401k Plan data: ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN plan

ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 401k Plan overview

Plan Name	ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN
Plan identification number	001

ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN Benefits

401k Plan Type	Other Pension Benefit
Plan Features/Benefits	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 AND ALLYSON FARRELL O.D.'S has sponsored the creation of one or more 401k plans.

Company Name: ROBERT AND ALLYSON FARRELL O.D.'S

Employer identification number (EIN): 942853536

NAIC Classification: 621330
NAIC Description: Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ROBERT FARRELL ROBERT FARRELL 2018-10-02
001 2016-01-01 ROBERT FARRELL ROBERT FARRELL 2017-08-15
001 2015-01-01 ROBERT FARRELL ROBERT FARRELL 2016-09-20
001 2014-01-01 ROBERT FARRELL ROBERT FARRELL 2015-10-07
001 2013-01-01 ROBERT FARRELL ROBERT FARRELL 2014-10-06
001 2012-01-01 ROBERT FARRELL ROBERT FARRELL 2013-10-07
001 2011-01-01 ROBERT FARRELL
001 2009-01-01 ROBERT FARRELL

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	ROBERT FARRELL	ROBERT FARRELL	2018-10-02
001	2016-01-01	ROBERT FARRELL	ROBERT FARRELL	2017-08-15
001	2015-01-01	ROBERT FARRELL	ROBERT FARRELL	2016-09-20
001	2014-01-01	ROBERT FARRELL	ROBERT FARRELL	2015-10-07
001	2013-01-01	ROBERT FARRELL	ROBERT FARRELL	2014-10-06
001	2012-01-01	ROBERT FARRELL	ROBERT FARRELL	2013-10-07
001	2011-01-01	ROBERT FARRELL
001	2009-01-01	ROBERT FARRELL

Plan Statistics for ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN

Measure Date Value
2022: ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 6
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 6
2021: ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 6
Number of retired or separated participants receiving benefits 2021-01-01 4
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 10
2020: ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 7
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 3
Total of all active and inactive participants 2020-01-01 10
Total participants 2020-01-01 10
2019: ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 9
Total participants 2019-01-01 9
Number of participants with account balances 2019-01-01 9
2018: ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 7
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 10
Total participants 2018-01-01 10
Number of participants with account balances 2018-01-01 10
2017: ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 8
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 10
Total participants 2017-01-01 10
Number of participants with account balances 2017-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 9
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
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: ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 8
Number of retired or separated participants receiving benefits 2015-01-01 1
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 10
Total participants 2015-01-01 10
Number of participants with account balances 2015-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Number of retired or separated participants receiving benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 8
Total participants 2014-01-01 8
Number of participants with account balances 2014-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 8
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
2012: ROBERT AND ALLYSON FARRELL O.D.'S 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 7
Number of retired or separated participants receiving benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 8
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
2011: ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Number of retired or separated participants receiving benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 7
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
2009: ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Number of retired or separated participants receiving benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 8
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 7

Measure	Date	Value
2022: ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	6
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	6
2021: ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	6
Number of retired or separated participants receiving benefits	2021-01-01	4
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	10
2020: ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	7
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	3
Total of all active and inactive participants	2020-01-01	10
Total participants	2020-01-01	10
2019: ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	9
Total participants	2019-01-01	9
Number of participants with account balances	2019-01-01	9
2018: ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	7
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	10
Total participants	2018-01-01	10
Number of participants with account balances	2018-01-01	10
2017: ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	8
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	10
Total participants	2017-01-01	10
Number of participants with account balances	2017-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	9
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
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: ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	8
Number of retired or separated participants receiving benefits	2015-01-01	1
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	10
Total participants	2015-01-01	10
Number of participants with account balances	2015-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Number of retired or separated participants receiving benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	8
Total participants	2014-01-01	8
Number of participants with account balances	2014-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	8
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
2012: ROBERT AND ALLYSON FARRELL O.D.'S 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	7
Number of retired or separated participants receiving benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	8
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
2011: ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Number of retired or separated participants receiving benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	7
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
2009: ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Number of retired or separated participants receiving benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	8
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	7

