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| Plan Name | CITIGROUP GLOBAL MARKETS INC UPO TOM LOVELACE DMD |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | TOM LOVELACE |
| Employer identification number (EIN): | 930690962 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2009-01-01 | TOM LOVELACE |
| Measure | Date | Value |
|---|---|---|
| 2009: CITIGROUP GLOBAL MARKETS INC UPO TOM LOVELACE DMD 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 3 |
| Total participants | 2009-01-01 | 3 |
| Number of participants with account balances | 2009-01-01 | 3 |
| Measure | Date | Value |
|---|---|---|
| 2010 : CITIGROUP GLOBAL MARKETS INC UPO TOM LOVELACE DMD 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $41,192 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $628,898 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $628,898 |
| Total plan assets at end of year | 2010-12-31 | $0 |
| Total plan assets at beginning of year | 2010-12-31 | $587,706 |
| Net income (gross income less expenses) | 2010-12-31 | $-587,706 |
| 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 | $587,706 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $41,192 |
| 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 | $41,192 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $41,192 |
| 2009 : CITIGROUP GLOBAL MARKETS INC UPO TOM LOVELACE DMD 2009 401k financial data | ||
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $39,642 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $39,642 |
| 2009: CITIGROUP GLOBAL MARKETS INC UPO TOM LOVELACE DMD 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 |
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