EDWARD B. MCWHIRT, M.D., P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN
| Measure | Date | Value |
|---|
| 2020 : EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $24,166 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $8 |
| Total plan assets at end of year | 2020-12-31 | $1,031,123 |
| Total plan assets at beginning of year | 2020-12-31 | $1,006,965 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $8 |
| Other income received | 2020-12-31 | $24,166 |
| Net income (gross income less expenses) | 2020-12-31 | $24,158 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,031,123 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,006,965 |
| 2019 : EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $385,449 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $401 |
| Total plan assets at end of year | 2019-12-31 | $1,006,965 |
| Total plan assets at beginning of year | 2019-12-31 | $621,917 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $401 |
| Other income received | 2019-12-31 | $385,449 |
| Net income (gross income less expenses) | 2019-12-31 | $385,048 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,006,965 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $621,917 |
| 2018 : EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $6,984 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $71,224 |
| Total plan assets at end of year | 2018-12-31 | $621,917 |
| Total plan assets at beginning of year | 2018-12-31 | $686,157 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $71,214 |
| Other income received | 2018-12-31 | $6,984 |
| Net income (gross income less expenses) | 2018-12-31 | $-64,240 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $621,917 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $686,157 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $10 |
| 2017 : EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $207,763 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $4,408 |
| Total plan assets at end of year | 2017-12-31 | $686,157 |
| Total plan assets at beginning of year | 2017-12-31 | $482,802 |
| Other income received | 2017-12-31 | $207,763 |
| Net income (gross income less expenses) | 2017-12-31 | $203,355 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $686,157 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $482,802 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $4,408 |
| 2016 : EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $65,297 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $57 |
| Total plan assets at end of year | 2016-12-31 | $482,802 |
| Total plan assets at beginning of year | 2016-12-31 | $417,562 |
| Other income received | 2016-12-31 | $65,297 |
| Net income (gross income less expenses) | 2016-12-31 | $65,240 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $482,802 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $417,562 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $57 |
| 2015 : EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $19,575 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $99 |
| Total plan assets at end of year | 2015-12-31 | $417,562 |
| Total plan assets at beginning of year | 2015-12-31 | $398,086 |
| Other income received | 2015-12-31 | $19,575 |
| Net income (gross income less expenses) | 2015-12-31 | $19,476 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $417,562 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $398,086 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $99 |
| 2014 : EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $106,592 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $24 |
| Total plan assets at end of year | 2014-12-31 | $398,086 |
| Total plan assets at beginning of year | 2014-12-31 | $291,518 |
| Other income received | 2014-12-31 | $106,592 |
| Net income (gross income less expenses) | 2014-12-31 | $106,568 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $398,086 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $291,518 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $24 |
| 2013 : EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $26,781 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $68 |
| Total plan assets at end of year | 2013-12-31 | $291,518 |
| Total plan assets at beginning of year | 2013-12-31 | $264,805 |
| Other income received | 2013-12-31 | $26,781 |
| Net income (gross income less expenses) | 2013-12-31 | $26,713 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $291,518 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $264,805 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $68 |
| 2012 : EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $108,702 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $321 |
| Total plan assets at end of year | 2012-12-31 | $264,805 |
| Total plan assets at beginning of year | 2012-12-31 | $156,424 |
| Other income received | 2012-12-31 | $108,702 |
| Net income (gross income less expenses) | 2012-12-31 | $108,381 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $264,805 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $156,424 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $321 |
| 2011 : EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $51,603 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $12,415 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $12,415 |
| Total plan assets at end of year | 2011-12-31 | $156,424 |
| Total plan assets at beginning of year | 2011-12-31 | $117,236 |
| Other income received | 2011-12-31 | $51,603 |
| Net income (gross income less expenses) | 2011-12-31 | $39,188 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $156,424 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $117,236 |
| 2010 : EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $8,030 |
| Total plan assets at end of year | 2010-12-31 | $117,236 |
| Total plan assets at beginning of year | 2010-12-31 | $109,206 |
| Other income received | 2010-12-31 | $8,030 |
| Net income (gross income less expenses) | 2010-12-31 | $8,030 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $117,236 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $109,206 |
| 2020: EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |