ALVIN KATZ, M.D., P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALVIN KATZ, M.D., P.C. RETIREMENT TRUST
| Measure | Date | Value |
|---|
| 2023 : ALVIN KATZ, M.D., P.C. RETIREMENT TRUST 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $728,062 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $250,013 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $242,687 |
| Total plan assets at end of year | 2023-12-31 | $4,962,907 |
| Total plan assets at beginning of year | 2023-12-31 | $4,484,858 |
| Value of fidelity bond covering the plan | 2023-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $14,703 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $713,359 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $478,049 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $4,962,907 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $4,484,858 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $15,731 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $7,326 |
| 2022 : ALVIN KATZ, M.D., P.C. RETIREMENT TRUST 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-417,868 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $318,484 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $311,000 |
| Total plan assets at end of year | 2022-12-31 | $4,484,858 |
| Total plan assets at beginning of year | 2022-12-31 | $5,221,210 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $14,704 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-432,572 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-736,352 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,484,858 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,221,210 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $68,840 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $7,484 |
| 2021 : ALVIN KATZ, M.D., P.C. RETIREMENT TRUST 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $432,458 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $267,388 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $266,697 |
| Total plan assets at end of year | 2021-12-31 | $5,221,210 |
| Total plan assets at beginning of year | 2021-12-31 | $5,056,140 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $14,704 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $417,754 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $165,070 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $5,221,210 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,056,140 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $58,872 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $691 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : ALVIN KATZ, M.D., P.C. RETIREMENT TRUST 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $254,880 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $291,535 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $287,000 |
| Total plan assets at end of year | 2020-12-31 | $5,056,140 |
| Total plan assets at beginning of year | 2020-12-31 | $5,092,795 |
| Value of fidelity bond covering the plan | 2020-12-31 | $420,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $9,048 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $245,832 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $-36,655 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $5,056,140 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,092,795 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $-754 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $4,535 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : ALVIN KATZ, M.D., P.C. RETIREMENT TRUST 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $495,827 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $410,728 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $406,000 |
| Total plan assets at end of year | 2019-12-31 | $5,092,795 |
| Total plan assets at beginning of year | 2019-12-31 | $5,007,696 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $14,703 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $481,124 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $85,099 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $5,092,795 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,007,696 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $66,289 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $4,728 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : ALVIN KATZ, M.D., P.C. RETIREMENT TRUST 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $-110,881 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $321,240 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $316,766 |
| Total plan assets at end of year | 2018-12-31 | $5,007,696 |
| Total plan assets at beginning of year | 2018-12-31 | $5,439,817 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $14,704 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-125,585 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-432,121 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $5,007,696 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,439,817 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $242,092 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $4,474 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : ALVIN KATZ, M.D., P.C. RETIREMENT TRUST 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $271,685 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $284,777 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $280,549 |
| Total plan assets at end of year | 2017-12-31 | $5,439,817 |
| Total plan assets at beginning of year | 2017-12-31 | $5,452,909 |
| Value of fidelity bond covering the plan | 2017-12-31 | $470,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $14,704 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $256,981 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $-13,092 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $5,439,817 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,452,909 |
| Assets. Value of participant loans | 2017-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $311,170 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $4,228 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : ALVIN KATZ, M.D., P.C. RETIREMENT TRUST 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $267,477 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $263,921 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $260,000 |
| Total plan assets at end of year | 2016-12-31 | $5,452,909 |
| Total plan assets at beginning of year | 2016-12-31 | $5,449,353 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $14,703 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $252,774 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $3,556 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $5,452,909 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,449,353 |
| Assets. Value of participant loans | 2016-12-31 | $1,761 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $187,970 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $3,921 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2011 : ALVIN KATZ, M.D., P.C. RETIREMENT TRUST 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $194,010 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $224,005 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $220,889 |
| Total plan assets at end of year | 2011-12-31 | $4,719,561 |
| Total plan assets at beginning of year | 2011-12-31 | $4,749,556 |
| Value of fidelity bond covering the plan | 2011-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $26,837 |
| Other income received | 2011-12-31 | $167,173 |
| Net income (gross income less expenses) | 2011-12-31 | $-29,995 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,719,561 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,749,556 |
| Assets. Value of participant loans | 2011-12-31 | $16,404 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $65,850 |
| Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $510,440 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $3,116 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : ALVIN KATZ, M.D., P.C. RETIREMENT TRUST 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $562,759 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $154,104 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $146,011 |
| Total plan assets at end of year | 2010-12-31 | $4,749,556 |
| Total plan assets at beginning of year | 2010-12-31 | $4,340,901 |
| Value of fidelity bond covering the plan | 2010-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $60,138 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $489,864 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $408,655 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,749,556 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,340,901 |
| Assets. Value of participant loans | 2010-12-31 | $11,206 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $56,894 |
| Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $520,436 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $12,757 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $8,093 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : ALVIN KATZ, M.D., P.C. RETIREMENT TRUST 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 |
| 2023: ALVIN KATZ, M.D., P.C. RETIREMENT TRUST 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: ALVIN KATZ, M.D., P.C. RETIREMENT TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: ALVIN KATZ, M.D., P.C. RETIREMENT TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: ALVIN KATZ, M.D., P.C. RETIREMENT TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ALVIN KATZ, M.D., P.C. RETIREMENT TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ALVIN KATZ, M.D., P.C. RETIREMENT TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | Yes |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ALVIN KATZ, M.D., P.C. RETIREMENT TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ALVIN KATZ, M.D., P.C. RETIREMENT TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ALVIN KATZ, M.D., P.C. RETIREMENT TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: ALVIN KATZ, M.D., P.C. RETIREMENT TRUST 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ALVIN KATZ, M.D., P.C. RETIREMENT TRUST 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
