?>
Logo

LATHAM MOFFATT PC MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameLATHAM MOFFATT PC MONEY PURCHASE PENSION PLAN
Plan identification number 001

LATHAM MOFFATT PC MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.

401k Sponsoring company profile

LATHAM MOFFATT PC has sponsored the creation of one or more 401k plans.

Company Name:LATHAM MOFFATT PC
Employer identification number (EIN):061677146
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LATHAM MOFFATT PC MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAMES D MOFFATT2024-10-09 JAMES D MOFFATT2024-10-09
0012022-01-01JAMES MOFFATT2023-02-20 JAMES MOFFATT2023-02-20
0012021-01-01JAMES MOFFATT2022-07-27 JAMES MOFFATT2022-07-27
0012018-01-01JAMES MOFFATT2019-07-24 JAMES MOFFATT2019-07-24
0012017-01-01JAMES MOFFATT2018-07-27 JAMES MOFFATT2018-07-27
0012016-01-01JAMES MOFFATT2017-10-06 JAMES MOFFATT2017-10-06
0012015-01-01JAMES MOFFATT2016-10-11 JAMES MOFFATT2016-10-11
0012014-01-01DOUGLAS LOGAN2015-10-08 DOUGLAS LOGAN2015-10-08
0012013-01-01JAMES MOFFATT2014-07-30 JAMES MOFFATT2014-07-30
0012011-01-01W DOUGLAS LOGAN
0012010-01-01BYRD LATHAM
0012009-01-01BYRD LATHAM

Plan Statistics for LATHAM MOFFATT PC MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for LATHAM MOFFATT PC MONEY PURCHASE PENSION PLAN

Measure Date Value
2023: LATHAM MOFFATT PC MONEY PURCHASE PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-013
Total number of active participants reported on line 7a of the Form 55002023-01-013
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-013
Number of participants with account balances2023-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
Number of employers contributing to the scheme2023-01-011
2022: LATHAM MOFFATT PC MONEY PURCHASE PENSION PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-275
Total number of particpants at end of year2022-07-274
2011: LATHAM MOFFATT PC MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-011
Total of all active and inactive participants2011-01-011
Total participants2011-01-011
Number of participants with account balances2011-01-011
2010: LATHAM MOFFATT PC MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-011
Total of all active and inactive participants2010-01-011
Total participants2010-01-011
Number of participants with account balances2010-01-011
2009: LATHAM MOFFATT PC MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on LATHAM MOFFATT PC MONEY PURCHASE PENSION PLAN

Measure Date Value
2023 : LATHAM MOFFATT PC MONEY PURCHASE PENSION PLAN 2023 401k financial data
Total income from all sources2023-12-31$40,509
Expenses. Total of all expenses incurred2023-12-31$41,227
Benefits paid (including direct rollovers)2023-12-31$41,227
Total plan assets at end of year2023-12-31$762,047
Total plan assets at beginning of year2023-12-31$762,765
Value of fidelity bond covering the plan2023-12-31$500,000
Other income received2023-12-31$29,148
Net income (gross income less expenses)2023-12-31$-718
Net plan assets at end of year (total assets less liabilities)2023-12-31$762,047
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$762,765
Total contributions received or receivable from employer(s)2023-12-31$11,361
2022 : LATHAM MOFFATT PC MONEY PURCHASE PENSION PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-07-270
Total liabilities as of the beginning of the plan year2022-07-270
Total expenses incurred by plan in this plan year2022-07-2750987
Net assets as of the end of the plan year2022-07-271098979
Total assets as of the beginning of the plan year2022-07-27980768
Value of plan covered by a fidelity bond2022-07-27500000
Other income to plan in this plan year2022-07-27158237
Plan net income in this plan year2022-07-27118211
Net assets as of the end of the plan year2022-07-271098979
Net assets as of the beginning of the plan year2022-07-27980768
Employer contributions to plan in this plan year2022-07-2710961
2011 : LATHAM MOFFATT PC MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$6,279
Expenses. Total of all expenses incurred2011-12-31$100
Total plan assets at end of year2011-12-31$466,853
Total plan assets at beginning of year2011-12-31$460,674
Expenses. Other expenses not covered elsewhere2011-12-31$100
Net income (gross income less expenses)2011-12-31$6,179
Net plan assets at end of year (total assets less liabilities)2011-12-31$466,853
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$460,674
Total contributions received or receivable from employer(s)2011-12-31$6,279
Minimum employer required contribution for this plan year2011-12-31$0
2010 : LATHAM MOFFATT PC MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$2
Expenses. Total of all expenses incurred2010-12-31$10,929
Benefits paid (including direct rollovers)2010-12-31$10,899
Total plan assets at end of year2010-12-31$897
Total plan assets at beginning of year2010-12-31$11,824
Expenses. Other expenses not covered elsewhere2010-12-31$30
Other income received2010-12-31$2
Net income (gross income less expenses)2010-12-31$-10,927
Net plan assets at end of year (total assets less liabilities)2010-12-31$897
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$11,824
2009 : LATHAM MOFFATT PC MONEY PURCHASE PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LATHAM MOFFATT PC MONEY PURCHASE PENSION PLAN

2023: LATHAM MOFFATT PC MONEY PURCHASE PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2011: LATHAM MOFFATT PC MONEY PURCHASE PENSION 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
2010: LATHAM MOFFATT PC MONEY PURCHASE PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LATHAM MOFFATT PC MONEY PURCHASE PENSION 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

Insurance Providers Used on plan

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number1378-83-87
Policy instance 1

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3