401k Plan data: ALTFELD, BATTAILE & GOLDMAN, P.C. DEFINED BENEFIT PENSION PLAN plan

ALTFELD, BATTAILE & GOLDMAN, P.C. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	ALTFELD, BATTAILE & GOLDMAN, P.C. DEFINED BENEFIT PENSION PLAN
Plan identification number	004

ALTFELD, BATTAILE & GOLDMAN, P.C. DEFINED BENEFIT 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).
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

ALTFELD & BATTAILE, P.C. has sponsored the creation of one or more 401k plans.

Company Name: ALTFELD & BATTAILE, P.C.

Employer identification number (EIN): 860255729

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALTFELD, BATTAILE & GOLDMAN, P.C. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2011-01-01 CLIFFORD ALTFELD CLIFFORD ALTFELD 2012-10-09
004 2010-01-01 CLIFFORD ALTFELD CLIFFORD ALTFELD 2011-09-27
004 2009-01-01 CLIFFORD ALTFELD CLIFFORD ALTFELD 2010-10-08

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
004	2011-01-01	CLIFFORD ALTFELD	CLIFFORD ALTFELD	2012-10-09
004	2010-01-01	CLIFFORD ALTFELD	CLIFFORD ALTFELD	2011-09-27
004	2009-01-01	CLIFFORD ALTFELD	CLIFFORD ALTFELD	2010-10-08

Plan Statistics for ALTFELD, BATTAILE & GOLDMAN, P.C. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for ALTFELD, BATTAILE & GOLDMAN, P.C. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2011: ALTFELD, BATTAILE & GOLDMAN, P.C. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ALTFELD, BATTAILE & GOLDMAN, P.C. DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: ALTFELD, BATTAILE & GOLDMAN, P.C. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: ALTFELD, BATTAILE & GOLDMAN, P.C. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ALTFELD, BATTAILE & GOLDMAN, P.C. DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: ALTFELD, BATTAILE & GOLDMAN, P.C. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ALTFELD, BATTAILE & GOLDMAN, P.C. DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2011 : ALTFELD, BATTAILE & GOLDMAN, P.C. DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$2,827
Expenses. Total of all expenses incurred	2011-12-31	$1,152,505
Benefits paid (including direct rollovers)	2011-12-31	$1,135,001
Total plan assets at end of year	2011-12-31	$0
Total plan assets at beginning of year	2011-12-31	$1,149,678
Value of fidelity bond covering the plan	2011-12-31	$250,000
Assets. Value of loans (other than to participants)	2011-12-31	$0
Other income received	2011-12-31	$2,827
Net income (gross income less expenses)	2011-12-31	$-1,149,678
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,149,678
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$17,504
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$28,851
2010 : ALTFELD, BATTAILE & GOLDMAN, P.C. DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$112,930
Expenses. Total of all expenses incurred	2010-12-31	$122,874
Benefits paid (including direct rollovers)	2010-12-31	$110,101
Total plan assets at end of year	2010-12-31	$1,149,678
Total plan assets at beginning of year	2010-12-31	$1,159,622
Value of fidelity bond covering the plan	2010-12-31	$250,000
Assets. Value of loans (other than to participants)	2010-12-31	$318,494
Other income received	2010-12-31	$112,930
Net income (gross income less expenses)	2010-12-31	$-9,944
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,149,678
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,159,622
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$62,500
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$12,773
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for ALTFELD, BATTAILE & GOLDMAN, P.C. DEFINED BENEFIT PENSION PLAN

2011: ALTFELD, BATTAILE & GOLDMAN, P.C. DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	Yes
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ALTFELD, BATTAILE & GOLDMAN, P.C. DEFINED BENEFIT PENSION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ALTFELD, BATTAILE & GOLDMAN, P.C. DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ALTFELD & BATTAILE, P.C.
Employer identification number (EIN):	860255729
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers