401k Plan data: LATHAM MOFFATT PC MONEY PURCHASE PENSION PLAN plan

LATHAM MOFFATT PC MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan Name	LATHAM MOFFATT PC MONEY PURCHASE PENSION PLAN
Plan identification number	001

LATHAM MOFFATT PC MONEY PURCHASE PENSION PLAN Benefits

401k Plan Type

Defined 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 Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JAMES MOFFATT 2023-02-20 JAMES MOFFATT 2023-02-20
001 2021-01-01 JAMES MOFFATT 2022-07-27 JAMES MOFFATT 2022-07-27
001 2018-01-01 JAMES MOFFATT 2019-07-24 JAMES MOFFATT 2019-07-24
001 2017-01-01 JAMES MOFFATT 2018-07-27 JAMES MOFFATT 2018-07-27
001 2016-01-01 JAMES MOFFATT 2017-10-06 JAMES MOFFATT 2017-10-06
001 2015-01-01 JAMES MOFFATT 2016-10-11 JAMES MOFFATT 2016-10-11
001 2014-01-01 DOUGLAS LOGAN 2015-10-08 DOUGLAS LOGAN 2015-10-08
001 2013-01-01 JAMES MOFFATT 2014-07-30 JAMES MOFFATT 2014-07-30
001 2011-01-01 W DOUGLAS LOGAN
001 2010-01-01 BYRD LATHAM
001 2009-01-01 BYRD LATHAM

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JAMES MOFFATT	2023-02-20	JAMES MOFFATT	2023-02-20
001	2021-01-01	JAMES MOFFATT	2022-07-27	JAMES MOFFATT	2022-07-27
001	2018-01-01	JAMES MOFFATT	2019-07-24	JAMES MOFFATT	2019-07-24
001	2017-01-01	JAMES MOFFATT	2018-07-27	JAMES MOFFATT	2018-07-27
001	2016-01-01	JAMES MOFFATT	2017-10-06	JAMES MOFFATT	2017-10-06
001	2015-01-01	JAMES MOFFATT	2016-10-11	JAMES MOFFATT	2016-10-11
001	2014-01-01	DOUGLAS LOGAN	2015-10-08	DOUGLAS LOGAN	2015-10-08
001	2013-01-01	JAMES MOFFATT	2014-07-30	JAMES MOFFATT	2014-07-30
001	2011-01-01	W DOUGLAS LOGAN
001	2010-01-01	BYRD LATHAM
001	2009-01-01	BYRD 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
2011: LATHAM MOFFATT PC MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
Total of all active and inactive participants 2011-01-01 1
Total participants 2011-01-01 1
Number of participants with account balances 2011-01-01 1
2010: LATHAM MOFFATT PC MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1
Total of all active and inactive participants 2010-01-01 1
Total participants 2010-01-01 1
Number of participants with account balances 2010-01-01 1
2009: LATHAM MOFFATT PC MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Total of all active and inactive participants 2009-01-01 2
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2011: LATHAM MOFFATT PC MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
Total of all active and inactive participants	2011-01-01	1
Total participants	2011-01-01	1
Number of participants with account balances	2011-01-01	1
2010: LATHAM MOFFATT PC MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1
Total of all active and inactive participants	2010-01-01	1
Total participants	2010-01-01	1
Number of participants with account balances	2010-01-01	1
2009: LATHAM MOFFATT PC MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Total of all active and inactive participants	2009-01-01	2
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2

Financial Data on LATHAM MOFFATT PC MONEY PURCHASE PENSION PLAN

Measure	Date	Value
2011 : LATHAM MOFFATT PC MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$6,279
Expenses. Total of all expenses incurred	2011-12-31	$100
Total plan assets at end of year	2011-12-31	$466,853
Total plan assets at beginning of year	2011-12-31	$460,674
Expenses. Other expenses not covered elsewhere	2011-12-31	$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 year	2011-12-31	$0
2010 : LATHAM MOFFATT PC MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$2
Expenses. Total of all expenses incurred	2010-12-31	$10,929
Benefits paid (including direct rollovers)	2010-12-31	$10,899
Total plan assets at end of year	2010-12-31	$897
Total plan assets at beginning of year	2010-12-31	$11,824
Expenses. Other expenses not covered elsewhere	2010-12-31	$30
Other income received	2010-12-31	$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 securities	2009-12-31	$0

Form 5500 Responses for LATHAM MOFFATT PC MONEY PURCHASE PENSION PLAN

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

Insurance Providers Used on plan

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )

Policy contract number

1378-83-87

Policy instance

Insurance contract or identification number	1378-83-87
Number of Individuals Covered	1
Insurance policy start date	2010-08-17
Insurance policy end date	2011-08-17
Total amount of commissions paid to insurance broker	USD $100
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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