401k Plan data: MICHAEL G. BLAKE & ASSOC. 401K PROFIT SHARING PLAN plan

MICHAEL G. BLAKE & ASSOC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	MICHAEL G. BLAKE & ASSOC. 401K PROFIT SHARING PLAN
Plan identification number	001

MICHAEL G. BLAKE & ASSOC. 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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
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

MICHAEL G. BLAKE & ASSOCIATES, INC has sponsored the creation of one or more 401k plans.

Company Name: MICHAEL G. BLAKE & ASSOCIATES, INC

Employer identification number (EIN): 850344526

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL G. BLAKE & ASSOC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 MICHAEL G. BLAKE MICHAEL G. BLAKE 2018-02-26
001 2016-01-01 MICHAEL G. BLAKE MICHAEL G. BLAKE 2018-02-16
001 2015-01-01 MICHAEL G. BLAKE MICHAEL G. BLAKE 2016-04-19
001 2014-01-01 MICHAEL G. BLAKE MICHAEL G. BLAKE 2015-07-29
001 2013-01-01 MICHAEL G. BLAKE MICHAEL G. BLAKE 2014-07-02
001 2012-01-01 MICHAEL G. BLAKE MICHAEL G. BLAKE 2013-07-31
001 2011-01-01 MICHAEL G. BLAKE MICHAEL G. BLAKE 2012-07-31
001 2009-01-01 MICHAEL G. BLAKE

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	MICHAEL G. BLAKE	MICHAEL G. BLAKE	2018-02-26
001	2016-01-01	MICHAEL G. BLAKE	MICHAEL G. BLAKE	2018-02-16
001	2015-01-01	MICHAEL G. BLAKE	MICHAEL G. BLAKE	2016-04-19
001	2014-01-01	MICHAEL G. BLAKE	MICHAEL G. BLAKE	2015-07-29
001	2013-01-01	MICHAEL G. BLAKE	MICHAEL G. BLAKE	2014-07-02
001	2012-01-01	MICHAEL G. BLAKE	MICHAEL G. BLAKE	2013-07-31
001	2011-01-01	MICHAEL G. BLAKE	MICHAEL G. BLAKE	2012-07-31
001	2009-01-01	MICHAEL G. BLAKE

Plan Statistics for MICHAEL G. BLAKE & ASSOC. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for MICHAEL G. BLAKE & ASSOC. 401K PROFIT SHARING PLAN

Measure Date Value
2017: MICHAEL G. BLAKE & ASSOC. 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MICHAEL G. BLAKE & ASSOC. 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 11
Total of all active and inactive participants 2016-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 11
Number of participants with account balances 2016-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MICHAEL G. BLAKE & ASSOC. 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 8
Number of participants with account balances 2015-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MICHAEL G. BLAKE & ASSOC. 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
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 1
Total of all active and inactive participants 2014-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MICHAEL G. BLAKE & ASSOC. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
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 0
Total of all active and inactive participants 2013-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MICHAEL G. BLAKE & ASSOC. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
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 4
Total of all active and inactive participants 2012-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 10
Number of participants with account balances 2012-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: MICHAEL G. BLAKE & ASSOC. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: MICHAEL G. BLAKE & ASSOC. 401K 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 5
Total of all active and inactive participants 2009-01-01 5
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5

Measure	Date	Value
2017: MICHAEL G. BLAKE & ASSOC. 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MICHAEL G. BLAKE & ASSOC. 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	11
Total of all active and inactive participants	2016-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	11
Number of participants with account balances	2016-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MICHAEL G. BLAKE & ASSOC. 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	8
Number of participants with account balances	2015-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MICHAEL G. BLAKE & ASSOC. 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
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	1
Total of all active and inactive participants	2014-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MICHAEL G. BLAKE & ASSOC. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
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	0
Total of all active and inactive participants	2013-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MICHAEL G. BLAKE & ASSOC. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
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	4
Total of all active and inactive participants	2012-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	10
Number of participants with account balances	2012-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: MICHAEL G. BLAKE & ASSOC. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: MICHAEL G. BLAKE & ASSOC. 401K 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	5
Total of all active and inactive participants	2009-01-01	5
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5

