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ROBERT G. MOBLEY, M.D., P.C., 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT G. MOBLEY, M.D., P.C., 401(K) PROFIT SHARING PLAN
Plan identification number 001

ROBERT G. MOBLEY, M.D., P.C., 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

ROBERT G. MOBLEY, M.D., P.C has sponsored the creation of one or more 401k plans.

Company Name:ROBERT G. MOBLEY, M.D., P.C
Employer identification number (EIN):382611723
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT G. MOBLEY, M.D., P.C., 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01ROBERT G. MOBLEY, M.D.2015-10-02
0012013-01-01
0012012-01-01ROBERT G. MOBLEY, M.D.2013-09-30 ROBERT G. MOBLEY, M.D.2013-09-30
0012011-01-01BARBARA GEIGER2012-10-09
0012009-01-01BARBARA GEIGER

Financial Data on ROBERT G. MOBLEY, M.D., P.C., 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : ROBERT G. MOBLEY, M.D., P.C., 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-12376573
Net assets as of the end of the plan year2025-09-123277087
Total assets as of the beginning of the plan year2025-09-123183271
Value of plan covered by a fidelity bond2025-09-12390000
Participant contributions to plan in this plan year2025-09-1211937
Other expenses paid from plan in this plan year2025-09-1219884
Other contributions to plan in this plan year2025-09-120
Other income to plan in this plan year2025-09-12444893
Plan net income in this plan year2025-09-1293816
Net assets as of the end of the plan year2025-09-123277087
Net assets as of the beginning of the plan year2025-09-123183271
Employer contributions to plan in this plan year2025-09-1213559
2024 : ROBERT G. MOBLEY, M.D., P.C., 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-26479323
Net assets as of the end of the plan year2024-09-263183271
Total assets as of the beginning of the plan year2024-09-263106607
Value of plan covered by a fidelity bond2024-09-26390000
Participant contributions to plan in this plan year2024-09-2642493
Other expenses paid from plan in this plan year2024-09-2620435
Other income to plan in this plan year2024-09-26494269
Plan net income in this plan year2024-09-2676664
Net assets as of the end of the plan year2024-09-263183271
Net assets as of the beginning of the plan year2024-09-263106607
Employer contributions to plan in this plan year2024-09-2619225
2022 : ROBERT G. MOBLEY, M.D., P.C., 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-08-3133704
Net assets as of the end of the plan year2022-08-314114698
Total assets as of the beginning of the plan year2022-08-313885955
Value of plan covered by a fidelity bond2022-08-31390000
Participant contributions to plan in this plan year2022-08-3139215
Other expenses paid from plan in this plan year2022-08-3124267
Other income to plan in this plan year2022-08-31163455
Plan net income in this plan year2022-08-31228743
Net assets as of the end of the plan year2022-08-314114698
Net assets as of the beginning of the plan year2022-08-313885955
Employer contributions to plan in this plan year2022-08-3159777
2010 : ROBERT G. MOBLEY, M.D., P.C., 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
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$198,125
Expenses. Total of all expenses incurred2010-12-31$15,963
Benefits paid (including direct rollovers)2010-12-31$15,858
Total plan assets at end of year2010-12-31$1,085,769
Total plan assets at beginning of year2010-12-31$903,607
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$16,984
Expenses. Other expenses not covered elsewhere2010-12-31$105
Contributions received from other sources (not participants or employers)2010-12-31$156
Other income received2010-12-31$118,008
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$182,162
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,085,769
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$903,607
Total contributions received or receivable from employer(s)2010-12-31$62,977
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for ROBERT G. MOBLEY, M.D., P.C., 401(K) PROFIT SHARING PLAN

2009: ROBERT G. MOBLEY, M.D., P.C., 401(K) PROFIT SHARING 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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