401k Plan data: LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN plan

LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 401k Plan overview

Plan Name	LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN
Plan identification number	002

LOREN E. GOLITZ, M.D. MONEY PURCHASE 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)

401k Sponsoring company profile

LOREN E. GOLITZ has sponsored the creation of one or more 401k plans.

Company Name: LOREN E. GOLITZ

Employer identification number (EIN): 841005231

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01 DEBORAH F GOLITZ 2021-03-02 DEBORAH F GOLITZ 2021-03-02
002 2019-01-01 DEBORAH F GOLITZ 2020-07-03 DEBORAH F GOLITZ 2020-07-03
002 2018-01-01 DEBORAH GOLITZ PR LOREN GOLITZ EST 2019-08-26 DEBORAH GOLITZ PR LOREN GOLITZ EST 2019-08-26
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 LOREN E. GOLITZ
002 2011-01-01 LOREN E. GOLITZ
002 2009-01-01 LOREN E. GOLITZ

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2020-01-01	DEBORAH F GOLITZ	2021-03-02	DEBORAH F GOLITZ	2021-03-02
002	2019-01-01	DEBORAH F GOLITZ	2020-07-03	DEBORAH F GOLITZ	2020-07-03
002	2018-01-01	DEBORAH GOLITZ PR LOREN GOLITZ EST	2019-08-26	DEBORAH GOLITZ PR LOREN GOLITZ EST	2019-08-26
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	LOREN E. GOLITZ
002	2011-01-01	LOREN E. GOLITZ
002	2009-01-01	LOREN E. GOLITZ

Plan Statistics for LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN

401k plan membership statisitcs for LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN

Measure Date Value
2020: LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Number of retired or separated participants receiving benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
2019: LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
2018: LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 2
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
2017: LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1
Number of retired or separated participants receiving benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 2
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
2016: LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1
Number of retired or separated participants receiving benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 2
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
2015: LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
Number of retired or separated participants receiving benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 2
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
2014: LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Number of retired or separated participants receiving benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 2
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
2013: LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Total of all active and inactive participants 2013-01-01 2
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
2012: LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Total of all active and inactive participants 2012-01-01 2
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
2011: LOREN E. GOLITZ, M.D. MONEY PURCHASE 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 2
Total of all active and inactive participants 2011-01-01 2
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
2009: LOREN E. GOLITZ, M.D. MONEY PURCHASE 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
2020: LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Number of retired or separated participants receiving benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
2019: LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
2018: LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	2
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
2017: LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1
Number of retired or separated participants receiving benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	2
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
2016: LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1
Number of retired or separated participants receiving benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	2
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
2015: LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
Number of retired or separated participants receiving benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	2
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
2014: LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Number of retired or separated participants receiving benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	2
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
2013: LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Total of all active and inactive participants	2013-01-01	2
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
2012: LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Total of all active and inactive participants	2012-01-01	2
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
2011: LOREN E. GOLITZ, M.D. MONEY PURCHASE 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	2
Total of all active and inactive participants	2011-01-01	2
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
2009: LOREN E. GOLITZ, M.D. MONEY PURCHASE 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 LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN

Measure	Date	Value
2020 : LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 2020 401k financial data
Total income from all sources	2020-09-30	$-2,882
Expenses. Total of all expenses incurred	2020-09-30	$60,488
Benefits paid (including direct rollovers)	2020-09-30	$60,488
Total plan assets at end of year	2020-09-30	$0
Total plan assets at beginning of year	2020-09-30	$63,370
Other income received	2020-09-30	$-2,882
Net income (gross income less expenses)	2020-09-30	$-63,370
Net plan assets at end of year (total assets less liabilities)	2020-09-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2020-09-30	$63,370
2019 : LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$3,467
Expenses. Total of all expenses incurred	2019-12-31	$2,900
Benefits paid (including direct rollovers)	2019-12-31	$2,900
Total plan assets at end of year	2019-12-31	$63,370
Total plan assets at beginning of year	2019-12-31	$62,803
Other income received	2019-12-31	$3,467
Net income (gross income less expenses)	2019-12-31	$567
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$63,370
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$62,803
2018 : LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-9,799
Expenses. Total of all expenses incurred	2018-12-31	$2,900
Benefits paid (including direct rollovers)	2018-12-31	$2,900
Total plan assets at end of year	2018-12-31	$62,803
Total plan assets at beginning of year	2018-12-31	$75,502
Other income received	2018-12-31	$-9,799
Net income (gross income less expenses)	2018-12-31	$-12,699
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$62,803
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$75,502
2017 : LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$12,101
Expenses. Total of all expenses incurred	2017-12-31	$3,100
Benefits paid (including direct rollovers)	2017-12-31	$3,100
Total plan assets at end of year	2017-12-31	$75,502
Total plan assets at beginning of year	2017-12-31	$66,501
Other income received	2017-12-31	$12,101
Net income (gross income less expenses)	2017-12-31	$9,001
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$75,502
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$66,501
2016 : LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$4,125
Expenses. Total of all expenses incurred	2016-12-31	$2,900
Benefits paid (including direct rollovers)	2016-12-31	$2,900
Total plan assets at end of year	2016-12-31	$66,501
Total plan assets at beginning of year	2016-12-31	$65,276
Other income received	2016-12-31	$4,125
Net income (gross income less expenses)	2016-12-31	$1,225
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$66,501
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$65,276
2015 : LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-11,531
Expenses. Total of all expenses incurred	2015-12-31	$3,370
Benefits paid (including direct rollovers)	2015-12-31	$3,370
Total plan assets at end of year	2015-12-31	$65,276
Total plan assets at beginning of year	2015-12-31	$80,177
Other income received	2015-12-31	$-11,531
Net income (gross income less expenses)	2015-12-31	$-14,901
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$65,276
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$80,177
2014 : LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$12,623
Expenses. Total of all expenses incurred	2014-12-31	$3,246
Benefits paid (including direct rollovers)	2014-12-31	$3,246
Total plan assets at end of year	2014-12-31	$80,177
Total plan assets at beginning of year	2014-12-31	$70,800
Other income received	2014-12-31	$12,623
Net income (gross income less expenses)	2014-12-31	$9,377
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$80,177
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$70,800
2013 : LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,828
Expenses. Total of all expenses incurred	2013-12-31	$7,800
Benefits paid (including direct rollovers)	2013-12-31	$7,800
Total plan assets at end of year	2013-12-31	$70,800
Total plan assets at beginning of year	2013-12-31	$76,772
Other income received	2013-12-31	$1,828
Net income (gross income less expenses)	2013-12-31	$-5,972
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$70,800
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$76,772
2012 : LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$5,016
Expenses. Total of all expenses incurred	2012-12-31	$7,031
Benefits paid (including direct rollovers)	2012-12-31	$7,031
Total plan assets at end of year	2012-12-31	$76,772
Total plan assets at beginning of year	2012-12-31	$78,787
Other income received	2012-12-31	$5,016
Net income (gross income less expenses)	2012-12-31	$-2,015
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$76,772
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$78,787
2011 : LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-16,949
Total plan assets at end of year	2011-12-31	$78,787
Total plan assets at beginning of year	2011-12-31	$95,736
Other income received	2011-12-31	$-16,949
Net income (gross income less expenses)	2011-12-31	$-16,949
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$78,787
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$95,736
2010 : LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$22,791
Total plan assets at end of year	2010-12-31	$95,736
Total plan assets at beginning of year	2010-12-31	$72,945
Other income received	2010-12-31	$22,791
Net income (gross income less expenses)	2010-12-31	$22,791
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$95,736
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$72,945

Form 5500 Responses for LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN

2020: LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LOREN E. GOLITZ, M.D. MONEY PURCHASE 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
2009: LOREN E. GOLITZ, M.D. MONEY PURCHASE PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LOREN E. GOLITZ
Employer identification number (EIN):	841005231
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)