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Plan Name | ROBERT A. BROWN OD PROFIT SHARING PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | ROBERT A BROWN OD |
Employer identification number (EIN): | 161236117 |
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 |
---|---|---|---|---|---|
002 | 2017-01-01 | ROBERT BROWN | 2018-07-24 | ||
002 | 2016-01-01 | ROBERT BROWN | 2017-08-07 | ||
002 | 2015-01-01 | ROBERT BROWN | 2016-07-22 | ||
002 | 2014-01-01 | ROBERT A BROWN | 2015-10-09 | ROBERT A BROWN | 2015-10-09 |
002 | 2013-01-01 | ROBERT A BROWN OD | 2014-09-26 | ROBERT A BROWN OD | 2014-09-26 |
002 | 2012-01-01 | ROBERT A BROWN | 2013-07-05 | ROBERT A BROWN | 2013-07-05 |
002 | 2011-01-01 | ROBERT A BROWN | 2012-07-17 | ROBERT A BROWN | 2012-07-17 |
002 | 2010-01-01 | ROBERT BROWN | |||
002 | 2009-01-01 | ROBERT BROWN |
Measure | Date | Value |
---|---|---|
2010: ROBERT A. BROWN OD PROFIT SHARING PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 1 |
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 | 4 |
Total participants | 2010-01-01 | 4 |
Number of participants with account balances | 2010-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: ROBERT A. BROWN OD PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 4 |
Total participants | 2009-01-01 | 4 |
Number of participants with account balances | 2009-01-01 | 4 |
Measure | Date | Value |
---|---|---|
2010 : ROBERT A. BROWN OD PROFIT SHARING PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $76,108 |
Expenses. Total of all expenses incurred | 2010-12-31 | $29,256 |
Benefits paid (including direct rollovers) | 2010-12-31 | $25,236 |
Total plan assets at end of year | 2010-12-31 | $483,208 |
Total plan assets at beginning of year | 2010-12-31 | $436,356 |
Value of fidelity bond covering the plan | 2010-12-31 | $30,000 |
Total contributions received or receivable from participants | 2010-12-31 | $23,674 |
Other income received | 2010-12-31 | $17,027 |
Net income (gross income less expenses) | 2010-12-31 | $46,852 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $483,208 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $436,356 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $35,407 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $4,020 |
2010: ROBERT A. BROWN OD PROFIT SHARING 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: ROBERT A. BROWN OD PROFIT SHARING 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 |