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SUSAN SAXE-CLIFFORD PHD INC PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameSUSAN SAXE-CLIFFORD PHD INC PROFIT SHARING PLAN AND TRUST
Plan identification number 003

SUSAN SAXE-CLIFFORD PHD INC PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

SUSAN SAXE-CLIFFORD PHD INC has sponsored the creation of one or more 401k plans.

Company Name:SUSAN SAXE-CLIFFORD PHD INC
Employer identification number (EIN):954072886
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUSAN SAXE-CLIFFORD PHD INC PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032012-01-01SUSAN SAXE-CLIFFORD2013-03-20
0032011-01-01SUSAN SAXE-CLIFFORD2012-08-02
0032009-01-01SUSAN SAXE-CLIFFORD PHD
0032008-01-01SUSAN SAXE-CLIFFORD

Plan Statistics for SUSAN SAXE-CLIFFORD PHD INC PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for SUSAN SAXE-CLIFFORD PHD INC PROFIT SHARING PLAN AND TRUST

Measure Date Value
2009: SUSAN SAXE-CLIFFORD PHD INC PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Number of participants with account balances2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: SUSAN SAXE-CLIFFORD PHD INC PROFIT SHARING PLAN AND TRUST 2008 401k membership
Total participants, beginning-of-year2008-01-012
Total number of active participants reported on line 7a of the Form 55002008-01-012
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 participants2008-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-012
Number of participants with account balances2008-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010

Financial Data on SUSAN SAXE-CLIFFORD PHD INC PROFIT SHARING PLAN AND TRUST

Measure Date Value
2010 : SUSAN SAXE-CLIFFORD PHD INC PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$595
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$12,651
Total plan assets at beginning of year2010-12-31$12,056
Value of fidelity bond covering the plan2010-12-31$0
Assets. Value of tangible personal property2010-12-31$0
Total contributions received or receivable from participants2010-12-31$0
Assets. Value of loans (other than to participants)2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$595
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$595
Net plan assets at end of year (total assets less liabilities)2010-12-31$12,651
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$12,056
Assets. Value of participant loans2010-12-31$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2010-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2010-12-31$0
Assets. Value of assets in partnership/joint-venture interests2010-12-31$0
Assets. Value of real-estate (other than employer real property)2010-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$0
Assets. Value of employer securities2010-12-31$0
Assets. Value of employer real property2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
2008 : SUSAN SAXE-CLIFFORD PHD INC PROFIT SHARING PLAN AND TRUST 2008 401k financial data
Total income from all sources2008-12-31$11,481
Expenses. Total of all expenses incurred2008-12-31$0
Total plan assets at end of year2008-12-31$11,481
Other income received2008-12-31$-4,423
Net income (gross income less expenses)2008-12-31$11,481
Net plan assets at end of year (total assets less liabilities)2008-12-31$11,481
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$0
Total contributions received or receivable from employer(s)2008-12-31$15,904

Form 5500 Responses for SUSAN SAXE-CLIFFORD PHD INC PROFIT SHARING PLAN AND TRUST

2009: SUSAN SAXE-CLIFFORD PHD INC PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: SUSAN SAXE-CLIFFORD PHD INC PROFIT SHARING PLAN AND TRUST 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 filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes

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