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BERGER & SANTY, P.C. MONEY PURCHASE PENSION PLAN & TRUST 401k Plan overview

Plan NameBERGER & SANTY, P.C. MONEY PURCHASE PENSION PLAN & TRUST
Plan identification number 001

BERGER & SANTY, P.C. MONEY PURCHASE PENSION PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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

BERGER & SANTY P.C. has sponsored the creation of one or more 401k plans.

Company Name:BERGER & SANTY P.C.
Employer identification number (EIN):060994458
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERGER & SANTY, P.C. MONEY PURCHASE PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-01-01FRANK G. SANTY2012-06-15 FRANK G. SANTY2012-06-15
0012010-01-01FRANK G. SANTY2011-09-15 FRANK G. SANTY2011-09-15
0012009-01-01ROBERT B. BERGER2010-07-20 ROBERT B. BERGER2010-07-20

Plan Statistics for BERGER & SANTY, P.C. MONEY PURCHASE PENSION PLAN & TRUST

401k plan membership statisitcs for BERGER & SANTY, P.C. MONEY PURCHASE PENSION PLAN & TRUST

Measure Date Value
2011: BERGER & SANTY, P.C. MONEY PURCHASE PENSION PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-010
Number of participants with account balances2011-01-010
2010: BERGER & SANTY, P.C. MONEY PURCHASE PENSION PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-011
Total number of active participants reported on line 7a of the Form 55002010-01-011
Total of all active and inactive participants2010-01-011
Total participants2010-01-011
Number of participants with account balances2010-01-011
2009: BERGER & SANTY, P.C. MONEY PURCHASE PENSION PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Total of all active and inactive participants2009-01-011
Total participants2009-01-011
Number of participants with account balances2009-01-011

Financial Data on BERGER & SANTY, P.C. MONEY PURCHASE PENSION PLAN & TRUST

Measure Date Value
2011 : BERGER & SANTY, P.C. MONEY PURCHASE PENSION PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$1,927
Expenses. Total of all expenses incurred2011-12-31$320,469
Benefits paid (including direct rollovers)2011-12-31$320,469
Total plan assets at end of year2011-12-31$0
Total plan assets at beginning of year2011-12-31$318,542
Other income received2011-12-31$1,927
Net income (gross income less expenses)2011-12-31$-318,542
Net plan assets at end of year (total assets less liabilities)2011-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$318,542
2010 : BERGER & SANTY, P.C. MONEY PURCHASE PENSION PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$15,326
Total plan assets at end of year2010-12-31$318,542
Total plan assets at beginning of year2010-12-31$303,216
Other income received2010-12-31$15,326
Net income (gross income less expenses)2010-12-31$15,326
Net plan assets at end of year (total assets less liabilities)2010-12-31$318,542
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$303,216

Form 5500 Responses for BERGER & SANTY, P.C. MONEY PURCHASE PENSION PLAN & TRUST

2011: BERGER & SANTY, P.C. MONEY PURCHASE PENSION PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01This submission is the final filingYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BERGER & SANTY, P.C. MONEY PURCHASE PENSION PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BERGER & SANTY, P.C. MONEY PURCHASE PENSION PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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