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DR. ALEXANDER GRAHAM RETIREMENT PLAN 401k Plan overview

Plan NameDR. ALEXANDER GRAHAM RETIREMENT PLAN
Plan identification number 001

DR. ALEXANDER GRAHAM RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

DR. ALEXANDER GRAHAM has sponsored the creation of one or more 401k plans.

Company Name:DR. ALEXANDER GRAHAM
Employer identification number (EIN):251154894
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. ALEXANDER GRAHAM RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ALEXANDER J. GRAHAM2023-07-25
0012021-01-01ALEXANDER J. GRAHAM2022-07-28
0012020-01-01ALEXANDER J. GRAHAM2021-07-26
0012019-01-01ALEXANDER J. GRAHAM2020-07-27
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01DR. ALEXANDER J GRAHAM
0012012-01-01DR. ALEXANDER J GRAHAM
0012011-01-01DR. ALEXANDER J GRAHAM
0012009-01-01ALEXANDER GRAHAM

Financial Data on DR. ALEXANDER GRAHAM RETIREMENT PLAN

Measure Date Value
2022 : DR. ALEXANDER GRAHAM RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$-31,346
Expenses. Total of all expenses incurred2022-12-31$118,563
Benefits paid (including direct rollovers)2022-12-31$113,346
Total plan assets at end of year2022-12-31$609,821
Total plan assets at beginning of year2022-12-31$759,730
Value of fidelity bond covering the plan2022-12-31$80,000
Other income received2022-12-31$-31,346
Net income (gross income less expenses)2022-12-31$-149,909
Net plan assets at end of year (total assets less liabilities)2022-12-31$609,821
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$759,730
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$5,217
2021 : DR. ALEXANDER GRAHAM RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$104,360
Expenses. Total of all expenses incurred2021-12-31$135,804
Benefits paid (including direct rollovers)2021-12-31$129,123
Total plan assets at end of year2021-12-31$759,730
Total plan assets at beginning of year2021-12-31$791,174
Value of fidelity bond covering the plan2021-12-31$80,000
Other income received2021-12-31$104,360
Net income (gross income less expenses)2021-12-31$-31,444
Net plan assets at end of year (total assets less liabilities)2021-12-31$759,730
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$791,174
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$6,681
2020 : DR. ALEXANDER GRAHAM RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$80,283
Expenses. Total of all expenses incurred2020-12-31$33,400
Benefits paid (including direct rollovers)2020-12-31$27,236
Total plan assets at end of year2020-12-31$791,174
Total plan assets at beginning of year2020-12-31$744,291
Value of fidelity bond covering the plan2020-12-31$80,000
Other income received2020-12-31$80,283
Net income (gross income less expenses)2020-12-31$46,883
Net plan assets at end of year (total assets less liabilities)2020-12-31$791,174
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$744,291
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$6,164
2019 : DR. ALEXANDER GRAHAM RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$129,081
Expenses. Total of all expenses incurred2019-12-31$133,262
Benefits paid (including direct rollovers)2019-12-31$127,037
Total plan assets at end of year2019-12-31$744,291
Total plan assets at beginning of year2019-12-31$748,472
Value of fidelity bond covering the plan2019-12-31$80,000
Other income received2019-12-31$129,081
Net income (gross income less expenses)2019-12-31$-4,181
Net plan assets at end of year (total assets less liabilities)2019-12-31$744,291
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$748,472
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$6,225
2018 : DR. ALEXANDER GRAHAM RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$-12,552
Expenses. Total of all expenses incurred2018-12-31$35,205
Benefits paid (including direct rollovers)2018-12-31$28,419
Total plan assets at end of year2018-12-31$748,472
Total plan assets at beginning of year2018-12-31$796,229
Value of fidelity bond covering the plan2018-12-31$80,000
Other income received2018-12-31$-12,552
Net income (gross income less expenses)2018-12-31$-47,757
Net plan assets at end of year (total assets less liabilities)2018-12-31$748,472
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$796,229
Total contributions received or receivable from employer(s)2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$6,786
2017 : DR. ALEXANDER GRAHAM RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$227,505
Expenses. Total of all expenses incurred2017-12-31$83,705
Benefits paid (including direct rollovers)2017-12-31$77,223
Total plan assets at end of year2017-12-31$796,229
Total plan assets at beginning of year2017-12-31$652,429
Value of fidelity bond covering the plan2017-12-31$80,000
Other income received2017-12-31$225,784
Net income (gross income less expenses)2017-12-31$143,800
Net plan assets at end of year (total assets less liabilities)2017-12-31$796,229
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$652,429
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$1,494
Total contributions received or receivable from employer(s)2017-12-31$1,721
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$6,482
2016 : DR. ALEXANDER GRAHAM RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$79,525
Expenses. Total of all expenses incurred2016-12-31$117,612
Benefits paid (including direct rollovers)2016-12-31$110,629
Total plan assets at end of year2016-12-31$652,429
Total plan assets at beginning of year2016-12-31$690,516
Value of fidelity bond covering the plan2016-12-31$80,000
Other income received2016-12-31$77,794
Net income (gross income less expenses)2016-12-31$-38,087
Net plan assets at end of year (total assets less liabilities)2016-12-31$652,429
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$690,516
Total contributions received or receivable from employer(s)2016-12-31$1,731
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$6,983
2015 : DR. ALEXANDER GRAHAM RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$-16,998
Expenses. Total of all expenses incurred2015-12-31$36,847
Benefits paid (including direct rollovers)2015-12-31$29,416
Total plan assets at end of year2015-12-31$690,516
