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ROBERT R SANDLIN PENSION PLAN 401k Plan overview

Plan NameROBERT R SANDLIN PENSION PLAN
Plan identification number 001

ROBERT R SANDLIN PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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

ROBERT R SANDLIN has sponsored the creation of one or more 401k plans.

Company Name:ROBERT R SANDLIN
Employer identification number (EIN):630912049
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT R SANDLIN PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-01-01ROBERT SANDLIN
0012009-01-01ROBERT SANDLIN

Plan Statistics for ROBERT R SANDLIN PENSION PLAN

401k plan membership statisitcs for ROBERT R SANDLIN PENSION PLAN

Measure Date Value
2011: ROBERT R SANDLIN PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-010
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ROBERT R SANDLIN PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ROBERT R SANDLIN PENSION PLAN

Measure Date Value
2011 : ROBERT R SANDLIN PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$9,881
Expenses. Total of all expenses incurred2011-12-31$754,516
Benefits paid (including direct rollovers)2011-12-31$754,516
Total plan assets at end of year2011-12-31$0
Total plan assets at beginning of year2011-12-31$744,635
Value of fidelity bond covering the plan2011-12-31$90,000
Other income received2011-12-31$9,881
Net income (gross income less expenses)2011-12-31$-744,635
Net plan assets at end of year (total assets less liabilities)2011-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$744,635
2010 : ROBERT R SANDLIN PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$46,832
Total plan assets at end of year2010-12-31$744,635
Total plan assets at beginning of year2010-12-31$697,803
Value of fidelity bond covering the plan2010-12-31$90,000
Total contributions received or receivable from participants2010-12-31$1,858
Other income received2010-12-31$23,132
Net income (gross income less expenses)2010-12-31$46,832
Net plan assets at end of year (total assets less liabilities)2010-12-31$744,635
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$697,803
Total contributions received or receivable from employer(s)2010-12-31$21,842

Form 5500 Responses for ROBERT R SANDLIN PENSION PLAN

2011: ROBERT R SANDLIN PENSION 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 filingYes
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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ROBERT R SANDLIN PENSION 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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