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OKLAHOMA CITY VISION SOURCE PLLC 401(K) PLAN 401k Plan overview

Plan NameOKLAHOMA CITY VISION SOURCE PLLC 401(K) PLAN
Plan identification number 001

OKLAHOMA CITY VISION SOURCE PLLC 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

OKLAHOMA CITY VISION SOURCE has sponsored the creation of one or more 401k plans.

Company Name:OKLAHOMA CITY VISION SOURCE
Employer identification number (EIN):202964436
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OKLAHOMA CITY VISION SOURCE PLLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01
0012015-01-01
0012014-01-01SCOTT FORESTER2015-10-15
0012013-01-01SCOTT FORESTER
0012012-01-01SCOTT FORESTER
0012011-01-01SCOTT FORESTER
0012009-01-01SCOTT FORESTER
0012008-01-01SCOTT FORESTER

Plan Statistics for OKLAHOMA CITY VISION SOURCE PLLC 401(K) PLAN

401k plan membership statisitcs for OKLAHOMA CITY VISION SOURCE PLLC 401(K) PLAN

Measure Date Value
2013: OKLAHOMA CITY VISION SOURCE PLLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0111
Total number of active participants reported on line 7a of the Form 55002013-01-0112
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0115
Total participants2013-01-0115
Number of participants with account balances2013-01-0113
2012: OKLAHOMA CITY VISION SOURCE PLLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0114
Total number of active participants reported on line 7a of the Form 55002012-01-0111
Total of all active and inactive participants2012-01-0111
Total participants2012-01-0111
Number of participants with account balances2012-01-0111
2011: OKLAHOMA CITY VISION SOURCE PLLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0116
Total number of active participants reported on line 7a of the Form 55002011-01-0111
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0115
Total participants2011-01-0115
Number of participants with account balances2011-01-0112
2009: OKLAHOMA CITY VISION SOURCE PLLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0115
Total number of active participants reported on line 7a of the Form 55002009-01-0114
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0117
Total participants2009-01-0117
Number of participants with account balances2009-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012
2008: OKLAHOMA CITY VISION SOURCE PLLC 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0112
Total number of active participants reported on line 7a of the Form 55002008-01-0114
Number of other retired or separated participants entitled to future benefits2008-01-011
Total of all active and inactive participants2008-01-0115
Total participants2008-01-0115
Number of participants with account balances2008-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010

Financial Data on OKLAHOMA CITY VISION SOURCE PLLC 401(K) PLAN

Measure Date Value
2013 : OKLAHOMA CITY VISION SOURCE PLLC 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$136,550
Expenses. Total of all expenses incurred2013-12-31$14,489
Benefits paid (including direct rollovers)2013-12-31$12,032
Total plan assets at end of year2013-12-31$439,192
Total plan assets at beginning of year2013-12-31$317,131
Total contributions received or receivable from participants2013-12-31$74,785
Expenses. Other expenses not covered elsewhere2013-12-31$2,457
Contributions received from other sources (not participants or employers)2013-12-31$647
Other income received2013-12-31$43,821
Net income (gross income less expenses)2013-12-31$122,061
Net plan assets at end of year (total assets less liabilities)2013-12-31$439,192
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$317,131
Total contributions received or receivable from employer(s)2013-12-31$17,297
2012 : OKLAHOMA CITY VISION SOURCE PLLC 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$79,936
Expenses. Total of all expenses incurred2012-12-31$5,907
Benefits paid (including direct rollovers)2012-12-31$4,146
Total plan assets at end of year2012-12-31$317,131
Total plan assets at beginning of year2012-12-31$243,102
Total contributions received or receivable from participants2012-12-31$44,324
Contributions received from other sources (not participants or employers)2012-12-31$644
Other income received2012-12-31$22,812
Net income (gross income less expenses)2012-12-31$74,029
Net plan assets at end of year (total assets less liabilities)2012-12-31$317,131
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$243,102
Total contributions received or receivable from employer(s)2012-12-31$12,156
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,761
2011 : OKLAHOMA CITY VISION SOURCE PLLC 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$41,555
Expenses. Total of all expenses incurred2011-12-31$7,173
Benefits paid (including direct rollovers)2011-12-31$5,784
Total plan assets at end of year2011-12-31$243,102
Total plan assets at beginning of year2011-12-31$208,720
Value of fidelity bond covering the plan2011-12-31$23,000
Total contributions received or receivable from participants2011-12-31$41,135
Contributions received from other sources (not participants or employers)2011-12-31$644
Other income received2011-12-31$-9,421
Net income (gross income less expenses)2011-12-31$34,382
Net plan assets at end of year (total assets less liabilities)2011-12-31$243,102
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$208,720
Total contributions received or receivable from employer(s)2011-12-31$9,197
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,389
2010 : OKLAHOMA CITY VISION SOURCE PLLC 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$66,007
Expenses. Total of all expenses incurred2010-12-31$4,508
Benefits paid (including direct rollovers)2010-12-31$3,416
Total plan assets at end of year2010-12-31$208,720
Total plan assets at beginning of year2010-12-31$147,221
Value of fidelity bond covering the plan2010-12-31$25,000
Total contributions received or receivable from participants2010-12-31$42,492
Contributions received from other sources (not participants or employers)2010-12-31$637
Other income received2010-12-31$12,516
Net income (gross income less expenses)2010-12-31$61,499
Net plan assets at end of year (total assets less liabilities)2010-12-31$208,720
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$147,221
Total contributions received or receivable from employer(s)2010-12-31$10,362
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,092

Form 5500 Responses for OKLAHOMA CITY VISION SOURCE PLLC 401(K) PLAN

2013: OKLAHOMA CITY VISION SOURCE PLLC 401(K) 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: OKLAHOMA CITY VISION SOURCE PLLC 401(K) 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OKLAHOMA CITY VISION SOURCE PLLC 401(K) 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: OKLAHOMA CITY VISION SOURCE PLLC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: OKLAHOMA CITY VISION SOURCE PLLC 401(K) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number670217
Policy instance 1
Insurance contract or identification number670217
Number of Individuals Covered11
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $714
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $714
Insurance broker organization code?3
Insurance broker nameSTANLEY, JAMES
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number670217
Policy instance 1
Insurance contract or identification number670217
Number of Individuals Covered12
Insurance policy start date2012-08-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $369
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $369
Insurance broker organization code?4
Insurance broker nameSTANLEY, JAMES S
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number670217
Policy instance 1
Insurance contract or identification number670217
Number of Individuals Covered12
Insurance policy start date2011-08-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $369
Total amount of fees paid to insurance companyUSD $0
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number670217
Policy instance 1
Insurance contract or identification number670217
Number of Individuals Covered9
Insurance policy start date2010-08-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $233
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $233
Insurance broker organization code?4
Insurance broker nameSTANLEY, JAMES S

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