401k Plan data: MECKLER BULGER TILSON MARICK & PEARSON, LLP PARTNER & STAFF PENSION PLAN plan

MECKLER BULGER TILSON MARICK & PEARSON, LLP PARTNER & STAFF PENSION PLAN 401k Plan overview

Plan Name	MECKLER BULGER TILSON MARICK & PEARSON, LLP PARTNER & STAFF PENSION PLAN
Plan identification number	003

MECKLER BULGER TILSON MARICK & PEARSON, LLP PARTNER & STAFF PENSION PLAN Benefits

401k Plan Type

Defined 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).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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).

401k Sponsoring company profile

MECKLER, BULGER, TILSON ET AL has sponsored the creation of one or more 401k plans.

Company Name: MECKLER, BULGER, TILSON ET AL

Employer identification number (EIN): 363934269

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MECKLER BULGER TILSON MARICK & PEARSON, LLP PARTNER & STAFF PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2015-01-01 BRUCE MECKLER 2016-05-03
003 2014-01-01 THOMAS DORN 2015-10-13
003 2013-01-01 THOMAS DORN
003 2012-01-01 THOMAS DORN
003 2011-01-01 WALTER ROTH 2012-10-04 WALTER ROTH 2012-10-04
003 2010-01-01 WALTER ROTH 2011-10-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2015-01-01	BRUCE MECKLER	2016-05-03
003	2014-01-01	THOMAS DORN	2015-10-13
003	2013-01-01	THOMAS DORN
003	2012-01-01	THOMAS DORN
003	2011-01-01	WALTER ROTH	2012-10-04	WALTER ROTH	2012-10-04
003	2010-01-01	WALTER ROTH	2011-10-10

Plan Statistics for MECKLER BULGER TILSON MARICK & PEARSON, LLP PARTNER & STAFF PENSION PLAN

401k plan membership statisitcs for MECKLER BULGER TILSON MARICK & PEARSON, LLP PARTNER & STAFF PENSION PLAN

Measure Date Value
2013: MECKLER BULGER TILSON MARICK & PEARSON, LLP PARTNER & STAFF PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 83
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 16
Total of all active and inactive participants 2013-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: MECKLER BULGER TILSON MARICK & PEARSON, LLP PARTNER & STAFF PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 101
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 13
Total of all active and inactive participants 2012-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1

Measure	Date	Value
2013: MECKLER BULGER TILSON MARICK & PEARSON, LLP PARTNER & STAFF PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	83
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	16
Total of all active and inactive participants	2013-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: MECKLER BULGER TILSON MARICK & PEARSON, LLP PARTNER & STAFF PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	101
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	13
Total of all active and inactive participants	2012-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1

Financial Data on MECKLER BULGER TILSON MARICK & PEARSON, LLP PARTNER & STAFF PENSION PLAN

Measure	Date	Value
2013 : MECKLER BULGER TILSON MARICK & PEARSON, LLP PARTNER & STAFF PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$1,145,525
Total unrealized appreciation/depreciation of assets	2013-12-31	$1,145,525
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,330,100
Total loss/gain on sale of assets	2013-12-31	$43,711
Total of all expenses incurred	2013-12-31	$1,324,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,324,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$0
Value of total assets at end of year	2013-12-31	$5,861,525
Value of total assets at beginning of year	2013-12-31	$5,855,517
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$50
Total interest from all sources	2013-12-31	$95,924
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$44,940
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$18,460
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$29,762
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$6,008
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,861,525
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,855,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$50
Income. Interest from corporate debt instruments	2013-12-31	$95,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$175,251
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$199,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$199,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Income. Dividends from common stock	2013-12-31	$44,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,324,042
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$1,453,788
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$1,919,413
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$4,214,026
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$3,706,795
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$43,711
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	OSTROW REISIN BERK & ABRAMS, LTD.
Accountancy firm EIN	2013-12-31	362938874
2012 : MECKLER BULGER TILSON MARICK & PEARSON, LLP PARTNER & STAFF PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$299,488
Total unrealized appreciation/depreciation of assets	2012-12-31	$299,488
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$409,756
Total loss/gain on sale of assets	2012-12-31	$-35,752
Total of all expenses incurred	2012-12-31	$71,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$71,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$0
Value of total assets at end of year	2012-12-31	$5,855,517
Value of total assets at beginning of year	2012-12-31	$5,517,049
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$50
Total interest from all sources	2012-12-31	$108,798
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$37,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$71,238
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$29,762
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$31,901
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$338,468
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,855,517
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,517,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$50
Income. Interest from corporate debt instruments	2012-12-31	$108,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$199,547
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$377,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$377,563
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$647,000
Income. Dividends from common stock	2012-12-31	$37,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$71,238
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$1,919,413
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$2,117,239
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$3,706,795
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$2,343,346
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$-35,752
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	WELTMAN BERNFIELD LLC
Accountancy firm EIN	2012-12-31	364119553

Form 5500 Responses for MECKLER BULGER TILSON MARICK & PEARSON, LLP PARTNER & STAFF PENSION PLAN

2013: MECKLER BULGER TILSON MARICK & PEARSON, LLP PARTNER & STAFF PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MECKLER BULGER TILSON MARICK & PEARSON, LLP PARTNER & STAFF PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MECKLER, BULGER, TILSON ET AL
Employer identification number (EIN):	363934269
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers