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DAVID J CRAWFORD DDS SCHWAB QRP MONEY PURCHASE PLAN 401k Plan overview

Plan NameDAVID J CRAWFORD DDS SCHWAB QRP MONEY PURCHASE PLAN
Plan identification number 002

DAVID J CRAWFORD DDS SCHWAB QRP MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

DAVID J CRAWFORD DDS has sponsored the creation of one or more 401k plans.

Company Name:DAVID J CRAWFORD DDS
Employer identification number (EIN):941738329
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID J CRAWFORD DDS SCHWAB QRP MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022009-01-01DAVID CRAWFORD
0022008-01-01DAVID CRAWFORD

Plan Statistics for DAVID J CRAWFORD DDS SCHWAB QRP MONEY PURCHASE PLAN

401k plan membership statisitcs for DAVID J CRAWFORD DDS SCHWAB QRP MONEY PURCHASE PLAN

Measure Date Value
2009: DAVID J CRAWFORD DDS SCHWAB QRP MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
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 participants2009-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: DAVID J CRAWFORD DDS SCHWAB QRP MONEY PURCHASE PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-011
Total number of active participants reported on line 7a of the Form 55002008-01-011
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-011
Number of participants with account balances2008-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010

Financial Data on DAVID J CRAWFORD DDS SCHWAB QRP MONEY PURCHASE PLAN

Measure Date Value
2010 : DAVID J CRAWFORD DDS SCHWAB QRP MONEY PURCHASE PLAN 2010 401k financial data
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$20,792
Total plan assets at end of year2010-12-31$134,440
Total plan assets at beginning of year2010-12-31$113,648
Other income received2010-12-31$13,763
Net income (gross income less expenses)2010-12-31$20,792
Net plan assets at end of year (total assets less liabilities)2010-12-31$134,440
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$113,648
Total contributions received or receivable from employer(s)2010-12-31$7,029
2008 : DAVID J CRAWFORD DDS SCHWAB QRP MONEY PURCHASE PLAN 2008 401k financial data
Total plan liabilities at end of year2008-12-31$0
Total plan liabilities at beginning of year2008-12-31$0
Total income from all sources2008-12-31$-49,909
Total plan assets at end of year2008-12-31$67,214
Total plan assets at beginning of year2008-12-31$117,033
Other income received2008-12-31$-58,154
Net income (gross income less expenses)2008-12-31$-49,909
Net plan assets at end of year (total assets less liabilities)2008-12-31$67,214
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$117,033
Total contributions received or receivable from employer(s)2008-12-31$8,245

Form 5500 Responses for DAVID J CRAWFORD DDS SCHWAB QRP MONEY PURCHASE PLAN

2009: DAVID J CRAWFORD DDS SCHWAB QRP 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
2008: DAVID J CRAWFORD DDS SCHWAB QRP MONEY PURCHASE PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01First time form 5500 has been submittedYes
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes

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