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MULLEN ADVISORY INC DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameMULLEN ADVISORY INC DEFINED BENEFIT PENSION PLAN
Plan identification number 001

MULLEN ADVISORY INC DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

MULLEN ADVISORY, INC has sponsored the creation of one or more 401k plans.

Company Name:MULLEN ADVISORY, INC
Employer identification number (EIN):954359653
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MULLEN ADVISORY INC DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012010-01-01GARY BERMAN
0012009-01-01GARY BERMAN
0012009-01-01GARY BERMAN

Plan Statistics for MULLEN ADVISORY INC DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for MULLEN ADVISORY INC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2010: MULLEN ADVISORY INC DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MULLEN ADVISORY INC DEFINED BENEFIT PENSION PLAN 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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MULLEN ADVISORY INC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2010 : MULLEN ADVISORY INC DEFINED BENEFIT PENSION PLAN 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$38,871
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$705,582
Total plan assets at beginning of year2010-12-31$666,711
Total contributions received or receivable from participants2010-12-31$0
Assets. Value of loans (other than to participants)2010-12-31$250,000
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$28,871
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$38,871
Net plan assets at end of year (total assets less liabilities)2010-12-31$705,582
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$666,711
Assets. Value of assets in partnership/joint-venture interests2010-12-31$42,000
Total contributions received or receivable from employer(s)2010-12-31$10,000
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

Form 5500 Responses for MULLEN ADVISORY INC DEFINED BENEFIT PENSION PLAN

2010: MULLEN ADVISORY INC DEFINED BENEFIT PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MULLEN ADVISORY INC DEFINED BENEFIT PENSION PLAN 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

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