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| Plan Name | MICHAEL R NAWFEL PENSION PLAN AND TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| Company Name: | MICHAEL R NAWFEL DMD PA |
| Employer identification number (EIN): | 010490840 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2011-12-31 | MICHAEL R NAWFEL | 2012-10-25 | ||
| 001 | 2009-12-31 | MICHAEL NAWFEL |
| Measure | Date | Value |
|---|---|---|
| 2009: MICHAEL R NAWFEL PENSION PLAN AND TRUST 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-12-31 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-12-31 | 5 |
| Number of retired or separated participants receiving benefits | 2009-12-31 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-12-31 | 0 |
| Total of all active and inactive participants | 2009-12-31 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-12-31 | 0 |
| Total participants | 2009-12-31 | 5 |
| Number of participants with account balances | 2009-12-31 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-12-31 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2011 : MICHAEL R NAWFEL PENSION PLAN AND TRUST 2011 401k financial data | ||
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2011-12-30 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-30 | $0 |
| 2010 : MICHAEL R NAWFEL PENSION PLAN AND TRUST 2010 401k financial data | ||
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2010-12-30 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-30 | $0 |
| 2009: MICHAEL R NAWFEL PENSION PLAN AND TRUST 2009 form 5500 responses | ||
|---|---|---|
| 2009-12-31 | Type of plan entity | Single employer plan |
| 2009-12-31 | Submission has been amended | No |
| 2009-12-31 | This submission is the final filing | No |
| 2009-12-31 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-12-31 | Plan is a collectively bargained plan | No |
| 2009-12-31 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2009-12-31 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 ) | |||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 0338960 | ||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||
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