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JAMES R PATTERSON MD AMP MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameJAMES R PATTERSON MD AMP MONEY PURCHASE PENSION PLAN
Plan identification number 001

JAMES R PATTERSON MD AMP MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • One-participant plan - A plan without employees as defined in 29 CFR 2510.3-3(b).

401k Sponsoring company profile

JAMES R. PATTERSON MD AMC has sponsored the creation of one or more 401k plans.

Company Name:JAMES R. PATTERSON MD AMC
Employer identification number (EIN):720886691
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES R PATTERSON MD AMP MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01HOWARD VOLLENWEIDER
0012017-01-01HOWARD VOLLENWEIDER
0012016-01-01HOWARD VOLLENWEIDER HOWARD VOLLENWEIDER2017-07-28
0012016-01-01JAMES R PATTERSON
0012015-01-01
0012014-01-01JAMES R PATTERSON
0012013-01-01JAMES R PATTERSON
0012012-01-01JAMES R PATTERSON
0012011-01-01JAMES R PATTERSON
0012010-01-01JAMES R PATTERSON
0012009-01-01JAMES R PATTERSON
0012009-01-01JAMES R PATTERSON
0012009-01-01JAMES R PATTERSON

Financial Data on JAMES R PATTERSON MD AMP MONEY PURCHASE PENSION PLAN

Measure Date Value
2019 : JAMES R PATTERSON MD AMP MONEY PURCHASE PENSION PLAN 2019 401k financial data
Total income from all sources2019-12-31$26,468
Expenses. Total of all expenses incurred2019-12-31$92,133
Benefits paid (including direct rollovers)2019-12-31$13,087
Total plan assets at end of year2019-12-31$420,041
Total plan assets at beginning of year2019-12-31$485,706
Expenses. Other expenses not covered elsewhere2019-12-31$78,531
Other income received2019-12-31$26,468
Net income (gross income less expenses)2019-12-31$-65,665
Net plan assets at end of year (total assets less liabilities)2019-12-31$420,041
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$485,706
Assets. Value of real-estate (other than employer real property)2019-12-31$284,881
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$515
2018 : JAMES R PATTERSON MD AMP MONEY PURCHASE PENSION PLAN 2018 401k financial data
Total income from all sources2018-12-31$21,183
Expenses. Total of all expenses incurred2018-12-31$174,876
Benefits paid (including direct rollovers)2018-12-31$122,092
Total plan assets at end of year2018-12-31$485,706
Total plan assets at beginning of year2018-12-31$639,399
Expenses. Other expenses not covered elsewhere2018-12-31$52,269
Other income received2018-12-31$21,183
Net income (gross income less expenses)2018-12-31$-153,693
Net plan assets at end of year (total assets less liabilities)2018-12-31$485,706
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$639,399
Assets. Value of real-estate (other than employer real property)2018-12-31$284,881
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$515
2017 : JAMES R PATTERSON MD AMP MONEY PURCHASE PENSION PLAN 2017 401k financial data
Total income from all sources2017-12-31$601
Expenses. Total of all expenses incurred2017-12-31$126,555
Benefits paid (including direct rollovers)2017-12-31$102,345
Total plan assets at end of year2017-12-31$639,399
Total plan assets at beginning of year2017-12-31$765,353
Expenses. Other expenses not covered elsewhere2017-12-31$23,326
Other income received2017-12-31$601
Net income (gross income less expenses)2017-12-31$-125,954
Net plan assets at end of year (total assets less liabilities)2017-12-31$639,399
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$765,353
Assets. Value of real-estate (other than employer real property)2017-12-31$406,973
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$884
2016 : JAMES R PATTERSON MD AMP MONEY PURCHASE PENSION PLAN 2016 401k financial data
Total income from all sources2016-12-31$399,212
Expenses. Total of all expenses incurred2016-12-31$166,511
Benefits paid (including direct rollovers)2016-12-31$142,000
Total plan assets at end of year2016-12-31$765,353
Total plan assets at beginning of year2016-12-31$532,652
Expenses. Other expenses not covered elsewhere2016-12-31$23,896
Other income received2016-12-31$399,212
Net income (gross income less expenses)2016-12-31$232,701
Net plan assets at end of year (total assets less liabilities)2016-12-31$765,353
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$532,652
Assets. Value of real-estate (other than employer real property)2016-12-31$508,716
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$615
2015 : JAMES R PATTERSON MD AMP MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$82,785
Expenses. Total of all expenses incurred2015-12-31$109,310
Benefits paid (including direct rollovers)2015-12-31$50,515
Total plan assets at end of year2015-12-31$532,652
Total plan assets at beginning of year2015-12-31$559,177
Expenses. Other expenses not covered elsewhere2015-12-31$58,280
Other income received2015-12-31$82,785
Net income (gross income less expenses)2015-12-31$-26,525
Net plan assets at end of year (total assets less liabilities)2015-12-31$532,652
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$559,177
Assets. Value of real-estate (other than employer real property)2015-12-31$498,443
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$515
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
2014 : JAMES R PATTERSON MD AMP MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$238,531
Expenses. Total of all expenses incurred2014-12-31$428,155
Benefits paid (including direct rollovers)2014-12-31$356,887
Total plan assets at end of year2014-12-31$559,177
Total plan assets at beginning of year2014-12-31$748,801
Expenses. Other expenses not covered elsewhere2014-12-31$70,323
Other income received2014-12-31$238,531
Net income (gross income less expenses)2014-12-31$-189,624
Net plan assets at end of year (total assets less liabilities)2014-12-31$559,177
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$748,801
Assets. Value of real-estate (other than employer real property)2014-12-31$498,433
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$945
2013 : JAMES R PATTERSON MD AMP MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$104,571
Expenses. Total of all expenses incurred2013-12-31$109,236
Benefits paid (including direct rollovers)2013-12-31$39,410
Total plan assets at end of year2013-12-31$748,801
Total plan assets at beginning of year2013-12-31$753,466
Assets. Value of loans (other than to participants)2013-12-31$7,087
Expenses. Other expenses not covered elsewhere2013-12-31$69,331
Other income received2013-12-31$104,571
Net income (gross income less expenses)2013-12-31$-4,665
Net plan assets at end of year (total assets less liabilities)2013-12-31$748,801
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$753,466
Assets. Value of real-estate (other than employer real property)2013-12-31$706,258
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$495
2012 : JAMES R PATTERSON MD AMP MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$96,000
Expenses. Total of all expenses incurred2012-12-31$142,567
Total plan assets at end of year2012-12-31$753,466
Total plan assets at beginning of year2012-12-31$800,033
Expenses. Other expenses not covered elsewhere2012-12-31$142,072
Other income received2012-12-31$96,000
Net income (gross income less expenses)2012-12-31$-46,567
Net plan assets at end of year (total assets less liabilities)2012-12-31$753,466
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$800,033
Assets. Value of real-estate (other than employer real property)2012-12-31$706,258
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$495
2011 : JAMES R PATTERSON MD AMP MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$91,199
Expenses. Total of all expenses incurred2011-12-31$65,593
Total plan assets at end of year2011-12-31$800,033
Total plan assets at beginning of year2011-12-31$774,427
Expenses. Other expenses not covered elsewhere2011-12-31$65,118
Other income received2011-12-31$91,199
Net income (gross income less expenses)2011-12-31$25,606
Net plan assets at end of year (total assets less liabilities)2011-12-31$800,033
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$774,427
Assets. Value of real-estate (other than employer real property)2011-12-31$706,258
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$475
2010 : JAMES R PATTERSON MD AMP MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$89,895
Expenses. Total of all expenses incurred2010-12-31$121,899
Benefits paid (including direct rollovers)2010-12-31$14,500
Total plan assets at end of year2010-12-31$774,427
Total plan assets at beginning of year2010-12-31$806,431
Expenses. Other expenses not covered elsewhere2010-12-31$106,924
Other income received2010-12-31$89,895
Net income (gross income less expenses)2010-12-31$-32,004
Net plan assets at end of year (total assets less liabilities)2010-12-31$774,427
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$806,431
Assets. Value of real-estate (other than employer real property)2010-12-31$706,258
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$475

Form 5500 Responses for JAMES R PATTERSON MD AMP MONEY PURCHASE PENSION PLAN

2019: JAMES R PATTERSON MD AMP MONEY PURCHASE PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JAMES R PATTERSON MD AMP MONEY PURCHASE PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JAMES R PATTERSON MD AMP MONEY PURCHASE PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JAMES R PATTERSON MD AMP MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JAMES R PATTERSON MD AMP MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JAMES R PATTERSON MD AMP MONEY PURCHASE PENSION 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: JAMES R PATTERSON MD AMP MONEY PURCHASE PENSION 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: JAMES R PATTERSON MD AMP MONEY PURCHASE PENSION 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: JAMES R PATTERSON MD AMP MONEY PURCHASE PENSION 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: JAMES R PATTERSON MD AMP MONEY PURCHASE PENSION 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
2009: JAMES R PATTERSON MD AMP MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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