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| Plan Name | LEONARD L. SACKS, MD, PC MONEY PURCHASE PENSION PLAN & TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | LEONARD L. SACKS, MD, PC |
| Employer identification number (EIN): | 581464551 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2010-03-01 | LEONARD L. SACKS | |||
| 001 | 2009-03-01 | LEONARD L. SACKS | |||
| 001 | 2009-03-01 | LEONARD L. SACKS |
| Measure | Date | Value |
|---|---|---|
| 2010: LEONARD L. SACKS, MD, PC MONEY PURCHASE PENSION PLAN & TRUST 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-03-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-03-01 | 0 |
| Total of all active and inactive participants | 2010-03-01 | 0 |
| Total participants | 2010-03-01 | 0 |
| 2009: LEONARD L. SACKS, MD, PC MONEY PURCHASE PENSION PLAN & TRUST 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-03-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-03-01 | 2 |
| Total of all active and inactive participants | 2009-03-01 | 2 |
| Total participants | 2009-03-01 | 2 |
| Measure | Date | Value |
|---|---|---|
| 2011 : LEONARD L. SACKS, MD, PC MONEY PURCHASE PENSION PLAN & TRUST 2011 401k financial data | ||
| Transfers to/from the plan | 2011-02-28 | $-1,707,809 |
| Total income from all sources | 2011-02-28 | $51,169 |
| Expenses. Total of all expenses incurred | 2011-02-28 | $9,493 |
| Total plan assets at end of year | 2011-02-28 | $0 |
| Total plan assets at beginning of year | 2011-02-28 | $1,666,133 |
| Other income received | 2011-02-28 | $51,169 |
| Net income (gross income less expenses) | 2011-02-28 | $41,676 |
| Net plan assets at end of year (total assets less liabilities) | 2011-02-28 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-02-28 | $1,666,133 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-02-28 | $9,493 |
| 2010: LEONARD L. SACKS, MD, PC MONEY PURCHASE PENSION PLAN & TRUST 2010 form 5500 responses | ||
|---|---|---|
| 2010-03-01 | Type of plan entity | Single employer plan |
| 2010-03-01 | This submission is the final filing | Yes |
| 2010-03-01 | Plan funding arrangement – Trust | Yes |
| 2010-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: LEONARD L. SACKS, MD, PC MONEY PURCHASE PENSION PLAN & TRUST 2009 form 5500 responses | ||
| 2009-03-01 | Type of plan entity | Single employer plan |
| 2009-03-01 | Submission has been amended | Yes |
| 2009-03-01 | This submission is the final filing | No |
| 2009-03-01 | Plan funding arrangement – Trust | Yes |
| 2009-03-01 | Plan benefit arrangement – Insurance | Yes |
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