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ALAN D. BILLER AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 401k Plan overview

Plan NameALAN D. BILLER AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
Plan identification number 002

ALAN D. BILLER AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).

401k Sponsoring company profile

ALAN D. BILLER & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:ALAN D. BILLER & ASSOCIATES, INC.
Employer identification number (EIN):942854958
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALAN D. BILLER AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022011-11-01ALAN D. BILLER
0022010-11-01ALAN D. BILLER

Plan Statistics for ALAN D. BILLER AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

401k plan membership statisitcs for ALAN D. BILLER AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

Measure Date Value
2011: ALAN D. BILLER AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-11-0119
Total number of active participants reported on line 7a of the Form 55002011-11-010
Number of retired or separated participants receiving benefits2011-11-010
Number of other retired or separated participants entitled to future benefits2011-11-010
Total of all active and inactive participants2011-11-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-010
Total participants2011-11-010
Number of participants with account balances2011-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-010
2010: ALAN D. BILLER AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-11-0119
Total number of active participants reported on line 7a of the Form 55002010-11-0111
Number of retired or separated participants receiving benefits2010-11-010
Number of other retired or separated participants entitled to future benefits2010-11-018
Total of all active and inactive participants2010-11-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-11-010
Total participants2010-11-0119
Number of participants with account balances2010-11-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-11-010

Financial Data on ALAN D. BILLER AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

Measure Date Value
2012 : ALAN D. BILLER AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2012 401k financial data
Total income from all sources2012-02-29$58
Expenses. Total of all expenses incurred2012-02-29$47,226
Benefits paid (including direct rollovers)2012-02-29$47,168
Total plan assets at end of year2012-02-29$0
Total plan assets at beginning of year2012-02-29$47,168
Value of fidelity bond covering the plan2012-02-29$500,000
Expenses. Other expenses not covered elsewhere2012-02-29$58
Other income received2012-02-29$58
Net income (gross income less expenses)2012-02-29$-47,168
Net plan assets at end of year (total assets less liabilities)2012-02-29$0
Net plan assets at beginning of year (total assets less liabilities)2012-02-29$47,168
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-02-29$0
2011 : ALAN D. BILLER AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2011 401k financial data
Total income from all sources2011-10-31$645
Expenses. Total of all expenses incurred2011-10-31$5,147
Benefits paid (including direct rollovers)2011-10-31$5,147
Total plan assets at end of year2011-10-31$47,168
Total plan assets at beginning of year2011-10-31$51,670
Value of fidelity bond covering the plan2011-10-31$500,000
Other income received2011-10-31$645
Net income (gross income less expenses)2011-10-31$-4,502
Net plan assets at end of year (total assets less liabilities)2011-10-31$47,168
Net plan assets at beginning of year (total assets less liabilities)2011-10-31$51,670
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-10-31$0

Form 5500 Responses for ALAN D. BILLER AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

2011: ALAN D. BILLER AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01This submission is the final filingYes
2011-11-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement - TrustYes
2010: ALAN D. BILLER AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2010 form 5500 responses
2010-11-01Type of plan entitySingle employer plan
2010-11-01Plan funding arrangement – TrustYes
2010-11-01Plan benefit arrangement - TrustYes

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