BENEFIT PLANNING GROUP PENSION PLAN 401k Plan overview
| Plan Name | BENEFIT PLANNING GROUP PENSION PLAN |
| Plan identification number | 001 |
BENEFIT PLANNING GROUP PENSION PLAN Benefits
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits | - Benefits are primarily pay related
- 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).
- Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
- Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
|
401k Sponsoring company profile
BENEFIT PLANNING GROUP, INC. has sponsored the creation of one or more 401k plans.
Additional information about BENEFIT PLANNING GROUP, INC.
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 1987-10-08 |
| Company Identification Number: | 1207700 |
| Legal Registered Office Address: |
GERALD GOLDSMITH
ONE ROCKEFELLER PLAZA #2712
NEW YORK
United States of America (USA)
10020
|
More information about BENEFIT PLANNING GROUP, INC.
Form 5500 Filing Information
Submission information for form 5500 for 401k plan BENEFIT PLANNING GROUP PENSION PLAN
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|
| 001 | 2010-01-01 | ROBERT GOLDSMITH | | | |
| 001 | 2009-01-01 | ROBERT GOLDSMITH | | | |
Plan Statistics for BENEFIT PLANNING GROUP PENSION PLAN
401k plan membership statisitcs for BENEFIT PLANNING GROUP PENSION PLAN
| Measure | Date | Value |
|---|
| 2010: BENEFIT PLANNING GROUP PENSION PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: BENEFIT PLANNING GROUP PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Financial Data on BENEFIT PLANNING GROUP PENSION PLAN
| Measure | Date | Value |
|---|
| 2010 : BENEFIT PLANNING GROUP PENSION PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $25,592 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $771,058 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $771,058 |
| Total plan assets at end of year | 2010-12-31 | $0 |
| Total plan assets at beginning of year | 2010-12-31 | $745,466 |
| Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
| Other income received | 2010-12-31 | $25,592 |
| Net income (gross income less expenses) | 2010-12-31 | $-745,466 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $745,466 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $771,058 |
| 2009 : BENEFIT PLANNING GROUP PENSION PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
Form 5500 Responses for BENEFIT PLANNING GROUP PENSION PLAN
| 2010: BENEFIT PLANNING GROUP PENSION PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | Yes |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: BENEFIT PLANNING GROUP PENSION PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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