Civic Intelligence
Filing

Ma Masroor MD PC Money Purchase Pension Plan and Trust

M a Masroor M D P C • EIN 58-1431185 • Plan year 2004

Filing Insights

Participants

Down

30 → 18

-12 • -40.00%

Assets

Up

$3,629,189 → $3,910,316

$281,127 • 7.75%

Investment Management Fee

-

Admin expenses - • Total expenses $30,889

Filing Details

Context
Net investment result
$281,127

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201910$0$0-
Ma Masroor MD PC Money Purchase Pension Plan and Trust-0---
201816$8,182,660$0-
Ma Masroor MD PC Money Purchase Pension Plan and Trust-6$8,182,660--
2017112$8,110,479$0-
Ma Masroor MD PC Money Purchase Pension Plan and Trust-12$8,110,479--
2016115$8,378,618$0-
Ma Masroor MD PC Money Purchase Pension Plan and Trust-15$8,378,618--
2015116$7,496,898$0-
Ma Masroor MD PC Money Purchase Pension Plan and Trust-16$7,496,898--
2014115$7,792,007$0-
Ma Masroor MD PC Money Purchase Pension Plan and Trust-15$7,792,007--
2013118$7,136,243$0-
Ma Masroor MD PC Money Purchase Pension Plan and Trust-18$7,136,243--
2012116$5,971,036$0-
Ma Masroor MD PC Money Purchase Pension Plan and Trust-16$5,971,036--
2011117$5,372,178$0-
Ma Masroor MD PC Money Purchase Pension Plan and Trust-17$5,372,178--
2010118$5,152,892$0-
Ma Masroor MD PC Money Purchase Pension Plan and Trust-18$5,152,892--
2009120$4,657,556$0-
Ma Masroor MD PC Money Purchase Pension Plan and Trust-20$4,657,556--
2008121$3,515,029$16,456$784iApproximate average salary by contribution assumption: employee only about $19,590 at 4% or $13,060 at 6%; with 50% employer match about $13,060 at 4% or $8,707 at 6%; with 100% employer match about $9,795 at 4% or $6,530 at 6%.
Ma Masroor MD PC Money Purchase Pension Plan and Trust-21$3,515,029$16,456$784iApproximate average salary by contribution assumption: employee only about $19,590 at 4% or $13,060 at 6%; with 50% employer match about $13,060 at 4% or $8,707 at 6%; with 100% employer match about $9,795 at 4% or $6,530 at 6%.
2007120$0$0-
Ma Masroor MD PC Money Purchase Pension Plan and Trust-20---
2006120$5,009,621$117,082$5,854iApproximate average salary by contribution assumption: employee only about $146,353 at 4% or $97,568 at 6%; with 50% employer match about $97,568 at 4% or $65,046 at 6%; with 100% employer match about $73,176 at 4% or $48,784 at 6%.
Ma Masroor MD PC Money Purchase Pension Plan and Trust-20$5,009,621$117,082$5,854iApproximate average salary by contribution assumption: employee only about $146,353 at 4% or $97,568 at 6%; with 50% employer match about $97,568 at 4% or $65,046 at 6%; with 100% employer match about $73,176 at 4% or $48,784 at 6%.
2004118$3,910,316$106,054$5,892iApproximate average salary by contribution assumption: employee only about $147,297 at 4% or $98,198 at 6%; with 50% employer match about $98,198 at 4% or $65,465 at 6%; with 100% employer match about $73,649 at 4% or $49,099 at 6%.
Ma Masroor MD PC Money Purchase Pension Plan and TrustCurrent18$3,910,316$106,054$5,892iApproximate average salary by contribution assumption: employee only about $147,297 at 4% or $98,198 at 6%; with 50% employer match about $98,198 at 4% or $65,465 at 6%; with 100% employer match about $73,649 at 4% or $49,099 at 6%.
2003119$3,629,189$101,974$5,367iApproximate average salary by contribution assumption: employee only about $134,176 at 4% or $89,451 at 6%; with 50% employer match about $89,451 at 4% or $59,634 at 6%; with 100% employer match about $67,088 at 4% or $44,725 at 6%.
Ma Masroor MD PC Money Purchase Pension Plan and Trust-19$3,629,189$101,974$5,367iApproximate average salary by contribution assumption: employee only about $134,176 at 4% or $89,451 at 6%; with 50% employer match about $89,451 at 4% or $59,634 at 6%; with 100% employer match about $67,088 at 4% or $44,725 at 6%.
2002115$2,924,989$109,386$7,292iApproximate average salary by contribution assumption: employee only about $182,310 at 4% or $121,540 at 6%; with 50% employer match about $121,540 at 4% or $81,027 at 6%; with 100% employer match about $91,155 at 4% or $60,770 at 6%.
Ma Masroor MD PC Money Purchase Pension Plan and Trust-15$2,924,989$109,386$7,292iApproximate average salary by contribution assumption: employee only about $182,310 at 4% or $121,540 at 6%; with 50% employer match about $121,540 at 4% or $81,027 at 6%; with 100% employer match about $91,155 at 4% or $60,770 at 6%.
2001115$0$0-
Ma Masroor MD PC Money Purchase Pension Plan and Trust-15---
2000114$3,282,436$77,373$5,527iApproximate average salary by contribution assumption: employee only about $138,166 at 4% or $92,111 at 6%; with 50% employer match about $92,111 at 4% or $61,407 at 6%; with 100% employer match about $69,083 at 4% or $46,055 at 6%.
Ma Masroor MD PC Money Purchase Pension Plan and Trust-14$3,282,436$77,373$5,527iApproximate average salary by contribution assumption: employee only about $138,166 at 4% or $92,111 at 6%; with 50% employer match about $92,111 at 4% or $61,407 at 6%; with 100% employer match about $69,083 at 4% or $46,055 at 6%.
1999114$3,550,558$67,635$4,831iApproximate average salary by contribution assumption: employee only about $120,777 at 4% or $80,518 at 6%; with 50% employer match about $80,518 at 4% or $53,679 at 6%; with 100% employer match about $60,388 at 4% or $40,259 at 6%.
Ma Masroor MD PC Money Purchase Pension Plan and Trust-14$3,550,558$67,635$4,831iApproximate average salary by contribution assumption: employee only about $120,777 at 4% or $80,518 at 6%; with 50% employer match about $80,518 at 4% or $53,679 at 6%; with 100% employer match about $60,388 at 4% or $40,259 at 6%.
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$3,910,316$281,127 change

Balance Sheet

Beginning and end of plan year.

Total assets$3,629,189$3,910,316Increase +$281,127 (7.75%)
Total liabilities$0$0No change $0
Net assets$3,629,189$3,910,316Increase +$281,127 (7.75%)

Contributions

Employer contributions$106,054
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$312,016
Total expenses$30,889
Net income$281,127
Source fields
Schedule I source fields
Filing Id
84037347316065
Schedule I EIN
58-1431185
Schedule I Plan Num
002
Schedule I Plan Year Begin Date
2004-04-01
Schedule I Tax Period
20050331
Small plan total assets at beginning of year
$3,629,189
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$3,629,189
Small plan total assets at end of year
$3,910,316
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$3,910,316
Small plan employer contributions
$106,054
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$205,962
Small plan total income
$312,016
Small plan total benefit distributions
$12,972
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$17,917
Small plan total expenses
$30,889
Small plan net income or loss
$281,127
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
Yes
Small Mortg Participants End of year Amount
$43,539
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$400,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0