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J. DEON WHIPPLE, O.D. DEFINED BENEFIT PLAN 401k Plan overview

Plan NameJ. DEON WHIPPLE, O.D. DEFINED BENEFIT PLAN
Plan identification number 001

J. DEON WHIPPLE, O.D. DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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.

401k Sponsoring company profile

J. DEON WHIPPLE, O.D. has sponsored the creation of one or more 401k plans.

Company Name:J. DEON WHIPPLE, O.D.
Employer identification number (EIN):860321069
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J. DEON WHIPPLE, O.D. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-01-01J. DEON WHIPPLE
0012009-01-01J. DEON WHIPPLE

Plan Statistics for J. DEON WHIPPLE, O.D. DEFINED BENEFIT PLAN

401k plan membership statisitcs for J. DEON WHIPPLE, O.D. DEFINED BENEFIT PLAN

Measure Date Value
2011: J. DEON WHIPPLE, O.D. DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: J. DEON WHIPPLE, O.D. DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-014
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 participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on J. DEON WHIPPLE, O.D. DEFINED BENEFIT PLAN

Measure Date Value
2011 : J. DEON WHIPPLE, O.D. DEFINED BENEFIT PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-347,407
Expenses. Total of all expenses incurred2011-12-31$8,826
Benefits paid (including direct rollovers)2011-12-31$8,826
Total plan assets at end of year2011-12-31$0
Total plan assets at beginning of year2011-12-31$356,233
Value of fidelity bond covering the plan2011-12-31$20,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$-459,483
Other income received2011-12-31$12,076
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-356,233
Net plan assets at end of year (total assets less liabilities)2011-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$356,233
Total contributions received or receivable from employer(s)2011-12-31$100,000
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)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 : J. DEON WHIPPLE, O.D. DEFINED BENEFIT PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
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$110,976
Expenses. Total of all expenses incurred2010-12-31$21,221
Benefits paid (including direct rollovers)2010-12-31$21,221
Total plan assets at end of year2010-12-31$356,233
Total plan assets at beginning of year2010-12-31$266,478
Value of fidelity bond covering the plan2010-12-31$20,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$-6,690
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$89,755
Net plan assets at end of year (total assets less liabilities)2010-12-31$356,233
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$266,478
Assets. Value of real-estate (other than employer real property)2010-12-31$225,000
Total contributions received or receivable from employer(s)2010-12-31$117,666
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for J. DEON WHIPPLE, O.D. DEFINED BENEFIT PLAN

2011: J. DEON WHIPPLE, O.D. DEFINED BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01This submission is the final filingYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: J. DEON WHIPPLE, O.D. DEFINED BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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