401k Plan data: MARTIN L. NATHAN, P.A. PENSION PLAN plan

MARTIN L. NATHAN, P.A. PENSION PLAN 401k Plan overview

Plan Name	MARTIN L. NATHAN, P.A. PENSION PLAN
Plan identification number	001

MARTIN L. NATHAN, P.A. PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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

MARTIN L. NATHAN, P.A. has sponsored the creation of one or more 401k plans.

Company Name: MARTIN L. NATHAN, P.A.

Employer identification number (EIN): 592795071

Additional information about MARTIN L. NATHAN, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1987-04-23

Company Identification Number: M50858

Legal Registered Office Address: C/O MARTIN L. NATHAN

coral gables

33146

More information about MARTIN L. NATHAN, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARTIN L. NATHAN, P.A. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-12-01 MARTIN NATHAN
001 2012-12-01 MARTIN NATHAN
001 2011-12-01 MARTIN NATHAN
001 2009-12-01 MARTIN NATHAN
001 2008-12-01

Plan Statistics for MARTIN L. NATHAN, P.A. PENSION PLAN

401k plan membership statisitcs for MARTIN L. NATHAN, P.A. PENSION PLAN

Measure Date Value
2013: MARTIN L. NATHAN, P.A. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-12-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-12-01 2
Number of retired or separated participants receiving benefits 2013-12-01 0
Number of other retired or separated participants entitled to future benefits 2013-12-01 0
Total of all active and inactive participants 2013-12-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-12-01 0
Total participants 2013-12-01 2
Number of participants with account balances 2013-12-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-12-01 0
2012: MARTIN L. NATHAN, P.A. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-12-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-12-01 1
Number of retired or separated participants receiving benefits 2012-12-01 0
Number of other retired or separated participants entitled to future benefits 2012-12-01 2
Total of all active and inactive participants 2012-12-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-12-01 0
Total participants 2012-12-01 3
Number of participants with account balances 2012-12-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-12-01 0
2011: MARTIN L. NATHAN, P.A. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-12-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-12-01 2
Number of retired or separated participants receiving benefits 2011-12-01 0
Number of other retired or separated participants entitled to future benefits 2011-12-01 1
Total of all active and inactive participants 2011-12-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-12-01 0
Total participants 2011-12-01 3
Number of participants with account balances 2011-12-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-12-01 0
2009: MARTIN L. NATHAN, P.A. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-12-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-12-01 2
Number of retired or separated participants receiving benefits 2009-12-01 0
Number of other retired or separated participants entitled to future benefits 2009-12-01 1
Total of all active and inactive participants 2009-12-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-12-01 0
Total participants 2009-12-01 3
Number of participants with account balances 2009-12-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-12-01 0

Measure	Date	Value
2013: MARTIN L. NATHAN, P.A. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-12-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-12-01	2
Number of retired or separated participants receiving benefits	2013-12-01	0
Number of other retired or separated participants entitled to future benefits	2013-12-01	0
Total of all active and inactive participants	2013-12-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-12-01	0
Total participants	2013-12-01	2
Number of participants with account balances	2013-12-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-12-01	0
2012: MARTIN L. NATHAN, P.A. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-12-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-12-01	1
Number of retired or separated participants receiving benefits	2012-12-01	0
Number of other retired or separated participants entitled to future benefits	2012-12-01	2
Total of all active and inactive participants	2012-12-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-12-01	0
Total participants	2012-12-01	3
Number of participants with account balances	2012-12-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-12-01	0
2011: MARTIN L. NATHAN, P.A. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-12-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-12-01	2
Number of retired or separated participants receiving benefits	2011-12-01	0
Number of other retired or separated participants entitled to future benefits	2011-12-01	1
Total of all active and inactive participants	2011-12-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-12-01	0
Total participants	2011-12-01	3
Number of participants with account balances	2011-12-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-12-01	0
2009: MARTIN L. NATHAN, P.A. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-12-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-12-01	2
Number of retired or separated participants receiving benefits	2009-12-01	0
Number of other retired or separated participants entitled to future benefits	2009-12-01	1
Total of all active and inactive participants	2009-12-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-12-01	0
Total participants	2009-12-01	3
Number of participants with account balances	2009-12-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-12-01	0

