| Plan Name | MONEY PURCHASE PENSION PLAN & TRUST AGREEMENT OF DAVIES CLINIC PC |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | DAVIES CLINIC, P.C. |
| Employer identification number (EIN): | 930756038 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about DAVIES CLINIC, P.C.
| Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
| Incorporation Date: | 1979-12-28 |
| Company Identification Number: | 14172217 |
| Legal Registered Office Address: |
28480 NE ELLERY DR NEWBERG United States of America (USA) 97132 |
More information about DAVIES CLINIC, P.C.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2011-01-01 | RICHARD DAVIES | |||
| 002 | 2010-01-01 | RICHARD DAVIES | |||
| 002 | 2009-01-01 | RICHARD DAVIES | |||
| 002 | 2009-01-01 | RICHARD DAVIES |
| Measure | Date | Value |
|---|---|---|
| 2011 : MONEY PURCHASE PENSION PLAN & TRUST AGREEMENT OF DAVIES CLINIC PC 2011 401k financial data | ||
| Transfers to/from the plan | 2011-10-31 | $-644,554 |
| Total income from all sources | 2011-10-31 | $-24,526 |
| Total plan assets at end of year | 2011-10-31 | $0 |
| Total plan assets at beginning of year | 2011-10-31 | $669,080 |
| Other income received | 2011-10-31 | $-24,526 |
| Net income (gross income less expenses) | 2011-10-31 | $-24,526 |
| Net plan assets at end of year (total assets less liabilities) | 2011-10-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-10-31 | $669,080 |
| 2010 : MONEY PURCHASE PENSION PLAN & TRUST AGREEMENT OF DAVIES CLINIC PC 2010 401k financial data | ||
| Total plan liabilities at beginning of year | 2010-12-31 | $13,306 |
| Total income from all sources | 2010-12-31 | $111,734 |
| Total plan assets at end of year | 2010-12-31 | $669,080 |
| Total plan assets at beginning of year | 2010-12-31 | $570,652 |
| Other income received | 2010-12-31 | $74,176 |
| Net income (gross income less expenses) | 2010-12-31 | $111,734 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $669,080 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $557,346 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $37,558 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $37,558 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $37,558 |
| 2009 : MONEY PURCHASE PENSION PLAN & TRUST AGREEMENT OF DAVIES CLINIC PC 2009 401k financial data | ||
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $41,397 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $41,397 |
| 2011: MONEY PURCHASE PENSION PLAN & TRUST AGREEMENT OF DAVIES CLINIC PC 2011 form 5500 responses | ||
|---|---|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | This submission is the final filing | Yes |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: MONEY PURCHASE PENSION PLAN & TRUST AGREEMENT OF DAVIES CLINIC PC 2010 form 5500 responses | ||
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MONEY PURCHASE PENSION PLAN & TRUST AGREEMENT OF DAVIES CLINIC PC 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |