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ROBERT P. KLINGENBECK, O.D., P.C. 401(K) PLAN 401k Plan overview

Plan NameROBERT P. KLINGENBECK, O.D., P.C. 401(K) PLAN
Plan identification number 001

ROBERT P. KLINGENBECK, O.D., P.C. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

ROBERT P. KLINGENBECK, O.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT P. KLINGENBECK, O.D., P.C.
Employer identification number (EIN):631014595
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT P. KLINGENBECK, O.D., P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01ROBERT P. KLINGENBECK
0012016-01-01ROBERT P. KLINGENBECK
0012015-01-01ROBERT P. KLINGENBECK
0012014-01-01ROBERT P. KLINGENBECK
0012013-01-01ROBERT P. KLINGENBECK
0012012-01-01ROBERT P. KLINGENBECK
0012011-01-01ROBERT P. KLINGENBECK
0012009-01-01ROBERT P. KLINGENBECK, O.D.

Plan Statistics for ROBERT P. KLINGENBECK, O.D., P.C. 401(K) PLAN

401k plan membership statisitcs for ROBERT P. KLINGENBECK, O.D., P.C. 401(K) PLAN

Measure Date Value
2017: ROBERT P. KLINGENBECK, O.D., P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-010
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 participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ROBERT P. KLINGENBECK, O.D., P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-011
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 participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROBERT P. KLINGENBECK, O.D., P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
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 participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
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
2014: ROBERT P. KLINGENBECK, O.D., P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROBERT P. KLINGENBECK, O.D., P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROBERT P. KLINGENBECK, O.D., P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ROBERT P. KLINGENBECK, O.D., P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ROBERT P. KLINGENBECK, O.D., P.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on ROBERT P. KLINGENBECK, O.D., P.C. 401(K) PLAN

Measure Date Value
2017 : ROBERT P. KLINGENBECK, O.D., P.C. 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$0
Expenses. Total of all expenses incurred2017-12-31$9,402
Benefits paid (including direct rollovers)2017-12-31$9,402
Total plan assets at end of year2017-12-31$0
Total plan assets at beginning of year2017-12-31$9,402
Value of fidelity bond covering the plan2017-12-31$100,000
Net income (gross income less expenses)2017-12-31$-9,402
Net plan assets at end of year (total assets less liabilities)2017-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$9,402
2016 : ROBERT P. KLINGENBECK, O.D., P.C. 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$46,898
Expenses. Total of all expenses incurred2016-12-31$396,075
Benefits paid (including direct rollovers)2016-12-31$396,025
Total plan assets at end of year2016-12-31$9,402
Total plan assets at beginning of year2016-12-31$358,579
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$24,389
Other income received2016-12-31$18,812
Net income (gross income less expenses)2016-12-31$-349,177
Net plan assets at end of year (total assets less liabilities)2016-12-31$9,402
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$358,579
Total contributions received or receivable from employer(s)2016-12-31$3,697
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$50
2015 : ROBERT P. KLINGENBECK, O.D., P.C. 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$28,700
Expenses. Total of all expenses incurred2015-12-31$50
Total plan assets at end of year2015-12-31$358,579
Total plan assets at beginning of year2015-12-31$329,929
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$24,497
Other income received2015-12-31$-1,714
Net income (gross income less expenses)2015-12-31$28,650
Net plan assets at end of year (total assets less liabilities)2015-12-31$358,579
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$329,929
Total contributions received or receivable from employer(s)2015-12-31$5,917
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$50
2014 : ROBERT P. KLINGENBECK, O.D., P.C. 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$40,652
Expenses. Total of all expenses incurred2014-12-31$50
Total plan assets at end of year2014-12-31$329,929
Total plan assets at beginning of year2014-12-31$289,327
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$23,529
Other income received2014-12-31$10,956
Net income (gross income less expenses)2014-12-31$40,602
Net plan assets at end of year (total assets less liabilities)2014-12-31$329,929
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$289,327
Total contributions received or receivable from employer(s)2014-12-31$6,167
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$50
2013 : ROBERT P. KLINGENBECK, O.D., P.C. 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$42,733
Expenses. Total of all expenses incurred2013-12-31$50
Total plan assets at end of year2013-12-31$289,327
Total plan assets at beginning of year2013-12-31$246,644
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$23,566
Other income received2013-12-31$12,974
Net income (gross income less expenses)2013-12-31$42,683
Net plan assets at end of year (total assets less liabilities)2013-12-31$289,327
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$246,644
Total contributions received or receivable from employer(s)2013-12-31$6,193
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$50
2012 : ROBERT P. KLINGENBECK, O.D., P.C. 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$48,216
Expenses. Total of all expenses incurred2012-12-31$50
Total plan assets at end of year2012-12-31$246,644
Total plan assets at beginning of year2012-12-31$198,478
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$22,968
Other income received2012-12-31$19,634
Net income (gross income less expenses)2012-12-31$48,166
Net plan assets at end of year (total assets less liabilities)2012-12-31$246,644
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$198,478
Total contributions received or receivable from employer(s)2012-12-31$5,614
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$50
2011 : ROBERT P. KLINGENBECK, O.D., P.C. 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$33,634
Expenses. Total of all expenses incurred2011-12-31$50
Total plan assets at end of year2011-12-31$198,478
Total plan assets at beginning of year2011-12-31$164,894
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$22,662
Other income received2011-12-31$5,223
Net income (gross income less expenses)2011-12-31$33,584
Net plan assets at end of year (total assets less liabilities)2011-12-31$198,478
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$164,894
Total contributions received or receivable from employer(s)2011-12-31$5,749
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$50
2010 : ROBERT P. KLINGENBECK, O.D., P.C. 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$32,263
Expenses. Total of all expenses incurred2010-12-31$100
Total plan assets at end of year2010-12-31$164,894
Total plan assets at beginning of year2010-12-31$132,631
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$22,659
Other income received2010-12-31$3,857
Net income (gross income less expenses)2010-12-31$32,163
Net plan assets at end of year (total assets less liabilities)2010-12-31$164,894
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$132,631
Total contributions received or receivable from employer(s)2010-12-31$5,747
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$100

Form 5500 Responses for ROBERT P. KLINGENBECK, O.D., P.C. 401(K) PLAN

2017: ROBERT P. KLINGENBECK, O.D., P.C. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBERT P. KLINGENBECK, O.D., P.C. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBERT P. KLINGENBECK, O.D., P.C. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT P. KLINGENBECK, O.D., P.C. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT P. KLINGENBECK, O.D., P.C. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT P. KLINGENBECK, O.D., P.C. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT P. KLINGENBECK, O.D., P.C. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ROBERT P. KLINGENBECK, O.D., P.C. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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