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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 |
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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 membership | ||
Total participants, beginning-of-year | 2011-01-01 | 13 |
Total of all active and inactive participants | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 0 |
2010: MONEY PURCHASE PENSION PLAN & TRUST AGREEMENT OF DAVIES CLINIC PC 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 13 |
Total of all active and inactive participants | 2010-01-01 | 13 |
Total participants | 2010-01-01 | 13 |
Number of participants with account balances | 2010-01-01 | 13 |
2009: MONEY PURCHASE PENSION PLAN & TRUST AGREEMENT OF DAVIES CLINIC PC 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 13 |
Total participants | 2009-01-01 | 13 |
Number of participants with account balances | 2009-01-01 | 13 |
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 |