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J. ALLEN PUMA, OD, PC 401k Plan overview

Plan NameJ. ALLEN PUMA, OD, PC
Plan identification number 001

J. ALLEN PUMA, OD, PC Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

J. ALLEN PUMA, OD, PC has sponsored the creation of one or more 401k plans.

Company Name:J. ALLEN PUMA, OD, PC
Employer identification number (EIN):141731970
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J. ALLEN PUMA, OD, PC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01J. ALLEN PUMA
0012017-01-01J. ALLEN PUMA
0012016-01-01J. ALLEN PUMA
0012015-01-01J. ALLEN PUMA
0012014-01-01J. ALLEN PUMA
0012013-01-01J. ALLEN PUMA
0012012-01-01J. ALLEN PUMA J. ALLEN PUMA2013-09-10
0012011-01-01J. ALLEN PUMA
0012009-01-01J. ALLEN PUMA

Plan Statistics for J. ALLEN PUMA, OD, PC

401k plan membership statisitcs for J. ALLEN PUMA, OD, PC

Measure Date Value
2021: J. ALLEN PUMA, OD, PC 2021 401k membership
Total participants, beginning-of-year2021-01-0110
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: J. ALLEN PUMA, OD, PC 2020 401k membership
Total participants, beginning-of-year2020-01-0111
Total number of active participants reported on line 7a of the Form 55002020-01-018
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0110
Number of participants with account balances2020-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: J. ALLEN PUMA, OD, PC 2019 401k membership
Total participants, beginning-of-year2019-01-0112
Total number of active participants reported on line 7a of the Form 55002019-01-0110
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0111
Number of participants with account balances2019-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: J. ALLEN PUMA, OD, PC 2018 401k membership
Total participants, beginning-of-year2018-01-0111
Total number of active participants reported on line 7a of the Form 55002018-01-019
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0112
Number of participants with account balances2018-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: J. ALLEN PUMA, OD, PC 2017 401k membership
Total participants, beginning-of-year2017-01-0110
Total number of active participants reported on line 7a of the Form 55002017-01-018
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0111
Number of participants with account balances2017-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: J. ALLEN PUMA, OD, PC 2016 401k membership
Total participants, beginning-of-year2016-01-019
Total number of active participants reported on line 7a of the Form 55002016-01-018
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0110
Number of participants with account balances2016-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: J. ALLEN PUMA, OD, PC 2015 401k membership
Total participants, beginning-of-year2015-01-0110
Total number of active participants reported on line 7a of the Form 55002015-01-018
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-019
Number of participants with account balances2015-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: J. ALLEN PUMA, OD, PC 2014 401k membership
Total participants, beginning-of-year2014-01-0110
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0110
Number of participants with account balances2014-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: J. ALLEN PUMA, OD, PC 2013 401k membership
Total participants, beginning-of-year2013-01-0110
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0110
Number of participants with account balances2013-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: J. ALLEN PUMA, OD, PC 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-017
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0110
Number of participants with account balances2012-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: J. ALLEN PUMA, OD, PC 2011 401k membership
Total participants, beginning-of-year2011-01-019
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: J. ALLEN PUMA, OD, PC 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-019
Number of participants with account balances2009-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on J. ALLEN PUMA, OD, PC

Measure Date Value
2021 : J. ALLEN PUMA, OD, PC 2021 401k financial data
Transfers to/from the plan2021-07-12$0
Total plan liabilities at end of year2021-07-12$0
Total plan liabilities at beginning of year2021-07-12$0
Total income from all sources2021-07-12$256,824
Expenses. Total of all expenses incurred2021-07-12$1,705,855
Benefits paid (including direct rollovers)2021-07-12$1,694,467
Total plan assets at end of year2021-07-12$0
Total plan assets at beginning of year2021-07-12$1,449,031
Value of fidelity bond covering the plan2021-07-12$200,000
Total contributions received or receivable from participants2021-07-12$65,365
Expenses. Other expenses not covered elsewhere2021-07-12$0
Contributions received from other sources (not participants or employers)2021-07-12$0
Other income received2021-07-12$102,730
Noncash contributions received2021-07-12$0
Net income (gross income less expenses)2021-07-12$-1,449,031
Net plan assets at end of year (total assets less liabilities)2021-07-12$0
Net plan assets at beginning of year (total assets less liabilities)2021-07-12$1,449,031
Total contributions received or receivable from employer(s)2021-07-12$88,729
Value of certain deemed distributions of participant loans2021-07-12$0
Value of corrective distributions2021-07-12$9,663
Expenses. Administrative service providers (salaries,fees and commissions)2021-07-12$1,725
2020 : J. ALLEN PUMA, OD, PC 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$-350,802
Expenses. Total of all expenses incurred2020-12-31$4,817
Benefits paid (including direct rollovers)2020-12-31$4,617
Total plan assets at end of year2020-12-31$1,449,031
Total plan assets at beginning of year2020-12-31$1,804,650
Value of fidelity bond covering the plan2020-12-31$200,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$89,284
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$-532,431
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-355,619
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,449,031
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,804,650
Assets. Value of participant loans2020-12-31$0
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$92,345
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$200
2019 : J. ALLEN PUMA, OD, PC 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$399,171
Expenses. Total of all expenses incurred2019-12-31$10,369
Benefits paid (including direct rollovers)2019-12-31$9,545
Total plan assets at end of year2019-12-31$1,804,650
Total plan assets at beginning of year2019-12-31$1,415,848
Value of fidelity bond covering the plan2019-12-31$200,000
Total contributions received or receivable from participants2019-12-31$88,415
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$233,738
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$388,802
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,804,650
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,415,848
Total contributions received or receivable from employer(s)2019-12-31$77,018
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$824
2018 : J. ALLEN PUMA, OD, PC 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$102,337
Expenses. Total of all expenses incurred2018-12-31$200
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$1,415,848
Total plan assets at beginning of year2018-12-31$1,313,711
Value of fidelity bond covering the plan2018-12-31$200,000
Total contributions received or receivable from participants2018-12-31$89,360
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-44,797
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$102,137
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,415,848
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,313,711
Total contributions received or receivable from employer(s)2018-12-31$57,774
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$200
2017 : J. ALLEN PUMA, OD, PC 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$206,221
Expenses. Total of all expenses incurred2017-12-31$2,986
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$1,313,711
Total plan assets at beginning of year2017-12-31$1,110,476
Value of fidelity bond covering the plan2017-12-31$200,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$80,339
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$69,006
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$203,235
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,313,711
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,110,476
Assets. Value of participant loans2017-12-31$0
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$56,876
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,986
2016 : J. ALLEN PUMA, OD, PC 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$148,735
Expenses. Total of all expenses incurred2016-12-31$3,250
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$1,110,476
Total plan assets at beginning of year2016-12-31$964,991
Value of fidelity bond covering the plan2016-12-31$200,000
Total contributions received or receivable from participants2016-12-31$62,975
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$26,966
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$145,485
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,110,476
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$964,991
Total contributions received or receivable from employer(s)2016-12-31$58,794
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$3,250
2015 : J. ALLEN PUMA, OD, PC 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$117,847
Expenses. Total of all expenses incurred2015-12-31$8,227
Benefits paid (including direct rollovers)2015-12-31$6,718
Total plan assets at end of year2015-12-31$964,991
Total plan assets at beginning of year2015-12-31$855,371
Value of fidelity bond covering the plan2015-12-31$200,000
Total contributions received or receivable from participants2015-12-31$62,214
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$2,247
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$109,620
Net plan assets at end of year (total assets less liabilities)2015-12-31$964,991
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$855,371
Total contributions received or receivable from employer(s)2015-12-31$53,386
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,509
2014 : J. ALLEN PUMA, OD, PC 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$140,344
Expenses. Total of all expenses incurred2014-12-31$4,726
Benefits paid (including direct rollovers)2014-12-31$888
Total plan assets at end of year2014-12-31$855,371
Total plan assets at beginning of year2014-12-31$719,753
Value of fidelity bond covering the plan2014-12-31$200,000
Total contributions received or receivable from participants2014-12-31$59,243
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$22,358
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$135,618
Net plan assets at end of year (total assets less liabilities)2014-12-31$855,371
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$719,753
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$58,743
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$3,838
2013 : J. ALLEN PUMA, OD, PC 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$153,049
Expenses. Total of all expenses incurred2013-12-31$5,902
Benefits paid (including direct rollovers)2013-12-31$5,902
Total plan assets at end of year2013-12-31$719,753
Total plan assets at beginning of year2013-12-31$572,606
Value of fidelity bond covering the plan2013-12-31$40,000
Total contributions received or receivable from participants2013-12-31$55,229
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$45,106
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$147,147
Net plan assets at end of year (total assets less liabilities)2013-12-31$719,753
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$572,606
Total contributions received or receivable from employer(s)2013-12-31$52,714
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : J. ALLEN PUMA, OD, PC 2012 401k financial data
Total income from all sources2012-12-31$127,483
Expenses. Total of all expenses incurred2012-12-31$-325
Benefits paid (including direct rollovers)2012-12-31$-2,122
Total plan assets at end of year2012-12-31$572,606
Total plan assets at beginning of year2012-12-31$444,798
Value of fidelity bond covering the plan2012-12-31$40,000
Total contributions received or receivable from participants2012-12-31$51,514
Other income received2012-12-31$28,430
Net income (gross income less expenses)2012-12-31$127,808
Net plan assets at end of year (total assets less liabilities)2012-12-31$572,606
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$444,798
Total contributions received or receivable from employer(s)2012-12-31$47,539
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,797
2011 : J. ALLEN PUMA, OD, PC 2011 401k financial data
Total income from all sources2011-12-31$93,442
Expenses. Total of all expenses incurred2011-12-31$6,722
Benefits paid (including direct rollovers)2011-12-31$6,722
Total plan assets at end of year2011-12-31$444,798
Total plan assets at beginning of year2011-12-31$358,078
Value of fidelity bond covering the plan2011-12-31$40,000
Total contributions received or receivable from participants2011-12-31$44,132
Other income received2011-12-31$281
Net income (gross income less expenses)2011-12-31$86,720
Net plan assets at end of year (total assets less liabilities)2011-12-31$444,798
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$358,078
Total contributions received or receivable from employer(s)2011-12-31$49,029
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : J. ALLEN PUMA, OD, PC 2010 401k financial data
Total income from all sources2010-12-31$108,635
Expenses. Total of all expenses incurred2010-12-31$58,334
Benefits paid (including direct rollovers)2010-12-31$58,160
Total plan assets at end of year2010-12-31$358,078
Total plan assets at beginning of year2010-12-31$307,777
Value of fidelity bond covering the plan2010-12-31$40,000
Total contributions received or receivable from participants2010-12-31$46,784
Other income received2010-12-31$27,317
Net income (gross income less expenses)2010-12-31$50,301
Net plan assets at end of year (total assets less liabilities)2010-12-31$358,078
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$307,777
Total contributions received or receivable from employer(s)2010-12-31$34,534
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$174
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for J. ALLEN PUMA, OD, PC

2021: J. ALLEN PUMA, OD, PC 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: J. ALLEN PUMA, OD, PC 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: J. ALLEN PUMA, OD, PC 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: J. ALLEN PUMA, OD, PC 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: J. ALLEN PUMA, OD, PC 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: J. ALLEN PUMA, OD, PC 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: J. ALLEN PUMA, OD, PC 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: J. ALLEN PUMA, OD, PC 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: J. ALLEN PUMA, OD, PC 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: J. ALLEN PUMA, OD, PC 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: J. ALLEN PUMA, OD, PC 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 filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: J. ALLEN PUMA, OD, PC 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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