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| Plan Name | RICHARD J. RUSSE, OD 401(K) RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | RICHARD J. RUSSE, OD |
| Employer identification number (EIN): | 066190394 |
| NAIC Classification: | 621320 |
| NAIC Description: | Offices of Optometrists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 | ||||
| 001 | 2014-01-01 | RICHARD RUSSE | 2015-10-12 | RICHARD RUSSE | 2015-10-12 |
| 001 | 2013-01-01 | RICHARD RUSSE | 2014-10-08 | RICHARD RUSSE | 2014-10-08 |
| 001 | 2012-01-01 | RICHARD RUSSE | 2013-05-10 | RICHARD RUSSE | 2013-05-10 |
| 001 | 2011-01-01 | RICHARD RUSSE | 2012-04-29 | RICHARD RUSSE | 2012-04-29 |
| 001 | 2009-01-01 | RICHARD J. RUSSE, O.D. | RICHARD J. RUSSE, O.D. | 2010-07-14 |
| Measure | Date | Value |
|---|---|---|
| 2009: RICHARD J. RUSSE, OD 401(K) RETIREMENT PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
| Total of all active and inactive participants | 2009-01-01 | 5 |
| Total participants | 2009-01-01 | 5 |
| Number of participants with account balances | 2009-01-01 | 5 |
| Measure | Date | Value |
|---|---|---|
| 2010 : RICHARD J. RUSSE, OD 401(K) RETIREMENT PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $107,590 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $446,777 |
| Total plan assets at beginning of year | 2010-12-31 | $339,187 |
| Total contributions received or receivable from participants | 2010-12-31 | $58,550 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $6,068 |
| Other income received | 2010-12-31 | $39,910 |
| Net income (gross income less expenses) | 2010-12-31 | $107,590 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $446,777 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $339,187 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $3,062 |
| 2009: RICHARD J. RUSSE, OD 401(K) RETIREMENT 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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