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BLUE MOON MEDICAL 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameBLUE MOON MEDICAL 401(K) PROFIT SHARING PLAN
Plan identification number 002

BLUE MOON MEDICAL 401(K) PROFIT SHARING 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).
  • Profit-sharing
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

ROBERT J. MARTIN, JR., M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT J. MARTIN, JR., M.D., INC.
Employer identification number (EIN):770405006
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about ROBERT J. MARTIN, JR., M.D., INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1995-06-20
Company Identification Number: C1943194
Legal Registered Office Address: 169 La Crescenta Drive

Camarillo
United States of America (USA)
93010-8409

More information about ROBERT J. MARTIN, JR., M.D., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLUE MOON MEDICAL 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DAVID A. PECKHAM, FOR SBPC, INC.
0022017-01-01
0022016-01-01DAVID A. PECKHAM, FOR SBPC, INC.
0022016-01-01
0022015-01-01DAVID A. PECKHAM, FOR SBPC, INC.
0022015-01-01
0022014-01-01DAVID A. PECKHAM, FOR SBPC, INC.
0022014-01-01
0022013-01-01DAVID A. PECKHAM, FOR SBPC, INC.
0022013-01-01DAVID A. PECKHAM, FOR SBPC, INC.2019-12-30
0022012-01-01DAVID A. PECKHAM, FOR SBPC, INC.2013-10-15

