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LAW OFFICES OF BERNA WARNER-FREDMAN, P.C. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameLAW OFFICES OF BERNA WARNER-FREDMAN, P.C. DEFINED BENEFIT PENSION PLAN
Plan identification number 001

LAW OFFICES OF BERNA WARNER-FREDMAN, P.C. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LAW OFFICES OF BERNA WARNER-FREDMAN, P.C. has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICES OF BERNA WARNER-FREDMAN, P.C.
Employer identification number (EIN):954715056
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICES OF BERNA WARNER-FREDMAN, P.C. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01BERNA WARNER-FREDMAN2023-10-03 BERNA WARNER-FREDMAN2023-10-03
0012021-01-01BERNA WARNER-FREDMAN2022-09-30 BERNA WARNER-FREDMAN2022-09-30
0012020-01-01BERNA WARNER-FREDMAN2021-10-08 BERNA WARNER-FREDMAN2021-10-08
0012020-01-01BERNA WARNER-FREDMAN2022-09-30 BERNA WARNER-FREDMAN2022-09-30
0012019-01-01BERNA WARNER-FREDMAN2020-10-14 BERNA WARNER-FREDMAN2020-10-14
0012018-01-01BERNA WARNER-FREDMAN2019-09-19 BERNA WARNER-FREDMAN2019-09-19
0012018-01-01BERNA WARNER-FREDMAN2022-09-30 BERNA WARNER-FREDMAN2022-09-30
0012017-01-01BERNA WARNER-FREDMAN2018-09-21 BERNA WARNER-FREDMAN2018-09-21
0012017-01-01BERNA WARNER-FREDMAN2022-09-29 BERNA WARNER-FREDMAN2022-09-29
0012016-01-01BERNA WARNER-FREDMAN2017-09-22 BERNA WARNER-FREDMAN2017-09-22
0012015-01-01BERNA WARNER-FREDMAN2016-09-26 BERNA WARNER-FREDMAN2016-09-26
0012014-01-01BERNA WARNER-FREDMAN2015-03-31 BERNA WARNER-FREDMAN2015-03-31
0012013-01-01BERNA WARNER-FREDMAN2014-09-24 BERNA WARNER-FREDMAN2014-09-24
0012012-01-01BERNA WARNER-FREDMAN BERNA WARNER-FREDMAN2014-09-24
0012011-01-01BERNA WARNER FREDMAN BERNA WARNER FREDMAN2012-10-15

