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NEW ENGLAND EYE SPECIALISTS RETIREMENT PLAN 401k Plan overview

Plan NameNEW ENGLAND EYE SPECIALISTS RETIREMENT PLAN
Plan identification number 001

NEW ENGLAND EYE SPECIALISTS RETIREMENT 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

ADAM P. BECK MD PC DBA NEW ENGLA has sponsored the creation of one or more 401k plans.

Company Name:ADAM P. BECK MD PC DBA NEW ENGLA
Employer identification number (EIN):550900975
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW ENGLAND EYE SPECIALISTS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01DANIEL CAREY2017-07-20
0012015-01-01DANIEL CAREY2016-10-04
0012014-01-01KIRSTEN PETRETTA2015-07-14
0012013-01-01KIRSTEN PETRETTA2014-06-02
0012012-01-01DR. ADAM BECK DR. ADAM BECK2013-07-15
0012011-01-01DR. ADAM BECK DR. ADAM BECK2012-10-11
0012010-01-01DR. ADAM BECK DR. ADAM BECK2011-10-17

Financial Data on NEW ENGLAND EYE SPECIALISTS RETIREMENT PLAN

Measure Date Value
2012 : NEW ENGLAND EYE SPECIALISTS RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$56,613
Expenses. Total of all expenses incurred2012-12-31$2,761
Benefits paid (including direct rollovers)2012-12-31$398
Total plan assets at end of year2012-12-31$118,333
Total plan assets at beginning of year2012-12-31$64,481
Total contributions received or receivable from participants2012-12-31$47,308
Other income received2012-12-31$9,305
Net income (gross income less expenses)2012-12-31$53,852
Net plan assets at end of year (total assets less liabilities)2012-12-31$118,333
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$64,481
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,363
2011 : NEW ENGLAND EYE SPECIALISTS RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$29,119
Expenses. Total of all expenses incurred2011-12-31$2,174
Total plan assets at end of year2011-12-31$64,481
Total plan assets at beginning of year2011-12-31$37,536
Total contributions received or receivable from participants2011-12-31$30,004
Expenses. Other expenses not covered elsewhere2011-12-31$2,174
Other income received2011-12-31$-885
Net income (gross income less expenses)2011-12-31$26,945
Net plan assets at end of year (total assets less liabilities)2011-12-31$64,481
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$37,536
2010 : NEW ENGLAND EYE SPECIALISTS RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$37,889
Expenses. Total of all expenses incurred2010-12-31$353
Total plan assets at end of year2010-12-31$37,536
Total plan assets at beginning of year2010-12-31$0
Total contributions received or receivable from participants2010-12-31$34,624
Expenses. Other expenses not covered elsewhere2010-12-31$353
Other income received2010-12-31$3,265
Net income (gross income less expenses)2010-12-31$37,536
Net plan assets at end of year (total assets less liabilities)2010-12-31$37,536
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$0

Form 5500 Responses for NEW ENGLAND EYE SPECIALISTS RETIREMENT PLAN

2012: NEW ENGLAND EYE SPECIALISTS RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
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: NEW ENGLAND EYE SPECIALISTS RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NEW ENGLAND EYE SPECIALISTS RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01First time form 5500 has been submittedYes
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number94502
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number94502
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number94502
Policy instance 1

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