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| Plan Name | LAW OFFICES OF MARK J. WERKSMAN DEFINED BENEFIT PENSION PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| Company Name: | LAW OFFICES OF MARK J. WERKSMAN |
| Employer identification number (EIN): | 954459543 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2014-01-01 | MARK WERKSMAN | 2015-07-21 | ||
| 002 | 2013-01-01 | MARK WERKSMAN | 2014-05-15 | ||
| 002 | 2012-01-01 | MARK WERKSMAN | 2013-07-08 | ||
| 002 | 2011-01-01 | MARK WERKSMAN | 2012-07-25 | ||
| 002 | 2009-01-01 | MARK WERKSMAN |
| Measure | Date | Value |
|---|---|---|
| 2010 : LAW OFFICES OF MARK J. WERKSMAN DEFINED BENEFIT PENSION PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $205,229 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $6,177 |
| Total plan assets at end of year | 2010-12-31 | $777,555 |
| Total plan assets at beginning of year | 2010-12-31 | $578,503 |
| Value of fidelity bond covering the plan | 2010-12-31 | $200,000 |
| Other income received | 2010-12-31 | $69,129 |
| Net income (gross income less expenses) | 2010-12-31 | $199,052 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $777,555 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $578,503 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $136,100 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $6,177 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : LAW OFFICES OF MARK J. WERKSMAN DEFINED BENEFIT PENSION PLAN 2009 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2009: LAW OFFICES OF MARK J. WERKSMAN DEFINED BENEFIT 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 |
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