DAVID I STEIN has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2011: DAVID I STEIN CPA KEOGH PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 2 |
| Total participants | 2011-01-01 | 2 |
| 2010: DAVID I STEIN CPA KEOGH PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 2 |
| Total participants | 2010-01-01 | 2 |
| 2009: DAVID I STEIN CPA KEOGH PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 1 |
| Total participants | 2009-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2011 : DAVID I STEIN CPA KEOGH PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $54,066 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $5,202 |
| Total plan assets at end of year | 2011-12-31 | $642,303 |
| Total plan assets at beginning of year | 2011-12-31 | $593,439 |
| Other income received | 2011-12-31 | $2,415 |
| Net income (gross income less expenses) | 2011-12-31 | $48,864 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $642,303 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $593,439 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $51,651 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $5,202 |
| 2010 : DAVID I STEIN CPA KEOGH PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $67,024 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $4,815 |
| Total plan assets at beginning of year | 2010-12-31 | $531,230 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $4,815 |
| Other income received | 2010-12-31 | $17,715 |
| Net income (gross income less expenses) | 2010-12-31 | $62,209 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $531,230 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $49,309 |
| 2011: DAVID I STEIN CPA KEOGH PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: DAVID I STEIN CPA KEOGH PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: DAVID I STEIN CPA KEOGH PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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