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MONEY PURCHASE PLAN 401k Plan overview

Plan NameMONEY PURCHASE PLAN
Plan identification number 005

MONEY PURCHASE PLAN Benefits

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

401k Sponsoring company profile

ALEX W. TOM has sponsored the creation of one or more 401k plans.

Company Name:ALEX W. TOM
Employer identification number (EIN):770333145
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01ALEX W. TOM
0052017-01-01ALEX W. TOM
0052016-01-01ALEX W. TOM
0052015-01-01ALEX TOM
0052014-01-01ALEX TOM
0052013-01-01ALEX TOM
0052012-01-01ALEX TOM
0052011-01-01ALEX TOM
0052009-01-01ALEX TOM

Plan Statistics for MONEY PURCHASE PLAN

401k plan membership statisitcs for MONEY PURCHASE PLAN

Measure Date Value
2022: MONEY PURCHASE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013
Total number of active participants reported on line 7a of the Form 55002022-01-012
Number of retired or separated participants receiving benefits2022-01-011
Total of all active and inactive participants2022-01-013
Total participants2022-01-013
Number of participants with account balances2022-01-010
2021: MONEY PURCHASE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-013
Total of all active and inactive participants2021-01-013
Total participants2021-01-013
Number of participants with account balances2021-01-010
2020: MONEY PURCHASE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-013
Total of all active and inactive participants2020-01-013
Total participants2020-01-013
Number of participants with account balances2020-01-010
2019: MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-013
Total of all active and inactive participants2019-01-013
Total participants2019-01-013
Number of participants with account balances2019-01-010
2018: MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-013
Total of all active and inactive participants2018-01-013
Total participants2018-01-013
2017: MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
Total of all active and inactive participants2017-01-013
Total participants2017-01-013
Number of participants with account balances2017-01-013
2016: MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-013
Total of all active and inactive participants2016-01-013
Total participants2016-01-013
Number of participants with account balances2016-01-013
2015: MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
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 participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
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 participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
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 participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
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 participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Number of participants with account balances2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MONEY PURCHASE PLAN

Measure Date Value
2022 : MONEY PURCHASE PLAN 2022 401k financial data
Total income from all sources2022-12-31$-786,471
Expenses. Total of all expenses incurred2022-12-31$96,659
Benefits paid (including direct rollovers)2022-12-31$96,659
Total plan assets at end of year2022-12-31$2,509,183
Total plan assets at beginning of year2022-12-31$3,392,313
Other income received2022-12-31$-803,280
Net income (gross income less expenses)2022-12-31$-883,130
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,509,183
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,392,313
Total contributions received or receivable from employer(s)2022-12-31$16,809
2021 : MONEY PURCHASE PLAN 2021 401k financial data
Total income from all sources2021-12-31$888,831
Total plan assets at end of year2021-12-31$3,392,313
Total plan assets at beginning of year2021-12-31$2,503,482
Other income received2021-12-31$874,691
Net income (gross income less expenses)2021-12-31$888,831
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,392,313
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,503,482
Total contributions received or receivable from employer(s)2021-12-31$14,140
2020 : MONEY PURCHASE PLAN 2020 401k financial data
Total income from all sources2020-12-31$804,596
Total plan assets at end of year2020-12-31$2,503,482
Total plan assets at beginning of year2020-12-31$1,698,886
Other income received2020-12-31$781,391
Net income (gross income less expenses)2020-12-31$804,596
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,503,482
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,698,886
Total contributions received or receivable from employer(s)2020-12-31$23,205
2019 : MONEY PURCHASE PLAN 2019 401k financial data
Total income from all sources2019-12-31$550,772
Total plan assets at end of year2019-12-31$1,698,886
Total plan assets at beginning of year2019-12-31$1,148,114
Other income received2019-12-31$526,417
Net income (gross income less expenses)2019-12-31$550,772
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,698,886
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,148,114
Total contributions received or receivable from employer(s)2019-12-31$24,355
2018 : MONEY PURCHASE PLAN 2018 401k financial data
Total income from all sources2018-12-31$-32,006
Total plan assets at end of year2018-12-31$1,148,114
Total plan assets at beginning of year2018-12-31$1,180,120
Other income received2018-12-31$-39,310
Net income (gross income less expenses)2018-12-31$-32,006
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,148,114
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,180,120
Total contributions received or receivable from employer(s)2018-12-31$7,304
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$7,304
Amount contributed by the employer to the plan for this plan year2018-12-31$7,304
2017 : MONEY PURCHASE PLAN 2017 401k financial data
Total income from all sources2017-12-31$301,490
Total plan assets at end of year2017-12-31$1,180,120
Total plan assets at beginning of year2017-12-31$878,630
Other income received2017-12-31$280,483
Net income (gross income less expenses)2017-12-31$301,490
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,180,120
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$878,630
Total contributions received or receivable from employer(s)2017-12-31$21,007
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$21,007
Amount contributed by the employer to the plan for this plan year2017-12-31$21,007
2016 : MONEY PURCHASE PLAN 2016 401k financial data
Total income from all sources2016-12-31$103,431
Total plan assets at end of year2016-12-31$878,630
Total plan assets at beginning of year2016-12-31$775,199
Other income received2016-12-31$83,799
Net income (gross income less expenses)2016-12-31$103,431
Net plan assets at end of year (total assets less liabilities)2016-12-31$878,630
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$775,199
Total contributions received or receivable from employer(s)2016-12-31$19,632
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$19,632
Amount contributed by the employer to the plan for this plan year2016-12-31$19,632
2015 : MONEY PURCHASE PLAN 2015 401k financial data
Total income from all sources2015-12-31$52,975
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$775,199
Total plan assets at beginning of year2015-12-31$722,224
Other income received2015-12-31$28,224
Net income (gross income less expenses)2015-12-31$52,975
Net plan assets at end of year (total assets less liabilities)2015-12-31$775,199
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$722,224
Total contributions received or receivable from employer(s)2015-12-31$24,751
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$24,751
Amount contributed by the employer to the plan for this plan year2015-12-31$24,751
2014 : MONEY PURCHASE PLAN 2014 401k financial data
Total income from all sources2014-12-31$136,888
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$722,224
Total plan assets at beginning of year2014-12-31$585,336
Other income received2014-12-31$111,056
Net income (gross income less expenses)2014-12-31$136,888
Net plan assets at end of year (total assets less liabilities)2014-12-31$722,224
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$585,336
Total contributions received or receivable from employer(s)2014-12-31$25,832
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$25,832
Amount contributed by the employer to the plan for this plan year2014-12-31$25,832
2013 : MONEY PURCHASE PLAN 2013 401k financial data
Total income from all sources2013-12-31$116,372
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$585,336
Total plan assets at beginning of year2013-12-31$468,964
Other income received2013-12-31$85,530
Net income (gross income less expenses)2013-12-31$116,372
Net plan assets at end of year (total assets less liabilities)2013-12-31$585,336
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$468,964
Total contributions received or receivable from employer(s)2013-12-31$30,842
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$30,842
Amount contributed by the employer to the plan for this plan year2013-12-31$30,842
2012 : MONEY PURCHASE PLAN 2012 401k financial data
Total income from all sources2012-12-31$36,314
Total plan assets at end of year2012-12-31$468,964
Total plan assets at beginning of year2012-12-31$366,836
Contributions received from other sources (not participants or employers)2012-12-31$5,712
Net income (gross income less expenses)2012-12-31$36,314
Net plan assets at end of year (total assets less liabilities)2012-12-31$468,964
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$366,836
Total contributions received or receivable from employer(s)2012-12-31$30,602
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$30,602
Amount contributed by the employer to the plan for this plan year2012-12-31$30,602
2011 : MONEY PURCHASE PLAN 2011 401k financial data
Total income from all sources2011-12-31$28,043
Total plan assets at end of year2011-12-31$366,836
Total plan assets at beginning of year2011-12-31$318,942
Other income received2011-12-31$2,351
Net income (gross income less expenses)2011-12-31$28,043
Net plan assets at end of year (total assets less liabilities)2011-12-31$366,836
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$318,942
Total contributions received or receivable from employer(s)2011-12-31$25,692
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$25,692
Amount contributed by the employer to the plan for this plan year2011-12-31$25,692
2010 : MONEY PURCHASE PLAN 2010 401k financial data
Total income from all sources2010-12-31$21,127
Total plan assets at end of year2010-12-31$318,942
Total plan assets at beginning of year2010-12-31$251,750
Other income received2010-12-31$1,224
Net income (gross income less expenses)2010-12-31$21,127
Net plan assets at end of year (total assets less liabilities)2010-12-31$318,942
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$251,750
Total contributions received or receivable from employer(s)2010-12-31$19,903
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$19,903
Amount contributed by the employer to the plan for this plan year2010-12-31$19,903
2009 : MONEY PURCHASE 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$16,622
Amount contributed by the employer to the plan for this plan year2009-12-31$16,622

Form 5500 Responses for MONEY PURCHASE PLAN

2022: MONEY PURCHASE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MONEY PURCHASE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: 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: 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: 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: 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: 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: MONEY PURCHASE 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: MONEY PURCHASE 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: MONEY PURCHASE 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: MONEY PURCHASE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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: MONEY PURCHASE 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
2009: MONEY PURCHASE 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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