Financial Data on MARTIN L. NATHAN, P.A. PENSION PLAN

Measure	Date	Value
2014 : MARTIN L. NATHAN, P.A. PENSION PLAN 2014 401k financial data
Transfers to/from the plan	2014-11-30	$0
Total plan liabilities at end of year	2014-11-30	$0
Total plan liabilities at beginning of year	2014-11-30	$0
Total income from all sources	2014-11-30	$138,895
Expenses. Total of all expenses incurred	2014-11-30	$73,853
Benefits paid (including direct rollovers)	2014-11-30	$50,619
Total plan assets at end of year	2014-11-30	$886,890
Total plan assets at beginning of year	2014-11-30	$821,848
Value of fidelity bond covering the plan	2014-11-30	$175,000
Total contributions received or receivable from participants	2014-11-30	$46,000
Expenses. Other expenses not covered elsewhere	2014-11-30	$23,234
Contributions received from other sources (not participants or employers)	2014-11-30	$0
Other income received	2014-11-30	$51,361
Noncash contributions received	2014-11-30	$0
Net income (gross income less expenses)	2014-11-30	$65,042
Net plan assets at end of year (total assets less liabilities)	2014-11-30	$886,890
Net plan assets at beginning of year (total assets less liabilities)	2014-11-30	$821,848
Assets. Value of real-estate (other than employer real property)	2014-11-30	$414,623
Total contributions received or receivable from employer(s)	2014-11-30	$41,534
Value of certain deemed distributions of participant loans	2014-11-30	$0
Value of corrective distributions	2014-11-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-11-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-11-30	$0
2013 : MARTIN L. NATHAN, P.A. PENSION PLAN 2013 401k financial data
Transfers to/from the plan	2013-11-30	$0
Total plan liabilities at end of year	2013-11-30	$0
Total plan liabilities at beginning of year	2013-11-30	$0
Total income from all sources	2013-11-30	$131,960
Expenses. Total of all expenses incurred	2013-11-30	$112,774
Benefits paid (including direct rollovers)	2013-11-30	$85,747
Total plan assets at end of year	2013-11-30	$821,849
Total plan assets at beginning of year	2013-11-30	$802,663
Value of fidelity bond covering the plan	2013-11-30	$175,000
Total contributions received or receivable from participants	2013-11-30	$0
Expenses. Other expenses not covered elsewhere	2013-11-30	$0
Contributions received from other sources (not participants or employers)	2013-11-30	$37,543
Other income received	2013-11-30	$71,967
Noncash contributions received	2013-11-30	$0
Net income (gross income less expenses)	2013-11-30	$19,186
Net plan assets at end of year (total assets less liabilities)	2013-11-30	$821,849
Net plan assets at beginning of year (total assets less liabilities)	2013-11-30	$802,663
Assets. Value of real-estate (other than employer real property)	2013-11-30	$401,814
Total contributions received or receivable from employer(s)	2013-11-30	$22,450
Value of certain deemed distributions of participant loans	2013-11-30	$0
Value of corrective distributions	2013-11-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-11-30	$27,027
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-11-30	$0
2012 : MARTIN L. NATHAN, P.A. PENSION PLAN 2012 401k financial data
Transfers to/from the plan	2012-11-30	$0
Total plan liabilities at end of year	2012-11-30	$0
Total plan liabilities at beginning of year	2012-11-30	$0
Total income from all sources	2012-11-30	$-69,110
Expenses. Total of all expenses incurred	2012-11-30	$56,380
Benefits paid (including direct rollovers)	2012-11-30	$34,250
Total plan assets at end of year	2012-11-30	$802,663
Total plan assets at beginning of year	2012-11-30	$928,153
Value of fidelity bond covering the plan	2012-11-30	$175,000
Total contributions received or receivable from participants	2012-11-30	$0
Expenses. Other expenses not covered elsewhere	2012-11-30	$20,643
Contributions received from other sources (not participants or employers)	2012-11-30	$0
Other income received	2012-11-30	$-69,110
Noncash contributions received	2012-11-30	$0
Net income (gross income less expenses)	2012-11-30	$-125,490
Net plan assets at end of year (total assets less liabilities)	2012-11-30	$802,663
Net plan assets at beginning of year (total assets less liabilities)	2012-11-30	$928,153
Assets. Value of participant loans	2012-11-30	$5,529
Assets. Value of real-estate (other than employer real property)	2012-11-30	$451,814
Total contributions received or receivable from employer(s)	2012-11-30	$0
Value of certain deemed distributions of participant loans	2012-11-30	$0
Value of corrective distributions	2012-11-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-11-30	$1,487
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-11-30	$0
2011 : MARTIN L. NATHAN, P.A. PENSION PLAN 2011 401k financial data
Transfers to/from the plan	2011-11-30	$0
Total plan liabilities at end of year	2011-11-30	$0
Total plan liabilities at beginning of year	2011-11-30	$0
Total income from all sources	2011-11-30	$15,684
Expenses. Total of all expenses incurred	2011-11-30	$61,777
Benefits paid (including direct rollovers)	2011-11-30	$29,000
Total plan assets at end of year	2011-11-30	$928,153
Total plan assets at beginning of year	2011-11-30	$974,246
Value of fidelity bond covering the plan	2011-11-30	$175,000
Total contributions received or receivable from participants	2011-11-30	$0
Expenses. Other expenses not covered elsewhere	2011-11-30	$30,417
Contributions received from other sources (not participants or employers)	2011-11-30	$0
Other income received	2011-11-30	$-9,566
Noncash contributions received	2011-11-30	$0
Net income (gross income less expenses)	2011-11-30	$-46,093
Net plan assets at end of year (total assets less liabilities)	2011-11-30	$928,153
Net plan assets at beginning of year (total assets less liabilities)	2011-11-30	$974,246
Assets. Value of participant loans	2011-11-30	$5,529
Assets. Value of assets in partnership/joint-venture interests	2011-11-30	$28,930
Assets. Value of real-estate (other than employer real property)	2011-11-30	$362,275
Total contributions received or receivable from employer(s)	2011-11-30	$25,250
Value of certain deemed distributions of participant loans	2011-11-30	$0
Value of corrective distributions	2011-11-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-11-30	$2,360
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-11-30	$0
2010 : MARTIN L. NATHAN, P.A. PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-11-30	$0

Form 5500 Responses for MARTIN L. NATHAN, P.A. PENSION PLAN

2013: MARTIN L. NATHAN, P.A. PENSION PLAN 2013 form 5500 responses
2013-12-01	Type of plan entity	Single employer plan
2013-12-01	Submission has been amended	No
2013-12-01	This submission is the final filing	No
2013-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-12-01	Plan is a collectively bargained plan	No
2013-12-01	Plan funding arrangement – Trust	Yes
2013-12-01	Plan benefit arrangement - Trust	Yes
2012: MARTIN L. NATHAN, P.A. PENSION PLAN 2012 form 5500 responses
2012-12-01	Type of plan entity	Single employer plan
2012-12-01	Submission has been amended	No
2012-12-01	This submission is the final filing	No
2012-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-12-01	Plan is a collectively bargained plan	No
2012-12-01	Plan funding arrangement – Trust	Yes
2012-12-01	Plan benefit arrangement - Trust	Yes
2011: MARTIN L. NATHAN, P.A. PENSION PLAN 2011 form 5500 responses
2011-12-01	Type of plan entity	Single employer plan
2011-12-01	Submission has been amended	No
2011-12-01	This submission is the final filing	No
2011-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-12-01	Plan is a collectively bargained plan	No
2011-12-01	Plan funding arrangement – Trust	Yes
2011-12-01	Plan benefit arrangement - Trust	Yes
2009: MARTIN L. NATHAN, P.A. PENSION PLAN 2009 form 5500 responses
2009-12-01	Type of plan entity	Single employer plan
2009-12-01	Submission has been amended	No
2009-12-01	This submission is the final filing	No
2009-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-12-01	Plan is a collectively bargained plan	No
2009-12-01	Plan funding arrangement – Trust	Yes
2009-12-01	Plan benefit arrangement - Trust	Yes
2008: MARTIN L. NATHAN, P.A. PENSION PLAN 2008 form 5500 responses
2008-12-01	Type of plan entity	Single employer plan
2008-12-01	Submission has been amended	No
2008-12-01	This submission is the final filing	No
2008-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-12-01	Plan is a collectively bargained plan	No

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	MARTIN L. NATHAN, P.A.
Employer identification number (EIN):	592795071

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1987-04-23
Company Identification Number:	M50858
Legal Registered Office Address:	C/O MARTIN L. NATHAN coral gables 33146

Plan id#	Filing Submission Date	Name of Administrator
001	2013-12-01	MARTIN NATHAN
001	2012-12-01	MARTIN NATHAN
001	2011-12-01	MARTIN NATHAN
001	2009-12-01	MARTIN NATHAN
001	2008-12-01