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MARK A. MOTLEY, O.D., INC PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameMARK A. MOTLEY, O.D., INC PROFIT SHARING PLAN AND TRUST
Plan identification number 001

MARK A. MOTLEY, O.D., INC PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

MARK A. MOTLEY, O.D., INC. has sponsored the creation of one or more 401k plans.

Company Name:MARK A. MOTLEY, O.D., INC.
Employer identification number (EIN):341313768
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK A. MOTLEY, O.D., INC PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012010-07-01MARK A. MOTLEY MARK A. MOTLEY2011-11-07
0012009-07-01MARK A. MOTLEY MARK A. MOTLEY2011-02-19
0012009-07-01MARK A. MOTLEY MARK A. MOTLEY2011-01-13

Plan Statistics for MARK A. MOTLEY, O.D., INC PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for MARK A. MOTLEY, O.D., INC PROFIT SHARING PLAN AND TRUST

Measure Date Value
2010: MARK A. MOTLEY, O.D., INC PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-07-014
Total number of active participants reported on line 7a of the Form 55002010-07-015
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-010
Total of all active and inactive participants2010-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-015
Number of participants with account balances2010-07-015
2009: MARK A. MOTLEY, O.D., INC PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-07-014
Total number of active participants reported on line 7a of the Form 55002009-07-014
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-014
Number of participants with account balances2009-07-014

Financial Data on MARK A. MOTLEY, O.D., INC PROFIT SHARING PLAN AND TRUST

Measure Date Value
2011 : MARK A. MOTLEY, O.D., INC PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total plan liabilities at end of year2011-06-30$17,608
Total plan liabilities at beginning of year2011-06-30$17,608
Total income from all sources2011-06-30$250,862
Expenses. Total of all expenses incurred2011-06-30$4,415
Benefits paid (including direct rollovers)2011-06-30$4,415
Total plan assets at end of year2011-06-30$1,380,584
Total plan assets at beginning of year2011-06-30$1,134,137
Other income received2011-06-30$208,683
Net income (gross income less expenses)2011-06-30$246,447
Net plan assets at end of year (total assets less liabilities)2011-06-30$1,362,976
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$1,116,529
Total contributions received or receivable from employer(s)2011-06-30$42,179

Form 5500 Responses for MARK A. MOTLEY, O.D., INC PROFIT SHARING PLAN AND TRUST

2010: MARK A. MOTLEY, O.D., INC PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: MARK A. MOTLEY, O.D., INC PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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