Plan Statistics for BLUE MOON MEDICAL 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BLUE MOON MEDICAL 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: BLUE MOON MEDICAL 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0110
Total number of active participants reported on line 7a of the Form 55002022-01-0110
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0110
Number of participants with account balances2022-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BLUE MOON MEDICAL 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0110
Total number of active participants reported on line 7a of the Form 55002021-01-0110
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0110
Number of participants with account balances2021-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BLUE MOON MEDICAL 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0110
Total number of active participants reported on line 7a of the Form 55002020-01-0110
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0110
Number of participants with account balances2020-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BLUE MOON MEDICAL 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0110
Total number of active participants reported on line 7a of the Form 55002019-01-0110
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0110
Number of participants with account balances2019-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BLUE MOON MEDICAL 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0110
Total number of active participants reported on line 7a of the Form 55002018-01-0110
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0110
Number of participants with account balances2018-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BLUE MOON MEDICAL 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0110
Total number of active participants reported on line 7a of the Form 55002017-01-0110
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0110
Number of participants with account balances2017-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BLUE MOON MEDICAL 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0110
Total number of active participants reported on line 7a of the Form 55002016-01-0110
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0110
Number of participants with account balances2016-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BLUE MOON MEDICAL 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0110
Total number of active participants reported on line 7a of the Form 55002015-01-0110
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0110
Number of participants with account balances2015-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BLUE MOON MEDICAL 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0110
Total number of active participants reported on line 7a of the Form 55002014-01-0110
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0110
Number of participants with account balances2014-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BLUE MOON MEDICAL 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0110
Total number of active participants reported on line 7a of the Form 55002013-01-0110
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0110
Number of participants with account balances2013-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on BLUE MOON MEDICAL 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : BLUE MOON MEDICAL 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-467,221
Total plan assets at end of year2022-12-31$5,980,922
Total plan assets at beginning of year2022-12-31$6,448,143
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$120,000
Other income received2022-12-31$-768,121
Net income (gross income less expenses)2022-12-31$-467,221
Net plan assets at end of year (total assets less liabilities)2022-12-31$5,980,922
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$6,448,143
Total contributions received or receivable from employer(s)2022-12-31$180,900
2021 : BLUE MOON MEDICAL 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$772,123
Total plan assets at end of year2021-12-31$6,448,143
Total plan assets at beginning of year2021-12-31$5,676,020
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$110,500
Other income received2021-12-31$475,365
Net income (gross income less expenses)2021-12-31$772,123
Net plan assets at end of year (total assets less liabilities)2021-12-31$6,448,143
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$5,676,020
Total contributions received or receivable from employer(s)2021-12-31$186,258
2020 : BLUE MOON MEDICAL 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$864,624
Total plan assets at end of year2020-12-31$5,676,020
Total plan assets at beginning of year2020-12-31$4,811,396
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$110,500
Other income received2020-12-31$577,368
Net income (gross income less expenses)2020-12-31$864,624
Net plan assets at end of year (total assets less liabilities)2020-12-31$5,676,020
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,811,396
Total contributions received or receivable from employer(s)2020-12-31$176,756
2019 : BLUE MOON MEDICAL 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$3,264,831
Total income from all sources2019-12-31$508,177
Total plan assets at end of year2019-12-31$4,811,396
Total plan assets at beginning of year2019-12-31$1,038,388
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$107,000
Other income received2019-12-31$101,177
Net income (gross income less expenses)2019-12-31$508,177
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,811,396
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,038,388
Total contributions received or receivable from employer(s)2019-12-31$300,000
2018 : BLUE MOON MEDICAL 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$245,348
Total plan assets at end of year2018-12-31$1,038,388
Total plan assets at beginning of year2018-12-31$793,040
Other income received2018-12-31$-54,652
Net income (gross income less expenses)2018-12-31$245,348
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,038,388
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$793,040
Total contributions received or receivable from employer(s)2018-12-31$300,000
2017 : BLUE MOON MEDICAL 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$178,049
Total plan assets at end of year2017-12-31$793,040
Total plan assets at beginning of year2017-12-31$614,991
Other income received2017-12-31$43,049
Net income (gross income less expenses)2017-12-31$178,049
Net plan assets at end of year (total assets less liabilities)2017-12-31$793,040
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$614,991
Total contributions received or receivable from employer(s)2017-12-31$135,000
2016 : BLUE MOON MEDICAL 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$157,856
Total plan assets at end of year2016-12-31$614,991
Total plan assets at beginning of year2016-12-31$457,135
Noncash contributions received2016-12-31$22,856
Net income (gross income less expenses)2016-12-31$157,856
Net plan assets at end of year (total assets less liabilities)2016-12-31$614,991
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$457,135
Total contributions received or receivable from employer(s)2016-12-31$135,000
2015 : BLUE MOON MEDICAL 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$140,816
Total plan assets at end of year2015-12-31$457,135
Total plan assets at beginning of year2015-12-31$316,319
Other income received2015-12-31$15,816
Net income (gross income less expenses)2015-12-31$140,816
Net plan assets at end of year (total assets less liabilities)2015-12-31$457,135
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$316,319
Total contributions received or receivable from employer(s)2015-12-31$125,000
2014 : BLUE MOON MEDICAL 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$1,074,575
Total income from all sources2014-12-31$145,694
Expenses. Total of all expenses incurred2014-12-31$8,502
Total plan assets at end of year2014-12-31$316,319
Total plan assets at beginning of year2014-12-31$170,625
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$46,000
Expenses. Other expenses not covered elsewhere2014-12-31$287
Other income received2014-12-31$20,694
Net income (gross income less expenses)2014-12-31$145,694
Net plan assets at end of year (total assets less liabilities)2014-12-31$316,319
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$170,625
Assets. Value of assets in partnership/joint-venture interests2014-12-31$43,484
Total contributions received or receivable from employer(s)2014-12-31$125,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$8,215
2013 : BLUE MOON MEDICAL 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$133,125
Total plan assets at end of year2013-12-31$170,625
Total plan assets at beginning of year2013-12-31$37,500
Other income received2013-12-31$8,125
Net income (gross income less expenses)2013-12-31$133,125
Net plan assets at end of year (total assets less liabilities)2013-12-31$170,625
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$37,500
Total contributions received or receivable from employer(s)2013-12-31$125,000

Form 5500 Responses for BLUE MOON MEDICAL 401(K) PROFIT SHARING PLAN

2022: BLUE MOON MEDICAL 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BLUE MOON MEDICAL 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BLUE MOON MEDICAL 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BLUE MOON MEDICAL 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BLUE MOON MEDICAL 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BLUE MOON MEDICAL 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BLUE MOON MEDICAL 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BLUE MOON MEDICAL 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BLUE MOON MEDICAL 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BLUE MOON MEDICAL 401(K) PROFIT SHARING 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

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