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| Plan Name | ROBERT I. WERTHEIMER P.C. PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | ROBERT I. WERTHEIMER |
| Employer identification number (EIN): | 364349779 |
| 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 |
|---|---|---|---|---|---|
| 001 | 2010-01-01 | ROBERT I WERTHEIMER | |||
| 001 | 2009-01-01 | ROBERT I WERTHEIMER | |||
| 001 | 2009-01-01 | ROBERT I WERTHEIMER | |||
| 001 | 2009-01-01 | ROBERT I WERTHEIMER |
| Measure | Date | Value |
|---|---|---|
| 2010: ROBERT I. WERTHEIMER P.C. PROFIT SHARING PLAN 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 0 |
| Number of participants with account balances | 2010-01-01 | 0 |
| 2009: ROBERT I. WERTHEIMER P.C. PROFIT SHARING PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 2 |
| Total participants | 2009-01-01 | 2 |
| Number of participants with account balances | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|---|---|
| 2010 : ROBERT I. WERTHEIMER P.C. PROFIT SHARING PLAN 2010 401k financial data | ||
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $5,451 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $125,786 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $125,786 |
| Total plan assets at end of year | 2010-12-31 | $0 |
| Total plan assets at beginning of year | 2010-12-31 | $120,335 |
| Value of fidelity bond covering the plan | 2010-12-31 | $15,000 |
| Other income received | 2010-12-31 | $5,451 |
| Net income (gross income less expenses) | 2010-12-31 | $-120,335 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $120,335 |
| 2010: ROBERT I. WERTHEIMER P.C. PROFIT SHARING PLAN 2010 form 5500 responses | ||
|---|---|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | Yes |
| 2010-01-01 | This submission is the final filing | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ROBERT I. WERTHEIMER P.C. PROFIT SHARING PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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