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MARK S. FINKELSTEIN, DPM VIP MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameMARK S. FINKELSTEIN, DPM VIP MONEY PURCHASE PENSION PLAN
Plan identification number 002

MARK S. FINKELSTEIN, DPM VIP MONEY PURCHASE PENSION PLAN Benefits

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

MARK S. FINKELSTEIN, DPM has sponsored the creation of one or more 401k plans.

Company Name:MARK S. FINKELSTEIN, DPM
Employer identification number (EIN):161270067
NAIC Classification:621391
NAIC Description:Offices of Podiatrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK S. FINKELSTEIN, DPM VIP MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022011-01-01MARK S. FINKELSTEIN
0022010-01-01MARK S. FINKELSTEIN
0022009-01-01MARK S FINKELSTEIN

Plan Statistics for MARK S. FINKELSTEIN, DPM VIP MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for MARK S. FINKELSTEIN, DPM VIP MONEY PURCHASE PENSION PLAN

Measure Date Value
2011: MARK S. FINKELSTEIN, DPM VIP MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-010
Total of all active and inactive participants2011-01-010
Total participants2011-01-010
Number of participants with account balances2011-01-010
2010: MARK S. FINKELSTEIN, DPM VIP MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-013
Total of all active and inactive participants2010-01-013
Total participants2010-01-013
Number of participants with account balances2010-01-013
2009: MARK S. FINKELSTEIN, DPM VIP MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on MARK S. FINKELSTEIN, DPM VIP MONEY PURCHASE PENSION PLAN

Measure Date Value
2011 : MARK S. FINKELSTEIN, DPM VIP MONEY PURCHASE PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$-276,754
Total income from all sources2011-12-31$-1,783
Expenses. Total of all expenses incurred2011-12-31$8,503
Benefits paid (including direct rollovers)2011-12-31$5,712
Total plan assets at end of year2011-12-31$0
Total plan assets at beginning of year2011-12-31$287,040
Value of fidelity bond covering the plan2011-12-31$260,000
Other income received2011-12-31$-1,783
Net income (gross income less expenses)2011-12-31$-10,286
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$287,040
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,791
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
2010 : MARK S. FINKELSTEIN, DPM VIP MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$49,003
Expenses. Total of all expenses incurred2010-12-31$2,385
Total plan assets at end of year2010-12-31$287,040
Total plan assets at beginning of year2010-12-31$240,422
Value of fidelity bond covering the plan2010-12-31$260,000
Other income received2010-12-31$33,648
Net income (gross income less expenses)2010-12-31$46,618
Net plan assets at end of year (total assets less liabilities)2010-12-31$287,040
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$240,422
Total contributions received or receivable from employer(s)2010-12-31$15,355
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,385
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$15,355
Amount contributed by the employer to the plan for this plan year2010-12-31$15,355
2009 : MARK S. FINKELSTEIN, DPM VIP MONEY PURCHASE PENSION PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$17,034
Amount contributed by the employer to the plan for this plan year2009-12-31$17,034

Form 5500 Responses for MARK S. FINKELSTEIN, DPM VIP MONEY PURCHASE PENSION PLAN

2011: MARK S. FINKELSTEIN, DPM VIP MONEY PURCHASE PENSION PLAN 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: MARK S. FINKELSTEIN, DPM VIP MONEY PURCHASE PENSION PLAN 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: MARK S. FINKELSTEIN, DPM VIP MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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