ROBERT BRYAN TAYLOR, OD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT BRYAN TAYLOR, OD 401(K) PLAN
| Measure | Date | Value |
|---|
| 2016: ROBERT BRYAN TAYLOR, OD 401(K) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 0 |
| Number of participants with account balances | 2016-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: ROBERT BRYAN TAYLOR, OD 401(K) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 3 |
| Number of participants with account balances | 2015-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: ROBERT BRYAN TAYLOR, OD 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 3 |
| Number of participants with account balances | 2014-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: ROBERT BRYAN TAYLOR, OD 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 3 |
| Number of participants with account balances | 2013-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: ROBERT BRYAN TAYLOR, OD 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 3 |
| Number of participants with account balances | 2012-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: ROBERT BRYAN TAYLOR, OD 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 3 |
| Number of participants with account balances | 2011-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: ROBERT BRYAN TAYLOR, OD 401(K) PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 3 |
| Number of participants with account balances | 2010-01-01 | 3 |
| 2009: ROBERT BRYAN TAYLOR, OD 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 3 |
| Number of participants with account balances | 2009-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2016 : ROBERT BRYAN TAYLOR, OD 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $35,527 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,376,754 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $1,376,549 |
| Total plan assets at end of year | 2016-12-31 | $0 |
| Total plan assets at beginning of year | 2016-12-31 | $1,341,227 |
| Value of fidelity bond covering the plan | 2016-12-31 | $140,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $205 |
| Other income received | 2016-12-31 | $35,527 |
| Net income (gross income less expenses) | 2016-12-31 | $-1,341,227 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,341,227 |
| 2015 : ROBERT BRYAN TAYLOR, OD 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $20,541 |
| Total plan assets at end of year | 2015-12-31 | $1,341,227 |
| Total plan assets at beginning of year | 2015-12-31 | $1,320,686 |
| Value of fidelity bond covering the plan | 2015-12-31 | $140,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $720 |
| Other income received | 2015-12-31 | $2,873 |
| Net income (gross income less expenses) | 2015-12-31 | $20,541 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,341,227 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,320,686 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $16,948 |
| 2014 : ROBERT BRYAN TAYLOR, OD 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $104,421 |
| Total plan assets at end of year | 2014-12-31 | $1,320,686 |
| Total plan assets at beginning of year | 2014-12-31 | $1,216,265 |
| Value of fidelity bond covering the plan | 2014-12-31 | $140,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $940 |
| Other income received | 2014-12-31 | $87,458 |
| Net income (gross income less expenses) | 2014-12-31 | $104,421 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,320,686 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,216,265 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $16,023 |
| 2013 : ROBERT BRYAN TAYLOR, OD 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $214,870 |
| Total plan assets at end of year | 2013-12-31 | $1,216,265 |
| Total plan assets at beginning of year | 2013-12-31 | $1,001,395 |
| Value of fidelity bond covering the plan | 2013-12-31 | $125,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $1,040 |
| Other income received | 2013-12-31 | $198,019 |
| Net income (gross income less expenses) | 2013-12-31 | $214,870 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,216,265 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,001,395 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $15,811 |
| 2012 : ROBERT BRYAN TAYLOR, OD 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $125,893 |
| Total plan assets at end of year | 2012-12-31 | $1,001,395 |
| Total plan assets at beginning of year | 2012-12-31 | $875,502 |
| Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $1,040 |
| Other income received | 2012-12-31 | $108,567 |
| Net income (gross income less expenses) | 2012-12-31 | $125,893 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,001,395 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $875,502 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $16,286 |
| 2011 : ROBERT BRYAN TAYLOR, OD 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $18,776 |
| Total plan assets at end of year | 2011-12-31 | $875,502 |
| Total plan assets at beginning of year | 2011-12-31 | $856,726 |
| Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $1,040 |
| Other income received | 2011-12-31 | $-2,037 |
| Net income (gross income less expenses) | 2011-12-31 | $18,776 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $875,502 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $856,726 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $19,773 |
| 2010 : ROBERT BRYAN TAYLOR, OD 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $101,744 |
| Total plan assets at end of year | 2010-12-31 | $856,726 |
| Total plan assets at beginning of year | 2010-12-31 | $754,982 |
| Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $1,020 |
| Other income received | 2010-12-31 | $80,920 |
| Net income (gross income less expenses) | 2010-12-31 | $101,744 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $856,726 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $754,982 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $19,804 |
| 2016: ROBERT BRYAN TAYLOR, OD 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | This submission is the final filing | Yes |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ROBERT BRYAN TAYLOR, OD 401(K) PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ROBERT BRYAN TAYLOR, OD 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ROBERT BRYAN TAYLOR, OD 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ROBERT BRYAN TAYLOR, OD 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ROBERT BRYAN TAYLOR, OD 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: ROBERT BRYAN TAYLOR, OD 401(K) PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ROBERT BRYAN TAYLOR, OD 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 ) |
| Policy contract number | GP3178 |
| Policy instance | 1 |
| Insurance contract or identification number | GP3178 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $593 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $283 | | Insurance broker organization code? | 3 | | Insurance broker name | GOLDEN MACK & ASSOCIATES |
|
| THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 ) |
| Policy contract number | GP3178 |
| Policy instance | 1 |
| Insurance contract or identification number | GP3178 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $532 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $253 | | Insurance broker organization code? | 3 | | Insurance broker name | GOLDEN MACK & ASSOCIATES |
|
| THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 ) |
| Policy contract number | GP3178 |
| Policy instance | 1 |
| Insurance contract or identification number | GP3178 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $458 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $215 | | Insurance broker organization code? | 3 | | Insurance broker name | GOLDEN MACK & ASSOCIATES |
|
| THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 ) |
| Policy contract number | GP3178 |
| Policy instance | 1 |
| Insurance contract or identification number | GP3178 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $370 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $185 | | Insurance broker organization code? | 3 | | Insurance broker name | ROBERT MACK |
|
| THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 ) |
| Policy contract number | GP3178 |
| Policy instance | 1 |
| Insurance contract or identification number | GP3178 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $365 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 ) |
| Policy contract number | GP3178 |
| Policy instance | 1 |
| Insurance contract or identification number | GP3178 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $285 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $130 | | Insurance broker organization code? | 3 | | Insurance broker name | GOLDEN MACK & ASSOCIATES, INC |
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