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| Plan Name | NEW ENGLAND EYE SPECIALISTS RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | ADAM P. BECK MD PC DBA NEW ENGLA |
| Employer identification number (EIN): | 550900975 |
| NAIC Classification: | 621399 |
| NAIC Description: | Offices of All Other Miscellaneous Health Practitioners |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2016-01-01 | DANIEL CAREY | 2017-07-20 | ||
| 001 | 2015-01-01 | DANIEL CAREY | 2016-10-04 | ||
| 001 | 2014-01-01 | KIRSTEN PETRETTA | 2015-07-14 | ||
| 001 | 2013-01-01 | KIRSTEN PETRETTA | 2014-06-02 | ||
| 001 | 2012-01-01 | DR. ADAM BECK | DR. ADAM BECK | 2013-07-15 | |
| 001 | 2011-01-01 | DR. ADAM BECK | DR. ADAM BECK | 2012-10-11 | |
| 001 | 2010-01-01 | DR. ADAM BECK | DR. ADAM BECK | 2011-10-17 |
| Measure | Date | Value |
|---|---|---|
| 2012: NEW ENGLAND EYE SPECIALISTS RETIREMENT PLAN 2012 401k membership | ||
| Total participants, beginning-of-year | 2012-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 15 |
| 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 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 16 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 16 |
| Number of participants with account balances | 2012-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: NEW ENGLAND EYE SPECIALISTS RETIREMENT PLAN 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-01-01 | 14 |
| 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 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 13 |
| Number of participants with account balances | 2011-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: NEW ENGLAND EYE SPECIALISTS RETIREMENT PLAN 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 16 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 16 |
| Number of participants with account balances | 2010-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2012 : NEW ENGLAND EYE SPECIALISTS RETIREMENT PLAN 2012 401k financial data | ||
| Total income from all sources | 2012-12-31 | $56,613 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $2,761 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $398 |
| Total plan assets at end of year | 2012-12-31 | $118,333 |
| Total plan assets at beginning of year | 2012-12-31 | $64,481 |
| Total contributions received or receivable from participants | 2012-12-31 | $47,308 |
| Other income received | 2012-12-31 | $9,305 |
| Net income (gross income less expenses) | 2012-12-31 | $53,852 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $118,333 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $64,481 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $2,363 |
| 2011 : NEW ENGLAND EYE SPECIALISTS RETIREMENT PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-12-31 | $29,119 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $2,174 |
| Total plan assets at end of year | 2011-12-31 | $64,481 |
| Total plan assets at beginning of year | 2011-12-31 | $37,536 |
| Total contributions received or receivable from participants | 2011-12-31 | $30,004 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $2,174 |
| Other income received | 2011-12-31 | $-885 |
| Net income (gross income less expenses) | 2011-12-31 | $26,945 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $64,481 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $37,536 |
| 2010 : NEW ENGLAND EYE SPECIALISTS RETIREMENT PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $37,889 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $353 |
| Total plan assets at end of year | 2010-12-31 | $37,536 |
| Total plan assets at beginning of year | 2010-12-31 | $0 |
| Total contributions received or receivable from participants | 2010-12-31 | $34,624 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $353 |
| Other income received | 2010-12-31 | $3,265 |
| Net income (gross income less expenses) | 2010-12-31 | $37,536 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $37,536 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $0 |
| 2012: NEW ENGLAND EYE SPECIALISTS RETIREMENT 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 – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: NEW ENGLAND EYE SPECIALISTS RETIREMENT 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 – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: NEW ENGLAND EYE SPECIALISTS RETIREMENT PLAN 2010 form 5500 responses | ||
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | First time form 5500 has been submitted | Yes |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 94502 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 94502 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 94502 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
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