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JULIO MESSER, M.D. PROFIT SHARING PLAN 401k Plan overview

Plan NameJULIO MESSER, M.D. PROFIT SHARING PLAN
Plan identification number 001

JULIO MESSER, M.D. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Life insurance

401k Sponsoring company profile

JULIO MESSER, M.D. has sponsored the creation of one or more 401k plans.

Company Name:JULIO MESSER, M.D.
Employer identification number (EIN):609486278
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JULIO MESSER, M.D. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01
0012014-01-01JULIO MESSER, M.D.2016-07-04 JULIO MESSER, M.D.2016-07-04

Financial Data on JULIO MESSER, M.D. PROFIT SHARING PLAN

Measure Date Value
2015 : JULIO MESSER, M.D. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-8,996
Expenses. Total of all expenses incurred2015-12-31$3,680
Benefits paid (including direct rollovers)2015-12-31$3,680
Total plan assets at end of year2015-12-31$964,319
Total plan assets at beginning of year2015-12-31$976,995
Other income received2015-12-31$-12,676
Net income (gross income less expenses)2015-12-31$-12,676
Net plan assets at end of year (total assets less liabilities)2015-12-31$964,319
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$976,995
Total contributions received or receivable from employer(s)2015-12-31$3,680
2014 : JULIO MESSER, M.D. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$137,015
Expenses. Total of all expenses incurred2014-12-31$3,737
Benefits paid (including direct rollovers)2014-12-31$3,737
Total plan assets at end of year2014-12-31$976,995
Total plan assets at beginning of year2014-12-31$843,717
Other income received2014-12-31$133,278
Net income (gross income less expenses)2014-12-31$133,278
Net plan assets at end of year (total assets less liabilities)2014-12-31$976,995
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$843,717
Total contributions received or receivable from employer(s)2014-12-31$3,737

Form 5500 Responses for JULIO MESSER, M.D. PROFIT SHARING PLAN

2015: JULIO MESSER, M.D. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JULIO MESSER, M.D. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number406388
Policy instance 1
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number406388
Policy instance 1

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