401k Plan data: GARY H. GREENE, O.D., P.C. RETIREMENT PLAN plan

GARY H. GREENE, O.D., P.C. RETIREMENT PLAN 401k Plan overview

Plan Name	GARY H. GREENE, O.D., P.C. RETIREMENT PLAN
Plan identification number	001

GARY H. GREENE, O.D., P.C. RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
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

GARY H. GREENE, O.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name: GARY H. GREENE, O.D., P.C.

Employer identification number (EIN): 860747400

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GARY H. GREENE, O.D., P.C. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2011-01-01 GARY GREENE
001 2009-01-01 GARY H. GREENE
001 2006-01-01 GARY H. GREENE

Plan id#	Filing Submission Date	Name of Administrator
001	2011-01-01	GARY GREENE
001	2009-01-01	GARY H. GREENE
001	2006-01-01	GARY H. GREENE

Plan Statistics for GARY H. GREENE, O.D., P.C. RETIREMENT PLAN

401k plan membership statisitcs for GARY H. GREENE, O.D., P.C. RETIREMENT PLAN

Measure Date Value
2011: GARY H. GREENE, O.D., P.C. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
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 4
Total of all active and inactive participants 2011-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: GARY H. GREENE, O.D., P.C. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
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 1
Total of all active and inactive participants 2009-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
2006: GARY H. GREENE, O.D., P.C. RETIREMENT PLAN 2006 401k membership
Total participants, beginning-of-year 2006-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2006-01-01 5
Number of retired or separated participants receiving benefits 2006-01-01 0
Number of other retired or separated participants entitled to future benefits 2006-01-01 0
Total of all active and inactive participants 2006-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2006-01-01 0
Total participants 2006-01-01 5
Number of participants with account balances 2006-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2006-01-01 0

Measure	Date	Value
2011: GARY H. GREENE, O.D., P.C. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
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	4
Total of all active and inactive participants	2011-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: GARY H. GREENE, O.D., P.C. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
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	1
Total of all active and inactive participants	2009-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
2006: GARY H. GREENE, O.D., P.C. RETIREMENT PLAN 2006 401k membership
Total participants, beginning-of-year	2006-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2006-01-01	5
Number of retired or separated participants receiving benefits	2006-01-01	0
Number of other retired or separated participants entitled to future benefits	2006-01-01	0
Total of all active and inactive participants	2006-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2006-01-01	0
Total participants	2006-01-01	5
Number of participants with account balances	2006-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2006-01-01	0

Financial Data on GARY H. GREENE, O.D., P.C. RETIREMENT PLAN

Measure	Date	Value
2011 : GARY H. GREENE, O.D., P.C. RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$1,305
Expenses. Total of all expenses incurred	2011-12-31	$1,024
Benefits paid (including direct rollovers)	2011-12-31	$959
Total plan assets at end of year	2011-12-31	$47,462
Total plan assets at beginning of year	2011-12-31	$47,181
Total contributions received or receivable from participants	2011-12-31	$10,383
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-12,443
Net income (gross income less expenses)	2011-12-31	$281
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$47,462
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$47,181
Total contributions received or receivable from employer(s)	2011-12-31	$3,365
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$65
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : GARY H. GREENE, O.D., P.C. RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$33,026
Expenses. Total of all expenses incurred	2010-12-31	$144,373
Benefits paid (including direct rollovers)	2010-12-31	$144,373
Total plan assets at end of year	2010-12-31	$47,181
Total plan assets at beginning of year	2010-12-31	$158,528
Total contributions received or receivable from participants	2010-12-31	$18,459
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$8,464
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$-111,347
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$47,181
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$158,528
Total contributions received or receivable from employer(s)	2010-12-31	$6,103
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$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 securities	2010-12-31	$0
2009 : GARY H. GREENE, O.D., P.C. RETIREMENT 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
2008 : GARY H. GREENE, O.D., P.C. RETIREMENT PLAN 2008 401k financial data
Total income from all sources	2008-12-31	$3,006
Expenses. Total of all expenses incurred	2008-12-31	$53,000
Benefits paid (including direct rollovers)	2008-12-31	$53,000
Total plan assets at end of year	2008-12-31	$106,105
Total plan assets at beginning of year	2008-12-31	$156,099
Total contributions received or receivable from participants	2008-12-31	$42,858
Other income received	2008-12-31	$-48,038
Net income (gross income less expenses)	2008-12-31	$-49,994
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$106,105
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$156,099
Assets. Value of participant loans	2008-12-31	$20,000
Total contributions received or receivable from employer(s)	2008-12-31	$8,186
2007 : GARY H. GREENE, O.D., P.C. RETIREMENT PLAN 2007 401k financial data
Total income from all sources	2007-12-31	$43,424
Expenses. Total of all expenses incurred	2007-12-31	$89,069
Benefits paid (including direct rollovers)	2007-12-31	$89,069
Total plan assets at end of year	2007-12-31	$156,099
Total plan assets at beginning of year	2007-12-31	$201,744
Total contributions received or receivable from participants	2007-12-31	$37,566
Other income received	2007-12-31	$-2,373
Net income (gross income less expenses)	2007-12-31	$-45,645
Net plan assets at end of year (total assets less liabilities)	2007-12-31	$156,099
Net plan assets at beginning of year (total assets less liabilities)	2007-12-31	$201,744
Total contributions received or receivable from employer(s)	2007-12-31	$8,231
2006 : GARY H. GREENE, O.D., P.C. RETIREMENT PLAN 2006 401k financial data
Total income from all sources	2006-12-31	$213,473
Expenses. Total of all expenses incurred	2006-12-31	$11,729
Benefits paid (including direct rollovers)	2006-12-31	$11,729
Total plan assets at end of year	2006-12-31	$201,744
Total contributions received or receivable from participants	2006-12-31	$23,641
Contributions received from other sources (not participants or employers)	2006-12-31	$174,617
Other income received	2006-12-31	$8,584
Net income (gross income less expenses)	2006-12-31	$201,744
Net plan assets at end of year (total assets less liabilities)	2006-12-31	$201,744
Total contributions received or receivable from employer(s)	2006-12-31	$6,631

Form 5500 Responses for GARY H. GREENE, O.D., P.C. RETIREMENT PLAN

2011: GARY H. GREENE, O.D., P.C. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	First time form 5500 has been submitted	Yes
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: GARY H. GREENE, O.D., P.C. RETIREMENT 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
2006: GARY H. GREENE, O.D., P.C. RETIREMENT PLAN 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	First time form 5500 has been submitted	Yes
2006-01-01	Submission has been amended	No
2006-01-01	This submission is the final filing	No
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-01-01	Plan is a collectively bargained plan	No
2006-01-01	Plan funding arrangement – Trust	Yes
2006-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GARY H. GREENE, O.D., P.C.
Employer identification number (EIN):	860747400
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists