401k Plan data: RONALD MILLMAN RETIREMENT PLAN plan

RONALD MILLMAN RETIREMENT PLAN 401k Plan overview

Plan Name	RONALD MILLMAN RETIREMENT PLAN
Plan identification number	001

RONALD MILLMAN RETIREMENT PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit) Plan covering Self-Employed individuals. 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

RONALD MILLMAN has sponsored the creation of one or more 401k plans.

Company Name: RONALD MILLMAN

Employer identification number (EIN): 223044554

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RONALD MILLMAN RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 RONALD MILLMAN
001 2011-01-01 RONALD MILLMAN
001 2009-01-01 RONALD MILLMAN

Plan Statistics for RONALD MILLMAN RETIREMENT PLAN

401k plan membership statisitcs for RONALD MILLMAN RETIREMENT PLAN

Measure Date Value
2018: RONALD MILLMAN RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Total participants 2018-01-01 0
2017: RONALD MILLMAN RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 6
Total of all active and inactive participants 2017-01-01 7
Total participants 2017-01-01 7
2016: RONALD MILLMAN RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
Total of all active and inactive participants 2016-01-01 7
Total participants 2016-01-01 7
2015: RONALD MILLMAN RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Total of all active and inactive participants 2015-01-01 4
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 5
2014: RONALD MILLMAN RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Total of all active and inactive participants 2014-01-01 4
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 5
2013: RONALD MILLMAN RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Total of all active and inactive participants 2013-01-01 4
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
2012: RONALD MILLMAN RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Total of all active and inactive participants 2012-01-01 3
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 5
2011: RONALD MILLMAN RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Total of all active and inactive participants 2011-01-01 4
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 6
2009: RONALD MILLMAN RETIREMENT 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 4
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
2018: RONALD MILLMAN RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Total participants	2018-01-01	0
2017: RONALD MILLMAN RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	6
Total of all active and inactive participants	2017-01-01	7
Total participants	2017-01-01	7
2016: RONALD MILLMAN RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
Total of all active and inactive participants	2016-01-01	7
Total participants	2016-01-01	7
2015: RONALD MILLMAN RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Total of all active and inactive participants	2015-01-01	4
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	5
2014: RONALD MILLMAN RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Total of all active and inactive participants	2014-01-01	4
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	5
2013: RONALD MILLMAN RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Total of all active and inactive participants	2013-01-01	4
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
2012: RONALD MILLMAN RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Total of all active and inactive participants	2012-01-01	3
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	5
2011: RONALD MILLMAN RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Total of all active and inactive participants	2011-01-01	4
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	6
2009: RONALD MILLMAN RETIREMENT 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	4
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

Financial Data on RONALD MILLMAN RETIREMENT PLAN

Measure	Date	Value
2018 : RONALD MILLMAN RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$919
Expenses. Total of all expenses incurred	2018-12-31	$2,013,561
Benefits paid (including direct rollovers)	2018-12-31	$2,013,561
Total plan assets at end of year	2018-12-31	$0
Total plan assets at beginning of year	2018-12-31	$2,012,642
Value of fidelity bond covering the plan	2018-12-31	$300,000
Other income received	2018-12-31	$919
Net income (gross income less expenses)	2018-12-31	$-2,012,642
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,012,642
2017 : RONALD MILLMAN RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$232,879
Expenses. Total of all expenses incurred	2017-12-31	$79,503
Benefits paid (including direct rollovers)	2017-12-31	$79,285
Total plan assets at end of year	2017-12-31	$2,012,642
Total plan assets at beginning of year	2017-12-31	$1,859,266
Value of fidelity bond covering the plan	2017-12-31	$300,000
Other income received	2017-12-31	$232,879
Net income (gross income less expenses)	2017-12-31	$153,376
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,012,642
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,859,266
Total contributions received or receivable from employer(s)	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$218
2016 : RONALD MILLMAN RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$75,056
Expenses. Total of all expenses incurred	2016-12-31	$79,323
Benefits paid (including direct rollovers)	2016-12-31	$79,227
Total plan assets at end of year	2016-12-31	$1,859,266
Total plan assets at beginning of year	2016-12-31	$1,863,533
Value of fidelity bond covering the plan	2016-12-31	$300,000
Other income received	2016-12-31	$67,794
Net income (gross income less expenses)	2016-12-31	$-4,267
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,859,266
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,863,533
Total contributions received or receivable from employer(s)	2016-12-31	$7,262
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$96
2015 : RONALD MILLMAN RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$26,207
Expenses. Total of all expenses incurred	2015-12-31	$75,771
Benefits paid (including direct rollovers)	2015-12-31	$75,714
Total plan assets at end of year	2015-12-31	$1,863,533
Total plan assets at beginning of year	2015-12-31	$1,913,097
Value of fidelity bond covering the plan	2015-12-31	$300,000
Other income received	2015-12-31	$17,713
Net income (gross income less expenses)	2015-12-31	$-49,564
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,863,533
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,913,097
Total contributions received or receivable from employer(s)	2015-12-31	$8,494
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$57
2014 : RONALD MILLMAN RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$206,102
Expenses. Total of all expenses incurred	2014-12-31	$67,773
Benefits paid (including direct rollovers)	2014-12-31	$67,736
Total plan assets at end of year	2014-12-31	$1,913,097
Total plan assets at beginning of year	2014-12-31	$1,774,768
Value of fidelity bond covering the plan	2014-12-31	$300,000
Other income received	2014-12-31	$196,363
Net income (gross income less expenses)	2014-12-31	$138,329
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,913,097
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,774,768
Total contributions received or receivable from employer(s)	2014-12-31	$9,739
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$37
2013 : RONALD MILLMAN RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$-54,960
Total income from all sources	2013-12-31	$338,768
Total plan assets at end of year	2013-12-31	$1,774,768
Total plan assets at beginning of year	2013-12-31	$1,490,960
Value of fidelity bond covering the plan	2013-12-31	$300,000
Other income received	2013-12-31	$330,923
Net income (gross income less expenses)	2013-12-31	$338,768
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,774,768
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,490,960
Total contributions received or receivable from employer(s)	2013-12-31	$7,845
2012 : RONALD MILLMAN RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$-2,584
Total income from all sources	2012-12-31	$-11,984
Total plan assets at end of year	2012-12-31	$1,490,960
Total plan assets at beginning of year	2012-12-31	$1,505,528
Value of fidelity bond covering the plan	2012-12-31	$300,000
Other income received	2012-12-31	$-22,514
Net income (gross income less expenses)	2012-12-31	$-11,984
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,490,960
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,505,528
Total contributions received or receivable from employer(s)	2012-12-31	$10,530
2011 : RONALD MILLMAN RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-187,089
Total plan assets at end of year	2011-12-31	$1,505,528
Total plan assets at beginning of year	2011-12-31	$1,692,617
Value of fidelity bond covering the plan	2011-12-31	$300,000
Other income received	2011-12-31	$-197,368
Net income (gross income less expenses)	2011-12-31	$-187,089
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,505,528
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,692,617
Total contributions received or receivable from employer(s)	2011-12-31	$10,279
2010 : RONALD MILLMAN RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$119,865
Total plan assets at end of year	2010-12-31	$1,692,617
Total plan assets at beginning of year	2010-12-31	$1,572,752
Value of fidelity bond covering the plan	2010-12-31	$300,000
Other income received	2010-12-31	$109,644
Net income (gross income less expenses)	2010-12-31	$119,865
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,692,617
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,572,752
Total contributions received or receivable from employer(s)	2010-12-31	$10,221

Form 5500 Responses for RONALD MILLMAN RETIREMENT PLAN

2018: RONALD MILLMAN RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	This submission is the final filing	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: RONALD MILLMAN RETIREMENT PLAN 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: RONALD MILLMAN RETIREMENT PLAN 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: RONALD MILLMAN RETIREMENT PLAN 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: RONALD MILLMAN RETIREMENT PLAN 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: RONALD MILLMAN RETIREMENT PLAN 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: RONALD MILLMAN RETIREMENT PLAN 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: RONALD MILLMAN RETIREMENT PLAN 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
2009: RONALD MILLMAN RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	RONALD MILLMAN
Employer identification number (EIN):	223044554
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists