MANUEL S. BERNARDO, M.D. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MERRILL LYNCH PROTOTYPE INDIVIDUAL SELF-EMPLOYED RETIREMENT PLAN
401k plan membership statisitcs for MERRILL LYNCH PROTOTYPE INDIVIDUAL SELF-EMPLOYED RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2012: MERRILL LYNCH PROTOTYPE INDIVIDUAL SELF-EMPLOYED RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 0 |
| 2011: MERRILL LYNCH PROTOTYPE INDIVIDUAL SELF-EMPLOYED RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
| Total of all active and inactive participants | 2011-01-01 | 3 |
| Total participants | 2011-01-01 | 3 |
| 2009: MERRILL LYNCH PROTOTYPE INDIVIDUAL SELF-EMPLOYED RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 3 |
| Total participants | 2009-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2012 : MERRILL LYNCH PROTOTYPE INDIVIDUAL SELF-EMPLOYED RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-02-21 | $652 |
| Expenses. Total of all expenses incurred | 2012-02-21 | $11,187 |
| Benefits paid (including direct rollovers) | 2012-02-21 | $11,187 |
| Total plan assets at beginning of year | 2012-02-21 | $10,535 |
| Value of fidelity bond covering the plan | 2012-02-21 | $125,000 |
| Other income received | 2012-02-21 | $652 |
| Net income (gross income less expenses) | 2012-02-21 | $-10,535 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-02-21 | $10,535 |
| 2011 : MERRILL LYNCH PROTOTYPE INDIVIDUAL SELF-EMPLOYED RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-5,239 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $363,118 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $363,118 |
| Total plan assets at end of year | 2011-12-31 | $10,535 |
| Total plan assets at beginning of year | 2011-12-31 | $378,892 |
| Value of fidelity bond covering the plan | 2011-12-31 | $125,000 |
| Other income received | 2011-12-31 | $-5,239 |
| Net income (gross income less expenses) | 2011-12-31 | $-368,357 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $10,535 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $378,892 |
| 2010 : MERRILL LYNCH PROTOTYPE INDIVIDUAL SELF-EMPLOYED RETIREMENT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $10,782 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $13,635 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $13,635 |
| Total plan assets at end of year | 2010-12-31 | $378,892 |
| Total plan assets at beginning of year | 2010-12-31 | $381,745 |
| Value of fidelity bond covering the plan | 2010-12-31 | $125,000 |
| Other income received | 2010-12-31 | $10,782 |
| Net income (gross income less expenses) | 2010-12-31 | $-2,853 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $378,892 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $381,745 |
| 2012: MERRILL LYNCH PROTOTYPE INDIVIDUAL SELF-EMPLOYED RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 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) | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MERRILL LYNCH PROTOTYPE INDIVIDUAL SELF-EMPLOYED RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MERRILL LYNCH PROTOTYPE INDIVIDUAL SELF-EMPLOYED RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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