Plan Name | GARY H. CASSEL, M.D., P.A. 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | GARY H. CASSEL, M.D., P.A. |
Employer identification number (EIN): | 521945970 |
NAIC Classification: | 621320 |
NAIC Description: | Offices of Optometrists |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-01-01 | DR. GARY H. CASSEL M.D. | 2022-01-19 | ||
001 | 2020-01-01 | DR. GARY H. CASSEL M.D. | 2021-10-10 | ||
001 | 2019-01-01 | DR. GARY H. CASSEL M.D. | 2020-03-23 | ||
001 | 2018-01-01 | DR. GARY H. CASSEL M.D. | 2019-08-26 | ||
001 | 2017-01-01 | DR. GARY H. CASSEL M.D. | 2018-05-02 | ||
001 | 2016-01-01 | DR. GARY H. CASSEL M.D. | 2017-04-09 | ||
001 | 2015-01-01 | DR. GARY H. CASSEL M.D. | 2016-03-29 | ||
001 | 2014-01-01 | GARY H. CASSEL | 2015-06-28 | ||
001 | 2013-01-01 | GARY H. CASSEL | 2014-07-31 | GARY H. CASSEL | 2014-07-31 |
001 | 2012-01-01 | GARY H. CASSEL | 2013-09-03 | GARY H. CASSEL | 2013-09-03 |
001 | 2011-01-01 | GARY H. CASSEL | 2012-07-17 | GARY H. CASSEL | 2012-07-17 |
001 | 2009-01-01 | GARY H CASSEL | GARY H. CASSEL | 2010-06-09 |
Measure | Date | Value |
---|---|---|
2009: GARY H. CASSEL, M.D., P.A. 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 13 |
Number of participants with account balances | 2009-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2010 : GARY H. CASSEL, M.D., P.A. 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $232,938 |
Expenses. Total of all expenses incurred | 2010-12-31 | $8,062 |
Benefits paid (including direct rollovers) | 2010-12-31 | $8,062 |
Total plan assets at end of year | 2010-12-31 | $1,428,574 |
Total plan assets at beginning of year | 2010-12-31 | $1,203,698 |
Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
Total contributions received or receivable from participants | 2010-12-31 | $67,995 |
Other income received | 2010-12-31 | $124,943 |
Net income (gross income less expenses) | 2010-12-31 | $224,876 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,428,574 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,203,698 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $40,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : GARY H. CASSEL, M.D., P.A. 401(K) PROFIT SHARING PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2009: GARY H. CASSEL, M.D., P.A. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
---|---|---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |