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CENTERPOINTE FINANCIAL, INC. PROFIT SHARING PLAN. 401k Plan overview

Plan NameCENTERPOINTE FINANCIAL, INC. PROFIT SHARING PLAN.
Plan identification number 001

CENTERPOINTE FINANCIAL, INC. PROFIT SHARING PLAN. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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

CENTERPOINTE FINANCIAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:CENTERPOINTE FINANCIAL, INC.
Employer identification number (EIN):954474655
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about CENTERPOINTE FINANCIAL, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2001-10-31
Company Identification Number: P01000105380
Legal Registered Office Address: 20801 BISCAYNE BLVD

AVENTURA

33180

More information about CENTERPOINTE FINANCIAL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTERPOINTE FINANCIAL, INC. PROFIT SHARING PLAN.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-01-01MICHAEL MCGIRR MICHAEL MCGIRR2012-02-27
0012010-01-01MICHAEL MCGIRR MICHAEL MCGIRR2011-02-15
0012009-01-01MICHAEL MCGIRR MICHAEL MCGIRR2010-07-06

Plan Statistics for CENTERPOINTE FINANCIAL, INC. PROFIT SHARING PLAN.

401k plan membership statisitcs for CENTERPOINTE FINANCIAL, INC. PROFIT SHARING PLAN.

Measure Date Value
2011: CENTERPOINTE FINANCIAL, INC. PROFIT SHARING PLAN. 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-010
Total of all active and inactive participants2011-01-010
Total participants2011-01-010
2010: CENTERPOINTE FINANCIAL, INC. PROFIT SHARING PLAN. 2010 401k membership
Total participants, beginning-of-year2010-01-015
Total number of active participants reported on line 7a of the Form 55002010-01-015
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-015
Number of participants with account balances2010-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CENTERPOINTE FINANCIAL, INC. PROFIT SHARING PLAN. 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Number of participants with account balances2009-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CENTERPOINTE FINANCIAL, INC. PROFIT SHARING PLAN.

Measure Date Value
2011 : CENTERPOINTE FINANCIAL, INC. PROFIT SHARING PLAN. 2011 401k financial data
Total income from all sources2011-12-31$3,204
Expenses. Total of all expenses incurred2011-12-31$384,707
Benefits paid (including direct rollovers)2011-12-31$384,707
Total plan assets at end of year2011-12-31$0
Total plan assets at beginning of year2011-12-31$381,503
Other income received2011-12-31$3,204
Net income (gross income less expenses)2011-12-31$-381,503
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$381,503
2010 : CENTERPOINTE FINANCIAL, INC. PROFIT SHARING PLAN. 2010 401k financial data
Total income from all sources2010-12-31$12,670
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$381,503
Total plan assets at beginning of year2010-12-31$368,833
Total contributions received or receivable from participants2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$12,670
Net income (gross income less expenses)2010-12-31$12,670
Net plan assets at end of year (total assets less liabilities)2010-12-31$381,503
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$368,833
Total contributions received or receivable from employer(s)2010-12-31$0

Form 5500 Responses for CENTERPOINTE FINANCIAL, INC. PROFIT SHARING PLAN.

2011: CENTERPOINTE FINANCIAL, INC. PROFIT SHARING PLAN. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingYes
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CENTERPOINTE FINANCIAL, INC. PROFIT SHARING PLAN. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CENTERPOINTE FINANCIAL, INC. PROFIT SHARING PLAN. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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