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THOMAS J. PURGASON, M.D., P.A. MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameTHOMAS J. PURGASON, M.D., P.A. MONEY PURCHASE PENSION PLAN
Plan identification number 001

THOMAS J. PURGASON, M.D., P.A. MONEY PURCHASE PENSION PLAN Benefits

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

401k Sponsoring company profile

THOMAS J. PURGASON, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:THOMAS J. PURGASON, M.D., P.A.
Employer identification number (EIN):752304243
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about THOMAS J. PURGASON, M.D., P.A.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1989-12-21
Company Identification Number: 0081229103
Legal Registered Office Address: 3600 MATLOCK RD STE 100

ARLINGTON
United States of America (USA)
76015

More information about THOMAS J. PURGASON, M.D., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS J. PURGASON, M.D., P.A. MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01THOMAS PURGASON2018-12-20 THOMAS PURGASON2018-12-20
0012018-01-01THOMAS PURGASON2018-12-17 THOMAS PURGASON2018-12-17
0012017-01-01THOMAS PURGASON2018-09-15 THOMAS PURGASON2018-09-15
0012017-01-01THOMAS PURGASON2018-11-27 THOMAS PURGASON2018-11-27
0012016-01-01THOMAS PURGASON THOMAS PURGASON2017-10-10
0012015-01-01THOMAS PURGASON
0012014-01-01THOMAS PURGASON
0012013-01-01THOMAS PURGASON
0012012-01-01THOMAS PURGASON
0012011-01-01THOMAS PURGASON
0012010-01-01THOMAS PURGASON
0012009-01-01THOMAS PURGASON

Plan Statistics for THOMAS J. PURGASON, M.D., P.A. MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for THOMAS J. PURGASON, M.D., P.A. MONEY PURCHASE PENSION PLAN

Measure Date Value
2016: THOMAS J. PURGASON, M.D., P.A. MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016
Number of participants with account balances2016-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THOMAS J. PURGASON, M.D., P.A. MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-017
Number of participants with account balances2015-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THOMAS J. PURGASON, M.D., P.A. MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-017
Number of participants with account balances2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THOMAS J. PURGASON, M.D., P.A. MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: THOMAS J. PURGASON, M.D., P.A. MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-018
Number of participants with account balances2012-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THOMAS J. PURGASON, M.D., P.A. MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-018
Number of participants with account balances2011-01-016
2010: THOMAS J. PURGASON, M.D., P.A. MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-018
Total number of active participants reported on line 7a of the Form 55002010-01-015
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-017
Number of participants with account balances2010-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THOMAS J. PURGASON, M.D., P.A. MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017
Number of participants with account balances2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THOMAS J. PURGASON, M.D., P.A. MONEY PURCHASE PENSION PLAN

Measure Date Value
2016 : THOMAS J. PURGASON, M.D., P.A. MONEY PURCHASE PENSION PLAN 2016 401k financial data
Total income from all sources2016-12-31$82,482
Expenses. Total of all expenses incurred2016-12-31$11,015
Total plan assets at end of year2016-12-31$1,183,720
Total plan assets at beginning of year2016-12-31$1,112,253
Value of fidelity bond covering the plan2016-12-31$70,000
Other income received2016-12-31$47,478
Net income (gross income less expenses)2016-12-31$71,467
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,183,720
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,112,253
Total contributions received or receivable from employer(s)2016-12-31$35,004
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$11,015
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$35,004
Amount contributed by the employer to the plan for this plan year2016-12-31$35,004
2015 : THOMAS J. PURGASON, M.D., P.A. MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-79,897
Expenses. Total of all expenses incurred2015-12-31$23,692
Benefits paid (including direct rollovers)2015-12-31$23,692
Total plan assets at end of year2015-12-31$1,112,253
Total plan assets at beginning of year2015-12-31$1,215,842
Value of fidelity bond covering the plan2015-12-31$70,000
Total contributions received or receivable from participants2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-113,758
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-103,589
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,112,253
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,215,842
Assets. Value of participant loans2015-12-31$4,821
Total contributions received or receivable from employer(s)2015-12-31$33,861
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$33,861
Amount contributed by the employer to the plan for this plan year2015-12-31$33,861
2014 : THOMAS J. PURGASON, M.D., P.A. MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$57,786
Expenses. Total of all expenses incurred2014-12-31$10,927
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,215,842
Total plan assets at beginning of year2014-12-31$1,168,983
Value of fidelity bond covering the plan2014-12-31$70,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$25,851
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$46,859
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,215,842
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,168,983
Assets. Value of participant loans2014-12-31$3,858
Total contributions received or receivable from employer(s)2014-12-31$31,935
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$10,927
Funding deficiency by the employer to the plan for this plan year2014-12-31$31,935
Minimum employer required contribution for this plan year2014-12-31$31,935
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : THOMAS J. PURGASON, M.D., P.A. MONEY PURCHASE PENSION PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$110,460
Expenses. Total of all expenses incurred2013-12-31$10,273
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,168,983
Total plan assets at beginning of year2013-12-31$1,068,796
Value of fidelity bond covering the plan2013-12-31$70,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$84,979
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$100,187
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,168,983
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,068,796
Assets. Value of participant loans2013-12-31$23,241
Total contributions received or receivable from employer(s)2013-12-31$25,481
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$10,273
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$25,481
Amount contributed by the employer to the plan for this plan year2013-12-31$25,481
2012 : THOMAS J. PURGASON, M.D., P.A. MONEY PURCHASE PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$105,395
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$1,070,899
Total plan assets at beginning of year2012-12-31$965,504
Value of fidelity bond covering the plan2012-12-31$70,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$84,520
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$105,395
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,070,899
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$965,504
Assets. Value of participant loans2012-12-31$30,155
Total contributions received or receivable from employer(s)2012-12-31$20,875
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$18,771
Amount contributed by the employer to the plan for this plan year2012-12-31$18,771
2011 : THOMAS J. PURGASON, M.D., P.A. MONEY PURCHASE PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total income from all sources2011-12-31$-40,991
Expenses. Total of all expenses incurred2011-12-31$23,768
Benefits paid (including direct rollovers)2011-12-31$14,225
Total plan assets at end of year2011-12-31$965,504
Total plan assets at beginning of year2011-12-31$1,030,263
Value of fidelity bond covering the plan2011-12-31$70,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-61,955
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-64,759
Net plan assets at end of year (total assets less liabilities)2011-12-31$965,504
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,030,263
Assets. Value of participant loans2011-12-31$43,120
Total contributions received or receivable from employer(s)2011-12-31$20,964
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$9,543
Funding deficiency by the employer to the plan for this plan year2011-12-31$20,964
Minimum employer required contribution for this plan year2011-12-31$20,964
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : THOMAS J. PURGASON, M.D., P.A. MONEY PURCHASE PENSION PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$83,813
Expenses. Total of all expenses incurred2010-12-31$31,100
Benefits paid (including direct rollovers)2010-12-31$31,100
Total plan assets at end of year2010-12-31$1,030,263
Total plan assets at beginning of year2010-12-31$977,550
Value of fidelity bond covering the plan2010-12-31$70,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$59,050
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$52,713
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,030,263
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$977,550
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$24,763
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$24,763
Amount contributed by the employer to the plan for this plan year2010-12-31$24,763
2009 : THOMAS J. PURGASON, M.D., P.A. MONEY PURCHASE PENSION PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$23,661
Amount contributed by the employer to the plan for this plan year2009-12-31$23,661

Form 5500 Responses for THOMAS J. PURGASON, M.D., P.A. MONEY PURCHASE PENSION PLAN

2016: THOMAS J. PURGASON, M.D., P.A. 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: THOMAS J. PURGASON, M.D., P.A. 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: THOMAS J. PURGASON, M.D., P.A. MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THOMAS J. PURGASON, M.D., P.A. MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THOMAS J. PURGASON, M.D., P.A. MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THOMAS J. PURGASON, M.D., P.A. MONEY PURCHASE PENSION PLAN 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: THOMAS J. PURGASON, M.D., P.A. MONEY PURCHASE PENSION PLAN 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: THOMAS J. PURGASON, M.D., P.A. MONEY PURCHASE PENSION PLAN 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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