| Plan Name | PROFIT SHARING PLAN OF PAUL A STERN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | PAUL STERN PROFIT SHARING PLAN |
| Employer identification number (EIN): | 760342276 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2011-01-01 | PAUL STERN | |||
| 001 | 2009-01-01 | PAUL STERN | |||
| 001 | 2009-01-01 | PAUL A STERN |
| Measure | Date | Value |
|---|---|---|
| 2011: PROFIT SHARING PLAN OF PAUL A STERN 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-01-01 | 4 |
| Total of all active and inactive participants | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 0 |
| 2009: PROFIT SHARING PLAN OF PAUL A STERN 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 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 4 |
| Total participants | 2009-01-01 | 4 |
| Number of participants with account balances | 2009-01-01 | 4 |
| Measure | Date | Value |
|---|---|---|
| 2011 : PROFIT SHARING PLAN OF PAUL A STERN 2011 401k financial data | ||
| Total income from all sources | 2011-12-31 | $967 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,077,923 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $1,077,923 |
| Total plan assets at end of year | 2011-12-31 | $0 |
| Total plan assets at beginning of year | 2011-12-31 | $1,076,956 |
| Other income received | 2011-12-31 | $967 |
| Net income (gross income less expenses) | 2011-12-31 | $-1,076,956 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,076,956 |
| 2010 : PROFIT SHARING PLAN OF PAUL A STERN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $60,044 |
| Total plan assets at end of year | 2010-12-31 | $1,076,956 |
| Total plan assets at beginning of year | 2010-12-31 | $1,016,912 |
| Other income received | 2010-12-31 | $60,044 |
| Net income (gross income less expenses) | 2010-12-31 | $60,044 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,076,956 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,016,912 |
| 2011: PROFIT SHARING PLAN OF PAUL A STERN 2011 form 5500 responses | ||
|---|---|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | This submission is the final filing | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PROFIT SHARING PLAN OF PAUL A STERN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |