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KEITH A. HUELSMAN, O.D., INC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameKEITH A. HUELSMAN, O.D., INC 401(K) PROFIT SHARING PLAN
Plan identification number 001

KEITH A. HUELSMAN, O.D., INC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
  • 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.
  • Plan covering Self-Employed individuals.
  • Other welfare benefit cover

401k Sponsoring company profile

KEITH A. HUELSMAN, O.D., INC has sponsored the creation of one or more 401k plans.

Company Name:KEITH A. HUELSMAN, O.D., INC
Employer identification number (EIN):311388433
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEITH A. HUELSMAN, O.D., INC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01KEITH HUELSMAN2019-10-01 KEITH HUELSMAN2019-10-01
0012015-01-01KEITH HUELSMAN2016-07-19
0012014-01-01KEITH HUELSMAN2015-07-19 KEITH HUELSMAN2015-07-19
0012013-01-01KEITH HUELSMAN
0012012-01-01KEITH HUELSMAN
0012011-01-01KEITH HUELSMAN2012-07-18
0012010-01-01KEITH HUELSMAN2011-06-16

Plan Statistics for KEITH A. HUELSMAN, O.D., INC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for KEITH A. HUELSMAN, O.D., INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: KEITH A. HUELSMAN, O.D., INC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: KEITH A. HUELSMAN, O.D., INC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-016
Total participants2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on KEITH A. HUELSMAN, O.D., INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2013 : KEITH A. HUELSMAN, O.D., INC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$88,764
Total income from all sources2013-12-31$229,010
Expenses. Total of all expenses incurred2013-12-31$380
Total plan assets at end of year2013-12-31$723,816
Total plan assets at beginning of year2013-12-31$583,950
Total contributions received or receivable from participants2013-12-31$8,638
Contributions received from other sources (not participants or employers)2013-12-31$88,764
Other income received2013-12-31$124,569
Net income (gross income less expenses)2013-12-31$228,630
Net plan assets at end of year (total assets less liabilities)2013-12-31$723,816
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$495,186
Total contributions received or receivable from employer(s)2013-12-31$7,039
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$380
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : KEITH A. HUELSMAN, O.D., INC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$88,764
Total plan liabilities at beginning of year2012-12-31$96,000
Total income from all sources2012-12-31$79,252
Expenses. Total of all expenses incurred2012-12-31$380
Total plan assets at end of year2012-12-31$583,950
Total plan assets at beginning of year2012-12-31$438,600
Total contributions received or receivable from participants2012-12-31$5,871
Contributions received from other sources (not participants or employers)2012-12-31$67,604
Net income (gross income less expenses)2012-12-31$78,872
Net plan assets at end of year (total assets less liabilities)2012-12-31$495,186
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$342,600
Assets. Value of participant loans2012-12-31$96,000
Total contributions received or receivable from employer(s)2012-12-31$5,777
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$380
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for KEITH A. HUELSMAN, O.D., INC 401(K) PROFIT SHARING PLAN

2013: KEITH A. HUELSMAN, O.D., INC 401(K) PROFIT SHARING 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KEITH A. HUELSMAN, O.D., INC 401(K) PROFIT SHARING 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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