401k Plan data: DOCTORS ON SIGHT OPTOMETRISTS 401(K) PROFIT SHARING PLAN & TRUST plan

DOCTORS ON SIGHT OPTOMETRISTS 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	DOCTORS ON SIGHT OPTOMETRISTS 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	002

DOCTORS ON SIGHT OPTOMETRISTS 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined 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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

DOCTORS ON SIGHT OPTOMETRISTS has sponsored the creation of one or more 401k plans.

Company Name: DOCTORS ON SIGHT OPTOMETRISTS

Employer identification number (EIN): 521143379

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DOCTORS ON SIGHT OPTOMETRISTS 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-01-01 MARLENE PICKLES
002 2013-01-01 MARLENE PICKLES
002 2012-01-01 DOCTORS ON SIGHT OPTOMETRISTS
002 2011-01-01 DOCTORS ON SIGHT OPTOMETRISTS
002 2009-01-01 DOCTORS ON SIGHT OPTOMETRISTS
002 2009-01-01 DOCTORS ON SIGHT OPTOMETRISTS

Plan id#	Filing Submission Date	Name of Administrator
002	2014-01-01	MARLENE PICKLES
002	2013-01-01	MARLENE PICKLES
002	2012-01-01	DOCTORS ON SIGHT OPTOMETRISTS
002	2011-01-01	DOCTORS ON SIGHT OPTOMETRISTS
002	2009-01-01	DOCTORS ON SIGHT OPTOMETRISTS
002	2009-01-01	DOCTORS ON SIGHT OPTOMETRISTS

Plan Statistics for DOCTORS ON SIGHT OPTOMETRISTS 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for DOCTORS ON SIGHT OPTOMETRISTS 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2014: DOCTORS ON SIGHT OPTOMETRISTS 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 75
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 30
Total of all active and inactive participants 2014-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 105
Number of participants with account balances 2014-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4
2013: DOCTORS ON SIGHT OPTOMETRISTS 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 91
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 86
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 26
Total of all active and inactive participants 2013-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 112
Number of participants with account balances 2013-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4
2012: DOCTORS ON SIGHT OPTOMETRISTS 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 76
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 65
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 26
Total of all active and inactive participants 2012-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 91
Number of participants with account balances 2012-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 9
2011: DOCTORS ON SIGHT OPTOMETRISTS 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 61
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 15
Total of all active and inactive participants 2011-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 76
Number of participants with account balances 2011-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2009: DOCTORS ON SIGHT OPTOMETRISTS 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 91
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 63
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 5
Total of all active and inactive participants 2009-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 68
Number of participants with account balances 2009-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2014: DOCTORS ON SIGHT OPTOMETRISTS 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	75
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	30
Total of all active and inactive participants	2014-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	105
Number of participants with account balances	2014-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4
2013: DOCTORS ON SIGHT OPTOMETRISTS 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	86
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	26
Total of all active and inactive participants	2013-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	112
Number of participants with account balances	2013-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4
2012: DOCTORS ON SIGHT OPTOMETRISTS 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	76
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	65
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	26
Total of all active and inactive participants	2012-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	91
Number of participants with account balances	2012-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	9
2011: DOCTORS ON SIGHT OPTOMETRISTS 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	61
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	15
Total of all active and inactive participants	2011-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	76
Number of participants with account balances	2011-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2009: DOCTORS ON SIGHT OPTOMETRISTS 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	63
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	5
Total of all active and inactive participants	2009-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	68
Number of participants with account balances	2009-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on DOCTORS ON SIGHT OPTOMETRISTS 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2014 : DOCTORS ON SIGHT OPTOMETRISTS 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$650,101
Expenses. Total of all expenses incurred	2014-12-31	$54,273
Benefits paid (including direct rollovers)	2014-12-31	$11,553
Total plan assets at end of year	2014-12-31	$2,006,966
Total plan assets at beginning of year	2014-12-31	$1,411,138
Value of fidelity bond covering the plan	2014-12-31	$40,000
Total contributions received or receivable from participants	2014-12-31	$137,099
Expenses. Other expenses not covered elsewhere	2014-12-31	$131
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$494,523
Net income (gross income less expenses)	2014-12-31	$595,828
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,006,966
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,411,138
Assets. Value of participant loans	2014-12-31	$55,710
Total contributions received or receivable from employer(s)	2014-12-31	$18,479
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$42,589
2013 : DOCTORS ON SIGHT OPTOMETRISTS 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$323,424
Expenses. Total of all expenses incurred	2013-12-31	$122,527
Benefits paid (including direct rollovers)	2013-12-31	$102,660
Total plan assets at end of year	2013-12-31	$1,411,138
Total plan assets at beginning of year	2013-12-31	$1,210,241
Value of fidelity bond covering the plan	2013-12-31	$40,000
Total contributions received or receivable from participants	2013-12-31	$124,540
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$183,865
Net income (gross income less expenses)	2013-12-31	$200,897
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,411,138
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,210,241
Assets. Value of participant loans	2013-12-31	$63,729
Total contributions received or receivable from employer(s)	2013-12-31	$15,019
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$19,589
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$278
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : DOCTORS ON SIGHT OPTOMETRISTS 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$202,667
Expenses. Total of all expenses incurred	2012-12-31	$22,437
Benefits paid (including direct rollovers)	2012-12-31	$16,844
Total plan assets at end of year	2012-12-31	$1,210,241
Total plan assets at beginning of year	2012-12-31	$1,030,011
Value of fidelity bond covering the plan	2012-12-31	$0
Total contributions received or receivable from participants	2012-12-31	$110,428
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$78,621
Net income (gross income less expenses)	2012-12-31	$180,230
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,210,241
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,030,011
Assets. Value of participant loans	2012-12-31	$46,515
Total contributions received or receivable from employer(s)	2012-12-31	$13,618
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$5,333
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$260
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : DOCTORS ON SIGHT OPTOMETRISTS 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$119,156
Expenses. Total of all expenses incurred	2011-12-31	$48,232
Benefits paid (including direct rollovers)	2011-12-31	$37,545
Total plan assets at end of year	2011-12-31	$1,030,011
Total plan assets at beginning of year	2011-12-31	$959,087
Value of fidelity bond covering the plan	2011-12-31	$0
Total contributions received or receivable from participants	2011-12-31	$130,730
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-26,944
Net income (gross income less expenses)	2011-12-31	$70,924
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,030,011
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$959,087
Assets. Value of participant loans	2011-12-31	$61,864
Total contributions received or receivable from employer(s)	2011-12-31	$15,370
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$10,476
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$211
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : DOCTORS ON SIGHT OPTOMETRISTS 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$204,122
Expenses. Total of all expenses incurred	2010-12-31	$68,432
Benefits paid (including direct rollovers)	2010-12-31	$56,170
Total plan assets at end of year	2010-12-31	$959,087
Total plan assets at beginning of year	2010-12-31	$823,397
Value of fidelity bond covering the plan	2010-12-31	$0
Total contributions received or receivable from participants	2010-12-31	$116,545
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$73,347
Net income (gross income less expenses)	2010-12-31	$135,690
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$959,087
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$823,397
Assets. Value of participant loans	2010-12-31	$50,735
Total contributions received or receivable from employer(s)	2010-12-31	$14,230
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$12,142
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$120
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : DOCTORS ON SIGHT OPTOMETRISTS 401(K) PROFIT SHARING PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for DOCTORS ON SIGHT OPTOMETRISTS 401(K) PROFIT SHARING PLAN & TRUST

2014: DOCTORS ON SIGHT OPTOMETRISTS 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DOCTORS ON SIGHT OPTOMETRISTS 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DOCTORS ON SIGHT OPTOMETRISTS 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DOCTORS ON SIGHT OPTOMETRISTS 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: DOCTORS ON SIGHT OPTOMETRISTS 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DOCTORS ON SIGHT OPTOMETRISTS
Employer identification number (EIN):	521143379
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists