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MONEY PURCHASE & PROFIT SHARING PLAN 401k Plan overview

Plan NameMONEY PURCHASE & PROFIT SHARING PLAN
Plan identification number 001

MONEY PURCHASE & PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

MSR WEST, INC. has sponsored the creation of one or more 401k plans.

Company Name:MSR WEST, INC.
Employer identification number (EIN):841104409
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONEY PURCHASE & PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-01-01ROGER OTT2013-11-18
0012011-01-01ROGER OTT
0012009-01-01ROGER OTT

Plan Statistics for MONEY PURCHASE & PROFIT SHARING PLAN

401k plan membership statisitcs for MONEY PURCHASE & PROFIT SHARING PLAN

Measure Date Value
2011: MONEY PURCHASE & PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0114
Total number of active participants reported on line 7a of the Form 55002011-01-0115
Total of all active and inactive participants2011-01-0115
Total participants2011-01-0115
Number of participants with account balances2011-01-0115
2009: MONEY PURCHASE & PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0111
Total number of active participants reported on line 7a of the Form 55002009-01-0114
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 participants2009-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0114
Number of participants with account balances2009-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MONEY PURCHASE & PROFIT SHARING PLAN

Measure Date Value
2011 : MONEY PURCHASE & PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$119,710
Expenses. Total of all expenses incurred2011-12-31$30,950
Total plan assets at end of year2011-12-31$1,598,344
Total plan assets at beginning of year2011-12-31$1,509,583
Other income received2011-12-31$-4,981
Net income (gross income less expenses)2011-12-31$88,760
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,598,344
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,509,583
Total contributions received or receivable from employer(s)2011-12-31$124,691
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$30,950
2010 : MONEY PURCHASE & PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$228,894
Expenses. Total of all expenses incurred2010-12-31$28,589
Total plan assets at end of year2010-12-31$1,509,583
Total plan assets at beginning of year2010-12-31$1,309,278
Other income received2010-12-31$120,675
Net income (gross income less expenses)2010-12-31$200,305
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,509,583
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,309,278
Total contributions received or receivable from employer(s)2010-12-31$108,219
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$28,589

Form 5500 Responses for MONEY PURCHASE & PROFIT SHARING PLAN

2011: MONEY PURCHASE & PROFIT SHARING 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
2009: MONEY PURCHASE & PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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