MONEY PURCHASE PLAN QRP KEOGH
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
RONALD MONTEVERDE MD PC
This Money Purchase plan holds N/A in total assets and serves 1 participants as of 2023. It is sponsored by RONALD MONTEVERDE MD PC in New Mexico.
What the Filing Says About MONEY PURCHASE PLAN QRP KEOGH
MONEY PURCHASE PLAN QRP KEOGH is a Money Purchase retirement plan sponsored by RONALD MONTEVERDE MD PC, headquartered in New Mexico. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 1 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 850332961, and the plan has been effective since 1987-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | N/A |
| Total Assets (End of Year) | N/A |
| Net Assets (End of Year) | N/A |
| Plan Type | Money Purchase |
| Employer EIN | 850332961 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (RONALD MONTEVERDE MD PC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2 | N/A |
| 2023 | 2 | 2 | N/A |
| 2024 | 2 | 2 | N/A |
Nearby Money Purchase Plans in New Mexico
Peer Money Purchase plans — same state, same plan type — ranked by total assets.
- PLUMBERS & PIPEFITTERS LU 286 MONEY PURCHASE PLAN $169M · 3,203
- NEW MEXICO PIPE TRADES PENSION TRUST FUND PLAN B $85M · 1,272
- NM STATE CONFERENCE OF THE OPERATIVE PLASTERERS' & CEMENT MASONS' PENSION TRUST FUND $13M · 86
- SANTA FE INSTITUTE MONEY PURCHASE PLAN $5M · 13
- LA MESA FARMS MONEY PURCHASE PENSION PLAN AND TRUS N/A · 1
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Frequently Asked Questions
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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 850332961.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.