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Plan Name | KALMANSON & PURVIN PROFIT SHARING PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | ADVANCED OPTOMETRIC ASSOCIATES OF LONG ISLAND, P.C. |
Employer identification number (EIN): | 208148273 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about ADVANCED OPTOMETRIC ASSOCIATES OF LONG ISLAND, P.C.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 2007-01-02 |
Company Identification Number: | 3455644 |
Legal Registered Office Address: |
21 KNOLL LANE NASSAU ROSLYN HEIGHTS United States of America (USA) 11577 |
More information about ADVANCED OPTOMETRIC ASSOCIATES OF LONG ISLAND, P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2016-01-01 | ARTHUR PURVIN | |||
003 | 2015-01-01 | ARTHUR PURVIN | |||
003 | 2014-01-01 | ARTHUR PURVIN | |||
003 | 2013-01-01 | ARTHUR PURVIN | |||
003 | 2012-01-01 | ARTHUR PURVIN | |||
003 | 2011-01-01 | ARTHUR PURVIN | |||
003 | 2010-01-01 | ARTHUR PURVIN | 2011-10-31 |
Measure | Date | Value |
---|---|---|
2016: KALMANSON & PURVIN PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 0 |
Number of participants with account balances | 2016-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: KALMANSON & PURVIN PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 3 |
Total of all active and inactive participants | 2015-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 18 |
Number of participants with account balances | 2015-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: KALMANSON & PURVIN PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 3 |
Total of all active and inactive participants | 2014-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 16 |
Number of participants with account balances | 2014-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: KALMANSON & PURVIN PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 7 |
Total of all active and inactive participants | 2013-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 20 |
Number of participants with account balances | 2013-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: KALMANSON & PURVIN PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 6 |
Total of all active and inactive participants | 2012-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 20 |
Number of participants with account balances | 2012-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: KALMANSON & PURVIN PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 6 |
Total of all active and inactive participants | 2011-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 18 |
Number of participants with account balances | 2011-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2016 : KALMANSON & PURVIN PROFIT SHARING PLAN 2016 401k financial data | ||
Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $226,609 |
Expenses. Total of all expenses incurred | 2016-12-31 | $2,234,346 |
Benefits paid (including direct rollovers) | 2016-12-31 | $2,219,575 |
Total plan assets at end of year | 2016-12-31 | $0 |
Total plan assets at beginning of year | 2016-12-31 | $2,007,737 |
Value of fidelity bond covering the plan | 2016-12-31 | $5,000 |
Total contributions received or receivable from participants | 2016-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $110,667 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $-2,007,737 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,007,737 |
Assets. Value of participant loans | 2016-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $115,942 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $7,201 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $7,570 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : KALMANSON & PURVIN PROFIT SHARING PLAN 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $108,383 |
Expenses. Total of all expenses incurred | 2015-12-31 | $30,002 |
Benefits paid (including direct rollovers) | 2015-12-31 | $21,699 |
Total plan assets at end of year | 2015-12-31 | $2,007,737 |
Total plan assets at beginning of year | 2015-12-31 | $1,929,356 |
Value of fidelity bond covering the plan | 2015-12-31 | $5,000 |
Total contributions received or receivable from participants | 2015-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-21,407 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $78,381 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,007,737 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,929,356 |
Assets. Value of participant loans | 2015-12-31 | $6,837 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $129,790 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $8,303 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : KALMANSON & PURVIN PROFIT SHARING PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $184,988 |
Expenses. Total of all expenses incurred | 2014-12-31 | $13,392 |
Benefits paid (including direct rollovers) | 2014-12-31 | $8,060 |
Total plan assets at end of year | 2014-12-31 | $1,929,356 |
Total plan assets at beginning of year | 2014-12-31 | $1,757,760 |
Value of fidelity bond covering the plan | 2014-12-31 | $5,000 |
Total contributions received or receivable from participants | 2014-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $59,967 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $171,596 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,929,356 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,757,760 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $125,021 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $5,332 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : KALMANSON & PURVIN PROFIT SHARING PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $140,509 |
Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $1,757,760 |
Total plan assets at beginning of year | 2013-12-31 | $1,617,251 |
Value of fidelity bond covering the plan | 2013-12-31 | $5,000 |
Total contributions received or receivable from participants | 2013-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $16,476 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $140,509 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,757,760 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,617,251 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $124,033 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : KALMANSON & PURVIN PROFIT SHARING PLAN 2012 401k financial data | ||
Transfers to/from the plan | 2012-12-31 | $0 |
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $134,617 |
Expenses. Total of all expenses incurred | 2012-12-31 | $470 |
Benefits paid (including direct rollovers) | 2012-12-31 | $470 |
Total plan assets at end of year | 2012-12-31 | $1,617,251 |
Total plan assets at beginning of year | 2012-12-31 | $1,483,104 |
Value of fidelity bond covering the plan | 2012-12-31 | $5,000 |
Total contributions received or receivable from participants | 2012-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $11,760 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $134,147 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,617,251 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,483,104 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $122,857 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : KALMANSON & PURVIN PROFIT SHARING PLAN 2011 401k financial data | ||
Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $160,268 |
Expenses. Total of all expenses incurred | 2011-12-31 | $105,755 |
Benefits paid (including direct rollovers) | 2011-12-31 | $105,655 |
Total plan assets at end of year | 2011-12-31 | $1,483,104 |
Total plan assets at beginning of year | 2011-12-31 | $1,428,591 |
Value of fidelity bond covering the plan | 2011-12-31 | $5,000 |
Total contributions received or receivable from participants | 2011-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $45,425 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $54,513 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,483,104 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,428,591 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $114,843 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $100 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2016: KALMANSON & PURVIN 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 | Yes |
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: KALMANSON & PURVIN 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: KALMANSON & PURVIN 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: KALMANSON & PURVIN 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: KALMANSON & PURVIN PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | Yes |
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: KALMANSON & PURVIN PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | Yes |
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 |