EMPLOYEES MONEY PURCHASE PLAN AND TRUST

401k plan membership statisitcs for CHARLES D. MOONEY M.D. P.A. EMPLOYEES MONEY PURCHASE PLAN AND TRUST

Measure Date Value
2011: CHARLES D. MOONEY M.D. P.A. EMPLOYEES MONEY PURCHASE PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-011
Number of retired or separated participants receiving benefits2011-01-011
Total of all active and inactive participants2011-01-011
Total participants2011-01-011
Number of participants with account balances2011-01-011
2010: CHARLES D. MOONEY M.D. P.A. EMPLOYEES MONEY PURCHASE PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-011
Number of retired or separated participants receiving benefits2010-01-011
Total of all active and inactive participants2010-01-011
Total participants2010-01-011
Number of participants with account balances2010-01-011
2009: CHARLES D. MOONEY M.D. P.A. EMPLOYEES MONEY PURCHASE PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Total of all active and inactive participants2009-01-011
Total participants2009-01-011
Number of participants with account balances2009-01-011

Financial Data on CHARLES D. MOONEY M.D. P.A. EMPLOYEES MONEY PURCHASE PLAN AND TRUST

Measure Date Value
2011 : CHARLES D. MOONEY M.D. P.A. EMPLOYEES MONEY PURCHASE PLAN AND TRUST 2011 401k financial data
Total plan assets at end of year2011-12-31$94,840
Total plan assets at beginning of year2011-12-31$104,064
Net plan assets at end of year (total assets less liabilities)2011-12-31$94,840
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$104,064
2010 : CHARLES D. MOONEY M.D. P.A. EMPLOYEES MONEY PURCHASE PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$13,808
Total plan assets at end of year2010-12-31$104,064
Total plan assets at beginning of year2010-12-31$90,256
Other income received2010-12-31$13,808
Net income (gross income less expenses)2010-12-31$13,808
Net plan assets at end of year (total assets less liabilities)2010-12-31$104,064
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$90,256

Form 5500 Responses for CHARLES D. MOONEY M.D. P.A. EMPLOYEES MONEY PURCHASE PLAN AND TRUST

2011: CHARLES D. MOONEY M.D. P.A. EMPLOYEES MONEY PURCHASE PLAN AND TRUST 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CHARLES D. MOONEY M.D. P.A. EMPLOYEES MONEY PURCHASE PLAN AND TRUST 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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CHARLES D. MOONEY M.D. P.A. EMPLOYEES MONEY PURCHASE PLAN AND TRUST 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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