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ATLANTA OCULOPLASTIC SURGERY, P.C. RETIREMENT PLAN 401k Plan overview

Plan NameATLANTA OCULOPLASTIC SURGERY, P.C. RETIREMENT PLAN
Plan identification number 001

ATLANTA OCULOPLASTIC SURGERY, P.C. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.

401k Sponsoring company profile

ATLANTA OCULOPLASTIC SURGERY, P.C. has sponsored the creation of one or more 401k plans.

Company Name:ATLANTA OCULOPLASTIC SURGERY, P.C.
Employer identification number (EIN):582169381
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ATLANTA OCULOPLASTIC SURGERY, P.C. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01HARVEY P. COLE III2019-10-10
0012017-01-01DR. HARVEY COLE2019-10-11 DR. HARVEY COLE2019-10-11
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01HARVEY P. COLE, III HARVEY P. COLE, III2013-04-18
0012011-01-01HARVEY P. COLE, III HARVEY P. COLE, III2012-07-23

Plan Statistics for ATLANTA OCULOPLASTIC SURGERY, P.C. RETIREMENT PLAN

401k plan membership statisitcs for ATLANTA OCULOPLASTIC SURGERY, P.C. RETIREMENT PLAN

Measure Date Value
2018: ATLANTA OCULOPLASTIC SURGERY, P.C. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0115
Total number of active participants reported on line 7a of the Form 55002018-01-0113
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 participants2018-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0113
Number of participants with account balances2018-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ATLANTA OCULOPLASTIC SURGERY, P.C. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0115
Total number of active participants reported on line 7a of the Form 55002017-01-0113
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0115
Number of participants with account balances2017-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ATLANTA OCULOPLASTIC SURGERY, P.C. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0119
Total number of active participants reported on line 7a of the Form 55002016-01-0113
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-015
Total of all active and inactive participants2016-01-0118
Total participants2016-01-0118
Number of participants with account balances2016-01-0115
2015: ATLANTA OCULOPLASTIC SURGERY, P.C. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0121
Total number of active participants reported on line 7a of the Form 55002015-01-0114
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0118
Number of participants with account balances2015-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ATLANTA OCULOPLASTIC SURGERY, P.C. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0118
Total number of active participants reported on line 7a of the Form 55002014-01-0113
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0118
Number of participants with account balances2014-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: ATLANTA OCULOPLASTIC SURGERY, P.C. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0120
Total number of active participants reported on line 7a of the Form 55002013-01-0116
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0117
Number of participants with account balances2013-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ATLANTA OCULOPLASTIC SURGERY, P.C. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0121
Total number of active participants reported on line 7a of the Form 55002012-01-0114
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-0118
Total participants2012-01-0118
Number of participants with account balances2012-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: ATLANTA OCULOPLASTIC SURGERY, P.C. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0119
Total number of active participants reported on line 7a of the Form 55002011-01-0116
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-0121
Total participants2011-01-0121
Number of participants with account balances2011-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011

Financial Data on ATLANTA OCULOPLASTIC SURGERY, P.C. RETIREMENT PLAN

Measure Date Value
2018 : ATLANTA OCULOPLASTIC SURGERY, P.C. RETIREMENT PLAN 2018 401k financial data
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$13,977
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$243,633
Total plan assets at beginning of year2018-12-31$229,656
Value of fidelity bond covering the plan2018-12-31$100,000
Other income received2018-12-31$13,977
Net income (gross income less expenses)2018-12-31$13,977
Net plan assets at end of year (total assets less liabilities)2018-12-31$243,633
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$229,656
2016 : ATLANTA OCULOPLASTIC SURGERY, P.C. RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$12,370
Expenses. Total of all expenses incurred2016-12-31$2,090
Total plan assets at end of year2016-12-31$216,481
Total plan assets at beginning of year2016-12-31$206,201
Value of fidelity bond covering the plan2016-12-31$100,000
Other income received2016-12-31$12,370
Net income (gross income less expenses)2016-12-31$10,280
Net plan assets at end of year (total assets less liabilities)2016-12-31$216,481
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$206,201
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,090
2015 : ATLANTA OCULOPLASTIC SURGERY, P.C. RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$4,845
Expenses. Total of all expenses incurred2015-12-31$2,809
Benefits paid (including direct rollovers)2015-12-31$749
Total plan assets at end of year2015-12-31$206,201
Total plan assets at beginning of year2015-12-31$204,165
Value of fidelity bond covering the plan2015-12-31$100,000
Other income received2015-12-31$4,845
Net income (gross income less expenses)2015-12-31$2,036
Net plan assets at end of year (total assets less liabilities)2015-12-31$206,201
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$204,165
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,060
2014 : ATLANTA OCULOPLASTIC SURGERY, P.C. RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$12,703
Expenses. Total of all expenses incurred2014-12-31$3,314
Benefits paid (including direct rollovers)2014-12-31$1,317
Total plan assets at end of year2014-12-31$204,165
Total plan assets at beginning of year2014-12-31$194,776
Value of fidelity bond covering the plan2014-12-31$100,000
Other income received2014-12-31$12,703
Net income (gross income less expenses)2014-12-31$9,389
Net plan assets at end of year (total assets less liabilities)2014-12-31$204,165
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$194,776
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,997
2013 : ATLANTA OCULOPLASTIC SURGERY, P.C. RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$29,051
Expenses. Total of all expenses incurred2013-12-31$53,102
Benefits paid (including direct rollovers)2013-12-31$48,924
Total plan assets at end of year2013-12-31$194,776
Total plan assets at beginning of year2013-12-31$218,827
Value of fidelity bond covering the plan2013-12-31$100,000
Other income received2013-12-31$29,051
Net income (gross income less expenses)2013-12-31$-24,051
Net plan assets at end of year (total assets less liabilities)2013-12-31$194,776
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$218,827
Total contributions received or receivable from employer(s)2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$4,178
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ATLANTA OCULOPLASTIC SURGERY, P.C. RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$23,450
Expenses. Total of all expenses incurred2012-12-31$16,802
Benefits paid (including direct rollovers)2012-12-31$14,786
Total plan assets at end of year2012-12-31$218,827
Total plan assets at beginning of year2012-12-31$212,179
Value of fidelity bond covering the plan2012-12-31$100,000
Other income received2012-12-31$23,450
Net income (gross income less expenses)2012-12-31$6,648
Net plan assets at end of year (total assets less liabilities)2012-12-31$218,827
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$212,179
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,016
2011 : ATLANTA OCULOPLASTIC SURGERY, P.C. RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$2,250
Total income from all sources2011-12-31$-3,869
Expenses. Total of all expenses incurred2011-12-31$276,338
Benefits paid (including direct rollovers)2011-12-31$274,055
Total plan assets at end of year2011-12-31$212,179
Total plan assets at beginning of year2011-12-31$494,636
Value of fidelity bond covering the plan2011-12-31$100,000
Other income received2011-12-31$-3,869
Net income (gross income less expenses)2011-12-31$-280,207
Net plan assets at end of year (total assets less liabilities)2011-12-31$212,179
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$492,386
Assets. Value of participant loans2011-12-31$10,295
Total contributions received or receivable from employer(s)2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,283
2010 : ATLANTA OCULOPLASTIC SURGERY, P.C. RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$2,250
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$41,219
Expenses. Total of all expenses incurred2010-12-31$14,209
Benefits paid (including direct rollovers)2010-12-31$7,793
Total plan assets at end of year2010-12-31$494,636
Total plan assets at beginning of year2010-12-31$465,376
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$41,219
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$27,010
Net plan assets at end of year (total assets less liabilities)2010-12-31$492,386
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$465,376
Assets. Value of participant loans2010-12-31$69,000
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$6,416

Form 5500 Responses for ATLANTA OCULOPLASTIC SURGERY, P.C. RETIREMENT PLAN

2018: ATLANTA OCULOPLASTIC SURGERY, P.C. RETIREMENT PLAN 2018 form 5500 responses
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: ATLANTA OCULOPLASTIC SURGERY, P.C. RETIREMENT PLAN 2017 form 5500 responses
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: ATLANTA OCULOPLASTIC SURGERY, P.C. RETIREMENT PLAN 2016 form 5500 responses
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: ATLANTA OCULOPLASTIC SURGERY, P.C. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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
2014: ATLANTA OCULOPLASTIC SURGERY, P.C. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ATLANTA OCULOPLASTIC SURGERY, P.C. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ATLANTA OCULOPLASTIC SURGERY, P.C. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ATLANTA OCULOPLASTIC SURGERY, P.C. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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