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ROBERT L. CAULKINS, D.O. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameROBERT L. CAULKINS, D.O. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

ROBERT L. CAULKINS, D.O. 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

ROBERT L. CAULKINS, D.O. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT L. CAULKINS, D.O.
Employer identification number (EIN):911414094
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT L. CAULKINS, D.O. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROBERT CAULKINS2024-05-28
0012022-01-01ROBERT CAULKINS2023-06-26
0012021-01-01ROBERT CAULKINS2022-09-21
0012020-01-01
0012019-01-01ROBERT CAULKINS2020-10-05
0012018-01-01ROBERT L. CAULKINS, D.O.2019-10-13 ROBERT L. CAULKINS, D.O.2019-10-13
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01ROBERT L. CAULKINS, D.O.
0012011-01-01ROBERT L. CAULKINS, D.O.
0012009-01-01ROBERT L. CAULKINS, D.O.

Financial Data on ROBERT L. CAULKINS, D.O. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023 : ROBERT L. CAULKINS, D.O. 401(K) PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total income from all sources2023-12-31$794,895
Expenses. Total of all expenses incurred2023-12-31$0
Benefits paid (including direct rollovers)2023-12-31$0
Total plan assets at end of year2023-12-31$3,489,290
Total plan assets at beginning of year2023-12-31$2,694,395
Value of fidelity bond covering the plan2023-12-31$350,000
Total contributions received or receivable from participants2023-12-31$89,026
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$675,530
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$794,895
Net plan assets at end of year (total assets less liabilities)2023-12-31$3,489,290
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$2,694,395
Assets. Value of assets in partnership/joint-venture interests2023-12-31$129,000
Total contributions received or receivable from employer(s)2023-12-31$30,339
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$0
2022 : ROBERT L. CAULKINS, D.O. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-665,082
Expenses. Total of all expenses incurred2022-12-31$0
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$2,694,395
Total plan assets at beginning of year2022-12-31$3,359,477
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$86,175
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-778,177
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-665,082
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,694,395
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,359,477
Assets. Value of assets in partnership/joint-venture interests2022-12-31$129,000
Total contributions received or receivable from employer(s)2022-12-31$26,920
Value of certain deemed distributions of participant loans2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : ROBERT L. CAULKINS, D.O. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$893,845
Expenses. Total of all expenses incurred2021-12-31$33,841
Benefits paid (including direct rollovers)2021-12-31$33,841
Total plan assets at end of year2021-12-31$3,359,477
Total plan assets at beginning of year2021-12-31$2,499,473
Value of fidelity bond covering the plan2021-12-31$350,000
Total contributions received or receivable from participants2021-12-31$77,991
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$790,342
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$860,004
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,359,477
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,499,473
Assets. Value of assets in partnership/joint-venture interests2021-12-31$129,000
Total contributions received or receivable from employer(s)2021-12-31$25,512
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
2020 : ROBERT L. CAULKINS, D.O. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$-134,843
Expenses. Total of all expenses incurred2020-12-31$17,312
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$2,499,473
Total plan assets at beginning of year2020-12-31$2,651,628
Value of fidelity bond covering the plan2020-12-31$250,000
Total contributions received or receivable from participants2020-12-31$72,456
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$-228,729
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-152,155
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,499,473
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,651,628
Assets. Value of assets in partnership/joint-venture interests2020-12-31$129,000
Total contributions received or receivable from employer(s)2020-12-31$21,430
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$17,312
2019 : ROBERT L. CAULKINS, D.O. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources2019-12-31$719,070
Expenses. Total of all expenses incurred2019-12-31$16,914
Total plan assets at end of year2019-12-31$2,651,628
Total plan assets at beginning of year2019-12-31$1,949,472
Value of fidelity bond covering the plan2019-12-31$210,000
Total contributions received or receivable from participants2019-12-31$67,625
Other income received2019-12-31$629,553
Net income (gross income less expenses)2019-12-31$702,156
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,651,628
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,949,472
Assets. Value of assets in partnership/joint-venture interests2019-12-31$129,000
Total contributions received or receivable from employer(s)2019-12-31$21,892
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$16,914
2018 : ROBERT L. CAULKINS, D.O. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources2018-12-31$-144,271
Expenses. Total of all expenses incurred2018-12-31$24,335
Benefits paid (including direct rollovers)2018-12-31$7,096
Total plan assets at end of year2018-12-31$1,949,472
Total plan assets at beginning of year2018-12-31$2,118,078
Value of fidelity bond covering the plan2018-12-31$210,000
Total contributions received or receivable from participants2018-12-31$76,046
Other income received2018-12-31$-245,617
Net income (gross income less expenses)2018-12-31$-168,606
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,949,472
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,118,078
Assets. Value of assets in partnership/joint-venture interests2018-12-31$129,000
Total contributions received or receivable from employer(s)2018-12-31$25,300
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$17,239
2017 : ROBERT L. CAULKINS, D.O. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-12-31$376,459
Expenses. Total of all expenses incurred2017-12-31$14,523
Total plan assets at end of year2017-12-31$2,118,078
Total plan assets at beginning of year2017-12-31$1,756,142
Value of fidelity bond covering the plan2017-12-31$200,000
Total contributions received or receivable from participants2017-12-31$76,759
Other income received2017-12-31$274,677
Net income (gross income less expenses)2017-12-31$361,936
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,118,078
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,756,142
Assets. Value of assets in partnership/joint-venture interests2017-12-31$129,000
Total contributions received or receivable from employer(s)2017-12-31$25,023
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$14,523
2016 : ROBERT L. CAULKINS, D.O. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$171,922
Expenses. Total of all expenses incurred2016-12-31$151,033
Benefits paid (including direct rollovers)2016-12-31$135,848
Total plan assets at end of year2016-12-31$1,756,142
Total plan assets at beginning of year2016-12-31$1,735,253
Value of fidelity bond covering the plan2016-12-31$200,000
Total contributions received or receivable from participants2016-12-31$71,549
Other income received2016-12-31$76,071
Net income (gross income less expenses)2016-12-31$20,889
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,756,142
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,735,253
Assets. Value of assets in partnership/joint-venture interests2016-12-31$129,000
Total contributions received or receivable from employer(s)2016-12-31$24,302
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$15,185
2015 : ROBERT L. CAULKINS, D.O. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$29,562
Expenses. Total of all expenses incurred2015-12-31$28,013
Total plan assets at end of year2015-12-31$1,735,253
Total plan assets at beginning of year2015-12-31$1,733,704
Value of fidelity bond covering the plan2015-12-31$200,000
Total contributions received or receivable from participants2015-12-31$69,483
Other income received2015-12-31$-62,801
Net income (gross income less expenses)2015-12-31$1,549
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,735,253
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,733,704
Assets. Value of assets in partnership/joint-venture interests2015-12-31$129,000
Total contributions received or receivable from employer(s)2015-12-31$22,880
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$28,013
2014 : ROBERT L. CAULKINS, D.O. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$170,589
Expenses. Total of all expenses incurred2014-12-31$196,292
Benefits paid (including direct rollovers)2014-12-31$168,251
Total plan assets at end of year2014-12-31$1,733,704
Total plan assets at beginning of year2014-12-31$1,759,407
Value of fidelity bond covering the plan2014-12-31$75,000
Total contributions received or receivable from participants2014-12-31$66,981
Other income received2014-12-31$82,203
Net income (gross income less expenses)2014-12-31$-25,703
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,733,704
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,759,407
Assets. Value of assets in partnership/joint-venture interests2014-12-31$129,000
Total contributions received or receivable from employer(s)2014-12-31$21,405
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$28,041
2013 : ROBERT L. CAULKINS, D.O. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$315,755
Expenses. Total of all expenses incurred2013-12-31$20,906
Total plan assets at end of year2013-12-31$1,759,407
Total plan assets at beginning of year2013-12-31$1,464,558
Value of fidelity bond covering the plan2013-12-31$75,000
Total contributions received or receivable from participants2013-12-31$67,122
Other income received2013-12-31$227,313
Net income (gross income less expenses)2013-12-31$294,849
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,759,407
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,464,558
Total contributions received or receivable from employer(s)2013-12-31$21,320
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$20,906
2012 : ROBERT L. CAULKINS, D.O. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$183,645
Expenses. Total of all expenses incurred2012-12-31$112,550
Benefits paid (including direct rollovers)2012-12-31$112,475
Total plan assets at end of year2012-12-31$1,464,558
Total plan assets at beginning of year2012-12-31$1,393,463
Value of fidelity bond covering the plan2012-12-31$75,000
Total contributions received or receivable from participants2012-12-31$61,119
Other income received2012-12-31$101,241
Net income (gross income less expenses)2012-12-31$71,095
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,464,558
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,393,463
Assets. Value of assets in partnership/joint-venture interests2012-12-31$129,000
Total contributions received or receivable from employer(s)2012-12-31$21,285
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$75
2011 : ROBERT L. CAULKINS, D.O. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$30,802
Expenses. Total of all expenses incurred2011-12-31$4,962
Benefits paid (including direct rollovers)2011-12-31$3,727
Total plan assets at end of year2011-12-31$1,393,463
Total plan assets at beginning of year2011-12-31$1,367,623
Value of fidelity bond covering the plan2011-12-31$75,000
Total contributions received or receivable from participants2011-12-31$58,986
Other income received2011-12-31$-50,861
Net income (gross income less expenses)2011-12-31$25,840
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,393,463
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,367,623
Assets. Value of assets in partnership/joint-venture interests2011-12-31$129,000
Total contributions received or receivable from employer(s)2011-12-31$22,677
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,235
2010 : ROBERT L. CAULKINS, D.O. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$178,382
Total plan assets at end of year2010-12-31$1,367,623
Total plan assets at beginning of year2010-12-31$1,189,241
Value of fidelity bond covering the plan2010-12-31$75,000
Total contributions received or receivable from participants2010-12-31$57,868
Other income received2010-12-31$97,251
Net income (gross income less expenses)2010-12-31$178,382
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,367,623
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,189,241
Assets. Value of assets in partnership/joint-venture interests2010-12-31$129,000
Total contributions received or receivable from employer(s)2010-12-31$23,263

Form 5500 Responses for ROBERT L. CAULKINS, D.O. 401(K) PROFIT SHARING PLAN AND TRUST

2023: ROBERT L. CAULKINS, D.O. 401(K) PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ROBERT L. CAULKINS, D.O. 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROBERT L. CAULKINS, D.O. 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROBERT L. CAULKINS, D.O. 401(K) PROFIT SHARING PLAN AND TRUST 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: ROBERT L. CAULKINS, D.O. 401(K) PROFIT SHARING PLAN AND TRUST 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: ROBERT L. CAULKINS, D.O. 401(K) PROFIT SHARING PLAN AND TRUST 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: ROBERT L. CAULKINS, D.O. 401(K) PROFIT SHARING PLAN AND TRUST 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: ROBERT L. CAULKINS, D.O. 401(K) PROFIT SHARING PLAN AND TRUST 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: ROBERT L. CAULKINS, D.O. 401(K) PROFIT SHARING PLAN AND TRUST 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: ROBERT L. CAULKINS, D.O. 401(K) PROFIT SHARING PLAN AND TRUST 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: ROBERT L. CAULKINS, D.O. 401(K) PROFIT SHARING PLAN AND TRUST 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: ROBERT L. CAULKINS, D.O. 401(K) PROFIT SHARING PLAN AND TRUST 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: ROBERT L. CAULKINS, D.O. 401(K) PROFIT SHARING PLAN AND TRUST 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: ROBERT L. CAULKINS, D.O. 401(K) PROFIT SHARING PLAN AND TRUST 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

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