Financial Data on ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN

Measure	Date	Value
2022 : ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-283,923
Expenses. Total of all expenses incurred	2022-12-31	$60,000
Benefits paid (including direct rollovers)	2022-12-31	$60,000
Total plan assets at end of year	2022-12-31	$1,150,294
Total plan assets at beginning of year	2022-12-31	$1,494,217
Value of fidelity bond covering the plan	2022-12-31	$250,000
Other income received	2022-12-31	$-283,923
Net income (gross income less expenses)	2022-12-31	$-343,923
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,150,294
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,494,217
2021 : ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$142,339
Expenses. Total of all expenses incurred	2021-12-31	$83,341
Benefits paid (including direct rollovers)	2021-12-31	$83,341
Total plan assets at end of year	2021-12-31	$1,494,217
Total plan assets at beginning of year	2021-12-31	$1,435,219
Value of fidelity bond covering the plan	2021-12-31	$250,000
Other income received	2021-12-31	$142,339
Net income (gross income less expenses)	2021-12-31	$58,998
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,494,217
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,435,219
2020 : ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$168,026
Expenses. Total of all expenses incurred	2020-12-31	$53,860
Benefits paid (including direct rollovers)	2020-12-31	$53,860
Total plan assets at end of year	2020-12-31	$1,435,219
Total plan assets at beginning of year	2020-12-31	$1,321,053
Value of fidelity bond covering the plan	2020-12-31	$250,000
Other income received	2020-12-31	$110,587
Net income (gross income less expenses)	2020-12-31	$114,166
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,435,219
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,321,053
Total contributions received or receivable from employer(s)	2020-12-31	$57,439
2019 : ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$243,391
Expenses. Total of all expenses incurred	2019-12-31	$59,557
Benefits paid (including direct rollovers)	2019-12-31	$59,557
Total plan assets at end of year	2019-12-31	$1,321,053
Total plan assets at beginning of year	2019-12-31	$1,137,219
Value of fidelity bond covering the plan	2019-12-31	$250,000
Other income received	2019-12-31	$180,496
Net income (gross income less expenses)	2019-12-31	$183,834
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,321,053
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,137,219
Total contributions received or receivable from employer(s)	2019-12-31	$62,895
2018 : ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-35,454
Expenses. Total of all expenses incurred	2018-12-31	$64,515
Benefits paid (including direct rollovers)	2018-12-31	$64,515
Total plan assets at end of year	2018-12-31	$1,137,219
Total plan assets at beginning of year	2018-12-31	$1,237,188
Value of fidelity bond covering the plan	2018-12-31	$250,000
Other income received	2018-12-31	$-97,352
Net income (gross income less expenses)	2018-12-31	$-99,969
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,137,219
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,237,188
Total contributions received or receivable from employer(s)	2018-12-31	$61,898
2017 : ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$193,217
Expenses. Total of all expenses incurred	2017-12-31	$23,040
Benefits paid (including direct rollovers)	2017-12-31	$23,040
Total plan assets at end of year	2017-12-31	$1,237,188
Total plan assets at beginning of year	2017-12-31	$1,067,011
Value of fidelity bond covering the plan	2017-12-31	$250,000
Other income received	2017-12-31	$135,409
Net income (gross income less expenses)	2017-12-31	$170,177
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,237,188
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,067,011
Total contributions received or receivable from employer(s)	2017-12-31	$57,808
2016 : ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$80,353
Expenses. Total of all expenses incurred	2016-12-31	$17,192
Benefits paid (including direct rollovers)	2016-12-31	$17,192
Total plan assets at end of year	2016-12-31	$1,067,011
Total plan assets at beginning of year	2016-12-31	$1,003,850
Value of fidelity bond covering the plan	2016-12-31	$250,000
Other income received	2016-12-31	$26,537
Net income (gross income less expenses)	2016-12-31	$63,161
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,067,011
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,003,850
Total contributions received or receivable from employer(s)	2016-12-31	$53,816
2015 : ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$16,481
Expenses. Total of all expenses incurred	2015-12-31	$17,376
Benefits paid (including direct rollovers)	2015-12-31	$17,376
Total plan assets at end of year	2015-12-31	$1,003,850
Total plan assets at beginning of year	2015-12-31	$1,004,745
Value of fidelity bond covering the plan	2015-12-31	$250,000
Other income received	2015-12-31	$-36,281
Net income (gross income less expenses)	2015-12-31	$-895
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,003,850
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,004,745
Total contributions received or receivable from employer(s)	2015-12-31	$52,762
2014 : ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$60,490
Expenses. Total of all expenses incurred	2014-12-31	$18,068
Benefits paid (including direct rollovers)	2014-12-31	$18,068
Total plan assets at end of year	2014-12-31	$1,004,745
Total plan assets at beginning of year	2014-12-31	$962,323
Value of fidelity bond covering the plan	2014-12-31	$250,000
Other income received	2014-12-31	$14,360
Net income (gross income less expenses)	2014-12-31	$42,422
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,004,745
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$962,323
Total contributions received or receivable from employer(s)	2014-12-31	$46,130
2013 : ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$124,403
Expenses. Total of all expenses incurred	2013-12-31	$20,550
Benefits paid (including direct rollovers)	2013-12-31	$20,550
Total plan assets at end of year	2013-12-31	$962,323
Total plan assets at beginning of year	2013-12-31	$858,470
Value of fidelity bond covering the plan	2013-12-31	$250,000
Other income received	2013-12-31	$82,934
Net income (gross income less expenses)	2013-12-31	$103,853
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$962,323
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$858,470
Total contributions received or receivable from employer(s)	2013-12-31	$41,469
2012 : ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$139,222
Expenses. Total of all expenses incurred	2012-12-31	$16,525
Benefits paid (including direct rollovers)	2012-12-31	$16,525
Total plan assets at end of year	2012-12-31	$858,470
Total plan assets at beginning of year	2012-12-31	$735,773
Value of fidelity bond covering the plan	2012-12-31	$250,000
Other income received	2012-12-31	$84,560
Net income (gross income less expenses)	2012-12-31	$122,697
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$858,470
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$735,773
Total contributions received or receivable from employer(s)	2012-12-31	$54,662
2011 : ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$38,290
Expenses. Total of all expenses incurred	2011-12-31	$11,352
Benefits paid (including direct rollovers)	2011-12-31	$11,352
Total plan assets at end of year	2011-12-31	$735,773
Total plan assets at beginning of year	2011-12-31	$708,835
Value of fidelity bond covering the plan	2011-12-31	$250,000
Other income received	2011-12-31	$-9,831
Net income (gross income less expenses)	2011-12-31	$26,938
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$735,773
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$708,835
Total contributions received or receivable from employer(s)	2011-12-31	$48,121
2010 : ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$121,578
Expenses. Total of all expenses incurred	2010-12-31	$15,782
Benefits paid (including direct rollovers)	2010-12-31	$15,782
Total plan assets at end of year	2010-12-31	$708,835
Total plan assets at beginning of year	2010-12-31	$603,039
Value of fidelity bond covering the plan	2010-12-31	$250,000
Other income received	2010-12-31	$70,809
Net income (gross income less expenses)	2010-12-31	$105,796
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$708,835
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$603,039
Total contributions received or receivable from employer(s)	2010-12-31	$50,769

Form 5500 Responses for ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN

2022: ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ROBERT AND ALLYSON FARRELL O.D.'S PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROBERT AND ALLYSON FARRELL O.D.'S
Employer identification number (EIN):	942853536
NAIC Classification:	621330
NAIC Description:	Offices of Mental Health Practitioners (except Physicians)