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MICHAEL N. BLOOM & COMPANY, P.A. MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameMICHAEL N. BLOOM & COMPANY, P.A. MONEY PURCHASE PENSION PLAN
Plan identification number 002

MICHAEL N. BLOOM & COMPANY, P.A. MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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

MICHAEL N. BLOOM & COMPANY, P.A. has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL N. BLOOM & COMPANY, P.A.
Employer identification number (EIN):591579397
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL N. BLOOM & COMPANY, P.A. MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022009-11-01MICHAEL N. BLOOM
0022008-11-01

Plan Statistics for MICHAEL N. BLOOM & COMPANY, P.A. MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for MICHAEL N. BLOOM & COMPANY, P.A. MONEY PURCHASE PENSION PLAN

Measure Date Value
2009: MICHAEL N. BLOOM & COMPANY, P.A. MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-012
Total number of active participants reported on line 7a of the Form 55002009-11-011
Number of retired or separated participants receiving benefits2009-11-010
Number of other retired or separated participants entitled to future benefits2009-11-011
Total of all active and inactive participants2009-11-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-010
Total participants2009-11-012
Number of participants with account balances2009-11-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-010

Financial Data on MICHAEL N. BLOOM & COMPANY, P.A. MONEY PURCHASE PENSION PLAN

Measure Date Value
2011 : MICHAEL N. BLOOM & COMPANY, P.A. MONEY PURCHASE PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-10-31$0
Total plan liabilities at end of year2011-10-31$0
Total plan liabilities at beginning of year2011-10-31$0
Total income from all sources2011-10-31$19,455
Expenses. Total of all expenses incurred2011-10-31$49,611
Benefits paid (including direct rollovers)2011-10-31$44,888
Total plan assets at end of year2011-10-31$110,045
Total plan assets at beginning of year2011-10-31$140,201
Value of fidelity bond covering the plan2011-10-31$100,000
Total contributions received or receivable from participants2011-10-31$0
Expenses. Other expenses not covered elsewhere2011-10-31$4,723
Contributions received from other sources (not participants or employers)2011-10-31$0
Other income received2011-10-31$19,455
Noncash contributions received2011-10-31$0
Net income (gross income less expenses)2011-10-31$-30,156
Net plan assets at end of year (total assets less liabilities)2011-10-31$110,045
Net plan assets at beginning of year (total assets less liabilities)2011-10-31$140,201
Total contributions received or receivable from employer(s)2011-10-31$0
Value of certain deemed distributions of participant loans2011-10-31$0
Value of corrective distributions2011-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-10-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-10-31$0
Funding deficiency by the employer to the plan for this plan year2011-10-31$0
Minimum employer required contribution for this plan year2011-10-31$0
Amount contributed by the employer to the plan for this plan year2011-10-31$0
2010 : MICHAEL N. BLOOM & COMPANY, P.A. MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-10-31$0
Funding deficiency by the employer to the plan for this plan year2010-10-31$0
Minimum employer required contribution for this plan year2010-10-31$0
Amount contributed by the employer to the plan for this plan year2010-10-31$0

Form 5500 Responses for MICHAEL N. BLOOM & COMPANY, P.A. MONEY PURCHASE PENSION PLAN

2009: MICHAEL N. BLOOM & COMPANY, P.A. MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement - TrustYes
2008: MICHAEL N. BLOOM & COMPANY, P.A. MONEY PURCHASE PENSION PLAN 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo

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