?>
Logo

MT. BAKER VISION CLINIC 401(K) PLAN 401k Plan overview

Plan NameMT. BAKER VISION CLINIC 401(K) PLAN
Plan identification number 001

MT. BAKER VISION CLINIC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Plan covering Self-Employed individuals.
  • 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

MT. BAKER VISION CLINIC P.L.L.P. has sponsored the creation of one or more 401k plans.

Company Name:MT. BAKER VISION CLINIC P.L.L.P.
Employer identification number (EIN):910639044
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MT. BAKER VISION CLINIC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01BRIAN KONING2023-09-18
0012021-01-01BRIAN KONING2022-07-25
0012021-01-01
0012020-01-01BRIAN KONING2021-07-14
0012019-01-01BRIAN KONING2020-06-16
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01WAYNE MUSSLEMAN
0012011-01-01WAYNE MUSSELMAN
0012010-01-01WAYNE MUSSELMAN
0012009-01-01WAYNE MUSSELMAN

Plan Statistics for MT. BAKER VISION CLINIC 401(K) PLAN

401k plan membership statisitcs for MT. BAKER VISION CLINIC 401(K) PLAN

Measure Date Value
2021: MT. BAKER VISION CLINIC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0129
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Number of retired or separated participants receiving benefits2021-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MT. BAKER VISION CLINIC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0130
Total number of active participants reported on line 7a of the Form 55002020-01-0116
Number of other retired or separated participants entitled to future benefits2020-01-0113
Total of all active and inactive participants2020-01-0129
Total participants2020-01-0129
Number of participants with account balances2020-01-0129
2019: MT. BAKER VISION CLINIC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0129
Total number of active participants reported on line 7a of the Form 55002019-01-0117
Number of other retired or separated participants entitled to future benefits2019-01-0113
Total of all active and inactive participants2019-01-0130
Total participants2019-01-0130
Number of participants with account balances2019-01-0130
2018: MT. BAKER VISION CLINIC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0128
Total number of active participants reported on line 7a of the Form 55002018-01-0113
Number of other retired or separated participants entitled to future benefits2018-01-0116
Total of all active and inactive participants2018-01-0129
Total participants2018-01-0129
Number of participants with account balances2018-01-0129
2017: MT. BAKER VISION CLINIC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0127
Total number of active participants reported on line 7a of the Form 55002017-01-0112
Number of other retired or separated participants entitled to future benefits2017-01-0116
Total of all active and inactive participants2017-01-0128
Total participants2017-01-0128
Number of participants with account balances2017-01-0128
2016: MT. BAKER VISION CLINIC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0123
Total number of active participants reported on line 7a of the Form 55002016-01-0116
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-0127
Total participants2016-01-0127
Number of participants with account balances2016-01-0127
2015: MT. BAKER VISION CLINIC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0124
Total number of active participants reported on line 7a of the Form 55002015-01-0113
Number of other retired or separated participants entitled to future benefits2015-01-0110
Total of all active and inactive participants2015-01-0123
Total participants2015-01-0123
Number of participants with account balances2015-01-0123
2014: MT. BAKER VISION CLINIC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0123
Total number of active participants reported on line 7a of the Form 55002014-01-0112
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-0124
Total participants2014-01-0124
Number of participants with account balances2014-01-0124
2013: MT. BAKER VISION CLINIC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0122
Total number of active participants reported on line 7a of the Form 55002013-01-0115
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-0123
Total participants2013-01-0123
Number of participants with account balances2013-01-0123
2012: MT. BAKER VISION CLINIC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0122
Total number of active participants reported on line 7a of the Form 55002012-01-0115
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-0122
Total participants2012-01-0122
Number of participants with account balances2012-01-0122
2011: MT. BAKER VISION CLINIC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0121
Total number of active participants reported on line 7a of the Form 55002011-01-0115
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0118
Total participants2011-01-0118
Number of participants with account balances2011-01-0118
2010: MT. BAKER VISION CLINIC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0119
Total number of active participants reported on line 7a of the Form 55002010-01-0115
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-016
Total of all active and inactive participants2010-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0121
Number of participants with account balances2010-01-0121
2009: MT. BAKER VISION CLINIC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0116
Total number of active participants reported on line 7a of the Form 55002009-01-0114
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0119
Total participants2009-01-0119
Number of participants with account balances2009-01-0119

Financial Data on MT. BAKER VISION CLINIC 401(K) PLAN

Measure Date Value
2021 : MT. BAKER VISION CLINIC 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$-861,209
Total income from all sources2021-12-31$1,001
Expenses. Total of all expenses incurred2021-12-31$32,017
Benefits paid (including direct rollovers)2021-12-31$32,017
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$892,225
Value of fidelity bond covering the plan2021-12-31$100,000
Total contributions received or receivable from participants2021-12-31$123,467
Contributions received from other sources (not participants or employers)2021-12-31$37,696
Other income received2021-12-31$1,001
Net income (gross income less expenses)2021-12-31$-31,016
Net plan assets at end of year (total assets less liabilities)2021-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$892,225
Total contributions received or receivable from employer(s)2021-12-31$50,303
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$6,088
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : MT. BAKER VISION CLINIC 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$174,167
Expenses. Total of all expenses incurred2020-12-31$548,982
Benefits paid (including direct rollovers)2020-12-31$548,982
Total plan assets at end of year2020-12-31$892,225
Total plan assets at beginning of year2020-12-31$1,267,040
Value of fidelity bond covering the plan2020-12-31$100,000
Other income received2020-12-31$129,699
Net income (gross income less expenses)2020-12-31$-374,815
Net plan assets at end of year (total assets less liabilities)2020-12-31$892,225
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,267,040
Total contributions received or receivable from employer(s)2020-12-31$44,468
2019 : MT. BAKER VISION CLINIC 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$235,977
Expenses. Total of all expenses incurred2019-12-31$35,915
Benefits paid (including direct rollovers)2019-12-31$35,915
Total plan assets at end of year2019-12-31$1,267,040
Total plan assets at beginning of year2019-12-31$1,066,978
Value of fidelity bond covering the plan2019-12-31$100,000
Other income received2019-12-31$186,001
Net income (gross income less expenses)2019-12-31$200,062
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,267,040
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,066,978
Total contributions received or receivable from employer(s)2019-12-31$49,976
2018 : MT. BAKER VISION CLINIC 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$6,468
Expenses. Total of all expenses incurred2018-12-31$49,142
Benefits paid (including direct rollovers)2018-12-31$49,092
Total plan assets at end of year2018-12-31$1,066,978
Total plan assets at beginning of year2018-12-31$1,109,652
Value of fidelity bond covering the plan2018-12-31$100,000
Other income received2018-12-31$-49,092
Net income (gross income less expenses)2018-12-31$-42,674
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,066,978
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,109,652
Total contributions received or receivable from employer(s)2018-12-31$55,560
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$50
2017 : MT. BAKER VISION CLINIC 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$171,390
Expenses. Total of all expenses incurred2017-12-31$6,000
Benefits paid (including direct rollovers)2017-12-31$6,000
Total plan assets at end of year2017-12-31$1,109,652
Total plan assets at beginning of year2017-12-31$944,262
Value of fidelity bond covering the plan2017-12-31$100,000
Other income received2017-12-31$135,035
Net income (gross income less expenses)2017-12-31$165,390
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,109,652
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$944,262
Total contributions received or receivable from employer(s)2017-12-31$36,355
2016 : MT. BAKER VISION CLINIC 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$67,921
Expenses. Total of all expenses incurred2016-12-31$7,365
Benefits paid (including direct rollovers)2016-12-31$7,365
Total plan assets at end of year2016-12-31$944,262
Total plan assets at beginning of year2016-12-31$883,706
Value of fidelity bond covering the plan2016-12-31$100,000
Other income received2016-12-31$29,475
Net income (gross income less expenses)2016-12-31$60,556
Net plan assets at end of year (total assets less liabilities)2016-12-31$944,262
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$883,706
Total contributions received or receivable from employer(s)2016-12-31$38,446
2015 : MT. BAKER VISION CLINIC 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$34,004
Expenses. Total of all expenses incurred2015-12-31$15,429
Benefits paid (including direct rollovers)2015-12-31$15,379
Total plan assets at end of year2015-12-31$883,706
Total plan assets at beginning of year2015-12-31$865,131
Value of fidelity bond covering the plan2015-12-31$100,000
Other income received2015-12-31$5,308
Net income (gross income less expenses)2015-12-31$18,575
Net plan assets at end of year (total assets less liabilities)2015-12-31$883,706
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$865,131
Total contributions received or receivable from employer(s)2015-12-31$28,696
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$50
2014 : MT. BAKER VISION CLINIC 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$73,965
Expenses. Total of all expenses incurred2014-12-31$6,000
Benefits paid (including direct rollovers)2014-12-31$6,000
Total plan assets at end of year2014-12-31$865,131
Total plan assets at beginning of year2014-12-31$797,166
Value of fidelity bond covering the plan2014-12-31$100,000
Other income received2014-12-31$41,540
Net income (gross income less expenses)2014-12-31$67,965
Net plan assets at end of year (total assets less liabilities)2014-12-31$865,131
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$797,166
Total contributions received or receivable from employer(s)2014-12-31$32,425
2013 : MT. BAKER VISION CLINIC 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$130,049
Expenses. Total of all expenses incurred2013-12-31$9,672
Benefits paid (including direct rollovers)2013-12-31$9,522
Total plan assets at end of year2013-12-31$797,166
Total plan assets at beginning of year2013-12-31$676,789
Value of fidelity bond covering the plan2013-12-31$100,000
Expenses. Other expenses not covered elsewhere2013-12-31$150
Other income received2013-12-31$100,816
Net income (gross income less expenses)2013-12-31$120,377
Net plan assets at end of year (total assets less liabilities)2013-12-31$797,166
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$676,789
Total contributions received or receivable from employer(s)2013-12-31$29,233
2012 : MT. BAKER VISION CLINIC 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$75,524
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$676,789
Total plan assets at beginning of year2012-12-31$601,265
Value of fidelity bond covering the plan2012-12-31$100,000
Other income received2012-12-31$43,547
Net income (gross income less expenses)2012-12-31$75,524
Net plan assets at end of year (total assets less liabilities)2012-12-31$676,789
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$601,265
Total contributions received or receivable from employer(s)2012-12-31$31,977
2011 : MT. BAKER VISION CLINIC 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$-529
Expenses. Total of all expenses incurred2011-12-31$10,064
Benefits paid (including direct rollovers)2011-12-31$9,914
Total plan assets at end of year2011-12-31$601,265
Total plan assets at beginning of year2011-12-31$611,858
Value of fidelity bond covering the plan2011-12-31$100,000
Other income received2011-12-31$-23,227
Net income (gross income less expenses)2011-12-31$-10,593
Net plan assets at end of year (total assets less liabilities)2011-12-31$601,265
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$611,858
Total contributions received or receivable from employer(s)2011-12-31$22,698
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$150
2010 : MT. BAKER VISION CLINIC 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$82,390
Expenses. Total of all expenses incurred2010-12-31$11,924
Benefits paid (including direct rollovers)2010-12-31$11,924
Total plan assets at end of year2010-12-31$611,858
Total plan assets at beginning of year2010-12-31$541,392
Other income received2010-12-31$56,140
Net income (gross income less expenses)2010-12-31$70,466
Net plan assets at end of year (total assets less liabilities)2010-12-31$611,858
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$541,392
Total contributions received or receivable from employer(s)2010-12-31$26,250

Form 5500 Responses for MT. BAKER VISION CLINIC 401(K) PLAN

2021: MT. BAKER VISION CLINIC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MT. BAKER VISION CLINIC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MT. BAKER VISION CLINIC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MT. BAKER VISION CLINIC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MT. BAKER VISION CLINIC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MT. BAKER VISION CLINIC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MT. BAKER VISION CLINIC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MT. BAKER VISION CLINIC 401(K) PLAN 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: MT. BAKER VISION CLINIC 401(K) PLAN 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: MT. BAKER VISION CLINIC 401(K) PLAN 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: MT. BAKER VISION CLINIC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MT. BAKER VISION CLINIC 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MT. BAKER VISION CLINIC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3