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EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 401k Plan overview

Plan NameEDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN
Plan identification number 001

EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN Benefits

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

401k Sponsoring company profile

EDWARD B. MCWHIRT, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:EDWARD B. MCWHIRT, M.D., P.C.
Employer identification number (EIN):611242896
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01EDWARD B. MCWHIRT, M.D. EDWARD B. MCWHIRT, M.D.2018-06-29
0012016-01-01EDWARD B. MCWHIRT, M.D. EDWARD B. MCWHIRT, M.D.2017-07-26
0012015-01-01EDWARD B. MCWHIRT, M.D. EDWARD B. MCWHIRT, M.D.2016-07-12
0012014-01-01EDWARD B. MCWHIRT, M.D. EDWARD B. MCWHIRT, M.D.2015-07-29
0012013-01-01EDWARD B. MCWHIRT, M.D. EDWARD B. MCWHIRT, M.D.2014-05-12
0012012-01-01EDWARD B. MCWHIRT, M.D. EDWARD B. MCWHIRT, M.D.2013-09-16
0012011-01-01EDWARD B. MCWHIRT, M.D. EDWARD B. MCWHIRT, M.D.2012-07-25
0012010-01-01EDWARD B. MCWHIRT, M.D. EDWARD B. MCWHIRT, M.D.2011-07-26

Plan Statistics for EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN

401k plan membership statisitcs for 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 membership
Total participants, beginning-of-year2020-01-011
Total number of active participants reported on line 7a of the Form 55002020-01-011
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011
Number of participants with account balances2020-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011
Number of participants with account balances2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Total of all active and inactive participants2013-01-011
Total participants2013-01-011
2012: EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Total of all active and inactive participants2012-01-011
Total participants2012-01-011
2011: EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-011
Total of all active and inactive participants2011-01-011
Total participants2011-01-011
2010: EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Total of all active and inactive participants2010-01-012
Total participants2010-01-012

Financial Data on 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 sources2020-12-31$24,166
Expenses. Total of all expenses incurred2020-12-31$8
Total plan assets at end of year2020-12-31$1,031,123
Total plan assets at beginning of year2020-12-31$1,006,965
Expenses. Other expenses not covered elsewhere2020-12-31$8
Other income received2020-12-31$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 sources2019-12-31$385,449
Expenses. Total of all expenses incurred2019-12-31$401
Total plan assets at end of year2019-12-31$1,006,965
Total plan assets at beginning of year2019-12-31$621,917
Expenses. Other expenses not covered elsewhere2019-12-31$401
Other income received2019-12-31$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 sources2018-12-31$6,984
Expenses. Total of all expenses incurred2018-12-31$71,224
Total plan assets at end of year2018-12-31$621,917
Total plan assets at beginning of year2018-12-31$686,157
Expenses. Other expenses not covered elsewhere2018-12-31$71,214
Other income received2018-12-31$6,984
Net income (gross income less expenses)2018-12-31$-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 sources2017-12-31$207,763
Expenses. Total of all expenses incurred2017-12-31$4,408
Total plan assets at end of year2017-12-31$686,157
Total plan assets at beginning of year2017-12-31$482,802
Other income received2017-12-31$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 sources2016-12-31$65,297
Expenses. Total of all expenses incurred2016-12-31$57
Total plan assets at end of year2016-12-31$482,802
Total plan assets at beginning of year2016-12-31$417,562
Other income received2016-12-31$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 sources2015-12-31$19,575
Expenses. Total of all expenses incurred2015-12-31$99
Total plan assets at end of year2015-12-31$417,562
Total plan assets at beginning of year2015-12-31$398,086
Other income received2015-12-31$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 sources2014-12-31$106,592
Expenses. Total of all expenses incurred2014-12-31$24
Total plan assets at end of year2014-12-31$398,086
Total plan assets at beginning of year2014-12-31$291,518
Other income received2014-12-31$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 sources2013-12-31$26,781
Expenses. Total of all expenses incurred2013-12-31$68
Total plan assets at end of year2013-12-31$291,518
Total plan assets at beginning of year2013-12-31$264,805
Other income received2013-12-31$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 sources2012-12-31$108,702
Expenses. Total of all expenses incurred2012-12-31$321
Total plan assets at end of year2012-12-31$264,805
Total plan assets at beginning of year2012-12-31$156,424
Other income received2012-12-31$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 sources2011-12-31$51,603
Expenses. Total of all expenses incurred2011-12-31$12,415
Benefits paid (including direct rollovers)2011-12-31$12,415
Total plan assets at end of year2011-12-31$156,424
Total plan assets at beginning of year2011-12-31$117,236
Other income received2011-12-31$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 sources2010-12-31$8,030
Total plan assets at end of year2010-12-31$117,236
Total plan assets at beginning of year2010-12-31$109,206
Other income received2010-12-31$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

Form 5500 Responses for EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN

2020: EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EDWARD B. MCWHIRT, M.D., P.C. MONEY PURCHASE PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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