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FRED E CLAYSON M.D., P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameFRED E CLAYSON M.D., P.C. PROFIT SHARING PLAN
Plan identification number 002

FRED E CLAYSON M.D., P.C. PROFIT SHARING PLAN 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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

FRED E. CLAYSON M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:FRED E. CLAYSON M.D., P.C.
Employer identification number (EIN):870344078
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRED E CLAYSON M.D., P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022014-10-01FRED E CLAYSON2016-04-18 FRED E CLAYSON2016-04-18
0022013-10-01FRED E CLAYSON
0022012-10-01FRED E CLAYSON
0022011-10-01FRED E CLAYSON
0022010-10-01FRED E CLAYSON
0022009-10-01FRED E CLAYSON

Financial Data on FRED E CLAYSON M.D., P.C. PROFIT SHARING PLAN

Measure Date Value
2014 : FRED E CLAYSON M.D., P.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-09-30$130,246
Expenses. Total of all expenses incurred2014-09-30$46,627
Benefits paid (including direct rollovers)2014-09-30$29,428
Total plan assets at end of year2014-09-30$2,291,047
Total plan assets at beginning of year2014-09-30$2,207,428
Other income received2014-09-30$130,246
Net income (gross income less expenses)2014-09-30$83,619
Net plan assets at end of year (total assets less liabilities)2014-09-30$2,291,047
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$2,207,428
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$17,199
2013 : FRED E CLAYSON M.D., P.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-09-30$701,292
Expenses. Total of all expenses incurred2013-09-30$165,770
Benefits paid (including direct rollovers)2013-09-30$165,770
Total plan assets at end of year2013-09-30$2,791,677
Total plan assets at beginning of year2013-09-30$2,256,155
Other income received2013-09-30$701,292
Net income (gross income less expenses)2013-09-30$535,522
Net plan assets at end of year (total assets less liabilities)2013-09-30$2,791,677
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$2,256,155
2012 : FRED E CLAYSON M.D., P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-09-30$193,325
Total plan assets at end of year2012-09-30$2,256,155
Total plan assets at beginning of year2012-09-30$2,062,830
Other income received2012-09-30$153,325
Net income (gross income less expenses)2012-09-30$193,325
Net plan assets at end of year (total assets less liabilities)2012-09-30$2,256,155
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$2,062,830
Total contributions received or receivable from employer(s)2012-09-30$40,000
2011 : FRED E CLAYSON M.D., P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-09-30$12,835
Expenses. Total of all expenses incurred2011-09-30$57,531
Benefits paid (including direct rollovers)2011-09-30$57,531
Total plan assets at end of year2011-09-30$2,062,830
Total plan assets at beginning of year2011-09-30$2,107,526
Other income received2011-09-30$-27,165
Net income (gross income less expenses)2011-09-30$-44,696
Net plan assets at end of year (total assets less liabilities)2011-09-30$2,062,830
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$2,107,526
Total contributions received or receivable from employer(s)2011-09-30$40,000

Form 5500 Responses for FRED E CLAYSON M.D., P.C. PROFIT SHARING PLAN

2013: FRED E CLAYSON M.D., P.C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: FRED E CLAYSON M.D., P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: FRED E CLAYSON M.D., P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2010: FRED E CLAYSON M.D., P.C. PROFIT SHARING PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: FRED E CLAYSON M.D., P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01This submission is the final filingNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

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