Plan Statistics for LAW OFFICES OF BERNA WARNER-FREDMAN, P.C. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for LAW OFFICES OF BERNA WARNER-FREDMAN, P.C. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: LAW OFFICES OF BERNA WARNER-FREDMAN, P.C. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-311,202,014
Acturial value of plan assets2022-12-311,202,014
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-310
Fundng target for terminated vested participants2022-12-310
Active participant vested funding target2022-12-311,133,736
Number of active participants2022-12-312
Total funding liabilities for active participants2022-12-311,133,736
Total participant count2022-12-312
Total funding target for all participants2022-12-311,133,736
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3163,253
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3163,253
Present value of excess contributions2022-12-3145,450
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3145,450
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3167,542
Total employer contributions2022-12-3132,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3130,914
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3123,273
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-3123,273
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-3123,273
Contributions allocatedtoward minimum required contributions for current year2022-12-3130,914
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: LAW OFFICES OF BERNA WARNER-FREDMAN, P.C. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-311,257,217
Acturial value of plan assets2021-12-311,257,217
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-310
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-311,084,373
Number of active participants2021-12-312
Total funding liabilities for active participants2021-12-311,084,373
Total participant count2021-12-312
Total funding target for all participants2021-12-311,084,373
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3161,867
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3161,867
Present value of excess contributions2021-12-3145,367
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3145,367
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3163,253
Total employer contributions2021-12-3147,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3145,450
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3118,902
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-3145,450
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: LAW OFFICES OF BERNA WARNER-FREDMAN, P.C. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-311,182,528
Acturial value of plan assets2020-12-311,182,528
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-311,204,671
Number of active participants2020-12-312
Total funding liabilities for active participants2020-12-311,204,671
Total participant count2020-12-312
Total funding target for all participants2020-12-311,204,671
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3154,711
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3154,711
Present value of excess contributions2020-12-3114,459
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3114,459
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3161,867
Total employer contributions2020-12-3147,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3145,346
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3130,654
Net shortfall amortization installment of oustanding balance2020-12-3187,332
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3144,799
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-3144,799
Contributions allocatedtoward minimum required contributions for current year2020-12-3145,346
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: LAW OFFICES OF BERNA WARNER-FREDMAN, P.C. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-311,186,859
Acturial value of plan assets2019-12-311,186,859
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-311,097,207
Number of active participants2019-12-312
Total funding liabilities for active participants2019-12-311,097,207
Total participant count2019-12-312
Total funding target for all participants2019-12-311,097,207
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3157,277
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3157,277
Present value of excess contributions2019-12-3110,650
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3110,650
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3154,711
Total employer contributions2019-12-3115,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3114,459
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3127,491
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-3114,459
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: LAW OFFICES OF BERNA WARNER-FREDMAN, P.C. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-311,063,882
Acturial value of plan assets2018-12-311,063,882
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-311,002,636
Number of active participants2018-12-312
Total funding liabilities for active participants2018-12-311,002,636
Total participant count2018-12-312
Total funding target for all participants2018-12-311,002,636
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3154,415
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3154,415
Present value of excess contributions2018-12-3126,990
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3126,990
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3157,277
Total employer contributions2018-12-3130,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3129,039
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3119,133
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3118,389
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3118,389
Contributions allocatedtoward minimum required contributions for current year2018-12-3129,039
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: LAW OFFICES OF BERNA WARNER-FREDMAN, P.C. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-311,117,284
Acturial value of plan assets2017-12-311,117,284
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-31752,529
Number of active participants2017-12-312
Total funding liabilities for active participants2017-12-31752,529
Total participant count2017-12-312
Total funding target for all participants2017-12-31752,529
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3150,310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3150,310
Present value of excess contributions2017-12-3157,601
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3157,601
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3154,415
Total employer contributions2017-12-3128,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3126,990
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3116,726
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3126,990
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: LAW OFFICES OF BERNA WARNER-FREDMAN, P.C. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-311,041,616
Acturial value of plan assets2016-12-311,041,616
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-31677,509
Number of active participants2016-12-312
Total funding liabilities for active participants2016-12-31677,509
Total participant count2016-12-312
Total funding target for all participants2016-12-31677,509
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3153,064
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3153,064
Present value of excess contributions2016-12-3114,409
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3114,409
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3150,310
Total employer contributions2016-12-3160,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3157,601
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3117,148
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3157,601
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2012: LAW OFFICES OF BERNA WARNER-FREDMAN, P.C. DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LAW OFFICES OF BERNA WARNER-FREDMAN, P.C. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on LAW OFFICES OF BERNA WARNER-FREDMAN, P.C. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2012 : LAW OFFICES OF BERNA WARNER-FREDMAN, P.C. DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$159,588
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$860,379
Total plan assets at beginning of year2012-12-31$700,791
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$69,588
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$159,588
Net plan assets at end of year (total assets less liabilities)2012-12-31$860,379
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$700,791
Total contributions received or receivable from employer(s)2012-12-31$90,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : LAW OFFICES OF BERNA WARNER-FREDMAN, P.C. DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$18,505
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$700,791
Total plan assets at beginning of year2011-12-31$682,286
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$2,480
Net income (gross income less expenses)2011-12-31$18,505
Net plan assets at end of year (total assets less liabilities)2011-12-31$700,791
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$682,286
Total contributions received or receivable from employer(s)2011-12-31$16,025
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : LAW OFFICES OF BERNA WARNER-FREDMAN, P.C. DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$162,349
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$682,286
Total plan assets at beginning of year2010-12-31$519,937
Total contributions received or receivable from participants2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$17,349
Net income (gross income less expenses)2010-12-31$162,349
Net plan assets at end of year (total assets less liabilities)2010-12-31$682,286
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$519,937
Total contributions received or receivable from employer(s)2010-12-31$145,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for LAW OFFICES OF BERNA WARNER-FREDMAN, P.C. DEFINED BENEFIT PENSION PLAN

2012: LAW OFFICES OF BERNA WARNER-FREDMAN, P.C. DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LAW OFFICES OF BERNA WARNER-FREDMAN, P.C. DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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