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JAMES A. REEDSTROM O.D. PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES A. REEDSTROM O.D. PROFIT SHARING PLAN
Plan identification number 001

JAMES A. REEDSTROM O.D. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

JAMES A. REEDSTROM O.D. has sponsored the creation of one or more 401k plans.

Company Name:JAMES A. REEDSTROM O.D.
Employer identification number (EIN):431963605
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES A. REEDSTROM O.D. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01JAMES A. REEDSTROM2014-07-23
0012013-01-01JAMES A. REEDSTROM2014-07-23
0012012-01-01JAMES A. REEDSTROM2014-01-24
0012011-01-01JAMES A. REEDSTROM2014-01-24
0012010-01-01JAMES A. REEDSTROM2014-01-24
0012009-01-01JAMES A. REEDSTROM2014-01-24
0012008-01-01JAMES A. REEDSTROM
0012007-01-01JAMES A. REEDSTROM
0012006-01-01JAMES A. REEDSTROM
0012005-01-01JAMES A. REEDSTROM
0012004-01-01JAMES A. REEDSTROM
0012003-01-01JAMES A. REEDSTROM

Plan Statistics for JAMES A. REEDSTROM O.D. PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES A. REEDSTROM O.D. PROFIT SHARING PLAN

Measure Date Value
2008: JAMES A. REEDSTROM O.D. PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-012
Total number of active participants reported on line 7a of the Form 55002008-01-012
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-012
Number of participants with account balances2008-01-012
2007: JAMES A. REEDSTROM O.D. PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-012
Total number of active participants reported on line 7a of the Form 55002007-01-012
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-010
Total of all active and inactive participants2007-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-012
Number of participants with account balances2007-01-012
2006: JAMES A. REEDSTROM O.D. PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-012
Total number of active participants reported on line 7a of the Form 55002006-01-012
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-010
Total of all active and inactive participants2006-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
Total participants2006-01-012
Number of participants with account balances2006-01-012
2005: JAMES A. REEDSTROM O.D. PROFIT SHARING PLAN 2005 401k membership
Total participants, beginning-of-year2005-01-012
Total number of active participants reported on line 7a of the Form 55002005-01-012
Number of retired or separated participants receiving benefits2005-01-010
Number of other retired or separated participants entitled to future benefits2005-01-010
Total of all active and inactive participants2005-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2005-01-010
Total participants2005-01-012
Number of participants with account balances2005-01-012
2004: JAMES A. REEDSTROM O.D. PROFIT SHARING PLAN 2004 401k membership
Total participants, beginning-of-year2004-01-012
Total number of active participants reported on line 7a of the Form 55002004-01-012
Number of retired or separated participants receiving benefits2004-01-010
Number of other retired or separated participants entitled to future benefits2004-01-010
Total of all active and inactive participants2004-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2004-01-010
Total participants2004-01-012
Number of participants with account balances2004-01-012
2003: JAMES A. REEDSTROM O.D. PROFIT SHARING PLAN 2003 401k membership
Total participants, beginning-of-year2003-01-011
Total number of active participants reported on line 7a of the Form 55002003-01-011
Number of retired or separated participants receiving benefits2003-01-010
Number of other retired or separated participants entitled to future benefits2003-01-010
Total of all active and inactive participants2003-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2003-01-010
Total participants2003-01-011
Number of participants with account balances2003-01-011

Financial Data on JAMES A. REEDSTROM O.D. PROFIT SHARING PLAN

Measure Date Value
2008 : JAMES A. REEDSTROM O.D. PROFIT SHARING PLAN 2008 401k financial data
Total income from all sources2008-12-31$-63,749
Expenses. Total of all expenses incurred2008-12-31$1,716
Benefits paid (including direct rollovers)2008-12-31$1,716
Total plan assets at end of year2008-12-31$120,579
Total plan assets at beginning of year2008-12-31$186,044
Other income received2008-12-31$-80,614
Net income (gross income less expenses)2008-12-31$-65,465
Net plan assets at end of year (total assets less liabilities)2008-12-31$120,579
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$186,044
Total contributions received or receivable from employer(s)2008-12-31$16,865
2007 : JAMES A. REEDSTROM O.D. PROFIT SHARING PLAN 2007 401k financial data
Total income from all sources2007-12-31$57,404
Expenses. Total of all expenses incurred2007-12-31$1,850
Benefits paid (including direct rollovers)2007-12-31$1,850
Total plan assets at end of year2007-12-31$186,044
Total plan assets at beginning of year2007-12-31$130,490
Other income received2007-12-31$41,631
Net income (gross income less expenses)2007-12-31$55,554
Net plan assets at end of year (total assets less liabilities)2007-12-31$186,044
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$130,490
Total contributions received or receivable from employer(s)2007-12-31$15,773
2006 : JAMES A. REEDSTROM O.D. PROFIT SHARING PLAN 2006 401k financial data
Total income from all sources2006-12-31$23,784
Expenses. Total of all expenses incurred2006-12-31$100
Total plan assets at end of year2006-12-31$130,490
Total plan assets at beginning of year2006-12-31$106,806
Expenses. Other expenses not covered elsewhere2006-12-31$100
Other income received2006-12-31$15,659
Net income (gross income less expenses)2006-12-31$23,684
Net plan assets at end of year (total assets less liabilities)2006-12-31$130,490
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$106,806
Total contributions received or receivable from employer(s)2006-12-31$8,125
2005 : JAMES A. REEDSTROM O.D. PROFIT SHARING PLAN 2005 401k financial data
Total income from all sources2005-12-31$42,509
Expenses. Total of all expenses incurred2005-12-31$100
Total plan assets at end of year2005-12-31$106,806
Total plan assets at beginning of year2005-12-31$64,397
Expenses. Other expenses not covered elsewhere2005-12-31$100
Other income received2005-12-31$29,173
Net income (gross income less expenses)2005-12-31$42,409
Net plan assets at end of year (total assets less liabilities)2005-12-31$106,806
Net plan assets at beginning of year (total assets less liabilities)2005-12-31$64,397
Total contributions received or receivable from employer(s)2005-12-31$13,336
2004 : JAMES A. REEDSTROM O.D. PROFIT SHARING PLAN 2004 401k financial data
Total income from all sources2004-12-31$20,526
Expenses. Total of all expenses incurred2004-12-31$100
Total plan assets at end of year2004-12-31$64,397
Total plan assets at beginning of year2004-12-31$43,971
Expenses. Other expenses not covered elsewhere2004-12-31$100
Other income received2004-12-31$10,706
Net income (gross income less expenses)2004-12-31$20,426
Net plan assets at end of year (total assets less liabilities)2004-12-31$64,397
Net plan assets at beginning of year (total assets less liabilities)2004-12-31$43,971
Total contributions received or receivable from employer(s)2004-12-31$9,820
2003 : JAMES A. REEDSTROM O.D. PROFIT SHARING PLAN 2003 401k financial data
Total income from all sources2003-12-31$2,883
Expenses. Total of all expenses incurred2003-12-31$100
Total plan assets at end of year2003-12-31$43,971
Total plan assets at beginning of year2003-12-31$41,188
Expenses. Other expenses not covered elsewhere2003-12-31$100
Other income received2003-12-31$-2,155
Net income (gross income less expenses)2003-12-31$2,783
Net plan assets at end of year (total assets less liabilities)2003-12-31$43,971
Net plan assets at beginning of year (total assets less liabilities)2003-12-31$41,188
Total contributions received or receivable from employer(s)2003-12-31$5,038

Form 5500 Responses for JAMES A. REEDSTROM O.D. PROFIT SHARING PLAN

2008: JAMES A. REEDSTROM O.D. PROFIT SHARING 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 – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: JAMES A. REEDSTROM O.D. PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes
2006: JAMES A. REEDSTROM O.D. PROFIT SHARING PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedYes
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement - TrustYes
2005: JAMES A. REEDSTROM O.D. PROFIT SHARING PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedYes
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement - TrustYes
2004: JAMES A. REEDSTROM O.D. PROFIT SHARING PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedYes
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2004-01-01Plan funding arrangement – TrustYes
2004-01-01Plan benefit arrangement - TrustYes
2003: JAMES A. REEDSTROM O.D. PROFIT SHARING PLAN 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01First time form 5500 has been submittedYes
2003-01-01Submission has been amendedYes
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo
2003-01-01Plan funding arrangement – TrustYes
2003-01-01Plan benefit arrangement - TrustYes

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