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T ROWE PRICE GROWTH STOCK FUND INC RETIREMENT TRUST FOR SELF EMPLOYED INDIVIDUALS 401k Plan overview

Plan NameT ROWE PRICE GROWTH STOCK FUND INC RETIREMENT TRUST FOR SELF EMPLOYED INDIVIDUALS
Plan identification number 001

T ROWE PRICE GROWTH STOCK FUND INC RETIREMENT TRUST FOR SELF EMPLOYED INDIVIDUALS Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

MORTON P BERENSON, MD has sponsored the creation of one or more 401k plans.

Company Name:MORTON P BERENSON, MD
Employer identification number (EIN):581031593
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan T ROWE PRICE GROWTH STOCK FUND INC RETIREMENT TRUST FOR SELF EMPLOYED INDIVIDUALS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-01-01MORTON P BERENSON, MD
0012011-01-01MORTON P BERENSON MD
0012010-01-01MORTON P BERENSON MD
0012009-01-01MORTON P BERENSON MD

Plan Statistics for T ROWE PRICE GROWTH STOCK FUND INC RETIREMENT TRUST FOR SELF EMPLOYED INDIVIDUALS

401k plan membership statisitcs for T ROWE PRICE GROWTH STOCK FUND INC RETIREMENT TRUST FOR SELF EMPLOYED INDIVIDUALS

Measure Date Value
2012: T ROWE PRICE GROWTH STOCK FUND INC RETIREMENT TRUST FOR SELF EMPLOYED INDIVIDUALS 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total of all active and inactive participants2012-01-010
Total participants2012-01-010
2011: T ROWE PRICE GROWTH STOCK FUND INC RETIREMENT TRUST FOR SELF EMPLOYED INDIVIDUALS 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Total of all active and inactive participants2011-01-013
Total participants2011-01-013
2010: T ROWE PRICE GROWTH STOCK FUND INC RETIREMENT TRUST FOR SELF EMPLOYED INDIVIDUALS 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
Total of all active and inactive participants2010-01-013
Total participants2010-01-013
2009: T ROWE PRICE GROWTH STOCK FUND INC RETIREMENT TRUST FOR SELF EMPLOYED INDIVIDUALS 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013
Total participants2009-01-013

Financial Data on T ROWE PRICE GROWTH STOCK FUND INC RETIREMENT TRUST FOR SELF EMPLOYED INDIVIDUALS

Measure Date Value
2012 : T ROWE PRICE GROWTH STOCK FUND INC RETIREMENT TRUST FOR SELF EMPLOYED INDIVIDUALS 2012 401k financial data
Total income from all sources2012-12-31$4,910
Expenses. Total of all expenses incurred2012-12-31$88,010
Benefits paid (including direct rollovers)2012-12-31$88,010
Total plan assets at end of year2012-12-31$0
Total plan assets at beginning of year2012-12-31$83,100
Other income received2012-12-31$4,910
Net income (gross income less expenses)2012-12-31$-83,100
Net plan assets at end of year (total assets less liabilities)2012-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$83,100
2011 : T ROWE PRICE GROWTH STOCK FUND INC RETIREMENT TRUST FOR SELF EMPLOYED INDIVIDUALS 2011 401k financial data
Total income from all sources2011-12-31$623
Expenses. Total of all expenses incurred2011-12-31$3,565
Benefits paid (including direct rollovers)2011-12-31$3,525
Total plan assets at end of year2011-12-31$83,100
Total plan assets at beginning of year2011-12-31$86,042
Expenses. Other expenses not covered elsewhere2011-12-31$40
Other income received2011-12-31$623
Net income (gross income less expenses)2011-12-31$-2,942
Net plan assets at end of year (total assets less liabilities)2011-12-31$83,100
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$86,042
2010 : T ROWE PRICE GROWTH STOCK FUND INC RETIREMENT TRUST FOR SELF EMPLOYED INDIVIDUALS 2010 401k financial data
Total income from all sources2010-12-31$13,996
Expenses. Total of all expenses incurred2010-12-31$288,185
Benefits paid (including direct rollovers)2010-12-31$288,175
Total plan assets at end of year2010-12-31$86,042
Total plan assets at beginning of year2010-12-31$360,231
Expenses. Other expenses not covered elsewhere2010-12-31$10
Other income received2010-12-31$9,923
Net income (gross income less expenses)2010-12-31$-274,189
Net plan assets at end of year (total assets less liabilities)2010-12-31$86,042
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$360,231
Total contributions received or receivable from employer(s)2010-12-31$4,073

Form 5500 Responses for T ROWE PRICE GROWTH STOCK FUND INC RETIREMENT TRUST FOR SELF EMPLOYED INDIVIDUALS

2012: T ROWE PRICE GROWTH STOCK FUND INC RETIREMENT TRUST FOR SELF EMPLOYED INDIVIDUALS 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: T ROWE PRICE GROWTH STOCK FUND INC RETIREMENT TRUST FOR SELF EMPLOYED INDIVIDUALS 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: T ROWE PRICE GROWTH STOCK FUND INC RETIREMENT TRUST FOR SELF EMPLOYED INDIVIDUALS 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: T ROWE PRICE GROWTH STOCK FUND INC RETIREMENT TRUST FOR SELF EMPLOYED INDIVIDUALS 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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