NORTHWEST OPTOMETRY GROUP, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NORTHWEST OPTOMETRY GROUP, 401(K) PLAN
Measure | Date | Value |
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2022: NORTHWEST OPTOMETRY GROUP, 401(K) PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 54 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 35 |
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 | 6 |
Total of all active and inactive participants | 2022-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 41 |
Number of participants with account balances | 2022-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: NORTHWEST OPTOMETRY GROUP, 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 51 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 37 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 17 |
Total of all active and inactive participants | 2021-01-01 | 54 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 54 |
Number of participants with account balances | 2021-01-01 | 54 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: NORTHWEST OPTOMETRY GROUP, 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 32 |
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 | 19 |
Total of all active and inactive participants | 2020-01-01 | 51 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 51 |
Number of participants with account balances | 2020-01-01 | 51 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: NORTHWEST OPTOMETRY GROUP, 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 7 |
Total of all active and inactive participants | 2019-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 41 |
Number of participants with account balances | 2019-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: NORTHWEST OPTOMETRY GROUP, 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 4 |
Total of all active and inactive participants | 2018-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 33 |
Number of participants with account balances | 2018-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: NORTHWEST OPTOMETRY GROUP, 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 28 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2 |
Total of all active and inactive participants | 2017-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 30 |
Number of participants with account balances | 2017-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: NORTHWEST OPTOMETRY GROUP, 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 30 |
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 | 4 |
Total of all active and inactive participants | 2016-01-01 | 34 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 34 |
Number of participants with account balances | 2016-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: NORTHWEST OPTOMETRY GROUP, 401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 26 |
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 | 4 |
Total of all active and inactive participants | 2015-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 30 |
Number of participants with account balances | 2015-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: NORTHWEST OPTOMETRY GROUP, 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 26 |
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 | 5 |
Total of all active and inactive participants | 2014-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 31 |
Number of participants with account balances | 2014-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: NORTHWEST OPTOMETRY GROUP, 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 26 |
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 | 4 |
Total of all active and inactive participants | 2013-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 30 |
Number of participants with account balances | 2013-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: NORTHWEST OPTOMETRY GROUP, 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 25 |
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 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 31 |
Number of participants with account balances | 2012-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: NORTHWEST OPTOMETRY GROUP, 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 23 |
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 | 5 |
Total of all active and inactive participants | 2011-01-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 28 |
Number of participants with account balances | 2011-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: NORTHWEST OPTOMETRY GROUP, 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 24 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 7 |
Total of all active and inactive participants | 2009-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 31 |
Number of participants with account balances | 2009-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2022 : NORTHWEST OPTOMETRY GROUP, 401(K) PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-446,719 |
Expenses. Total of all expenses incurred | 2022-12-31 | $88,073 |
Benefits paid (including direct rollovers) | 2022-12-31 | $86,504 |
Total plan assets at end of year | 2022-12-31 | $3,197,062 |
Total plan assets at beginning of year | 2022-12-31 | $3,731,854 |
Value of fidelity bond covering the plan | 2022-12-31 | $350,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $130,422 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-577,141 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-534,792 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,197,062 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,731,854 |
Assets. Value of participant loans | 2022-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $1,569 |
2021 : NORTHWEST OPTOMETRY GROUP, 401(K) PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $720,965 |
Expenses. Total of all expenses incurred | 2021-12-31 | $152,751 |
Benefits paid (including direct rollovers) | 2021-12-31 | $151,232 |
Total plan assets at end of year | 2021-12-31 | $3,731,854 |
Total plan assets at beginning of year | 2021-12-31 | $3,163,640 |
Value of fidelity bond covering the plan | 2021-12-31 | $350,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $128,511 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $3,517 |
Other income received | 2021-12-31 | $539,639 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $568,214 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,731,854 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,163,640 |
Assets. Value of participant loans | 2021-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $49,298 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $1,519 |
2020 : NORTHWEST OPTOMETRY GROUP, 401(K) PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $563,760 |
Expenses. Total of all expenses incurred | 2020-12-31 | $20,742 |
Benefits paid (including direct rollovers) | 2020-12-31 | $19,387 |
Total plan assets at end of year | 2020-12-31 | $3,163,640 |
Total plan assets at beginning of year | 2020-12-31 | $2,620,622 |
Value of fidelity bond covering the plan | 2020-12-31 | $300,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $83,068 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $441,003 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $543,018 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,163,640 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,620,622 |
Assets. Value of participant loans | 2020-12-31 | $287 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $39,689 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $1,355 |
2019 : NORTHWEST OPTOMETRY GROUP, 401(K) PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $610,897 |
Expenses. Total of all expenses incurred | 2019-12-31 | $21,192 |
Benefits paid (including direct rollovers) | 2019-12-31 | $20,087 |
Total plan assets at end of year | 2019-12-31 | $2,620,622 |
Total plan assets at beginning of year | 2019-12-31 | $2,030,917 |
Value of fidelity bond covering the plan | 2019-12-31 | $300,000 |
Total contributions received or receivable from participants | 2019-12-31 | $94,604 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $476,997 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $589,705 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,620,622 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,030,917 |
Assets. Value of participant loans | 2019-12-31 | $1,530 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $39,296 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,105 |
2018 : NORTHWEST OPTOMETRY GROUP, 401(K) PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $4,871 |
Expenses. Total of all expenses incurred | 2018-12-31 | $1,531 |
Benefits paid (including direct rollovers) | 2018-12-31 | $466 |
Total plan assets at end of year | 2018-12-31 | $2,030,917 |
Total plan assets at beginning of year | 2018-12-31 | $2,027,577 |
Value of fidelity bond covering the plan | 2018-12-31 | $300,000 |
Total contributions received or receivable from participants | 2018-12-31 | $93,497 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-151,553 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $3,340 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,030,917 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,027,577 |
Assets. Value of participant loans | 2018-12-31 | $1,298 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2018-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $62,927 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $1,065 |
2017 : NORTHWEST OPTOMETRY GROUP, 401(K) PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $404,141 |
Expenses. Total of all expenses incurred | 2017-12-31 | $35,683 |
Benefits paid (including direct rollovers) | 2017-12-31 | $34,404 |
Total plan assets at end of year | 2017-12-31 | $2,027,577 |
Total plan assets at beginning of year | 2017-12-31 | $1,659,119 |
Value of fidelity bond covering the plan | 2017-12-31 | $200,000 |
Assets. Value of tangible personal property | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $86,625 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $286,028 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $368,458 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,027,577 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,659,119 |
Assets. Value of participant loans | 2017-12-31 | $4,185 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $0 |
Assets. Value of employer real property | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $31,488 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,279 |
2016 : NORTHWEST OPTOMETRY GROUP, 401(K) PLAN 2016 401k financial data |
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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 | $257,019 |
Expenses. Total of all expenses incurred | 2016-12-31 | $17,527 |
Benefits paid (including direct rollovers) | 2016-12-31 | $16,482 |
Total plan assets at end of year | 2016-12-31 | $1,659,119 |
Total plan assets at beginning of year | 2016-12-31 | $1,419,627 |
Value of fidelity bond covering the plan | 2016-12-31 | $200,000 |
Total contributions received or receivable from participants | 2016-12-31 | $87,983 |
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 | $141,106 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $239,492 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,659,119 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,419,627 |
Assets. Value of participant loans | 2016-12-31 | $4,747 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $27,930 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,045 |
2015 : NORTHWEST OPTOMETRY GROUP, 401(K) PLAN 2015 401k financial data |
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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 | $103,346 |
Expenses. Total of all expenses incurred | 2015-12-31 | $13,354 |
Benefits paid (including direct rollovers) | 2015-12-31 | $12,206 |
Total plan assets at end of year | 2015-12-31 | $1,419,627 |
Total plan assets at beginning of year | 2015-12-31 | $1,329,635 |
Value of fidelity bond covering the plan | 2015-12-31 | $200,000 |
Total contributions received or receivable from participants | 2015-12-31 | $92,616 |
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 | $-18,085 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $89,992 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,419,627 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,329,635 |
Assets. Value of participant loans | 2015-12-31 | $2,489 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $28,815 |
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 | $1,148 |
2014 : NORTHWEST OPTOMETRY GROUP, 401(K) PLAN 2014 401k financial data |
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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 | $207,535 |
Expenses. Total of all expenses incurred | 2014-12-31 | $46,041 |
Benefits paid (including direct rollovers) | 2014-12-31 | $45,008 |
Total plan assets at end of year | 2014-12-31 | $1,329,635 |
Total plan assets at beginning of year | 2014-12-31 | $1,168,141 |
Value of fidelity bond covering the plan | 2014-12-31 | $200,000 |
Total contributions received or receivable from participants | 2014-12-31 | $86,550 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $16 |
Other income received | 2014-12-31 | $92,936 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $161,494 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,329,635 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,168,141 |
Assets. Value of participant loans | 2014-12-31 | $2,407 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $28,033 |
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 | $1,033 |
2013 : NORTHWEST OPTOMETRY GROUP, 401(K) 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 income from all sources | 2013-12-31 | $363,352 |
Expenses. Total of all expenses incurred | 2013-12-31 | $218,207 |
Benefits paid (including direct rollovers) | 2013-12-31 | $217,098 |
Total plan assets at end of year | 2013-12-31 | $1,168,141 |
Total plan assets at beginning of year | 2013-12-31 | $1,022,996 |
Value of fidelity bond covering the plan | 2013-12-31 | $200,000 |
Total contributions received or receivable from participants | 2013-12-31 | $62,108 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $64,788 |
Other income received | 2013-12-31 | $212,229 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $145,145 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,168,141 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,022,996 |
Assets. Value of participant loans | 2013-12-31 | $4,953 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2013-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $24,227 |
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 | $1,109 |
2012 : NORTHWEST OPTOMETRY GROUP, 401(K) PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $204,532 |
Expenses. Total of all expenses incurred | 2012-12-31 | $4,433 |
Benefits paid (including direct rollovers) | 2012-12-31 | $3,451 |
Total plan assets at end of year | 2012-12-31 | $1,022,996 |
Total plan assets at beginning of year | 2012-12-31 | $822,897 |
Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
Total contributions received or receivable from participants | 2012-12-31 | $70,022 |
Other income received | 2012-12-31 | $109,481 |
Net income (gross income less expenses) | 2012-12-31 | $200,099 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,022,996 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $822,897 |
Assets. Value of participant loans | 2012-12-31 | $3,837 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $25,029 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $982 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : NORTHWEST OPTOMETRY GROUP, 401(K) PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $96,452 |
Expenses. Total of all expenses incurred | 2011-12-31 | $13,088 |
Benefits paid (including direct rollovers) | 2011-12-31 | $12,093 |
Total plan assets at end of year | 2011-12-31 | $822,897 |
Total plan assets at beginning of year | 2011-12-31 | $739,533 |
Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
Total contributions received or receivable from participants | 2011-12-31 | $75,459 |
Other income received | 2011-12-31 | $-3,573 |
Net income (gross income less expenses) | 2011-12-31 | $83,364 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $822,897 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $739,533 |
Assets. Value of participant loans | 2011-12-31 | $6,069 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $24,566 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $995 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : NORTHWEST OPTOMETRY GROUP, 401(K) PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $176,976 |
Expenses. Total of all expenses incurred | 2010-12-31 | $37,056 |
Benefits paid (including direct rollovers) | 2010-12-31 | $35,876 |
Total plan assets at end of year | 2010-12-31 | $739,533 |
Total plan assets at beginning of year | 2010-12-31 | $599,613 |
Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
Total contributions received or receivable from participants | 2010-12-31 | $62,258 |
Other income received | 2010-12-31 | $91,928 |
Net income (gross income less expenses) | 2010-12-31 | $139,920 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $739,533 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $599,613 |
Assets. Value of participant loans | 2010-12-31 | $7,981 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $22,790 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,180 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : NORTHWEST OPTOMETRY GROUP, 401(K) PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: NORTHWEST OPTOMETRY GROUP, 401(K) PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | 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: NORTHWEST OPTOMETRY GROUP, 401(K) PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | 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: NORTHWEST OPTOMETRY GROUP, 401(K) PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | 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: NORTHWEST OPTOMETRY GROUP, 401(K) PLAN 2019 form 5500 responses |
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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: NORTHWEST OPTOMETRY GROUP, 401(K) PLAN 2018 form 5500 responses |
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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: NORTHWEST OPTOMETRY GROUP, 401(K) PLAN 2017 form 5500 responses |
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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 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: NORTHWEST OPTOMETRY GROUP, 401(K) PLAN 2016 form 5500 responses |
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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: NORTHWEST OPTOMETRY GROUP, 401(K) PLAN 2015 form 5500 responses |
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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: NORTHWEST OPTOMETRY GROUP, 401(K) PLAN 2014 form 5500 responses |
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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: NORTHWEST OPTOMETRY GROUP, 401(K) 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: NORTHWEST OPTOMETRY GROUP, 401(K) PLAN 2012 form 5500 responses |
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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 funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: NORTHWEST OPTOMETRY GROUP, 401(K) PLAN 2011 form 5500 responses |
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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 funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: NORTHWEST OPTOMETRY GROUP, 401(K) PLAN 2009 form 5500 responses |
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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 funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |