401k Plan data: GARY A. DORMAN 401K PLAN AND TRUST plan

GARY A. DORMAN 401K PLAN AND TRUST 401k Plan overview

Plan Name	GARY A. DORMAN 401K PLAN AND TRUST
Plan identification number	001

GARY A. DORMAN 401K PLAN AND TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	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. Plan covering Self-Employed individuals.

401k Sponsoring company profile

GARY A. DORMAN, O.D. has sponsored the creation of one or more 401k plans.

Company Name: GARY A. DORMAN, O.D.

Employer identification number (EIN): 208005692

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GARY A. DORMAN 401K PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 GARY A. DORMAN, O.D. GARY A DORMAN 2019-03-01
001 2017-01-01 GARY A. DORMAN, O.D. GARY A DORMAN 2018-03-26
001 2016-01-01 GARY A. DORMAN, O.D. GARY A DORMAN 2017-03-28
001 2015-01-01 GARY A. DORMAN, O.D. GARY A DORMAN 2016-04-07
001 2014-01-01 GARY A. DORMAN, O.D. GARY A DORMAN 2015-03-28
001 2013-01-01 GARY A. DORMAN, O.D. GARY A DORMAN 2014-04-03
001 2012-01-01 GARY A. DORMAN, O.D. GARY A DORMAN 2013-04-11
001 2011-01-01 GARY A. DORMAN, O.D. GARY A DORMAN 2012-04-23
001 2010-01-01 GARY A. DORMAN, O.D. GARY A DORMAN 2011-03-25

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	GARY A. DORMAN, O.D.	GARY A DORMAN	2019-03-01
001	2017-01-01	GARY A. DORMAN, O.D.	GARY A DORMAN	2018-03-26
001	2016-01-01	GARY A. DORMAN, O.D.	GARY A DORMAN	2017-03-28
001	2015-01-01	GARY A. DORMAN, O.D.	GARY A DORMAN	2016-04-07
001	2014-01-01	GARY A. DORMAN, O.D.	GARY A DORMAN	2015-03-28
001	2013-01-01	GARY A. DORMAN, O.D.	GARY A DORMAN	2014-04-03
001	2012-01-01	GARY A. DORMAN, O.D.	GARY A DORMAN	2013-04-11
001	2011-01-01	GARY A. DORMAN, O.D.	GARY A DORMAN	2012-04-23
001	2010-01-01	GARY A. DORMAN, O.D.	GARY A DORMAN	2011-03-25

Plan Statistics for GARY A. DORMAN 401K PLAN AND TRUST

401k plan membership statisitcs for GARY A. DORMAN 401K PLAN AND TRUST

Measure Date Value
2023: GARY A. DORMAN 401K PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 0
Number of participants with account balances 2023-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: GARY A. DORMAN 401K PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1
Number of participants with account balances 2022-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: GARY A. DORMAN 401K PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1
Number of participants with account balances 2021-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: GARY A. DORMAN 401K PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: GARY A. DORMAN 401K PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: GARY A. DORMAN 401K PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1
Number of participants with account balances 2018-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: GARY A. DORMAN 401K PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1
Number of participants with account balances 2017-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: GARY A. DORMAN 401K PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1
Number of participants with account balances 2016-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: GARY A. DORMAN 401K PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: GARY A. DORMAN 401K PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: GARY A. DORMAN 401K PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: GARY A. DORMAN 401K PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1
Number of participants with account balances 2012-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: GARY A. DORMAN 401K PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
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 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1
Number of participants with account balances 2011-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: GARY A. DORMAN 401K PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1
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 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 1
Number of participants with account balances 2010-01-01 1

Measure	Date	Value
2023: GARY A. DORMAN 401K PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	0
Number of participants with account balances	2023-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: GARY A. DORMAN 401K PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1
Number of participants with account balances	2022-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: GARY A. DORMAN 401K PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1
Number of participants with account balances	2021-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: GARY A. DORMAN 401K PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: GARY A. DORMAN 401K PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: GARY A. DORMAN 401K PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1
Number of participants with account balances	2018-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: GARY A. DORMAN 401K PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1
Number of participants with account balances	2017-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: GARY A. DORMAN 401K PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1
Number of participants with account balances	2016-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: GARY A. DORMAN 401K PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: GARY A. DORMAN 401K PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: GARY A. DORMAN 401K PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: GARY A. DORMAN 401K PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1
Number of participants with account balances	2012-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: GARY A. DORMAN 401K PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
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	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1
Number of participants with account balances	2011-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: GARY A. DORMAN 401K PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1
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	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	1
Number of participants with account balances	2010-01-01	1

Financial Data on GARY A. DORMAN 401K PLAN AND TRUST

Measure	Date	Value
2023 : GARY A. DORMAN 401K PLAN AND TRUST 2023 401k financial data
Total income from all sources	2023-12-31	$2,801
Expenses. Total of all expenses incurred	2023-12-31	$2,283,318
Benefits paid (including direct rollovers)	2023-12-31	$2,283,318
Total plan assets at end of year	2023-12-31	$0
Total plan assets at beginning of year	2023-12-31	$2,280,517
Other income received	2023-12-31	$2,801
Net income (gross income less expenses)	2023-12-31	$-2,280,517
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$2,280,517
2022 : GARY A. DORMAN 401K PLAN AND TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-263,526
Total plan assets at end of year	2022-12-31	$2,280,517
Total plan assets at beginning of year	2022-12-31	$2,544,043
Other income received	2022-12-31	$-263,526
Net income (gross income less expenses)	2022-12-31	$-263,526
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,280,517
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,544,043
2021 : GARY A. DORMAN 401K PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$348,513
Total plan assets at end of year	2021-12-31	$2,544,043
Total plan assets at beginning of year	2021-12-31	$2,195,530
Total contributions received or receivable from participants	2021-12-31	$30,000
Other income received	2021-12-31	$299,075
Net income (gross income less expenses)	2021-12-31	$348,513
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,544,043
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,195,530
Total contributions received or receivable from employer(s)	2021-12-31	$19,438
2020 : GARY A. DORMAN 401K PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$610,007
Total plan assets at end of year	2020-12-31	$2,195,530
Total plan assets at beginning of year	2020-12-31	$1,585,523
Total contributions received or receivable from participants	2020-12-31	$26,000
Contributions received from other sources (not participants or employers)	2020-12-31	$371,224
Other income received	2020-12-31	$200,545
Net income (gross income less expenses)	2020-12-31	$610,007
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,195,530
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,585,523
Total contributions received or receivable from employer(s)	2020-12-31	$12,238
2019 : GARY A. DORMAN 401K PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$103,458
Total plan assets at end of year	2019-12-31	$1,585,523
Total plan assets at beginning of year	2019-12-31	$1,482,065
Total contributions received or receivable from participants	2019-12-31	$25,000
Other income received	2019-12-31	$41,458
Net income (gross income less expenses)	2019-12-31	$103,458
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,585,523
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,482,065
Total contributions received or receivable from employer(s)	2019-12-31	$37,000
2018 : GARY A. DORMAN 401K PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$16,159
Total plan assets at end of year	2018-12-31	$1,482,065
Total plan assets at beginning of year	2018-12-31	$1,465,906
Total contributions received or receivable from participants	2018-12-31	$30,000
Other income received	2018-12-31	$-44,841
Net income (gross income less expenses)	2018-12-31	$16,159
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,482,065
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,465,906
Total contributions received or receivable from employer(s)	2018-12-31	$31,000
2017 : GARY A. DORMAN 401K PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$106,785
Total plan assets at end of year	2017-12-31	$1,465,906
Total plan assets at beginning of year	2017-12-31	$1,359,121
Total contributions received or receivable from participants	2017-12-31	$30,000
Other income received	2017-12-31	$46,785
Net income (gross income less expenses)	2017-12-31	$106,785
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,465,906
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,359,121
Total contributions received or receivable from employer(s)	2017-12-31	$30,000
2016 : GARY A. DORMAN 401K PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$81,235
Total plan assets at end of year	2016-12-31	$1,359,121
Total plan assets at beginning of year	2016-12-31	$1,277,886
Total contributions received or receivable from participants	2016-12-31	$30,000
Other income received	2016-12-31	$22,235
Net income (gross income less expenses)	2016-12-31	$81,235
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,359,121
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,277,886
Total contributions received or receivable from employer(s)	2016-12-31	$29,000
2015 : GARY A. DORMAN 401K PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$51,512
Total plan assets at end of year	2015-12-31	$1,277,886
Total plan assets at beginning of year	2015-12-31	$1,226,374
Total contributions received or receivable from participants	2015-12-31	$24,000
Other income received	2015-12-31	$-7,488
Net income (gross income less expenses)	2015-12-31	$51,512
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,277,886
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,226,374
Total contributions received or receivable from employer(s)	2015-12-31	$35,000
2014 : GARY A. DORMAN 401K PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$66,982
Total plan assets at end of year	2014-12-31	$1,226,374
Total plan assets at beginning of year	2014-12-31	$1,159,392
Total contributions received or receivable from participants	2014-12-31	$22,500
Other income received	2014-12-31	$9,482
Net income (gross income less expenses)	2014-12-31	$66,982
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,226,374
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,159,392
Total contributions received or receivable from employer(s)	2014-12-31	$35,000
2013 : GARY A. DORMAN 401K PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$73,444
Total plan assets at end of year	2013-12-31	$1,159,392
Total plan assets at beginning of year	2013-12-31	$1,085,948
Other income received	2013-12-31	$22,444
Net income (gross income less expenses)	2013-12-31	$73,444
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,159,392
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,085,948
Total contributions received or receivable from employer(s)	2013-12-31	$51,000
2012 : GARY A. DORMAN 401K PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$13,857
Total plan assets at end of year	2012-12-31	$1,085,948
Total plan assets at beginning of year	2012-12-31	$1,072,091
Other income received	2012-12-31	$-36,143
Net income (gross income less expenses)	2012-12-31	$13,857
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,085,948
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,072,091
Total contributions received or receivable from employer(s)	2012-12-31	$50,000
2011 : GARY A. DORMAN 401K PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$32,979
Total plan assets at end of year	2011-12-31	$1,072,091
Total plan assets at beginning of year	2011-12-31	$1,039,112
Other income received	2011-12-31	$-21,521
Net income (gross income less expenses)	2011-12-31	$32,979
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,072,091
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,039,112
Total contributions received or receivable from employer(s)	2011-12-31	$54,500
2010 : GARY A. DORMAN 401K PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$143,084
Expenses. Total of all expenses incurred	2010-12-31	$21
Total plan assets at end of year	2010-12-31	$1,039,112
Total plan assets at beginning of year	2010-12-31	$896,049
Other income received	2010-12-31	$88,584
Net income (gross income less expenses)	2010-12-31	$143,063
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,039,112
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$896,049
Total contributions received or receivable from employer(s)	2010-12-31	$54,500
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$21

Form 5500 Responses for GARY A. DORMAN 401K PLAN AND TRUST

2023: GARY A. DORMAN 401K PLAN AND TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: GARY A. DORMAN 401K PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: GARY A. DORMAN 401K PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: GARY A. DORMAN 401K PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: GARY A. DORMAN 401K PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: GARY A. DORMAN 401K PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: GARY A. DORMAN 401K PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: GARY A. DORMAN 401K PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: GARY A. DORMAN 401K PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: GARY A. DORMAN 401K PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: GARY A. DORMAN 401K PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: GARY A. DORMAN 401K PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: GARY A. DORMAN 401K PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: GARY A. DORMAN 401K PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GARY A. DORMAN, O.D.
Employer identification number (EIN):	208005692
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists