 |
|
|
|
| Plan Name | THE FINANCIAL ADVISORS LLC MONEY PURCHASE PENSION PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | THE FINANCIAL ADVISORS, LLC |
| Employer identification number (EIN): | 261611090 |
| NAIC Classification: | 523900 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2010-01-01 | RICHARD SUMBERG | |||
| 002 | 2009-01-01 | RICHARD SUMBERG |
| Measure | Date | Value |
|---|---|---|
| 2010 : THE FINANCIAL ADVISORS LLC MONEY PURCHASE PENSION PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $188,125 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,194,850 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $1,194,850 |
| Total plan assets at end of year | 2010-12-31 | $0 |
| Total plan assets at beginning of year | 2010-12-31 | $1,006,725 |
| Other income received | 2010-12-31 | $135,374 |
| Net income (gross income less expenses) | 2010-12-31 | $-1,006,725 |
| 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 | $1,006,725 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $52,751 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $52,751 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $52,751 |
| 2010: THE FINANCIAL ADVISORS LLC MONEY PURCHASE PENSION PLAN 2010 form 5500 responses | ||
|---|---|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | Yes |
| 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: THE FINANCIAL ADVISORS LLC MONEY PURCHASE 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 |
| If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping | |
| | |
|