401k Plan data: ALEX F. GONCALVES, OD PROFIT SHARING PLAN plan

ALEX F. GONCALVES, OD PROFIT SHARING PLAN 401k Plan overview

Plan Name	ALEX F. GONCALVES, OD PROFIT SHARING PLAN
Plan identification number	001

ALEX F. GONCALVES, OD PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

ALEX F. GONCALVES, OD has sponsored the creation of one or more 401k plans.

Company Name: ALEX F. GONCALVES, OD

Employer identification number (EIN): 942770188

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEX F. GONCALVES, OD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01 MARK D. OLANDER 2021-10-12
001 2019-01-01 MARK D. OLANDER 2020-10-12
001 2018-01-01 MARK D. OLANDER 2019-10-10
001 2017-01-01 MARK D. OLANDER 2018-10-09
001 2016-01-01 MARK D. OLANDER
001 2015-01-01 MARK D. OLANDER
001 2014-01-01 MARK D. OLANDER
001 2013-01-01 MARK D. OLANDER
001 2012-01-01 MARK D. OLANDER
001 2011-01-01 MARK D. OLANDER
001 2009-01-01 MARK D OLANDER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01	MARK D. OLANDER	2021-10-12
001	2019-01-01	MARK D. OLANDER	2020-10-12
001	2018-01-01	MARK D. OLANDER	2019-10-10
001	2017-01-01	MARK D. OLANDER	2018-10-09
001	2016-01-01	MARK D. OLANDER
001	2015-01-01	MARK D. OLANDER
001	2014-01-01	MARK D. OLANDER
001	2013-01-01	MARK D. OLANDER
001	2012-01-01	MARK D. OLANDER
001	2011-01-01	MARK D. OLANDER
001	2009-01-01	MARK D OLANDER

Financial Data on ALEX F. GONCALVES, OD PROFIT SHARING PLAN

Measure	Date	Value
2016 : ALEX F. GONCALVES, OD PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$71,725
Expenses. Total of all expenses incurred	2016-12-31	$32,240
Benefits paid (including direct rollovers)	2016-12-31	$27,258
Total plan assets at end of year	2016-12-31	$870,686
Total plan assets at beginning of year	2016-12-31	$831,201
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$20,225
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$39,485
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$870,686
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$831,201
Total contributions received or receivable from employer(s)	2016-12-31	$51,500
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$4,982
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : ALEX F. GONCALVES, OD PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$40,343
Expenses. Total of all expenses incurred	2015-12-31	$4,918
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$831,201
Total plan assets at beginning of year	2015-12-31	$795,776
Value of fidelity bond covering the plan	2015-12-31	$90,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-8,713
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$35,425
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$831,201
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$795,776
Total contributions received or receivable from employer(s)	2015-12-31	$49,056
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$4,918
2014 : ALEX F. GONCALVES, OD PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$81,553
Expenses. Total of all expenses incurred	2014-12-31	$4,598
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$795,776
Total plan assets at beginning of year	2014-12-31	$718,821
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$33,538
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$76,955
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$795,776
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$718,821
Total contributions received or receivable from employer(s)	2014-12-31	$48,015
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$4,598
2013 : ALEX F. GONCALVES, OD PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$166,469
Expenses. Total of all expenses incurred	2013-12-31	$5,075
Benefits paid (including direct rollovers)	2013-12-31	$764
Total plan assets at end of year	2013-12-31	$718,821
Total plan assets at beginning of year	2013-12-31	$557,427
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$116,584
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$161,394
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$718,821
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$557,427
Total contributions received or receivable from employer(s)	2013-12-31	$49,885
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$4,311
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ALEX F. GONCALVES, OD PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$111,596
Expenses. Total of all expenses incurred	2012-12-31	$3,265
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$557,427
Total plan assets at beginning of year	2012-12-31	$449,096
Value of fidelity bond covering the plan	2012-12-31	$1
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$3,265
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$62,257
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$108,331
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$557,427
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$449,096
Total contributions received or receivable from employer(s)	2012-12-31	$49,339
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ALEX F. GONCALVES, OD PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$30,135
Expenses. Total of all expenses incurred	2011-12-31	$9,696
Benefits paid (including direct rollovers)	2011-12-31	$6,816
Total plan assets at end of year	2011-12-31	$449,096
Total plan assets at beginning of year	2011-12-31	$428,657
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$2,880
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-18,292
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$20,439
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$449,096
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$428,657
Total contributions received or receivable from employer(s)	2011-12-31	$48,427
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ALEX F. GONCALVES, OD PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$93,129
Expenses. Total of all expenses incurred	2010-12-31	$2,319
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$428,657
Total plan assets at beginning of year	2010-12-31	$337,847
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$2,319
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$45,563
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$90,810
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$428,657
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$337,847
Total contributions received or receivable from employer(s)	2010-12-31	$47,566
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for ALEX F. GONCALVES, OD PROFIT SHARING PLAN

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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	46286
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	46286
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	46286
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	46286
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	46286
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	46286
Policy instance	1

Potentially related plans

ALEX F. CIFELLI JR. & ASSOCIATES INC. 401(K) PLAN [EIN = 232478996]

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Company Name:	ALEX F. GONCALVES, OD
Employer identification number (EIN):	942770188
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists