401k Plan data: STEVEN OBERMAN, ATTORNEY AT LAW CASH BALANCE PENSI plan

STEVEN OBERMAN, ATTORNEY AT LAW CASH BALANCE PENSI 401k Plan overview

Plan Name	STEVEN OBERMAN, ATTORNEY AT LAW CASH BALANCE PENSI
Plan identification number	002

STEVEN OBERMAN, ATTORNEY AT LAW CASH BALANCE PENSI 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

STEVEN OBERMAN ATTORNEY AT LAW has sponsored the creation of one or more 401k plans.

Company Name: STEVEN OBERMAN ATTORNEY AT LAW

Employer identification number (EIN): 203339303

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN OBERMAN, ATTORNEY AT LAW CASH BALANCE PENSI

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01
002 2012-01-01 STEVEN OBERMAN

Plan Statistics for STEVEN OBERMAN, ATTORNEY AT LAW CASH BALANCE PENSI

401k plan membership statisitcs for STEVEN OBERMAN, ATTORNEY AT LAW CASH BALANCE PENSI

Measure Date Value
2013: STEVEN OBERMAN, ATTORNEY AT LAW CASH BALANCE PENSI 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
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 1
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: STEVEN OBERMAN, ATTORNEY AT LAW CASH BALANCE PENSI 2012 401k membership
Total participants, beginning-of-year 2012-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
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 0
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
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: STEVEN OBERMAN, ATTORNEY AT LAW CASH BALANCE PENSI 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
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	1
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: STEVEN OBERMAN, ATTORNEY AT LAW CASH BALANCE PENSI 2012 401k membership
Total participants, beginning-of-year	2012-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
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	0
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on STEVEN OBERMAN, ATTORNEY AT LAW CASH BALANCE PENSI

Measure	Date	Value
2013 : STEVEN OBERMAN, ATTORNEY AT LAW CASH BALANCE PENSI 2013 401k financial data
Total income from all sources	2013-12-31	$220,381
Expenses. Total of all expenses incurred	2013-12-31	$989
Total plan assets at end of year	2013-12-31	$375,774
Total plan assets at beginning of year	2013-12-31	$156,382
Value of fidelity bond covering the plan	2013-12-31	$100,000
Other income received	2013-12-31	$10,421
Net income (gross income less expenses)	2013-12-31	$219,392
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$375,774
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$156,382
Total contributions received or receivable from employer(s)	2013-12-31	$209,960
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$989
2012 : STEVEN OBERMAN, ATTORNEY AT LAW CASH BALANCE PENSI 2012 401k financial data
Total income from all sources	2012-12-31	$156,382
Total plan assets at end of year	2012-12-31	$156,382
Value of fidelity bond covering the plan	2012-12-31	$100,000
Net income (gross income less expenses)	2012-12-31	$156,382
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$156,382
Total contributions received or receivable from employer(s)	2012-12-31	$156,382

Form 5500 Responses for STEVEN OBERMAN, ATTORNEY AT LAW CASH BALANCE PENSI

2013: STEVEN OBERMAN, ATTORNEY AT LAW CASH BALANCE PENSI 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: STEVEN OBERMAN, ATTORNEY AT LAW CASH BALANCE PENSI 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STEVEN OBERMAN ATTORNEY AT LAW
Employer identification number (EIN):	203339303
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers