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TERRY L CHRISTOPHERSON S E R P 401k Plan overview

Plan NameTERRY L CHRISTOPHERSON S E R P
Plan identification number 001

TERRY L CHRISTOPHERSON S E R P 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

TERRY L CHRISTOPHERSON, OD has sponsored the creation of one or more 401k plans.

Company Name:TERRY L CHRISTOPHERSON, OD
Employer identification number (EIN):391316107
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TERRY L CHRISTOPHERSON S E R P

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01TERRY CHRISTOPHERSON2022-01-09
0012018-01-01TERRY CHRISTOPHERSON2019-08-08
0012017-01-01TERRY L CHRISTOPHERSON TERRY L CHRISTOPHERSON2018-07-30
0012016-01-01TERRY L CHRISTOPHERSON TERRY L CHRISTOPHERSON2017-09-21
0012015-01-01TERRY L CHRISTOPHERSON2016-09-27 TERRY L CHRISTOPHERSON2016-09-27
0012014-01-01TERRY L CHRISTOPHERSON2015-09-10 TERRY L CHRISTOPHERSON2015-09-10
0012013-01-01TERRY L CHRISTOPHERSON2014-07-24 TERRY L CHRISTOPHERSON2014-07-24
0012012-01-01TERRY L CHRISTOPHERSON2013-06-17 TERRY L CHRISTOPHERSON2013-06-17
0012011-01-01TERRY L CHRISTOPHERSON2012-06-29 TERRY L CHRISTOPHERSON2012-06-29
0012010-01-01TERRY L CHRISTOPHERSON2011-07-27 TERRY L CHRISTOPHERSON2011-07-27
0012009-01-01TERRY L CHRISTOPHERSON2010-07-26 TERRY L CHRISTOPHERSON2010-07-26

Plan Statistics for TERRY L CHRISTOPHERSON S E R P

401k plan membership statisitcs for TERRY L CHRISTOPHERSON S E R P

Measure Date Value
2019: TERRY L CHRISTOPHERSON S E R P 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TERRY L CHRISTOPHERSON S E R P 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014
Number of participants with account balances2018-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TERRY L CHRISTOPHERSON S E R P 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014
Number of participants with account balances2017-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TERRY L CHRISTOPHERSON S E R P 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Number of participants with account balances2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TERRY L CHRISTOPHERSON S E R P 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-011
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: TERRY L CHRISTOPHERSON S E R P 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-011
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
2013: TERRY L CHRISTOPHERSON S E R P 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TERRY L CHRISTOPHERSON S E R P 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Total of all active and inactive participants2012-01-013
Total participants2012-01-013
2011: TERRY L CHRISTOPHERSON S E R P 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Total of all active and inactive participants2011-01-013
Total participants2011-01-013
2010: TERRY L CHRISTOPHERSON S E R P 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
Total of all active and inactive participants2010-01-013
Total participants2010-01-013
2009: TERRY L CHRISTOPHERSON S E R P 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013
Total participants2009-01-013

