401k Plan data: PAUL LERMAN PHD plan

PAUL LERMAN PHD 401k Plan overview

Plan Name	PAUL LERMAN PHD
Plan identification number	007

PAUL LERMAN PHD Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Plan covering Self-Employed individuals.

401k Sponsoring company profile

PAUL LERMAN has sponsored the creation of one or more 401k plans.

Company Name: PAUL LERMAN

Employer identification number (EIN): 226276065

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAUL LERMAN PHD

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
007 2012-01-01 PAUL LERMAN PAUL LERMAN 2013-06-29
007 2011-01-01 PAUL LERMAN
007 2010-01-01 PAUL LERMAN
007 2009-01-01 PAUL LERMAN
007 2008-01-01

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
007	2012-01-01	PAUL LERMAN	PAUL LERMAN	2013-06-29
007	2011-01-01	PAUL LERMAN
007	2010-01-01	PAUL LERMAN
007	2009-01-01	PAUL LERMAN
007	2008-01-01

Plan Statistics for PAUL LERMAN PHD

401k plan membership statisitcs for PAUL LERMAN PHD

Measure Date Value
2012: PAUL LERMAN PHD 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 0
Total participants 2012-01-01 0
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PAUL LERMAN PHD 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
Total of all active and inactive participants 2011-01-01 1
Total participants 2011-01-01 1
2010: PAUL LERMAN PHD 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1
Total of all active and inactive participants 2010-01-01 1
Total participants 2010-01-01 1
2009: PAUL LERMAN PHD 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 1

Measure	Date	Value
2012: PAUL LERMAN PHD 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	0
Total participants	2012-01-01	0
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PAUL LERMAN PHD 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
Total of all active and inactive participants	2011-01-01	1
Total participants	2011-01-01	1
2010: PAUL LERMAN PHD 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1
Total of all active and inactive participants	2010-01-01	1
Total participants	2010-01-01	1
2009: PAUL LERMAN PHD 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	1

Financial Data on PAUL LERMAN PHD

Measure	Date	Value
2012 : PAUL LERMAN PHD 2012 401k financial data
Transfers to/from the plan	2012-12-31	$-28,736
Total income from all sources	2012-12-31	$300
Expenses. Total of all expenses incurred	2012-12-31	$1,260
Benefits paid (including direct rollovers)	2012-12-31	$1,160
Total plan assets at end of year	2012-12-31	$0
Total plan assets at beginning of year	2012-12-31	$29,696
Other income received	2012-12-31	$300
Net income (gross income less expenses)	2012-12-31	$-960
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$29,696
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$100
2011 : PAUL LERMAN PHD 2011 401k financial data
Total income from all sources	2011-12-31	$585
Expenses. Total of all expenses incurred	2011-12-31	$5,665
Benefits paid (including direct rollovers)	2011-12-31	$5,665
Total plan assets at end of year	2011-12-31	$29,697
Total plan assets at beginning of year	2011-12-31	$34,777
Other income received	2011-12-31	$585
Net income (gross income less expenses)	2011-12-31	$-5,080
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$29,697
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$34,777
2010 : PAUL LERMAN PHD 2010 401k financial data
Transfers to/from the plan	2010-12-31	$-34,998
Total income from all sources	2010-12-31	$1,119
Total plan assets at end of year	2010-12-31	$34,777
Total plan assets at beginning of year	2010-12-31	$68,656
Other income received	2010-12-31	$1,119
Net income (gross income less expenses)	2010-12-31	$1,119
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$34,777
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$68,656

Form 5500 Responses for PAUL LERMAN PHD

2012: PAUL LERMAN PHD 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	Yes
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PAUL LERMAN PHD 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PAUL LERMAN PHD 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PAUL LERMAN PHD 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: PAUL LERMAN PHD 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No

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Company Name:	PAUL LERMAN
Employer identification number (EIN):	226276065
NAIC Classification:	541600