Total plan assets at beginning of year2015-12-31$744,361
Value of fidelity bond covering the plan2015-12-31$80,000
Other income received2015-12-31$-19,263
Net income (gross income less expenses)2015-12-31$-53,845
Net plan assets at end of year (total assets less liabilities)2015-12-31$690,516
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$744,361
Total contributions received or receivable from employer(s)2015-12-31$2,265
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$7,431
2014 : DR. ALEXANDER GRAHAM RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$75,270
Expenses. Total of all expenses incurred2014-12-31$34,311
Benefits paid (including direct rollovers)2014-12-31$26,862
Total plan assets at end of year2014-12-31$744,361
Total plan assets at beginning of year2014-12-31$703,402
Value of fidelity bond covering the plan2014-12-31$80,000
Other income received2014-12-31$73,090
Net income (gross income less expenses)2014-12-31$40,959
Net plan assets at end of year (total assets less liabilities)2014-12-31$744,361
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$703,402
Total contributions received or receivable from employer(s)2014-12-31$2,180
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$7,449
2013 : DR. ALEXANDER GRAHAM RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$143,876
Expenses. Total of all expenses incurred2013-12-31$22,415
Benefits paid (including direct rollovers)2013-12-31$21,426
Total plan assets at end of year2013-12-31$703,402
Total plan assets at beginning of year2013-12-31$581,941
Value of fidelity bond covering the plan2013-12-31$80,000
Expenses. Other expenses not covered elsewhere2013-12-31$769
Other income received2013-12-31$141,745
Net income (gross income less expenses)2013-12-31$121,461
Net plan assets at end of year (total assets less liabilities)2013-12-31$703,402
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$581,941
Total contributions received or receivable from employer(s)2013-12-31$2,131
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$220
2012 : DR. ALEXANDER GRAHAM RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$82,568
Expenses. Total of all expenses incurred2012-12-31$18,656
Benefits paid (including direct rollovers)2012-12-31$17,837
Total plan assets at end of year2012-12-31$581,941
Total plan assets at beginning of year2012-12-31$518,029
Expenses. Other expenses not covered elsewhere2012-12-31$769
Other income received2012-12-31$80,526
Net income (gross income less expenses)2012-12-31$63,912
Net plan assets at end of year (total assets less liabilities)2012-12-31$581,941
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$518,029
Total contributions received or receivable from employer(s)2012-12-31$2,042
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$50
2011 : DR. ALEXANDER GRAHAM RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$8,079
Expenses. Total of all expenses incurred2011-12-31$769
Total plan assets at end of year2011-12-31$518,029
Total plan assets at beginning of year2011-12-31$510,719
Expenses. Other expenses not covered elsewhere2011-12-31$769
Other income received2011-12-31$5,783
Net income (gross income less expenses)2011-12-31$7,310
Net plan assets at end of year (total assets less liabilities)2011-12-31$518,029
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$510,719
Total contributions received or receivable from employer(s)2011-12-31$2,296
2010 : DR. ALEXANDER GRAHAM RETIREMENT PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$47,022
Expenses. Total of all expenses incurred2010-12-31$769
Total plan assets at end of year2010-12-31$510,719
Total plan assets at beginning of year2010-12-31$464,466
Expenses. Other expenses not covered elsewhere2010-12-31$769
Other income received2010-12-31$45,023
Net income (gross income less expenses)2010-12-31$46,253
Net plan assets at end of year (total assets less liabilities)2010-12-31$510,719
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$464,466
Total contributions received or receivable from employer(s)2010-12-31$1,999

Form 5500 Responses for DR. ALEXANDER GRAHAM RETIREMENT PLAN

2022: DR. ALEXANDER GRAHAM RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DR. ALEXANDER GRAHAM RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DR. ALEXANDER GRAHAM RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DR. ALEXANDER GRAHAM RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DR. ALEXANDER GRAHAM RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DR. ALEXANDER GRAHAM RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DR. ALEXANDER GRAHAM RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DR. ALEXANDER GRAHAM RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DR. ALEXANDER GRAHAM RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DR. ALEXANDER GRAHAM RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DR. ALEXANDER GRAHAM RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DR. ALEXANDER GRAHAM RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DR. ALEXANDER GRAHAM RETIREMENT PLAN 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number153166
Policy instance 1
Insurance contract or identification number153166
Number of Individuals Covered1
Insurance policy start date2022-05-02
Insurance policy end date2023-05-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number153166
Policy instance 1
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number153166
Policy instance 1
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number153166
Policy instance 1
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number153166
Policy instance 1
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number153166
Policy instance 1
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number153166
Policy instance 1
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number153166
Policy instance 1
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number153166
Policy instance 1
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number153166
Policy instance 1
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number153166
Policy instance 1
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number153166
Policy instance 1

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