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MICHAEL H. BERNSTEIN, M.D., P.A. CASH BALANCE PLAN 401k Plan overview

Plan NameMICHAEL H. BERNSTEIN, M.D., P.A. CASH BALANCE PLAN
Plan identification number 003

MICHAEL H. BERNSTEIN, M.D., P.A. CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).

401k Sponsoring company profile

MICHAEL H. BERNSTEIN has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL H. BERNSTEIN
Employer identification number (EIN):222100299
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL H. BERNSTEIN, M.D., P.A. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032013-07-01MICHAEL H. BERNSTEIN2015-04-14
0032012-07-01MICHAEL H. BERNSTEIN2014-04-14
0032011-07-01MICHAEL H. BERNSTEIN2013-04-05

Financial Data on MICHAEL H. BERNSTEIN, M.D., P.A. CASH BALANCE PLAN

Measure Date Value
2011 : MICHAEL H. BERNSTEIN, M.D., P.A. CASH BALANCE PLAN 2011 401k financial data
Total plan liabilities at end of year2011-06-30$0
Total plan liabilities at beginning of year2011-06-30$0
Total income from all sources2011-06-30$-5,212
Expenses. Total of all expenses incurred2011-06-30$10,212
Benefits paid (including direct rollovers)2011-06-30$10,212
Total plan assets at end of year2011-06-30$155,096
Total plan assets at beginning of year2011-06-30$170,520
Value of fidelity bond covering the plan2011-06-30$50,000
Total contributions received or receivable from participants2011-06-30$0
Expenses. Other expenses not covered elsewhere2011-06-30$0
Contributions received from other sources (not participants or employers)2011-06-30$0
Other income received2011-06-30$-35,212
Noncash contributions received2011-06-30$0
Net income (gross income less expenses)2011-06-30$-15,424
Net plan assets at end of year (total assets less liabilities)2011-06-30$155,096
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$170,520
Total contributions received or receivable from employer(s)2011-06-30$30,000
Value of certain deemed distributions of participant loans2011-06-30$0
Value of corrective distributions2011-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0

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