Logo

GERALD A. YORK OPTICIAN, LLC 401(K) PLAN 401k Plan overview

Plan NameGERALD A. YORK OPTICIAN, LLC 401(K) PLAN
Plan identification number 001

GERALD A. YORK OPTICIAN, LLC 401(K) PLAN Benefits

401k Plan Type
Plan Features/Benefits

    401k Sponsoring company profile

    GERALD A. YORK OPTICIAN, LLC has sponsored the creation of one or more 401k plans.

    Company Name:GERALD A. YORK OPTICIAN, LLC
    Employer identification number (EIN):460818054
    NAIC Classification:621399
    NAIC Description:Offices of All Other Miscellaneous Health Practitioners

    Form 5500 Filing Information

    Submission information for form 5500 for 401k plan GERALD A. YORK OPTICIAN, LLC 401(K) PLAN

    Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
    0012020-01-01
    0012019-01-01
    0012018-01-01GERALD YORK
    0012017-01-01GERALD YORK
    0012016-01-01GERALD YORK
    0012015-01-01GERALD YORK

    Plan Statistics for GERALD A. YORK OPTICIAN, LLC 401(K) PLAN

    401k plan membership statisitcs for GERALD A. YORK OPTICIAN, LLC 401(K) PLAN

    Measure Date Value
    2020
    Total participants, beginning-of-year2020-01-013
    Total number of active participants reported on line 7a of the Form 55002020-01-013
    Number of retired or separated participants receiving benefits2020-01-010
    Number of other retired or separated participants entitled to future benefits2020-01-010
    Total of all active and inactive participants2020-01-013
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
    Total participants2020-01-013
    Number of participants with account balances2020-01-011
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
    2019
    Total participants, beginning-of-year2019-01-013
    Total number of active participants reported on line 7a of the Form 55002019-01-013
    Number of retired or separated participants receiving benefits2019-01-010
    Number of other retired or separated participants entitled to future benefits2019-01-010
    Total of all active and inactive participants2019-01-013
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
    Total participants2019-01-013
    Number of participants with account balances2019-01-011
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
    2018
    Total participants, beginning-of-year2018-01-013
    Total number of active participants reported on line 7a of the Form 55002018-01-012
    Number of retired or separated participants receiving benefits2018-01-010
    Number of other retired or separated participants entitled to future benefits2018-01-010
    Total of all active and inactive participants2018-01-012
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
    Total participants2018-01-012
    Number of participants with account balances2018-01-010
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
    2017
    Total participants, beginning-of-year2017-01-013
    Total number of active participants reported on line 7a of the Form 55002017-01-012
    Number of retired or separated participants receiving benefits2017-01-010
    Number of other retired or separated participants entitled to future benefits2017-01-010
    Total of all active and inactive participants2017-01-012
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
    Total participants2017-01-013
    Number of participants with account balances2017-01-012
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
    2016
    Total participants, beginning-of-year2016-01-013
    Total number of active participants reported on line 7a of the Form 55002016-01-013
    Number of retired or separated participants receiving benefits2016-01-010
    Number of other retired or separated participants entitled to future benefits2016-01-010
    Total of all active and inactive participants2016-01-013
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
    Total participants2016-01-013
    Number of participants with account balances2016-01-012
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
    2015
    Total participants, beginning-of-year2015-01-013
    Total number of active participants reported on line 7a of the Form 55002015-01-013
    Number of retired or separated participants receiving benefits2015-01-010
    Number of other retired or separated participants entitled to future benefits2015-01-010
    Total of all active and inactive participants2015-01-013
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
    Total participants2015-01-013
    Number of participants with account balances2015-01-012
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

    Financial Data on GERALD A. YORK OPTICIAN, LLC 401(K) PLAN

    Measure Date Value
    2020
    Transfers to/from the plan2020-12-31$0
    Total plan liabilities at end of year2020-12-31$0
    Total plan liabilities at beginning of year2020-12-31$0
    Total income from all sources2020-12-31$54,170
    Expenses. Total of all expenses incurred2020-12-31$2,016
    Benefits paid (including direct rollovers)2020-12-31$0
    Total plan assets at end of year2020-12-31$278,591
    Total plan assets at beginning of year2020-12-31$226,437
    Total contributions received or receivable from participants2020-12-31$15,000
    Expenses. Other expenses not covered elsewhere2020-12-31$0
    Contributions received from other sources (not participants or employers)2020-12-31$0
    Other income received2020-12-31$34,645
    Noncash contributions received2020-12-31$0
    Net income (gross income less expenses)2020-12-31$52,154
    Net plan assets at end of year (total assets less liabilities)2020-12-31$278,591
    Net plan assets at beginning of year (total assets less liabilities)2020-12-31$226,437
    Total contributions received or receivable from employer(s)2020-12-31$4,525
    Value of certain deemed distributions of participant loans2020-12-31$0
    Value of corrective distributions2020-12-31$0
    Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$2,016
    2019
    Transfers to/from the plan2019-12-31$0
    Total plan liabilities at end of year2019-12-31$0
    Total plan liabilities at beginning of year2019-12-31$0
    Total income from all sources2019-12-31$60,262
    Expenses. Total of all expenses incurred2019-12-31$2,331
    Benefits paid (including direct rollovers)2019-12-31$0
    Total plan assets at end of year2019-12-31$226,437
    Total plan assets at beginning of year2019-12-31$168,506
    Total contributions received or receivable from participants2019-12-31$18,000
    Expenses. Other expenses not covered elsewhere2019-12-31$0
    Contributions received from other sources (not participants or employers)2019-12-31$0
    Other income received2019-12-31$37,172
    Noncash contributions received2019-12-31$0
    Net income (gross income less expenses)2019-12-31$57,931
    Net plan assets at end of year (total assets less liabilities)2019-12-31$226,437
    Net plan assets at beginning of year (total assets less liabilities)2019-12-31$168,506
    Total contributions received or receivable from employer(s)2019-12-31$5,090
    Value of certain deemed distributions of participant loans2019-12-31$0
    Value of corrective distributions2019-12-31$0
    Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$2,331
    2018
    Transfers to/from the plan2018-12-31$0
    Total plan liabilities at end of year2018-12-31$0
    Total plan liabilities at beginning of year2018-12-31$0
    Total income from all sources2018-12-31$4,499
    Expenses. Total of all expenses incurred2018-12-31$14,528
    Benefits paid (including direct rollovers)2018-12-31$12,183
    Total plan assets at end of year2018-12-31$168,506
    Total plan assets at beginning of year2018-12-31$178,535
    Total contributions received or receivable from participants2018-12-31$15,500
    Expenses. Other expenses not covered elsewhere2018-12-31$0
    Contributions received from other sources (not participants or employers)2018-12-31$0
    Other income received2018-12-31$-14,569
    Noncash contributions received2018-12-31$0
    Net income (gross income less expenses)2018-12-31$-10,029
    Net plan assets at end of year (total assets less liabilities)2018-12-31$168,506
    Net plan assets at beginning of year (total assets less liabilities)2018-12-31$178,535
    Total contributions received or receivable from employer(s)2018-12-31$3,568
    Value of certain deemed distributions of participant loans2018-12-31$0
    Value of corrective distributions2018-12-31$0
    Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,345
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
    2017
    Transfers to/from the plan2017-12-31$0
    Total plan liabilities at end of year2017-12-31$0
    Total plan liabilities at beginning of year2017-12-31$0
    Total income from all sources2017-12-31$36,862
    Expenses. Total of all expenses incurred2017-12-31$2,095
    Benefits paid (including direct rollovers)2017-12-31$0
    Total plan assets at end of year2017-12-31$178,535
    Total plan assets at beginning of year2017-12-31$143,768
    Total contributions received or receivable from participants2017-12-31$19,498
    Expenses. Other expenses not covered elsewhere2017-12-31$0
    Contributions received from other sources (not participants or employers)2017-12-31$0
    Other income received2017-12-31$11,568
    Noncash contributions received2017-12-31$0
    Net income (gross income less expenses)2017-12-31$34,767
    Net plan assets at end of year (total assets less liabilities)2017-12-31$178,535
    Net plan assets at beginning of year (total assets less liabilities)2017-12-31$143,768
    Total contributions received or receivable from employer(s)2017-12-31$5,796
    Value of certain deemed distributions of participant loans2017-12-31$0
    Value of corrective distributions2017-12-31$0
    Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,095
    2016
    Total plan liabilities at end of year2016-12-31$0
    Total plan liabilities at beginning of year2016-12-31$0
    Total income from all sources2016-12-31$119,155
    Expenses. Total of all expenses incurred2016-12-31$100
    Benefits paid (including direct rollovers)2016-12-31$0
    Total plan assets at end of year2016-12-31$143,768
    Total plan assets at beginning of year2016-12-31$24,713
    Total contributions received or receivable from participants2016-12-31$12,881
    Expenses. Other expenses not covered elsewhere2016-12-31$0
    Contributions received from other sources (not participants or employers)2016-12-31$87,573
    Other income received2016-12-31$13,082
    Noncash contributions received2016-12-31$0
    Net income (gross income less expenses)2016-12-31$119,055
    Net plan assets at end of year (total assets less liabilities)2016-12-31$143,768
    Net plan assets at beginning of year (total assets less liabilities)2016-12-31$24,713
    Total contributions received or receivable from employer(s)2016-12-31$5,619
    Value of certain deemed distributions of participant loans2016-12-31$0
    Value of corrective distributions2016-12-31$0
    Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$100
    2015
    Transfers to/from the plan2015-12-31$0
    Total plan liabilities at end of year2015-12-31$0
    Total plan liabilities at beginning of year2015-12-31$0
    Total income from all sources2015-12-31$24,813
    Expenses. Total of all expenses incurred2015-12-31$100
    Benefits paid (including direct rollovers)2015-12-31$0
    Total plan assets at end of year2015-12-31$24,713
    Total plan assets at beginning of year2015-12-31$0
    Total contributions received or receivable from participants2015-12-31$15,597
    Contributions received from other sources (not participants or employers)2015-12-31$0
    Other income received2015-12-31$0
    Noncash contributions received2015-12-31$0
    Net income (gross income less expenses)2015-12-31$24,713
    Net plan assets at end of year (total assets less liabilities)2015-12-31$24,713
    Net plan assets at beginning of year (total assets less liabilities)2015-12-31$0
    Total contributions received or receivable from employer(s)2015-12-31$9,216
    Value of certain deemed distributions of participant loans2015-12-31$0
    Value of corrective distributions2015-12-31$0
    Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$100

    Form 5500 Responses

    2020
    2020-01-01Type of plan entitySingle employer plan
    2020-01-01Submission has been amendedNo
    2020-01-01This submission is the final filingNo
    2020-01-01This return/report is a short plan year return/report (less than 12 months)No
    2020-01-01Plan is a collectively bargained planNo
    2020-01-01Plan funding arrangement – TrustYes
    2020-01-01Plan benefit arrangement - TrustYes
    2019
    2019-01-01Type of plan entitySingle employer plan
    2019-01-01Submission has been amendedNo
    2019-01-01This submission is the final filingNo
    2019-01-01This return/report is a short plan year return/report (less than 12 months)No
    2019-01-01Plan is a collectively bargained planNo
    2019-01-01Plan funding arrangement – TrustYes
    2019-01-01Plan benefit arrangement - TrustYes
    2018
    2018-01-01Type of plan entitySingle employer plan
    2018-01-01Submission has been amendedNo
    2018-01-01This submission is the final filingNo
    2018-01-01This return/report is a short plan year return/report (less than 12 months)No
    2018-01-01Plan is a collectively bargained planNo
    2018-01-01Plan funding arrangement – TrustYes
    2018-01-01Plan benefit arrangement - TrustYes
    2017
    2017-01-01Type of plan entitySingle employer plan
    2017-01-01Submission has been amendedNo
    2017-01-01This submission is the final filingNo
    2017-01-01This return/report is a short plan year return/report (less than 12 months)No
    2017-01-01Plan is a collectively bargained planNo
    2017-01-01Plan funding arrangement – TrustYes
    2017-01-01Plan benefit arrangement - TrustYes
    2016
    2016-01-01Type of plan entitySingle employer plan
    2016-01-01Submission has been amendedNo
    2016-01-01This submission is the final filingNo
    2016-01-01This return/report is a short plan year return/report (less than 12 months)No
    2016-01-01Plan is a collectively bargained planNo
    2016-01-01Plan funding arrangement – TrustYes
    2016-01-01Plan benefit arrangement - TrustYes
    2015
    2015-01-01Type of plan entitySingle employer plan
    2015-01-01First time form 5500 has been submittedYes
    2015-01-01Submission has been amendedNo
    2015-01-01This submission is the final filingNo
    2015-01-01This return/report is a short plan year return/report (less than 12 months)No
    2015-01-01Plan is a collectively bargained planNo
    2015-01-01Plan funding arrangement – TrustYes
    2015-01-01Plan benefit arrangement - TrustYes

    Was this data useful?
    If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

    Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

    Information Disclaimer
    The information provided on this website is not advice, endorsement or recommendation
    The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
    You are free to use the information for your own personal research on the understanding to do so is at your own risk.

    See full terms and conditions

    Copyright © Market Footprint Ltd
    Contact us   Datalog Company Directory
    401k Lookup     VAT Lookup