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| Plan Name | CARTER MARIO INJURY LAWYERS, P. C. DEFINED BENEFIT PENSION PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| Company Name: | CARTER MARIO P.C. |
| Employer identification number (EIN): | 061277333 |
| NAIC Classification: | 541990 |
| NAIC Description: | All Other Professional, Scientific, and Technical Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2017-01-01 | ||||
| 002 | 2016-01-01 | ||||
| 002 | 2015-01-01 | CARTER MARIO | 2016-10-05 | ||
| 002 | 2014-01-01 | CARTER MARIO | 2015-10-01 | ||
| 002 | 2013-01-01 | STEVE SIRICO | 2014-09-29 | ||
| 002 | 2012-01-01 | STEVE SIRICO | 2013-09-25 | ||
| 002 | 2011-01-01 | CARTER MARIO | |||
| 002 | 2010-01-01 | CARTER MARIO | 2011-10-11 |
| Measure | Date | Value |
|---|---|---|
| 2011 : CARTER MARIO INJURY LAWYERS, P. C. DEFINED BENEFIT PENSION PLAN 2011 401k financial data | ||
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $471,676 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $9,356 |
| Total plan assets at end of year | 2011-12-31 | $1,612,011 |
| Total plan assets at beginning of year | 2011-12-31 | $1,149,691 |
| Value of fidelity bond covering the plan | 2011-12-31 | $265,000 |
| Other income received | 2011-12-31 | $-60,124 |
| Net income (gross income less expenses) | 2011-12-31 | $462,320 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,612,011 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,149,691 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $531,800 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $9,356 |
| 2011: CARTER MARIO INJURY LAWYERS, P. C. DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses | ||
|---|---|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) | |
| Policy contract number | |
| Policy instance | 1 |
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