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MONEY PURCHASE & HEALTH/DISABILITY PLAN OF GLEN-WHITE UROLOGICAL MEDICAL GROUP, INC. 401k Plan overview

Plan NameMONEY PURCHASE & HEALTH/DISABILITY PLAN OF GLEN-WHITE UROLOGICAL MEDICAL GROUP, INC.
Plan identification number 002

MONEY PURCHASE & HEALTH/DISABILITY PLAN OF GLEN-WHITE UROLOGICAL MEDICAL GROUP, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GLEN-WHITE UROLOGICAL MEDICAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:GLEN-WHITE UROLOGICAL MEDICAL GROUP, INC.
Employer identification number (EIN):952834772
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONEY PURCHASE & HEALTH/DISABILITY PLAN OF GLEN-WHITE UROLOGICAL MEDICAL GROUP, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01SZE-CHING LEE2024-10-04
0022022-01-01SZE-CHING LEE2023-10-05
0022021-01-01SZE-CHING LEE2022-10-07
0022020-01-01SZE-CHING LEE2021-10-12
0022019-01-01SZE-CHING LEE2020-10-15
0022018-01-01SZE-CHING LEE2019-09-23
0022017-01-01SZE-CHING LEE2018-10-15
0022016-01-01SZE-CHING LEE2017-10-16
0022015-01-01SZE-CHING LEE2016-10-17
0022014-01-01SZE-CHING LEE2015-10-15
0022013-01-01SZE-CHING LEE2014-08-27
0022012-01-01SZE-CHING LEE2013-10-14
0022011-01-01

Financial Data on MONEY PURCHASE & HEALTH/DISABILITY PLAN OF GLEN-WHITE UROLOGICAL MEDICAL GROUP, INC.

Measure Date Value
2025 : MONEY PURCHASE & HEALTH/DISABILITY PLAN OF GLEN-WHITE UROLOGICAL MEDICAL GROUP, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-180
Total liabilities as of the end of the plan year2025-07-180
Total liabilities as of the beginning of the plan year2025-07-180
Total expenses incurred by plan in this plan year2025-07-18197540
Net assets as of the end of the plan year2025-07-184166640
Total assets as of the beginning of the plan year2025-07-183654484
Value of plan covered by a fidelity bond2025-07-18425000
Participant contributions to plan in this plan year2025-07-180
Other expenses paid from plan in this plan year2025-07-180
Other contributions to plan in this plan year2025-07-180
Other income to plan in this plan year2025-07-18709696
Plan net income in this plan year2025-07-18512156
Net assets as of the end of the plan year2025-07-184166640
Net assets as of the beginning of the plan year2025-07-183654484
Value of funding deficiency2025-07-180
Employer contributions to plan in this plan year2025-07-180
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-180
2024 : MONEY PURCHASE & HEALTH/DISABILITY PLAN OF GLEN-WHITE UROLOGICAL MEDICAL GROUP, INC. 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-040
Total liabilities as of the beginning of the plan year2024-10-040
Total expenses incurred by plan in this plan year2024-10-04165989
Net assets as of the end of the plan year2024-10-043654484
Total assets as of the beginning of the plan year2024-10-043220194
Value of plan covered by a fidelity bond2024-10-04425000
Participant contributions to plan in this plan year2024-10-040
Other expenses paid from plan in this plan year2024-10-040
Other contributions to plan in this plan year2024-10-040
Other income to plan in this plan year2024-10-04600279
Plan net income in this plan year2024-10-04434290
Net assets as of the end of the plan year2024-10-043654484
Net assets as of the beginning of the plan year2024-10-043220194
Value of funding deficiency2024-10-040
Employer contributions to plan in this plan year2024-10-040
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-040
2022 : MONEY PURCHASE & HEALTH/DISABILITY PLAN OF GLEN-WHITE UROLOGICAL MEDICAL GROUP, INC. 2022 401k financial data
Total liabilities as of the end of the plan year2022-10-070
Total liabilities as of the beginning of the plan year2022-10-070
Total expenses incurred by plan in this plan year2022-10-07188229
Net assets as of the end of the plan year2022-10-074174494
Total assets as of the beginning of the plan year2022-10-073670469
Value of plan covered by a fidelity bond2022-10-07367047
Participant contributions to plan in this plan year2022-10-070
Other expenses paid from plan in this plan year2022-10-070
Other contributions to plan in this plan year2022-10-070
Other income to plan in this plan year2022-10-07692254
Plan net income in this plan year2022-10-07504025
Net assets as of the end of the plan year2022-10-074174494
Net assets as of the beginning of the plan year2022-10-073670469
Value of funding deficiency2022-10-070
Value of employer contributions paid2022-10-070
Employer contributions to plan in this plan year2022-10-070
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-070
2011 : MONEY PURCHASE & HEALTH/DISABILITY PLAN OF GLEN-WHITE UROLOGICAL MEDICAL GROUP, INC. 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$3,833
Total plan liabilities at beginning of year2011-12-31$3,833
Total income from all sources2011-12-31$-20,711
Expenses. Total of all expenses incurred2011-12-31$1,947
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$1,527,364
Total plan assets at beginning of year2011-12-31$1,550,022
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-20,711
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-22,658
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,523,531
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,546,189
Assets. Value of assets in partnership/joint-venture interests2011-12-31$2,484
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,947

Form 5500 Responses for MONEY PURCHASE & HEALTH/DISABILITY PLAN OF GLEN-WHITE UROLOGICAL MEDICAL GROUP, INC.

2011: MONEY PURCHASE & HEALTH/DISABILITY PLAN OF GLEN-WHITE UROLOGICAL MEDICAL GROUP, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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

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