Financial Data on MICHAEL G. BLAKE & ASSOC. 401K PROFIT SHARING PLAN

Measure	Date	Value
2017 : MICHAEL G. BLAKE & ASSOC. 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$188,672
Expenses. Total of all expenses incurred	2017-12-31	$1,560,759
Benefits paid (including direct rollovers)	2017-12-31	$1,560,759
Total plan assets at end of year	2017-12-31	$0
Total plan assets at beginning of year	2017-12-31	$1,372,087
Other income received	2017-12-31	$188,672
Net income (gross income less expenses)	2017-12-31	$-1,372,087
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,372,087
2016 : MICHAEL G. BLAKE & ASSOC. 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$498,008
Expenses. Total of all expenses incurred	2016-12-31	$15,346
Benefits paid (including direct rollovers)	2016-12-31	$15,346
Total plan assets at end of year	2016-12-31	$1,372,087
Total plan assets at beginning of year	2016-12-31	$889,425
Value of fidelity bond covering the plan	2016-12-31	$50,000
Other income received	2016-12-31	$431,183
Net income (gross income less expenses)	2016-12-31	$482,662
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,372,087
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$889,425
Total contributions received or receivable from employer(s)	2016-12-31	$66,825
2015 : MICHAEL G. BLAKE & ASSOC. 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$163,390
Expenses. Total of all expenses incurred	2015-12-31	$11,323
Benefits paid (including direct rollovers)	2015-12-31	$11,323
Total plan assets at end of year	2015-12-31	$889,425
Total plan assets at beginning of year	2015-12-31	$737,358
Value of fidelity bond covering the plan	2015-12-31	$50,000
Other income received	2015-12-31	$97,596
Net income (gross income less expenses)	2015-12-31	$152,067
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$889,425
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$737,358
Total contributions received or receivable from employer(s)	2015-12-31	$65,794
2014 : MICHAEL G. BLAKE & ASSOC. 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$77,185
Expenses. Total of all expenses incurred	2014-12-31	$3,125
Benefits paid (including direct rollovers)	2014-12-31	$3,125
Total plan assets at end of year	2014-12-31	$737,358
Total plan assets at beginning of year	2014-12-31	$663,298
Value of fidelity bond covering the plan	2014-12-31	$50,000
Other income received	2014-12-31	$23,350
Net income (gross income less expenses)	2014-12-31	$74,060
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$737,358
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$663,298
Total contributions received or receivable from employer(s)	2014-12-31	$53,835
2013 : MICHAEL G. BLAKE & ASSOC. 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$206,755
Expenses. Total of all expenses incurred	2013-12-31	$1,371
Benefits paid (including direct rollovers)	2013-12-31	$1,371
Total plan assets at end of year	2013-12-31	$663,298
Total plan assets at beginning of year	2013-12-31	$457,914
Value of fidelity bond covering the plan	2013-12-31	$50,000
Other income received	2013-12-31	$164,255
Net income (gross income less expenses)	2013-12-31	$205,384
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$663,298
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$457,914
Total contributions received or receivable from employer(s)	2013-12-31	$42,500
2012 : MICHAEL G. BLAKE & ASSOC. 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$140,879
Expenses. Total of all expenses incurred	2012-12-31	$72
Benefits paid (including direct rollovers)	2012-12-31	$72
Total plan assets at end of year	2012-12-31	$457,914
Total plan assets at beginning of year	2012-12-31	$317,107
Value of fidelity bond covering the plan	2012-12-31	$50,000
Other income received	2012-12-31	$113,307
Net income (gross income less expenses)	2012-12-31	$140,807
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$457,914
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$317,107
Total contributions received or receivable from employer(s)	2012-12-31	$27,572
2011 : MICHAEL G. BLAKE & ASSOC. 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-1,683
Expenses. Total of all expenses incurred	2011-12-31	$874
Benefits paid (including direct rollovers)	2011-12-31	$874
Total plan assets at end of year	2011-12-31	$317,107
Total plan assets at beginning of year	2011-12-31	$319,664
Value of fidelity bond covering the plan	2011-12-31	$50,000
Other income received	2011-12-31	$-14,683
Net income (gross income less expenses)	2011-12-31	$-2,557
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$317,107
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$319,664
Total contributions received or receivable from employer(s)	2011-12-31	$13,000
2010 : MICHAEL G. BLAKE & ASSOC. 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$93,259
Total plan assets at end of year	2010-12-31	$319,664
Total plan assets at beginning of year	2010-12-31	$226,405
Value of fidelity bond covering the plan	2010-12-31	$50,000
Other income received	2010-12-31	$93,259
Net income (gross income less expenses)	2010-12-31	$93,259
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$319,664
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$226,405

Form 5500 Responses for MICHAEL G. BLAKE & ASSOC. 401K PROFIT SHARING PLAN

2017: MICHAEL G. BLAKE & ASSOC. 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	This submission is the final filing	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MICHAEL G. BLAKE & ASSOC. 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MICHAEL G. BLAKE & ASSOC. 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MICHAEL G. BLAKE & ASSOC. 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MICHAEL G. BLAKE & ASSOC. 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MICHAEL G. BLAKE & ASSOC. 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MICHAEL G. BLAKE & ASSOC. 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MICHAEL G. BLAKE & ASSOC. 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MICHAEL G. BLAKE & ASSOCIATES, INC
Employer identification number (EIN):	850344526
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists