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MICHAEL P. JONES, C.P.A. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameMICHAEL P. JONES, C.P.A. DEFINED BENEFIT PENSION PLAN
Plan identification number 002

MICHAEL P. JONES, C.P.A. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

MICHAEL P. JONES, C.P.A. has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL P. JONES, C.P.A.
Employer identification number (EIN):112437207
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL P. JONES, C.P.A. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022011-01-01THOMAS JONES
0022010-01-01THOMAS P. JONES
0022009-01-01THOMAS P. JONES

Plan Statistics for MICHAEL P. JONES, C.P.A. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for MICHAEL P. JONES, C.P.A. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2011: MICHAEL P. JONES, C.P.A. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-010
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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MICHAEL P. JONES, C.P.A. DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-010
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-013
2009: MICHAEL P. JONES, C.P.A. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-013

Financial Data on MICHAEL P. JONES, C.P.A. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2011 : MICHAEL P. JONES, C.P.A. DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$0
Expenses. Total of all expenses incurred2011-12-31$3,238,092
Benefits paid (including direct rollovers)2011-12-31$3,238,092
Total plan assets at end of year2011-12-31$0
Total plan assets at beginning of year2011-12-31$3,238,092
Net income (gross income less expenses)2011-12-31$-3,238,092
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$3,238,092
2010 : MICHAEL P. JONES, C.P.A. DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$60,547
Expenses. Total of all expenses incurred2010-12-31$58,654
Benefits paid (including direct rollovers)2010-12-31$50,000
Total plan assets at end of year2010-12-31$3,238,092
Total plan assets at beginning of year2010-12-31$3,236,199
Value of fidelity bond covering the plan2010-12-31$100,000
Expenses. Other expenses not covered elsewhere2010-12-31$4,658
Other income received2010-12-31$60,547
Net income (gross income less expenses)2010-12-31$1,893
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,238,092
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,236,199
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$3,996

Form 5500 Responses for MICHAEL P. JONES, C.P.A. DEFINED BENEFIT PENSION PLAN

2011: MICHAEL P. JONES, C.P.A. DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingYes
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MICHAEL P. JONES, C.P.A. DEFINED BENEFIT PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MICHAEL P. JONES, C.P.A. DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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