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MERRILL LYNCH PIERCE FENNER & SMITH, INC. MASTER INDIVIDUAL 401k Plan overview

Plan NameMERRILL LYNCH PIERCE FENNER & SMITH, INC. MASTER INDIVIDUAL
Plan identification number 001

MERRILL LYNCH PIERCE FENNER & SMITH, INC. MASTER INDIVIDUAL Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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

JONES, TETE, FONTI & BELFOUR, LLP has sponsored the creation of one or more 401k plans.

Company Name:JONES, TETE, FONTI & BELFOUR, LLP
Employer identification number (EIN):720459474
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERRILL LYNCH PIERCE FENNER & SMITH, INC. MASTER INDIVIDUAL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012008-01-01GREG BELFOUR
0012007-01-01GREG BELFOUR

Plan Statistics for MERRILL LYNCH PIERCE FENNER & SMITH, INC. MASTER INDIVIDUAL

401k plan membership statisitcs for MERRILL LYNCH PIERCE FENNER & SMITH, INC. MASTER INDIVIDUAL

Measure Date Value
2008: MERRILL LYNCH PIERCE FENNER & SMITH, INC. MASTER INDIVIDUAL 2008 401k membership
Total participants, beginning-of-year2008-01-011
Total number of active participants reported on line 7a of the Form 55002008-01-010
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-010
Number of participants with account balances2008-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
2007: MERRILL LYNCH PIERCE FENNER & SMITH, INC. MASTER INDIVIDUAL 2007 401k membership
Total participants, beginning-of-year2007-01-012
Total number of active participants reported on line 7a of the Form 55002007-01-011
Total of all active and inactive participants2007-01-011
Total participants2007-01-011
Number of participants with account balances2007-01-011

Form 5500 Responses for MERRILL LYNCH PIERCE FENNER & SMITH, INC. MASTER INDIVIDUAL

2008: MERRILL LYNCH PIERCE FENNER & SMITH, INC. MASTER INDIVIDUAL 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingYes
2008-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: MERRILL LYNCH PIERCE FENNER & SMITH, INC. MASTER INDIVIDUAL 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes

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