401k Plan data: RICHARD HENRY MD PA PROFIT SHARING PLAN plan

RICHARD HENRY MD PA PROFIT SHARING PLAN 401k Plan overview

Plan Name	RICHARD HENRY MD PA PROFIT SHARING PLAN
Plan identification number	001

RICHARD HENRY MD PA PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

RICHARD HENRY MD has sponsored the creation of one or more 401k plans.

Company Name: RICHARD HENRY MD

Employer identification number (EIN): 710561838

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD HENRY MD PA PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 STEPHEN LEEK STEPHEN LEEK 2016-10-06
001 2014-01-01 RICHARD HENRY MD
001 2013-01-01
001 2012-01-01 RICHARD HENRY MD
001 2011-01-01 RICHARD HENRY
001 2010-01-01 RICHARD HENRY
001 2009-01-01 RICHARD HENRY RICHARD HENRY 2010-10-14
001 2009-01-01 RICHARD HENRY

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	STEPHEN LEEK	STEPHEN LEEK	2016-10-06
001	2014-01-01	RICHARD HENRY MD
001	2013-01-01
001	2012-01-01	RICHARD HENRY MD
001	2011-01-01	RICHARD HENRY
001	2010-01-01	RICHARD HENRY
001	2009-01-01	RICHARD HENRY	RICHARD HENRY	2010-10-14
001	2009-01-01	RICHARD HENRY

Plan Statistics for RICHARD HENRY MD PA PROFIT SHARING PLAN

401k plan membership statisitcs for RICHARD HENRY MD PA PROFIT SHARING PLAN

Measure Date Value
2015: RICHARD HENRY MD PA PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
2014: RICHARD HENRY MD PA PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Total of all active and inactive participants 2014-01-01 5
Total participants 2014-01-01 5
2013: RICHARD HENRY MD PA PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Total of all active and inactive participants 2013-01-01 5
Total participants 2013-01-01 5
2012: RICHARD HENRY MD PA PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
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 0
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: RICHARD HENRY MD PA PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
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 0
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: RICHARD HENRY MD PA PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 7
Total participants 2010-01-01 7
Number of participants with account balances 2010-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: RICHARD HENRY MD PA PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
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 0
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6

Measure	Date	Value
2015: RICHARD HENRY MD PA PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
2014: RICHARD HENRY MD PA PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Total of all active and inactive participants	2014-01-01	5
Total participants	2014-01-01	5
2013: RICHARD HENRY MD PA PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Total of all active and inactive participants	2013-01-01	5
Total participants	2013-01-01	5
2012: RICHARD HENRY MD PA PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
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	0
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: RICHARD HENRY MD PA PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
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	0
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: RICHARD HENRY MD PA PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	7
Total participants	2010-01-01	7
Number of participants with account balances	2010-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: RICHARD HENRY MD PA PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
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	0
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6

Financial Data on RICHARD HENRY MD PA PROFIT SHARING PLAN

Measure	Date	Value
2015 : RICHARD HENRY MD PA PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$9,940
Expenses. Total of all expenses incurred	2015-12-31	$1,802,446
Benefits paid (including direct rollovers)	2015-12-31	$1,500,433
Total plan assets at end of year	2015-12-31	$0
Total plan assets at beginning of year	2015-12-31	$1,792,506
Total contributions received or receivable from participants	2015-12-31	$5,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$302,013
Net income (gross income less expenses)	2015-12-31	$-1,792,506
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,792,506
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$4,940
2014 : RICHARD HENRY MD PA PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$204,288
Expenses. Total of all expenses incurred	2014-12-31	$8,298
Total plan assets at end of year	2014-12-31	$1,792,506
Total plan assets at beginning of year	2014-12-31	$1,596,516
Total contributions received or receivable from participants	2014-12-31	$5,000
Other income received	2014-12-31	$167,288
Net income (gross income less expenses)	2014-12-31	$195,990
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,792,506
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,596,516
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$523,999
Total contributions received or receivable from employer(s)	2014-12-31	$32,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$8,298
2013 : RICHARD HENRY MD PA PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$280,901
Expenses. Total of all expenses incurred	2013-12-31	$27,367
Benefits paid (including direct rollovers)	2013-12-31	$9,951
Total plan assets at end of year	2013-12-31	$1,596,516
Total plan assets at beginning of year	2013-12-31	$1,342,982
Total contributions received or receivable from participants	2013-12-31	$5,000
Other income received	2013-12-31	$233,818
Net income (gross income less expenses)	2013-12-31	$253,534
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,596,516
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,342,982
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$569,606
Total contributions received or receivable from employer(s)	2013-12-31	$42,083
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$17,416
2012 : RICHARD HENRY MD PA PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$55,082
Expenses. Total of all expenses incurred	2012-12-31	$5,967
Total plan assets at end of year	2012-12-31	$1,342,982
Total plan assets at beginning of year	2012-12-31	$1,342,869
Other income received	2012-12-31	$13,158
Net income (gross income less expenses)	2012-12-31	$49,115
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,342,982
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,342,869
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$402,587
Total contributions received or receivable from employer(s)	2012-12-31	$41,924
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$5,967
2011 : RICHARD HENRY MD PA PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-33,044
Expenses. Total of all expenses incurred	2011-12-31	$10,699
Benefits paid (including direct rollovers)	2011-12-31	$98
Total plan assets at end of year	2011-12-31	$1,592,869
Total plan assets at beginning of year	2011-12-31	$1,636,612
Total contributions received or receivable from participants	2011-12-31	$5,000
Other income received	2011-12-31	$-90,302
Net income (gross income less expenses)	2011-12-31	$-43,743
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,592,869
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,636,612
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$396,032
Total contributions received or receivable from employer(s)	2011-12-31	$52,258
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$10,601
2010 : RICHARD HENRY MD PA PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$144,837
Expenses. Total of all expenses incurred	2010-12-31	$45,989
Total plan assets at end of year	2010-12-31	$1,636,612
Total plan assets at beginning of year	2010-12-31	$1,537,764
Total contributions received or receivable from participants	2010-12-31	$5,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$33,417
Other income received	2010-12-31	$87,250
Net income (gross income less expenses)	2010-12-31	$98,848
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,636,612
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,537,764
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$897,255
Total contributions received or receivable from employer(s)	2010-12-31	$52,587
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$12,572

Form 5500 Responses for RICHARD HENRY MD PA PROFIT SHARING PLAN

2015: RICHARD HENRY MD PA PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: RICHARD HENRY MD PA PROFIT SHARING PLAN 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: RICHARD HENRY MD PA PROFIT SHARING PLAN 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: RICHARD HENRY MD PA PROFIT SHARING PLAN 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: RICHARD HENRY MD PA PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
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
2010: RICHARD HENRY MD PA PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: RICHARD HENRY MD PA PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	RICHARD HENRY MD
Employer identification number (EIN):	710561838
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists