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PROFIT SHARING 001 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS 401k Plan overview

Plan NamePROFIT SHARING 001 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS
Plan identification number 001

PROFIT SHARING 001 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS Benefits

401k Plan TypeDefined 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.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

JEFFREY L. FIELDING, OD has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY L. FIELDING, OD
Employer identification number (EIN):731099066
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING 001 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01SHEREE K. FIELDING
0012014-01-01SHEREE K. FIELDING
0012013-01-01SHEREE K. FIELDING
0012012-01-01SHEREE K. FIELDING
0012011-01-01JEFFREY L FIELDING OD
0012009-01-01JEFFREY L FIELDING OD

Plan Statistics for PROFIT SHARING 001 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS

401k plan membership statisitcs for PROFIT SHARING 001 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS

Measure Date Value
2015: PROFIT SHARING 001 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total of all active and inactive participants2015-01-010
Total participants2015-01-010
2014: PROFIT SHARING 001 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-011
Total of all active and inactive participants2014-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-012
Number of participants with account balances2014-01-012
2013: PROFIT SHARING 001 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
2012: PROFIT SHARING 001 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: PROFIT SHARING 001 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2009: PROFIT SHARING 001 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-014
Total of all active and inactive participants2009-01-014
Total participants2009-01-014
Number of participants with account balances2009-01-014

Financial Data on PROFIT SHARING 001 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS

Measure Date Value
2015 : PROFIT SHARING 001 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS 2015 401k financial data
Total income from all sources2015-12-31$34,132
Expenses. Total of all expenses incurred2015-12-31$575,055
Benefits paid (including direct rollovers)2015-12-31$575,055
Total plan assets at end of year2015-12-31$0
Total plan assets at beginning of year2015-12-31$540,923
Other income received2015-12-31$34,132
Net income (gross income less expenses)2015-12-31$-540,923
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$540,923
2014 : PROFIT SHARING 001 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS 2014 401k financial data
Total income from all sources2014-12-31$40,658
Expenses. Total of all expenses incurred2014-12-31$50
Total plan assets at end of year2014-12-31$540,923
Total plan assets at beginning of year2014-12-31$500,315
Expenses. Other expenses not covered elsewhere2014-12-31$50
Other income received2014-12-31$35,338
Net income (gross income less expenses)2014-12-31$40,608
Net plan assets at end of year (total assets less liabilities)2014-12-31$540,923
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$500,315
Total contributions received or receivable from employer(s)2014-12-31$5,320
2013 : PROFIT SHARING 001 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS 2013 401k financial data
Total income from all sources2013-12-31$30,997
Expenses. Total of all expenses incurred2013-12-31$50
Total plan assets at end of year2013-12-31$500,315
Total plan assets at beginning of year2013-12-31$469,368
Other income received2013-12-31$1,703
Net income (gross income less expenses)2013-12-31$30,947
Net plan assets at end of year (total assets less liabilities)2013-12-31$500,315
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$469,368
Total contributions received or receivable from employer(s)2013-12-31$29,294
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$50
2012 : PROFIT SHARING 001 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS 2012 401k financial data
Total income from all sources2012-12-31$90,508
Expenses. Total of all expenses incurred2012-12-31$50
Total plan assets at end of year2012-12-31$469,368
Total plan assets at beginning of year2012-12-31$378,910
Other income received2012-12-31$58,536
Net income (gross income less expenses)2012-12-31$90,458
Net plan assets at end of year (total assets less liabilities)2012-12-31$469,368
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$378,910
Total contributions received or receivable from employer(s)2012-12-31$31,972
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$50
2011 : PROFIT SHARING 001 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS 2011 401k financial data
Total income from all sources2011-12-31$-37,930
Expenses. Total of all expenses incurred2011-12-31$50
Total plan assets at end of year2011-12-31$378,910
Total plan assets at beginning of year2011-12-31$416,890
Other income received2011-12-31$-68,926
Net income (gross income less expenses)2011-12-31$-37,980
Net plan assets at end of year (total assets less liabilities)2011-12-31$378,910
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$416,890
Total contributions received or receivable from employer(s)2011-12-31$30,996
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$50
2010 : PROFIT SHARING 001 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS 2010 401k financial data
Total income from all sources2010-12-31$97,241
Expenses. Total of all expenses incurred2010-12-31$18,152
Benefits paid (including direct rollovers)2010-12-31$18,102
Total plan assets at end of year2010-12-31$416,890
Total plan assets at beginning of year2010-12-31$337,801
Expenses. Other expenses not covered elsewhere2010-12-31$50
Other income received2010-12-31$69,757
Net income (gross income less expenses)2010-12-31$79,089
Net plan assets at end of year (total assets less liabilities)2010-12-31$416,890
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$337,801
Total contributions received or receivable from employer(s)2010-12-31$27,484

Form 5500 Responses for PROFIT SHARING 001 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS

2015: PROFIT SHARING 001 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PROFIT SHARING 001 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PROFIT SHARING 001 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PROFIT SHARING 001 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PROFIT SHARING 001 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PROFIT SHARING 001 JEFFREY L. FIELDING, OD AMERICAN CENTURY INVESTMENTS 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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