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ERIC J. BLOOM, OD HR-10 PLAN 401k Plan overview

Plan NameERIC J. BLOOM, OD HR-10 PLAN
Plan identification number 001

ERIC J. BLOOM, OD HR-10 PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

ERIC J. BLOOM, OD has sponsored the creation of one or more 401k plans.

Company Name:ERIC J. BLOOM, OD
Employer identification number (EIN):141653161
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ERIC J. BLOOM, OD HR-10 PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01LUDWIG BACH
0012016-01-01LUDWIG BACH
0012015-01-01LUDWIG BACH
0012014-01-01LUDWIG BACH
0012013-01-01ERIC J. BLOOM, OD2014-07-22 ERIC J. BLOOM, OD2014-07-22
0012012-01-01ERIC J. BLOOM, OD2013-06-18 ERIC J. BLOOM, OD2013-06-18
0012011-01-01ERIC J. BLOOM, OD2012-10-04
0012010-01-01ERIC J. BLOOM, OD2011-10-20 ERIC J. BLOOM, OD2011-10-20

Plan Statistics for ERIC J. BLOOM, OD HR-10 PLAN

401k plan membership statisitcs for ERIC J. BLOOM, OD HR-10 PLAN

Measure Date Value
2017: ERIC J. BLOOM, OD HR-10 PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
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: ERIC J. BLOOM, OD HR-10 PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ERIC J. BLOOM, OD HR-10 PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-014
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 participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Number of participants with account balances2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ERIC J. BLOOM, OD HR-10 PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-014
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 participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014
Number of participants with account balances2014-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on ERIC J. BLOOM, OD HR-10 PLAN

Measure Date Value
2017 : ERIC J. BLOOM, OD HR-10 PLAN 2017 401k financial data
Total income from all sources2017-12-31$0
Expenses. Total of all expenses incurred2017-12-31$44,280
Benefits paid (including direct rollovers)2017-12-31$44,280
Total plan assets at end of year2017-12-31$0
Total plan assets at beginning of year2017-12-31$44,280
Net income (gross income less expenses)2017-12-31$-44,280
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$44,280
Assets. Value of participant loans2017-12-31$0
2016 : ERIC J. BLOOM, OD HR-10 PLAN 2016 401k financial data
Total income from all sources2016-12-31$1,664
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$44,280
Total plan assets at beginning of year2016-12-31$42,616
Other income received2016-12-31$1,664
Net income (gross income less expenses)2016-12-31$1,664
Net plan assets at end of year (total assets less liabilities)2016-12-31$44,280
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$42,616
Assets. Value of participant loans2016-12-31$29,000
2015 : ERIC J. BLOOM, OD HR-10 PLAN 2015 401k financial data
Total income from all sources2015-12-31$-1,289
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$42,616
Total plan assets at beginning of year2015-12-31$43,905
Other income received2015-12-31$-1,289
Net income (gross income less expenses)2015-12-31$-1,289
Net plan assets at end of year (total assets less liabilities)2015-12-31$42,616
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$43,905
Assets. Value of participant loans2015-12-31$29,000
2014 : ERIC J. BLOOM, OD HR-10 PLAN 2014 401k financial data
Total income from all sources2014-12-31$2,168
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$43,905
Total plan assets at beginning of year2014-12-31$41,737
Other income received2014-12-31$2,168
Net income (gross income less expenses)2014-12-31$2,168
Net plan assets at end of year (total assets less liabilities)2014-12-31$43,905
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$41,737
Assets. Value of participant loans2014-12-31$29,000

Form 5500 Responses for ERIC J. BLOOM, OD HR-10 PLAN

2017: ERIC J. BLOOM, OD HR-10 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 filingYes
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: ERIC J. BLOOM, OD HR-10 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: ERIC J. BLOOM, OD HR-10 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: ERIC J. BLOOM, OD HR-10 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

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