401k Plan data: MITCHELL J. BEERS, P.A. PROFIT SHARING PLAN plan

MITCHELL J. BEERS, P.A. PROFIT SHARING PLAN 401k Plan overview

Plan Name	MITCHELL J. BEERS, P.A. PROFIT SHARING PLAN
Plan identification number	001

MITCHELL J. BEERS, P.A. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

MITCHELL J. BEERS, P.A. has sponsored the creation of one or more 401k plans.

Company Name: MITCHELL J. BEERS, P.A.

Employer identification number (EIN): 650301161

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MITCHELL J. BEERS, P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 MITCHELL J. BEERS 2019-10-10 MITCHELL J. BEERS 2019-10-10
001 2017-01-01 MITCHELL J. BEERS 2018-10-11 MITCHELL J. BEERS 2018-10-11
001 2016-01-01 MITCHELL J. BEERS 2018-01-30 MITCHELL J. BEERS 2018-01-30
001 2015-01-01 MITCHELL J. BEERS 2016-10-11 MITCHELL J. BEERS 2016-10-11
001 2014-01-01 MITCHELL J. BEERS 2015-10-07 MITCHELL J. BEERS 2015-10-07
001 2013-01-01 MITCHELL J. BEERS 2014-10-06 MITCHELL J. BEERS 2014-10-06
001 2012-01-01 MITCHELL J. BEERS 2013-10-10 MITCHELL J. BEERS 2013-10-10
001 2011-01-01 MITCHELL J. BEERS MITCHELL J. BEERS 2012-10-11
001 2009-01-01 MITCHELL J. BEERS MITCHELL J. BEERS 2010-10-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	MITCHELL J. BEERS	2019-10-10	MITCHELL J. BEERS	2019-10-10
001	2017-01-01	MITCHELL J. BEERS	2018-10-11	MITCHELL J. BEERS	2018-10-11
001	2016-01-01	MITCHELL J. BEERS	2018-01-30	MITCHELL J. BEERS	2018-01-30
001	2015-01-01	MITCHELL J. BEERS	2016-10-11	MITCHELL J. BEERS	2016-10-11
001	2014-01-01	MITCHELL J. BEERS	2015-10-07	MITCHELL J. BEERS	2015-10-07
001	2013-01-01	MITCHELL J. BEERS	2014-10-06	MITCHELL J. BEERS	2014-10-06
001	2012-01-01	MITCHELL J. BEERS	2013-10-10	MITCHELL J. BEERS	2013-10-10
001	2011-01-01	MITCHELL J. BEERS		MITCHELL J. BEERS	2012-10-11
001	2009-01-01	MITCHELL J. BEERS		MITCHELL J. BEERS	2010-10-06

Plan Statistics for MITCHELL J. BEERS, P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for MITCHELL J. BEERS, P.A. PROFIT SHARING PLAN

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

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

Financial Data on MITCHELL J. BEERS, P.A. PROFIT SHARING PLAN

Measure	Date	Value
2011 : MITCHELL J. BEERS, P.A. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-3,995
Total plan assets at end of year	2011-12-31	$372,355
Total plan assets at beginning of year	2011-12-31	$376,350
Value of fidelity bond covering the plan	2011-12-31	$50,000
Other income received	2011-12-31	$-8,995
Net income (gross income less expenses)	2011-12-31	$-3,995
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$372,355
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$376,350
Assets. Value of participant loans	2011-12-31	$95,000
Total contributions received or receivable from employer(s)	2011-12-31	$5,000
2010 : MITCHELL J. BEERS, P.A. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$17,760
Expenses. Total of all expenses incurred	2010-12-31	$6,250
Benefits paid (including direct rollovers)	2010-12-31	$6,250
Total plan assets at end of year	2010-12-31	$376,350
Total plan assets at beginning of year	2010-12-31	$364,840
Value of fidelity bond covering the plan	2010-12-31	$50,000
Other income received	2010-12-31	$17,760
Net income (gross income less expenses)	2010-12-31	$11,510
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$376,350
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$364,840
Assets. Value of participant loans	2010-12-31	$95,000

Form 5500 Responses for MITCHELL J. BEERS, P.A. PROFIT SHARING PLAN

2011: MITCHELL J. BEERS, P.A. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MITCHELL J. BEERS, P.A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

77793

Policy instance

Insurance contract or identification number	77793
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $207
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

77793

Policy instance

Insurance contract or identification number	77793
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $415
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $415
Additional information about fees paid to insurance broker	INSURANCE
Insurance broker organization code?	3
Insurance broker name	CAROL KNAPP

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Company Name:	MITCHELL J. BEERS, P.A.
Employer identification number (EIN):	650301161
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers