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KENNETH M OWYANG OD PROFIT SHARING PLAN 401k Plan overview

Plan NameKENNETH M OWYANG OD PROFIT SHARING PLAN
Plan identification number 001

KENNETH M OWYANG OD PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

KENNETH M. OWYANG has sponsored the creation of one or more 401k plans.

Company Name:KENNETH M. OWYANG
Employer identification number (EIN):770018869
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KENNETH M OWYANG OD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01GALEN Y LEUNG
0012016-01-01GALEN Y LEUNG
0012015-01-01GALEN Y LEUNG
0012014-01-01GALEN Y LEUNG
0012013-01-01GALEN Y LEUNG
0012012-01-01GALEN Y LEUNG
0012011-01-01GALEN Y LEUNG
0012010-01-01GALEN Y LEUNG
0012009-01-01GALEN Y LEUNG

Plan Statistics for KENNETH M OWYANG OD PROFIT SHARING PLAN

401k plan membership statisitcs for KENNETH M OWYANG OD PROFIT SHARING PLAN

Measure Date Value
2022: KENNETH M OWYANG OD PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-011
Total participants2022-01-011
Number of participants with account balances2022-01-011
2021: KENNETH M OWYANG OD PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011
Total number of active participants reported on line 7a of the Form 55002021-01-011
Total of all active and inactive participants2021-01-011
Total participants2021-01-011
Number of participants with account balances2021-01-011
2020: KENNETH M OWYANG OD PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011
Total number of active participants reported on line 7a of the Form 55002020-01-011
Total of all active and inactive participants2020-01-011
Total participants2020-01-011
Number of participants with account balances2020-01-011
2019: KENNETH M OWYANG OD PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-011
Total of all active and inactive participants2019-01-011
Total participants2019-01-011
Number of participants with account balances2019-01-011
2018: KENNETH M OWYANG OD PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Total of all active and inactive participants2018-01-011
Total participants2018-01-011
Number of participants with account balances2018-01-011
2017: KENNETH M OWYANG OD PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Total of all active and inactive participants2017-01-011
Total participants2017-01-011
Number of participants with account balances2017-01-011
2016: KENNETH M OWYANG OD PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Total of all active and inactive participants2016-01-011
Total participants2016-01-011
Number of participants with account balances2016-01-011
2015: KENNETH M OWYANG OD PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Total of all active and inactive participants2015-01-011
Total participants2015-01-011
Number of participants with account balances2015-01-011
2014: KENNETH M OWYANG OD PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
Total of all active and inactive participants2014-01-011
Total participants2014-01-011
Number of participants with account balances2014-01-011
2013: KENNETH M OWYANG OD PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-011
Total of all active and inactive participants2013-01-011
Total participants2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: KENNETH M OWYANG OD PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: KENNETH M OWYANG OD PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2010: KENNETH M OWYANG OD PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011
Total number of active participants reported on line 7a of the Form 55002010-01-011
Total of all active and inactive participants2010-01-011
Total participants2010-01-011
Number of participants with account balances2010-01-011
2009: KENNETH M OWYANG OD PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Total of all active and inactive participants2009-01-011
Total participants2009-01-011
Number of participants with account balances2009-01-011

Financial Data on KENNETH M OWYANG OD PROFIT SHARING PLAN

Measure Date Value
2022 : KENNETH M OWYANG OD PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-147,198
Expenses. Total of all expenses incurred2022-12-31$670,576
Benefits paid (including direct rollovers)2022-12-31$670,576
Total plan assets at end of year2022-12-31$697,782
Total plan assets at beginning of year2022-12-31$1,515,556
Other income received2022-12-31$-147,198
Net income (gross income less expenses)2022-12-31$-817,774
Net plan assets at end of year (total assets less liabilities)2022-12-31$697,782
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,515,556
2021 : KENNETH M OWYANG OD PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$139,521
Expenses. Total of all expenses incurred2021-12-31$6,371
Total plan assets at end of year2021-12-31$1,515,556
Total plan assets at beginning of year2021-12-31$1,382,406
Other income received2021-12-31$139,521
Net income (gross income less expenses)2021-12-31$133,150
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,515,556
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,382,406
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$6,371
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
2020 : KENNETH M OWYANG OD PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$25,382
Expenses. Total of all expenses incurred2020-12-31$5,344
Total plan assets at end of year2020-12-31$1,382,406
Total plan assets at beginning of year2020-12-31$1,362,368
Total contributions received or receivable from participants2020-12-31$2,100
Other income received2020-12-31$23,282
Net income (gross income less expenses)2020-12-31$20,038
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,382,406
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,362,368
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$5,344
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
2019 : KENNETH M OWYANG OD PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$179,084
Expenses. Total of all expenses incurred2019-12-31$5,467
Total plan assets at end of year2019-12-31$1,362,368
Total plan assets at beginning of year2019-12-31$1,188,751
Total contributions received or receivable from participants2019-12-31$14,700
Other income received2019-12-31$164,384
Net income (gross income less expenses)2019-12-31$173,617
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,362,368
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,188,751
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$5,467
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
2018 : KENNETH M OWYANG OD PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-82,301
Expenses. Total of all expenses incurred2018-12-31$5,685
Total plan assets at end of year2018-12-31$1,188,751
Total plan assets at beginning of year2018-12-31$1,276,737
Total contributions received or receivable from participants2018-12-31$24,310
Expenses. Other expenses not covered elsewhere2018-12-31$5,685
Other income received2018-12-31$-106,611
Net income (gross income less expenses)2018-12-31$-87,986
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,188,751
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,276,737
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
2017 : KENNETH M OWYANG OD PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$166,960
Expenses. Total of all expenses incurred2017-12-31$5,440
Total plan assets at end of year2017-12-31$1,276,737
Total plan assets at beginning of year2017-12-31$1,115,217
Total contributions received or receivable from participants2017-12-31$33,059
Expenses. Other expenses not covered elsewhere2017-12-31$5,440
Other income received2017-12-31$133,901
Net income (gross income less expenses)2017-12-31$161,520
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,276,737
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,115,217
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
2016 : KENNETH M OWYANG OD PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$107,550
Expenses. Total of all expenses incurred2016-12-31$14,917
Benefits paid (including direct rollovers)2016-12-31$9,130
Total plan assets at end of year2016-12-31$1,115,217
Total plan assets at beginning of year2016-12-31$1,022,584
Total contributions received or receivable from participants2016-12-31$42,160
Expenses. Other expenses not covered elsewhere2016-12-31$5,787
Other income received2016-12-31$65,390
Net income (gross income less expenses)2016-12-31$92,633
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,115,217
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,022,584
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
2015 : KENNETH M OWYANG OD PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$14,351
Expenses. Total of all expenses incurred2015-12-31$18,647
Benefits paid (including direct rollovers)2015-12-31$9,130
Total plan assets at end of year2015-12-31$1,022,584
Total plan assets at beginning of year2015-12-31$1,026,880
Total contributions received or receivable from participants2015-12-31$42,155
Expenses. Other expenses not covered elsewhere2015-12-31$9,517
Other income received2015-12-31$-27,804
Net income (gross income less expenses)2015-12-31$-4,296
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,022,584
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,026,880
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
2014 : KENNETH M OWYANG OD PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$32,811
Expenses. Total of all expenses incurred2014-12-31$22,580
Benefits paid (including direct rollovers)2014-12-31$13,310
Total plan assets at end of year2014-12-31$1,026,880
Total plan assets at beginning of year2014-12-31$1,016,649
Expenses. Other expenses not covered elsewhere2014-12-31$9,270
Other income received2014-12-31$12,931
Net income (gross income less expenses)2014-12-31$10,231
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,026,880
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,016,649
Total contributions received or receivable from employer(s)2014-12-31$19,880
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : KENNETH M OWYANG OD PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$146,818
Expenses. Total of all expenses incurred2013-12-31$11,409
Benefits paid (including direct rollovers)2013-12-31$9,130
Total plan assets at end of year2013-12-31$1,016,649
Total plan assets at beginning of year2013-12-31$881,240
Expenses. Other expenses not covered elsewhere2013-12-31$2,279
Other income received2013-12-31$116,482
Net income (gross income less expenses)2013-12-31$135,409
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,016,649
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$881,240
Total contributions received or receivable from employer(s)2013-12-31$30,336
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : KENNETH M OWYANG OD PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$97,451
Expenses. Total of all expenses incurred2012-12-31$9,179
Benefits paid (including direct rollovers)2012-12-31$9,149
Total plan assets at end of year2012-12-31$881,240
Total plan assets at beginning of year2012-12-31$792,968
Expenses. Other expenses not covered elsewhere2012-12-31$30
Other income received2012-12-31$60,305
Net income (gross income less expenses)2012-12-31$88,272
Net plan assets at end of year (total assets less liabilities)2012-12-31$881,240
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$792,968
Total contributions received or receivable from employer(s)2012-12-31$37,146
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : KENNETH M OWYANG OD PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$12,767
Expenses. Total of all expenses incurred2011-12-31$9,160
Benefits paid (including direct rollovers)2011-12-31$9,130
Total plan assets at end of year2011-12-31$792,968
Total plan assets at beginning of year2011-12-31$789,361
Expenses. Other expenses not covered elsewhere2011-12-31$30
Other income received2011-12-31$-22,105
Net income (gross income less expenses)2011-12-31$3,607
Net plan assets at end of year (total assets less liabilities)2011-12-31$792,968
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$789,361
Total contributions received or receivable from employer(s)2011-12-31$34,872
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : KENNETH M OWYANG OD PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$105,667
Expenses. Total of all expenses incurred2010-12-31$9,160
Benefits paid (including direct rollovers)2010-12-31$9,130
Total plan assets at end of year2010-12-31$789,361
Total plan assets at beginning of year2010-12-31$692,854
Expenses. Other expenses not covered elsewhere2010-12-31$30
Other income received2010-12-31$64,305
Net income (gross income less expenses)2010-12-31$96,507
Net plan assets at end of year (total assets less liabilities)2010-12-31$789,361
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$692,854
Total contributions received or receivable from employer(s)2010-12-31$41,362
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : KENNETH M OWYANG OD PROFIT SHARING PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for KENNETH M OWYANG OD PROFIT SHARING PLAN

2022: KENNETH M OWYANG OD PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KENNETH M OWYANG OD PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KENNETH M OWYANG OD PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KENNETH M OWYANG OD PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KENNETH M OWYANG OD PROFIT SHARING PLAN 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: KENNETH M OWYANG OD PROFIT SHARING PLAN 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: KENNETH M OWYANG OD PROFIT SHARING PLAN 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: KENNETH M OWYANG OD PROFIT SHARING PLAN 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: KENNETH M OWYANG OD PROFIT SHARING PLAN 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: KENNETH M OWYANG OD PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KENNETH M OWYANG OD PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KENNETH M OWYANG OD PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KENNETH M OWYANG OD PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KENNETH M OWYANG OD PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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