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GEORGE BELCHIC JR SELF EMPLOYED RETIREMENT TRUST 401k Plan overview

Plan NameGEORGE BELCHIC JR SELF EMPLOYED RETIREMENT TRUST
Plan identification number 001

GEORGE BELCHIC JR SELF EMPLOYED RETIREMENT TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

GEORGE BELCHIC JR has sponsored the creation of one or more 401k plans.

Company Name:GEORGE BELCHIC JR
Employer identification number (EIN):720797163
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEORGE BELCHIC JR SELF EMPLOYED RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-01-01GEORGE BELCHIC JR
0012010-01-01GEORGE BELCHIC JR

Plan Statistics for GEORGE BELCHIC JR SELF EMPLOYED RETIREMENT TRUST

401k plan membership statisitcs for GEORGE BELCHIC JR SELF EMPLOYED RETIREMENT TRUST

Measure Date Value
2011: GEORGE BELCHIC JR SELF EMPLOYED RETIREMENT TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Total of all active and inactive participants2011-01-011
Total participants2011-01-011
2010: GEORGE BELCHIC JR SELF EMPLOYED RETIREMENT TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-011
Total number of active participants reported on line 7a of the Form 55002010-01-011
Total of all active and inactive participants2010-01-011
Total participants2010-01-011

Financial Data on GEORGE BELCHIC JR SELF EMPLOYED RETIREMENT TRUST

Measure Date Value
2011 : GEORGE BELCHIC JR SELF EMPLOYED RETIREMENT TRUST 2011 401k financial data
Total income from all sources2011-12-31$-22,178
Expenses. Total of all expenses incurred2011-12-31$26,550
Benefits paid (including direct rollovers)2011-12-31$26,500
Total plan assets at end of year2011-12-31$322,292
Total plan assets at beginning of year2011-12-31$371,020
Expenses. Other expenses not covered elsewhere2011-12-31$50
Other income received2011-12-31$-22,178
Net income (gross income less expenses)2011-12-31$-48,728
Net plan assets at end of year (total assets less liabilities)2011-12-31$322,292
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$371,020
2010 : GEORGE BELCHIC JR SELF EMPLOYED RETIREMENT TRUST 2010 401k financial data
Total income from all sources2010-12-31$25,838
Total plan assets at end of year2010-12-31$371,020
Total plan assets at beginning of year2010-12-31$345,182
Other income received2010-12-31$25,838
Net income (gross income less expenses)2010-12-31$25,838
Net plan assets at end of year (total assets less liabilities)2010-12-31$371,020
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$345,182

Form 5500 Responses for GEORGE BELCHIC JR SELF EMPLOYED RETIREMENT TRUST

2011: GEORGE BELCHIC JR SELF EMPLOYED RETIREMENT TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GEORGE BELCHIC JR SELF EMPLOYED RETIREMENT TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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