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DONALD B. LEACH, O.D., P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameDONALD B. LEACH, O.D., P.C. PROFIT SHARING PLAN
Plan identification number 001

DONALD B. LEACH, O.D., P.C. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

DONALD B. LEACH, O.D., P.C. PROFIT SHARING PLAN has sponsored the creation of one or more 401k plans.

Company Name:DONALD B. LEACH, O.D., P.C. PROFIT SHARING PLAN
Employer identification number (EIN):850301066
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DONALD B. LEACH, O.D., P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-01-01CHARLOTTE BURKHEAD
0012011-01-01CHARLOTTE BURKHEAD
0012010-01-01CHARLOTTE BURKHEAD
0012009-01-01CHARLOTTE BURKHEAD

Plan Statistics for DONALD B. LEACH, O.D., P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for DONALD B. LEACH, O.D., P.C. PROFIT SHARING PLAN

Measure Date Value
2012: DONALD B. LEACH, O.D., P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110
Total number of active participants reported on line 7a of the Form 55002012-01-010
Total of all active and inactive participants2012-01-010
Total participants2012-01-010
Number of participants with account balances2012-01-011
2011: DONALD B. LEACH, O.D., P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110
Total number of active participants reported on line 7a of the Form 55002011-01-0110
Total of all active and inactive participants2011-01-0110
Total participants2011-01-0110
Number of participants with account balances2011-01-0110
2010: DONALD B. LEACH, O.D., P.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-018
Total number of active participants reported on line 7a of the Form 55002010-01-019
Total of all active and inactive participants2010-01-019
Total participants2010-01-019
Number of participants with account balances2010-01-019
2009: DONALD B. LEACH, O.D., P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018
Number of participants with account balances2009-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DONALD B. LEACH, O.D., P.C. PROFIT SHARING PLAN

Measure Date Value
2012 : DONALD B. LEACH, O.D., P.C. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$-948,349
Expenses. Total of all expenses incurred2012-12-31$948,349
Benefits paid (including direct rollovers)2012-12-31$948,349
Total plan assets at end of year2012-12-31$0
Total plan assets at beginning of year2012-12-31$948,349
Net income (gross income less expenses)2012-12-31$-948,349
Net plan assets at end of year (total assets less liabilities)2012-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$948,349
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : DONALD B. LEACH, O.D., P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-6,126
Total plan assets at end of year2011-12-31$948,349
Total plan assets at beginning of year2011-12-31$954,475
Other income received2011-12-31$-6,126
Net income (gross income less expenses)2011-12-31$-6,126
Net plan assets at end of year (total assets less liabilities)2011-12-31$948,349
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$954,475
Total contributions received or receivable from employer(s)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : DONALD B. LEACH, O.D., P.C. PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$-49,957
Total plan assets at end of year2010-12-31$954,475
Total plan assets at beginning of year2010-12-31$1,005,037
Other income received2010-12-31$-86,130
Net income (gross income less expenses)2010-12-31$-49,957
Net plan assets at end of year (total assets less liabilities)2010-12-31$954,475
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,005,037
Total contributions received or receivable from employer(s)2010-12-31$36,173
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : DONALD B. LEACH, O.D., P.C. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for DONALD B. LEACH, O.D., P.C. PROFIT SHARING PLAN

2012: DONALD B. LEACH, O.D., P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingYes
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DONALD B. LEACH, O.D., P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DONALD B. LEACH, O.D., P.C. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DONALD B. LEACH, O.D., P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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