Logo

SHELBY-MACOMB FAMILY MEDICAL PRACTICE, P.C. MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameSHELBY-MACOMB FAMILY MEDICAL PRACTICE, P.C. MONEY PURCHASE PENSION PLAN
Plan identification number 002

SHELBY-MACOMB FAMILY MEDICAL PRACTICE, P.C. MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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

SHELBY-MACOMB FAMILY MEDICAL has sponsored the creation of one or more 401k plans.

Company Name:SHELBY-MACOMB FAMILY MEDICAL
Employer identification number (EIN):383243878
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHELBY-MACOMB FAMILY MEDICAL PRACTICE, P.C. MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-01-01DR. GREGORY J. HENK
0022015-01-01DR. GREGORY J. HENK
0022014-01-01DR. GREGORY J. HENK
0022013-01-01DR. GREGORY J. HENK
0022012-01-01DR. GREGORY J. HENK
0022011-01-01DR GREGORY J HENK
0022009-01-01DR GREGORY J HENK

Financial Data on SHELBY-MACOMB FAMILY MEDICAL PRACTICE, P.C. MONEY PURCHASE PENSION PLAN

Measure Date Value
2016 : SHELBY-MACOMB FAMILY MEDICAL PRACTICE, P.C. MONEY PURCHASE PENSION PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$-2,083,354
Total income from all sources2016-12-31$274,274
Expenses. Total of all expenses incurred2016-12-31$2,754
Benefits paid (including direct rollovers)2016-12-31$2,454
Total plan assets at end of year2016-12-31$0
Total plan assets at beginning of year2016-12-31$1,811,834
Value of fidelity bond covering the plan2016-12-31$220,000
Expenses. Other expenses not covered elsewhere2016-12-31$300
Other income received2016-12-31$225,076
Net income (gross income less expenses)2016-12-31$271,520
Net plan assets at end of year (total assets less liabilities)2016-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,811,834
Total contributions received or receivable from employer(s)2016-12-31$49,198
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$49,198
Amount contributed by the employer to the plan for this plan year2016-12-31$49,198
2015 : SHELBY-MACOMB FAMILY MEDICAL PRACTICE, P.C. MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$40,876
Expenses. Total of all expenses incurred2015-12-31$160
Total plan assets at end of year2015-12-31$1,811,834
Total plan assets at beginning of year2015-12-31$1,771,118
Value of fidelity bond covering the plan2015-12-31$200,000
Expenses. Other expenses not covered elsewhere2015-12-31$160
Other income received2015-12-31$-7,905
Net income (gross income less expenses)2015-12-31$40,716
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,811,834
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,771,118
Total contributions received or receivable from employer(s)2015-12-31$48,781
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$48,781
Amount contributed by the employer to the plan for this plan year2015-12-31$48,781
2014 : SHELBY-MACOMB FAMILY MEDICAL PRACTICE, P.C. MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$193,866
Expenses. Total of all expenses incurred2014-12-31$24,184
Benefits paid (including direct rollovers)2014-12-31$23,864
Total plan assets at end of year2014-12-31$1,771,118
Total plan assets at beginning of year2014-12-31$1,601,436
Value of fidelity bond covering the plan2014-12-31$180,000
Expenses. Other expenses not covered elsewhere2014-12-31$320
Other income received2014-12-31$141,725
Net income (gross income less expenses)2014-12-31$169,682
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,771,118
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,601,436
Total contributions received or receivable from employer(s)2014-12-31$52,141
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$52,141
Amount contributed by the employer to the plan for this plan year2014-12-31$52,141
2013 : SHELBY-MACOMB FAMILY MEDICAL PRACTICE, P.C. MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$390,509
Expenses. Total of all expenses incurred2013-12-31$803
Benefits paid (including direct rollovers)2013-12-31$323
Total plan assets at end of year2013-12-31$1,601,436
Total plan assets at beginning of year2013-12-31$1,211,730
Value of fidelity bond covering the plan2013-12-31$180,000
Expenses. Other expenses not covered elsewhere2013-12-31$480
Other income received2013-12-31$334,925
Net income (gross income less expenses)2013-12-31$389,706
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,601,436
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,211,730
Total contributions received or receivable from employer(s)2013-12-31$55,584
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$55,585
Amount contributed by the employer to the plan for this plan year2013-12-31$55,585
2012 : SHELBY-MACOMB FAMILY MEDICAL PRACTICE, P.C. MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$199,865
Expenses. Total of all expenses incurred2012-12-31$13,956
Benefits paid (including direct rollovers)2012-12-31$13,216
Total plan assets at end of year2012-12-31$1,211,730
Total plan assets at beginning of year2012-12-31$1,025,821
Value of fidelity bond covering the plan2012-12-31$120,000
Expenses. Other expenses not covered elsewhere2012-12-31$740
Other income received2012-12-31$147,558
Net income (gross income less expenses)2012-12-31$185,909
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,211,730
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,025,821
Total contributions received or receivable from employer(s)2012-12-31$52,307
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$52,307
Amount contributed by the employer to the plan for this plan year2012-12-31$52,307
2011 : SHELBY-MACOMB FAMILY MEDICAL PRACTICE, P.C. MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$60,901
Expenses. Total of all expenses incurred2011-12-31$2,841
Benefits paid (including direct rollovers)2011-12-31$1,821
Total plan assets at end of year2011-12-31$1,025,821
Total plan assets at beginning of year2011-12-31$967,761
Value of fidelity bond covering the plan2011-12-31$120,000
Expenses. Other expenses not covered elsewhere2011-12-31$1,020
Other income received2011-12-31$9,717
Net income (gross income less expenses)2011-12-31$58,060
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,025,821
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$967,761
Total contributions received or receivable from employer(s)2011-12-31$51,184
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$51,184
Amount contributed by the employer to the plan for this plan year2011-12-31$51,184
2010 : SHELBY-MACOMB FAMILY MEDICAL PRACTICE, P.C. MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$200,606
Expenses. Total of all expenses incurred2010-12-31$5,446
Benefits paid (including direct rollovers)2010-12-31$4,876
Total plan assets at end of year2010-12-31$967,761
Total plan assets at beginning of year2010-12-31$772,601
Value of fidelity bond covering the plan2010-12-31$90,000
Expenses. Other expenses not covered elsewhere2010-12-31$570
Other income received2010-12-31$150,250
Net income (gross income less expenses)2010-12-31$195,160
Net plan assets at end of year (total assets less liabilities)2010-12-31$967,761
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$772,601
Total contributions received or receivable from employer(s)2010-12-31$50,356
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$50,356
Amount contributed by the employer to the plan for this plan year2010-12-31$50,356
2009 : SHELBY-MACOMB FAMILY MEDICAL PRACTICE, P.C. MONEY PURCHASE PENSION PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$56,627
Amount contributed by the employer to the plan for this plan year2009-12-31$56,627

Form 5500 Responses for SHELBY-MACOMB FAMILY MEDICAL PRACTICE, P.C. MONEY PURCHASE PENSION PLAN

2016: SHELBY-MACOMB FAMILY MEDICAL PRACTICE, P.C. MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SHELBY-MACOMB FAMILY MEDICAL PRACTICE, P.C. MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SHELBY-MACOMB FAMILY MEDICAL PRACTICE, P.C. MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SHELBY-MACOMB FAMILY MEDICAL PRACTICE, P.C. MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SHELBY-MACOMB FAMILY MEDICAL PRACTICE, P.C. MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SHELBY-MACOMB FAMILY MEDICAL PRACTICE, P.C. 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
2009: SHELBY-MACOMB FAMILY MEDICAL PRACTICE, P.C. MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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 S1