401k Plan data: GREENBERG & STONE, P.A. CASH BALANCE PENSION PLAN plan

GREENBERG & STONE, P.A. CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	GREENBERG & STONE, P.A. CASH BALANCE PENSION PLAN
Plan identification number	002

GREENBERG & STONE, P.A. CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GREENBERG & STONE, P.A. has sponsored the creation of one or more 401k plans.

Company Name: GREENBERG & STONE, P.A.

Employer identification number (EIN): 650434864

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREENBERG & STONE, P.A. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01 STEWART G. GREENBERG, ESQ.
002 2012-01-01 STEWART G. GREENBERG, ESQ.
002 2011-01-01 STEWART G. GREENBERG, ESQ. 2012-06-12
002 2010-01-01 STEWART G. GREENBERG, ESQ. 2011-09-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2013-01-01	STEWART G. GREENBERG, ESQ.
002	2012-01-01	STEWART G. GREENBERG, ESQ.
002	2011-01-01	STEWART G. GREENBERG, ESQ.	2012-06-12
002	2010-01-01	STEWART G. GREENBERG, ESQ.	2011-09-21

Plan Statistics for GREENBERG & STONE, P.A. CASH BALANCE PENSION PLAN

401k plan membership statisitcs for GREENBERG & STONE, P.A. CASH BALANCE PENSION PLAN

Measure Date Value
2013: GREENBERG & STONE, P.A. CASH BALANCE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: GREENBERG & STONE, P.A. CASH BALANCE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2013: GREENBERG & STONE, P.A. CASH BALANCE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: GREENBERG & STONE, P.A. CASH BALANCE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on GREENBERG & STONE, P.A. CASH BALANCE PENSION PLAN

Measure	Date	Value
2013 : GREENBERG & STONE, P.A. CASH BALANCE PENSION PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$2,198
Total income from all sources	2013-12-31	$72,759
Expenses. Total of all expenses incurred	2013-12-31	$724,317
Benefits paid (including direct rollovers)	2013-12-31	$714,600
Total plan assets at end of year	2013-12-31	$0
Total plan assets at beginning of year	2013-12-31	$653,756
Total contributions received or receivable from participants	2013-12-31	$0
Assets. Value of loans (other than to participants)	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$72,759
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-651,558
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$651,558
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$9,717
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$125,000
2012 : GREENBERG & STONE, P.A. CASH BALANCE PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$2,198
Total plan liabilities at beginning of year	2012-12-31	$2,198
Total income from all sources	2012-12-31	$46,507
Expenses. Total of all expenses incurred	2012-12-31	$80
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$653,756
Total plan assets at beginning of year	2012-12-31	$607,329
Total contributions received or receivable from participants	2012-12-31	$0
Assets. Value of loans (other than to participants)	2012-12-31	$125,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$46,507
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$46,427
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$651,558
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$605,131
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$80

Form 5500 Responses for GREENBERG & STONE, P.A. CASH BALANCE PENSION PLAN

2013: GREENBERG & STONE, P.A. CASH BALANCE PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: GREENBERG & STONE, P.A. CASH BALANCE PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GREENBERG & STONE, P.A.
Employer identification number (EIN):	650434864
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers