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JEFFREY M. EPSTEIN, M.D., P.C. EMPLOYEES' PROFIT SHARING PLAN 401k Plan overview

Plan NameJEFFREY M. EPSTEIN, M.D., P.C. EMPLOYEES' PROFIT SHARING PLAN
Plan identification number 001

JEFFREY M. EPSTEIN, M.D., P.C. EMPLOYEES' PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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

JEFFREY M. EPSTEIN, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY M. EPSTEIN, M.D., P.C.
Employer identification number (EIN):113084349
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about JEFFREY M. EPSTEIN, M.D., P.C.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1991-12-30
Company Identification Number: 1599054
Legal Registered Office Address: 51 JOHN ST
STE 4
BABYLON
United States of America (USA)
117022928

More information about JEFFREY M. EPSTEIN, M.D., P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY M. EPSTEIN, M.D., P.C. EMPLOYEES' PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JEFFREY EPSTEIN2023-09-14
0012022-01-01JEFFREY EPSTEIN2023-07-31
0012021-01-01JEFFREY EPSTEIN2022-10-17
0012020-01-01JEFFREY EPSTEIN2021-07-19
0012019-01-01JEFFREY EPSTEIN2020-10-06
0012018-01-01JEFFREY EPSTEIN2019-10-07
0012017-01-01JEFFREY EPSTEIN
0012016-01-01JEFFREY EPSTEIN
0012015-01-01JEFFREY EPSTEIN
0012014-01-01JEFFREY EPSTEIN
0012013-01-01JEFFREY EPSTEIN
0012012-01-01JEFFREY EPSTEIN
0012011-01-01JEFFREY M. EPSTEIN
0012010-01-01JEFFREY M. EPSTEIN
0012009-01-01JEFFREY M. EPSTEIN

Plan Statistics for JEFFREY M. EPSTEIN, M.D., P.C. EMPLOYEES' PROFIT SHARING PLAN

401k plan membership statisitcs for JEFFREY M. EPSTEIN, M.D., P.C. EMPLOYEES' PROFIT SHARING PLAN

Measure Date Value
2017: JEFFREY M. EPSTEIN, M.D., P.C. EMPLOYEES' PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-018
Total number of active participants reported on line 7a of the Form 55002017-01-016
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-017
Number of participants with account balances2017-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JEFFREY M. EPSTEIN, M.D., P.C. EMPLOYEES' PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-019
Total number of active participants reported on line 7a of the Form 55002016-01-017
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-018
Number of participants with account balances2016-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JEFFREY M. EPSTEIN, M.D., P.C. EMPLOYEES' PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0111
Total number of active participants reported on line 7a of the Form 55002015-01-018
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-019
Number of participants with account balances2015-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JEFFREY M. EPSTEIN, M.D., P.C. EMPLOYEES' PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0111
Total number of active participants reported on line 7a of the Form 55002014-01-019
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0111
Number of participants with account balances2014-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: JEFFREY M. EPSTEIN, M.D., P.C. EMPLOYEES' PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0110
Total number of active participants reported on line 7a of the Form 55002013-01-0111
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0111
Number of participants with account balances2013-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JEFFREY M. EPSTEIN, M.D., P.C. EMPLOYEES' PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-0110
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0110
Number of participants with account balances2012-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JEFFREY M. EPSTEIN, M.D., P.C. EMPLOYEES' PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-013
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 participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: JEFFREY M. EPSTEIN, M.D., P.C. EMPLOYEES' PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016
Total number of active participants reported on line 7a of the Form 55002010-01-013
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-014
Number of participants with account balances2010-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: JEFFREY M. EPSTEIN, M.D., P.C. EMPLOYEES' PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-014
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 participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on JEFFREY M. EPSTEIN, M.D., P.C. EMPLOYEES' PROFIT SHARING PLAN

Measure Date Value
2017 : JEFFREY M. EPSTEIN, M.D., P.C. EMPLOYEES' PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$222,114
Expenses. Total of all expenses incurred2017-12-31$11,811
Benefits paid (including direct rollovers)2017-12-31$11,811
Total plan assets at end of year2017-12-31$1,601,664
Total plan assets at beginning of year2017-12-31$1,391,361
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$163,393
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$210,303
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,601,664
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,391,361
Total contributions received or receivable from employer(s)2017-12-31$58,721
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : JEFFREY M. EPSTEIN, M.D., P.C. EMPLOYEES' PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$83,939
Expenses. Total of all expenses incurred2016-12-31$12,962
Benefits paid (including direct rollovers)2016-12-31$12,962
Total plan assets at end of year2016-12-31$1,391,361
Total plan assets at beginning of year2016-12-31$1,320,384
Value of fidelity bond covering the plan2016-12-31$500,000
Other income received2016-12-31$61,750
Net income (gross income less expenses)2016-12-31$70,977
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,391,361
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,320,384
Total contributions received or receivable from employer(s)2016-12-31$22,189
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : JEFFREY M. EPSTEIN, M.D., P.C. EMPLOYEES' PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$11,785
Expenses. Total of all expenses incurred2015-12-31$3,886
Benefits paid (including direct rollovers)2015-12-31$3,886
Total plan assets at end of year2015-12-31$1,320,384
Total plan assets at beginning of year2015-12-31$1,312,485
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-11,730
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$7,899
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,320,384
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,312,485
Total contributions received or receivable from employer(s)2015-12-31$23,515
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : JEFFREY M. EPSTEIN, M.D., P.C. EMPLOYEES' PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$78,000
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,312,485
Total plan assets at beginning of year2014-12-31$1,234,485
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$53,101
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$78,000
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,312,485
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,234,485
Total contributions received or receivable from employer(s)2014-12-31$24,899
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : JEFFREY M. EPSTEIN, M.D., P.C. EMPLOYEES' PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$187,004
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,234,485
Total plan assets at beginning of year2013-12-31$1,047,481
Value of fidelity bond covering the plan2013-12-31$265,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$128,490
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$187,004
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,234,485
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,047,481
Total contributions received or receivable from employer(s)2013-12-31$58,514
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : JEFFREY M. EPSTEIN, M.D., P.C. EMPLOYEES' PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$141,146
Expenses. Total of all expenses incurred2012-12-31$1,583
Benefits paid (including direct rollovers)2012-12-31$1,583
Total plan assets at end of year2012-12-31$1,047,481
Total plan assets at beginning of year2012-12-31$907,918
Value of fidelity bond covering the plan2012-12-31$265,000
Other income received2012-12-31$88,289
Net income (gross income less expenses)2012-12-31$139,563
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,047,481
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$907,918
Total contributions received or receivable from employer(s)2012-12-31$52,857
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : JEFFREY M. EPSTEIN, M.D., P.C. EMPLOYEES' PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$46,110
Expenses. Total of all expenses incurred2011-12-31$464
Benefits paid (including direct rollovers)2011-12-31$464
Total plan assets at end of year2011-12-31$907,918
Total plan assets at beginning of year2011-12-31$862,272
Value of fidelity bond covering the plan2011-12-31$265,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-5,102
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$45,646
Net plan assets at end of year (total assets less liabilities)2011-12-31$907,918
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$862,272
Total contributions received or receivable from employer(s)2011-12-31$51,212
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : JEFFREY M. EPSTEIN, M.D., P.C. EMPLOYEES' PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$104,780
Expenses. Total of all expenses incurred2010-12-31$530
Benefits paid (including direct rollovers)2010-12-31$530
Total plan assets at end of year2010-12-31$862,272
Total plan assets at beginning of year2010-12-31$758,022
Value of fidelity bond covering the plan2010-12-31$265,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$54,836
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$104,250
Net plan assets at end of year (total assets less liabilities)2010-12-31$862,272
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$758,022
Total contributions received or receivable from employer(s)2010-12-31$49,944
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : JEFFREY M. EPSTEIN, M.D., P.C. EMPLOYEES' PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JEFFREY M. EPSTEIN, M.D., P.C. EMPLOYEES' PROFIT SHARING PLAN

2017: JEFFREY M. EPSTEIN, M.D., P.C. EMPLOYEES' PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JEFFREY M. EPSTEIN, M.D., P.C. EMPLOYEES' PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JEFFREY M. EPSTEIN, M.D., P.C. EMPLOYEES' PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JEFFREY M. EPSTEIN, M.D., P.C. EMPLOYEES' PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JEFFREY M. EPSTEIN, M.D., P.C. EMPLOYEES' PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JEFFREY M. EPSTEIN, M.D., P.C. EMPLOYEES' PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JEFFREY M. EPSTEIN, M.D., P.C. EMPLOYEES' PROFIT SHARING 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 filingNo
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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JEFFREY M. EPSTEIN, M.D., P.C. EMPLOYEES' PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JEFFREY M. EPSTEIN, M.D., P.C. EMPLOYEES' PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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