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MARC JONAS RETIREMENT PLAN 401k Plan overview

Plan NameMARC JONAS RETIREMENT PLAN
Plan identification number 001

MARC JONAS RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan covering Self-Employed individuals.
  • 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.
  • Life insurance

401k Sponsoring company profile

MARC JONAS, ESQ. has sponsored the creation of one or more 401k plans.

Company Name:MARC JONAS, ESQ.
Employer identification number (EIN):161501497
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARC JONAS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-07-01MARC JONAS2016-06-30
0012012-07-01MARC JONAS
0012011-07-01MARC JONAS
0012009-07-01MARC JONAS
0012009-07-01MARC JONAS
0012009-07-01MARC JONAS

Plan Statistics for MARC JONAS RETIREMENT PLAN

401k plan membership statisitcs for MARC JONAS RETIREMENT PLAN

Measure Date Value
2012: MARC JONAS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-015
Total number of active participants reported on line 7a of the Form 55002012-07-015
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-015
Number of participants with account balances2012-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: MARC JONAS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-014
Total number of active participants reported on line 7a of the Form 55002011-07-014
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-014
Number of participants with account balances2011-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: MARC JONAS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-015
Total number of active participants reported on line 7a of the Form 55002009-07-015
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-015
Number of participants with account balances2009-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on MARC JONAS RETIREMENT PLAN

Measure Date Value
2013 : MARC JONAS RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan2013-06-30$0
Total plan liabilities at end of year2013-06-30$0
Total plan liabilities at beginning of year2013-06-30$0
Total income from all sources2013-06-30$314,778
Expenses. Total of all expenses incurred2013-06-30$0
Benefits paid (including direct rollovers)2013-06-30$0
Total plan assets at end of year2013-06-30$1,054,778
Total plan assets at beginning of year2013-06-30$759,136
Value of fidelity bond covering the plan2013-06-30$0
Assets. Value of tangible personal property2013-06-30$0
Total contributions received or receivable from participants2013-06-30$0
Assets. Value of loans (other than to participants)2013-06-30$0
Expenses. Other expenses not covered elsewhere2013-06-30$0
Contributions received from other sources (not participants or employers)2013-06-30$0
Other income received2013-06-30$9,568
Noncash contributions received2013-06-30$0
Net income (gross income less expenses)2013-06-30$314,778
Net plan assets at end of year (total assets less liabilities)2013-06-30$1,054,778
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$759,136
Assets. Value of participant loans2013-06-30$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2013-06-30$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2013-06-30$0
Assets. Value of assets in partnership/joint-venture interests2013-06-30$0
Assets. Value of real-estate (other than employer real property)2013-06-30$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-06-30$0
Assets. Value of employer securities2013-06-30$0
Assets. Value of employer real property2013-06-30$0
Total contributions received or receivable from employer(s)2013-06-30$305,210
Value of certain deemed distributions of participant loans2013-06-30$0
Value of corrective distributions2013-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$0
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-06-300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
2012 : MARC JONAS RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan2012-06-30$0
Total plan liabilities at end of year2012-06-30$0
Total plan liabilities at beginning of year2012-06-30$0
Total income from all sources2012-06-30$61,939
Expenses. Total of all expenses incurred2012-06-30$0
Benefits paid (including direct rollovers)2012-06-30$0
Total plan assets at end of year2012-06-30$630,696
Total plan assets at beginning of year2012-06-30$568,757
Value of fidelity bond covering the plan2012-06-30$0
Assets. Value of tangible personal property2012-06-30$0
Total contributions received or receivable from participants2012-06-30$0
Assets. Value of loans (other than to participants)2012-06-30$0
Expenses. Other expenses not covered elsewhere2012-06-30$0
Contributions received from other sources (not participants or employers)2012-06-30$0
Other income received2012-06-30$-9,774
Noncash contributions received2012-06-30$0
Net income (gross income less expenses)2012-06-30$61,939
Net plan assets at end of year (total assets less liabilities)2012-06-30$630,696
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$568,757
Assets. Value of participant loans2012-06-30$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2012-06-30$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2012-06-30$0
Assets. Value of assets in partnership/joint-venture interests2012-06-30$0
Assets. Value of real-estate (other than employer real property)2012-06-30$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-06-30$0
Assets. Value of employer securities2012-06-30$0
Assets. Value of employer real property2012-06-30$0
Total contributions received or receivable from employer(s)2012-06-30$71,713
Value of certain deemed distributions of participant loans2012-06-30$0
Value of corrective distributions2012-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$0
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-06-300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0

Form 5500 Responses for MARC JONAS RETIREMENT PLAN

2012: MARC JONAS RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: MARC JONAS RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedYes
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: MARC JONAS RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number44723
Policy instance 1
Insurance contract or identification number44723
Number of Individuals Covered4
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,513
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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