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W. DAVID RULE & MICHAEL R. MOHN PROFIT SHARING PLAN 401k Plan overview

Plan NameW. DAVID RULE & MICHAEL R. MOHN PROFIT SHARING PLAN
Plan identification number 001

W. DAVID RULE & MICHAEL R. MOHN PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

W DAVID RULE & MICHAEL R MOHN has sponsored the creation of one or more 401k plans.

Company Name:W DAVID RULE & MICHAEL R MOHN
Employer identification number (EIN):232386375
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan W. DAVID RULE & MICHAEL R. MOHN PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01HEATHER STEWART2024-08-20
0012023-01-01W DAVID RULE2024-05-01
0012022-01-01W DAVID RULE2023-07-12
0012021-01-01W DAVID RULE2022-08-01
0012020-01-01W DAVID RULE2021-07-27
0012019-01-01W DAVID RULE2020-08-25
0012018-01-01W DAVID RULE2019-06-10
0012017-01-01W DAVID RULE2018-06-27
0012016-01-01W DAVID RULE2017-07-05
0012015-01-01W DAVID RULE2016-07-10
0012014-01-01WILLIAM RULE2015-06-01 WILLIAM RULE2015-06-01
0012013-01-01WILLIAM RULE2014-04-24 WILLIAM RULE2014-04-24
0012012-01-01WILLILAM RULE2013-06-09 WILLILAM RULE2013-06-09
0012011-01-01WILLIAM RULE2012-06-28 WILLIAM RULE2012-06-28
0012010-01-01WILLIAM RULE2011-05-15 WILLIAM RULE2011-05-15

Financial Data on W. DAVID RULE & MICHAEL R. MOHN PROFIT SHARING PLAN

Measure Date Value
2024 : W. DAVID RULE & MICHAEL R. MOHN PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-20-1601912
Total liabilities as of the end of the plan year2024-08-200
Total liabilities as of the beginning of the plan year2024-08-200
Total expenses incurred by plan in this plan year2024-08-2021456
Net assets as of the end of the plan year2024-08-200
Total assets as of the beginning of the plan year2024-08-201606075
Value of plan covered by a fidelity bond2024-08-20300000
Participant contributions to plan in this plan year2024-08-200
Other expenses paid from plan in this plan year2024-08-20655
Other contributions to plan in this plan year2024-08-200
Other income to plan in this plan year2024-08-208147
Plan net income in this plan year2024-08-20-4163
Net assets as of the end of the plan year2024-08-200
Net assets as of the beginning of the plan year2024-08-201606075
Employer contributions to plan in this plan year2024-08-209146
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-200
Total transfers to/from plan in this plan year2024-05-010
Total liabilities as of the end of the plan year2024-05-010
Total liabilities as of the beginning of the plan year2024-05-010
Total expenses incurred by plan in this plan year2024-05-01240404
Net assets as of the end of the plan year2024-05-011606075
Total assets as of the beginning of the plan year2024-05-011421242
Value of plan covered by a fidelity bond2024-05-0175000
Participant contributions to plan in this plan year2024-05-0157752
Other expenses paid from plan in this plan year2024-05-010
Other contributions to plan in this plan year2024-05-010
Other income to plan in this plan year2024-05-01313480
Plan net income in this plan year2024-05-01184833
Net assets as of the end of the plan year2024-05-011606075
Net assets as of the beginning of the plan year2024-05-011421242
Employer contributions to plan in this plan year2024-05-0154005
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-018797

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