401k Plan data: AMERICAN OPTOMETRIC ASSOC. MEMBERS RETIREMENT PLAN plan

AMERICAN OPTOMETRIC ASSOC. MEMBERS RETIREMENT PLAN 401k Plan overview

Plan Name	AMERICAN OPTOMETRIC ASSOC. MEMBERS RETIREMENT PLAN
Plan identification number	001

AMERICAN OPTOMETRIC ASSOC. MEMBERS RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.

401k Sponsoring company profile

HARVEY P. HANLEN has sponsored the creation of one or more 401k plans.

Company Name: HARVEY P. HANLEN

Employer identification number (EIN): 251515187

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN OPTOMETRIC ASSOC. MEMBERS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2007-01-01 HARVEY P. HANLEN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2007-01-01	HARVEY P. HANLEN

Plan Statistics for AMERICAN OPTOMETRIC ASSOC. MEMBERS RETIREMENT PLAN

401k plan membership statisitcs for AMERICAN OPTOMETRIC ASSOC. MEMBERS RETIREMENT PLAN

Measure Date Value
2007: AMERICAN OPTOMETRIC ASSOC. MEMBERS RETIREMENT PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 0
Total of all active and inactive participants 2007-01-01 0
Total participants 2007-01-01 0
Number of participants with account balances 2007-01-01 0

Measure	Date	Value
2007: AMERICAN OPTOMETRIC ASSOC. MEMBERS RETIREMENT PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	0
Total of all active and inactive participants	2007-01-01	0
Total participants	2007-01-01	0
Number of participants with account balances	2007-01-01	0

Form 5500 Responses for AMERICAN OPTOMETRIC ASSOC. MEMBERS RETIREMENT PLAN

2007: AMERICAN OPTOMETRIC ASSOC. MEMBERS RETIREMENT PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	This submission is the final filing	Yes
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

AMERICAN OPTOMETRIC ASSOCIATION HEALTH AND WELFARE BENEFITS PLAN [EIN = 430684708]

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Company Name:	HARVEY P. HANLEN
Employer identification number (EIN):	251515187