Financial Data on TERRY L CHRISTOPHERSON S E R P

Measure Date Value
2019 : TERRY L CHRISTOPHERSON S E R P 2019 401k financial data
Total income from all sources2019-12-31$0
Expenses. Total of all expenses incurred2019-12-31$281,030
Benefits paid (including direct rollovers)2019-12-31$281,030
Total plan assets at end of year2019-12-31$0
Total plan assets at beginning of year2019-12-31$281,030
Net income (gross income less expenses)2019-12-31$-281,030
Net plan assets at end of year (total assets less liabilities)2019-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$281,030
2018 : TERRY L CHRISTOPHERSON S E R P 2018 401k financial data
Total income from all sources2018-12-31$-1,104
Expenses. Total of all expenses incurred2018-12-31$38,749
Benefits paid (including direct rollovers)2018-12-31$38,749
Total plan assets at end of year2018-12-31$281,030
Total plan assets at beginning of year2018-12-31$320,883
Other income received2018-12-31$-9,082
Net income (gross income less expenses)2018-12-31$-39,853
Net plan assets at end of year (total assets less liabilities)2018-12-31$281,030
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$320,883
Total contributions received or receivable from employer(s)2018-12-31$7,978
2017 : TERRY L CHRISTOPHERSON S E R P 2017 401k financial data
Total income from all sources2017-12-31$11,018
Expenses. Total of all expenses incurred2017-12-31$157,973
Benefits paid (including direct rollovers)2017-12-31$157,973
Total plan assets at end of year2017-12-31$320,883
Total plan assets at beginning of year2017-12-31$467,838
Other income received2017-12-31$3,691
Net income (gross income less expenses)2017-12-31$-146,955
Net plan assets at end of year (total assets less liabilities)2017-12-31$320,883
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$467,838
Total contributions received or receivable from employer(s)2017-12-31$7,327
2016 : TERRY L CHRISTOPHERSON S E R P 2016 401k financial data
Total income from all sources2016-12-31$15,223
Expenses. Total of all expenses incurred2016-12-31$70,000
Benefits paid (including direct rollovers)2016-12-31$70,000
Total plan assets at end of year2016-12-31$467,838
Total plan assets at beginning of year2016-12-31$522,615
Other income received2016-12-31$7,294
Net income (gross income less expenses)2016-12-31$-54,777
Net plan assets at end of year (total assets less liabilities)2016-12-31$467,838
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$522,615
Total contributions received or receivable from employer(s)2016-12-31$7,929
2015 : TERRY L CHRISTOPHERSON S E R P 2015 401k financial data
Total income from all sources2015-12-31$-7,370
Expenses. Total of all expenses incurred2015-12-31$50,035
Benefits paid (including direct rollovers)2015-12-31$50,000
Total plan assets at end of year2015-12-31$522,615
Total plan assets at beginning of year2015-12-31$580,020
Expenses. Other expenses not covered elsewhere2015-12-31$35
Other income received2015-12-31$-14,074
Net income (gross income less expenses)2015-12-31$-57,405
Net plan assets at end of year (total assets less liabilities)2015-12-31$522,615
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$580,020
Total contributions received or receivable from employer(s)2015-12-31$6,704
2014 : TERRY L CHRISTOPHERSON S E R P 2014 401k financial data
Total income from all sources2014-12-31$27,961
Expenses. Total of all expenses incurred2014-12-31$58,756
Benefits paid (including direct rollovers)2014-12-31$58,756
Total plan assets at end of year2014-12-31$580,020
Total plan assets at beginning of year2014-12-31$610,815
Other income received2014-12-31$18,761
Net income (gross income less expenses)2014-12-31$-30,795
Net plan assets at end of year (total assets less liabilities)2014-12-31$580,020
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$610,815
Total contributions received or receivable from employer(s)2014-12-31$9,200
2013 : TERRY L CHRISTOPHERSON S E R P 2013 401k financial data
Total income from all sources2013-12-31$120,289
Expenses. Total of all expenses incurred2013-12-31$1,140
Benefits paid (including direct rollovers)2013-12-31$1,140
Total plan assets at end of year2013-12-31$610,815
Total plan assets at beginning of year2013-12-31$491,666
Other income received2013-12-31$112,940
Net income (gross income less expenses)2013-12-31$119,149
Net plan assets at end of year (total assets less liabilities)2013-12-31$610,815
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$491,666
Total contributions received or receivable from employer(s)2013-12-31$7,349
2012 : TERRY L CHRISTOPHERSON S E R P 2012 401k financial data
Total income from all sources2012-12-31$61,318
Expenses. Total of all expenses incurred2012-12-31$285
Benefits paid (including direct rollovers)2012-12-31$285
Total plan assets at end of year2012-12-31$491,666
Total plan assets at beginning of year2012-12-31$430,633
Other income received2012-12-31$54,846
Net income (gross income less expenses)2012-12-31$61,033
Net plan assets at end of year (total assets less liabilities)2012-12-31$491,666
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$430,633
Total contributions received or receivable from employer(s)2012-12-31$6,472
2011 : TERRY L CHRISTOPHERSON S E R P 2011 401k financial data
Total income from all sources2011-12-31$5,982
Total plan assets at end of year2011-12-31$430,633
Total plan assets at beginning of year2011-12-31$424,651
Other income received2011-12-31$-322
Net income (gross income less expenses)2011-12-31$5,982
Net plan assets at end of year (total assets less liabilities)2011-12-31$430,633
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$424,651
Total contributions received or receivable from employer(s)2011-12-31$6,304
2010 : TERRY L CHRISTOPHERSON S E R P 2010 401k financial data
Total income from all sources2010-12-31$48,981
Total plan assets at end of year2010-12-31$424,651
Total plan assets at beginning of year2010-12-31$375,670
Other income received2010-12-31$41,614
Net income (gross income less expenses)2010-12-31$48,981
Net plan assets at end of year (total assets less liabilities)2010-12-31$424,651
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$375,670
Total contributions received or receivable from employer(s)2010-12-31$7,367

Form 5500 Responses for TERRY L CHRISTOPHERSON S E R P

2019: TERRY L CHRISTOPHERSON S E R P 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TERRY L CHRISTOPHERSON S E R P 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TERRY L CHRISTOPHERSON S E R P 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TERRY L CHRISTOPHERSON S E R P 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TERRY L CHRISTOPHERSON S E R P 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TERRY L CHRISTOPHERSON S E R P 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TERRY L CHRISTOPHERSON S E R P 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TERRY L CHRISTOPHERSON S E R P 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TERRY L CHRISTOPHERSON S E R P 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TERRY L CHRISTOPHERSON S E R P 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TERRY L CHRISTOPHERSON S E R P 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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