401k Plan data: TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN plan

TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 401k Plan overview

Plan Name	TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN
Plan identification number	001

TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

TYSON F. KALES, OD, LTD. has sponsored the creation of one or more 401k plans.

Company Name: TYSON F. KALES, OD, LTD.

Employer identification number (EIN): 880212315

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 TYSON F. KALES TYSON F. KALES 2018-12-18
001 2017-01-01 TYSON F. KALES TYSON F. KALES 2018-09-26
001 2016-01-01 TYSON F. KALES TYSON F. KALES 2017-10-10
001 2015-01-01 TYSON F. KALES TYSON F. KALES 2016-07-11
001 2014-01-01 TYSON F. KALES TYSON F. KALES 2015-09-22
001 2013-01-01 TYSON F. KALES TYSON F. KALES 2014-10-13
001 2012-01-01 TYSON F. KALES TYSON F. KALES 2013-10-07
001 2011-01-01 TYSON F. KALES TYSON F. KALES 2012-08-15
001 2010-01-01 TYSON F. KALES TYSON F. KALES 2012-08-15
001 2009-01-01 TYSON F. KALES TYSON F. KALES 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	TYSON F. KALES	TYSON F. KALES	2018-12-18
001	2017-01-01	TYSON F. KALES	TYSON F. KALES	2018-09-26
001	2016-01-01	TYSON F. KALES	TYSON F. KALES	2017-10-10
001	2015-01-01	TYSON F. KALES	TYSON F. KALES	2016-07-11
001	2014-01-01	TYSON F. KALES	TYSON F. KALES	2015-09-22
001	2013-01-01	TYSON F. KALES	TYSON F. KALES	2014-10-13
001	2012-01-01	TYSON F. KALES	TYSON F. KALES	2013-10-07
001	2011-01-01	TYSON F. KALES	TYSON F. KALES	2012-08-15
001	2010-01-01	TYSON F. KALES	TYSON F. KALES	2012-08-15
001	2009-01-01	TYSON F. KALES	TYSON F. KALES	2010-10-13

Plan Statistics for TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN

401k plan membership statisitcs for TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN

Measure Date Value
2018: TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
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 0
Total of all active and inactive participants 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 3
Total participants 2017-01-01 3
Number of participants with account balances 2017-01-01 3
2016: TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Number of retired or separated participants receiving benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 3
Total participants 2016-01-01 3
Number of participants with account balances 2016-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Total of all active and inactive participants 2015-01-01 3
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
2014: TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Total of all active and inactive participants 2014-01-01 2
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
2013: TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Total of all active and inactive participants 2013-01-01 2
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
2012: TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Total of all active and inactive participants 2012-01-01 2
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
2011: TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Total of all active and inactive participants 2011-01-01 2
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
2010: TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
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 2
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 3
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2018: TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
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	0
Total of all active and inactive participants	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	3
Total participants	2017-01-01	3
Number of participants with account balances	2017-01-01	3
2016: TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Number of retired or separated participants receiving benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	3
Total participants	2016-01-01	3
Number of participants with account balances	2016-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Total of all active and inactive participants	2015-01-01	3
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
2014: TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Total of all active and inactive participants	2014-01-01	2
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
2013: TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Total of all active and inactive participants	2013-01-01	2
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
2012: TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Total of all active and inactive participants	2012-01-01	2
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
2011: TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Total of all active and inactive participants	2011-01-01	2
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
2010: TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
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	2
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	3
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN

Measure	Date	Value
2018 : TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-11-30	$1,461
Expenses. Total of all expenses incurred	2018-11-30	$763,630
Benefits paid (including direct rollovers)	2018-11-30	$749,748
Total plan assets at end of year	2018-11-30	$0
Total plan assets at beginning of year	2018-11-30	$762,169
Value of fidelity bond covering the plan	2018-11-30	$100,000
Other income received	2018-11-30	$1,461
Net income (gross income less expenses)	2018-11-30	$-762,169
Net plan assets at end of year (total assets less liabilities)	2018-11-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-11-30	$762,169
Assets. Value of assets in partnership/joint-venture interests	2018-11-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-11-30	$13,882
2017 : TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$29,419
Expenses. Total of all expenses incurred	2017-12-31	$5,889
Total plan assets at end of year	2017-12-31	$762,169
Total plan assets at beginning of year	2017-12-31	$738,639
Value of fidelity bond covering the plan	2017-12-31	$100,000
Other income received	2017-12-31	$29,419
Net income (gross income less expenses)	2017-12-31	$23,530
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$762,169
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$738,639
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$1,027
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$5,889
2016 : TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$13,147
Expenses. Total of all expenses incurred	2016-12-31	$9,835
Total plan assets at end of year	2016-12-31	$738,639
Total plan assets at beginning of year	2016-12-31	$735,327
Value of fidelity bond covering the plan	2016-12-31	$100,000
Other income received	2016-12-31	$13,147
Net income (gross income less expenses)	2016-12-31	$3,312
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$738,639
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$735,327
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$747
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$9,835
2015 : TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-6,399
Expenses. Total of all expenses incurred	2015-12-31	$12,464
Total plan assets at end of year	2015-12-31	$735,327
Total plan assets at beginning of year	2015-12-31	$754,190
Value of fidelity bond covering the plan	2015-12-31	$100,000
Other income received	2015-12-31	$-6,399
Net income (gross income less expenses)	2015-12-31	$-18,863
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$735,327
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$754,190
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$747
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$12,464
2014 : TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$52,342
Expenses. Total of all expenses incurred	2014-12-31	$7,536
Total plan assets at end of year	2014-12-31	$754,190
Total plan assets at beginning of year	2014-12-31	$709,384
Value of fidelity bond covering the plan	2014-12-31	$100,000
Assets. Value of loans (other than to participants)	2014-12-31	$0
Other income received	2014-12-31	$42,342
Net income (gross income less expenses)	2014-12-31	$44,806
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$754,190
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$709,384
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$747
Total contributions received or receivable from employer(s)	2014-12-31	$10,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$7,536
2013 : TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$37,550
Expenses. Total of all expenses incurred	2013-12-31	$6,362
Total plan assets at end of year	2013-12-31	$709,384
Total plan assets at beginning of year	2013-12-31	$678,196
Value of fidelity bond covering the plan	2013-12-31	$100,000
Assets. Value of loans (other than to participants)	2013-12-31	$31,464
Other income received	2013-12-31	$27,050
Net income (gross income less expenses)	2013-12-31	$31,188
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$709,384
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$678,196
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$6,470
Total contributions received or receivable from employer(s)	2013-12-31	$10,500
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$6,362
2012 : TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$-87,767
Expenses. Total of all expenses incurred	2012-12-31	$6,033
Total plan assets at end of year	2012-12-31	$678,196
Total plan assets at beginning of year	2012-12-31	$771,996
Value of fidelity bond covering the plan	2012-12-31	$100,000
Assets. Value of loans (other than to participants)	2012-12-31	$31,464
Other income received	2012-12-31	$-87,767
Net income (gross income less expenses)	2012-12-31	$-93,800
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$678,196
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$771,996
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$6,471
Total contributions received or receivable from employer(s)	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$6,033
2011 : TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$6,819
Expenses. Total of all expenses incurred	2011-12-31	$6,498
Total plan assets at end of year	2011-12-31	$771,996
Total plan assets at beginning of year	2011-12-31	$771,675
Value of fidelity bond covering the plan	2011-12-31	$100,000
Assets. Value of loans (other than to participants)	2011-12-31	$62,000
Other income received	2011-12-31	$-8,181
Net income (gross income less expenses)	2011-12-31	$321
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$771,996
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$771,675
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$166,090
Total contributions received or receivable from employer(s)	2011-12-31	$15,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$6,498
2010 : TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$-110,203
Expenses. Total of all expenses incurred	2010-12-31	$7,298
Benefits paid (including direct rollovers)	2010-12-31	$794
Total plan assets at end of year	2010-12-31	$779,175
Total plan assets at beginning of year	2010-12-31	$896,676
Value of fidelity bond covering the plan	2010-12-31	$100,000
Assets. Value of loans (other than to participants)	2010-12-31	$80,700
Expenses. Other expenses not covered elsewhere	2010-12-31	$33
Other income received	2010-12-31	$-120,203
Net income (gross income less expenses)	2010-12-31	$-117,501
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$779,175
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$896,676
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$157,244
Total contributions received or receivable from employer(s)	2010-12-31	$10,000
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$6,471

Form 5500 Responses for TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN

2018: TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	This submission is the final filing	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: TYSON F. KALES, OD, LTD. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TYSON F. KALES, OD, LTD.
Employer identification number (EIN):	880212315
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists