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SANDRA C. KELLETT, O.D. 401(K) PLAN 401k Plan overview

Plan NameSANDRA C. KELLETT, O.D. 401(K) PLAN
Plan identification number 001

SANDRA C. KELLETT, O.D. 401(K) 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.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

SANDRA C. KELLETT, O.D. has sponsored the creation of one or more 401k plans.

Company Name:SANDRA C. KELLETT, O.D.
Employer identification number (EIN):134165824
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SANDRA C. KELLETT, O.D. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SANDRA KELLETT2023-08-15
0012021-01-01SANDRA KELLETT2022-07-07
0012020-01-01SANDRA KELLETT2021-05-14
0012018-01-01SANDRA KELLETT2019-05-20
0012017-01-01SANDRA KELLETT2018-06-01
0012016-01-01SANDRA KELLETT2017-05-12
0012015-01-01SANDRA KELLETT2016-04-20
0012014-01-01SANDRA KELLETT2015-05-29
0012013-01-01SANDRA KELLETT2014-04-18
0012012-01-01SANDRA KELLETT2013-06-05
0012011-01-01SANDRA KELLETT2012-05-24
0012010-01-01SANDRA KELLETT2011-05-17
0012007-01-01SANDRA KELLETT

Plan Statistics for SANDRA C. KELLETT, O.D. 401(K) PLAN

401k plan membership statisitcs for SANDRA C. KELLETT, O.D. 401(K) PLAN

Measure Date Value
2007: SANDRA C. KELLETT, O.D. 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-016
Total number of active participants reported on line 7a of the Form 55002007-01-016
Number of other retired or separated participants entitled to future benefits2007-01-011
Total of all active and inactive participants2007-01-017
Total participants2007-01-017
Number of participants with account balances2007-01-016

Financial Data on SANDRA C. KELLETT, O.D. 401(K) PLAN

Measure Date Value
2007 : SANDRA C. KELLETT, O.D. 401(K) PLAN 2007 401k financial data
Total income from all sources2007-12-31$92,892
Total plan assets at end of year2007-12-31$479,230
Total plan assets at beginning of year2007-12-31$386,338
Total contributions received or receivable from participants2007-12-31$18,549
Other income received2007-12-31$32,829
Net income (gross income less expenses)2007-12-31$92,892
Net plan assets at end of year (total assets less liabilities)2007-12-31$479,230
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$386,338
Total contributions received or receivable from employer(s)2007-12-31$41,514

Form 5500 Responses for SANDRA C. KELLETT, O.D. 401(K) PLAN

2007: SANDRA C. KELLETT, O.D. 401(K) PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-64-HF43
Policy instance 1
Insurance contract or identification numberGAP-64-HF43
Number of Individuals Covered6
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $1,867
Total amount of fees paid to insurance companyUSD $443
Commission paid to Insurance BrokerUSD $1,487
Insurance broker organization code?3
Amount paid for insurance broker fees443
Additional information about fees paid to insurance brokerSUPPORT SERVICES
Insurance broker nameUNITED BENEFIT PENSIONS INC.

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