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ROBERT L. ALAN, M.D., P.S. PROFIT-SHARING PLAN 401k Plan overview

Plan NameROBERT L. ALAN, M.D., P.S. PROFIT-SHARING PLAN
Plan identification number 001

ROBERT L. ALAN, M.D., P.S. PROFIT-SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BELLINGHAM EYE PHYSICIANS, PS BEP OPTICAL, LLC has sponsored the creation of one or more 401k plans.

Company Name:BELLINGHAM EYE PHYSICIANS, PS BEP OPTICAL, LLC
Employer identification number (EIN):911145548
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT L. ALAN, M.D., P.S. PROFIT-SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01ROBERT L. ALAN ROBERT L ALAN2017-03-21
0012015-01-01ROBERT L. ALAN ROBERT L ALAN2016-07-25
0012014-01-01ROBERT L. ALAN ROBERT L ALAN2015-07-28
0012013-01-01ROBERT L. ALAN ROBERT L ALAN2014-08-12
0012012-01-01ROBERT L. ALAN ROBERT L ALAN2013-08-22
0012011-01-01ROBERT L. ALAN
0012010-01-01ROBERT L. ALAN
0012009-01-01ROBERT L. ALAN

Plan Statistics for ROBERT L. ALAN, M.D., P.S. PROFIT-SHARING PLAN

401k plan membership statisitcs for ROBERT L. ALAN, M.D., P.S. PROFIT-SHARING PLAN

Measure Date Value
2016: ROBERT L. ALAN, M.D., P.S. PROFIT-SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0111
Total number of active participants reported on line 7a of the Form 55002016-01-0112
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-0118
Total participants2016-01-0118
Number of participants with account balances2016-01-0118
2015: ROBERT L. ALAN, M.D., P.S. PROFIT-SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0111
Total number of active participants reported on line 7a of the Form 55002015-01-0111
Total of all active and inactive participants2015-01-0111
Total participants2015-01-0111
Number of participants with account balances2015-01-0111
2014: ROBERT L. ALAN, M.D., P.S. PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0113
Total number of active participants reported on line 7a of the Form 55002014-01-0111
Total of all active and inactive participants2014-01-0111
Total participants2014-01-0111
Number of participants with account balances2014-01-0111
2013: ROBERT L. ALAN, M.D., P.S. PROFIT-SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0111
Total number of active participants reported on line 7a of the Form 55002013-01-0111
Number of retired or separated participants receiving benefits2013-01-012
Total of all active and inactive participants2013-01-0113
Total participants2013-01-0113
2012: ROBERT L. ALAN, M.D., P.S. PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0111
Total number of active participants reported on line 7a of the Form 55002012-01-0110
Number of retired or separated participants receiving benefits2012-01-011
Total of all active and inactive participants2012-01-0111
Total participants2012-01-0111
Number of participants with account balances2012-01-0111
2011: ROBERT L. ALAN, M.D., P.S. 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 55002011-01-0111
Total of all active and inactive participants2011-01-0111
Total participants2011-01-0111
Number of participants with account balances2011-01-0111
2010: ROBERT L. ALAN, M.D., P.S. PROFIT-SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-019
Total number of active participants reported on line 7a of the Form 55002010-01-019
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-0110
Total participants2010-01-0110
Number of participants with account balances2010-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ROBERT L. ALAN, M.D., P.S. 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 other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-019
Total participants2009-01-019
Number of participants with account balances2009-01-019

Financial Data on ROBERT L. ALAN, M.D., P.S. PROFIT-SHARING PLAN

Measure Date Value
2016 : ROBERT L. ALAN, M.D., P.S. PROFIT-SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$71,450
Expenses. Total of all expenses incurred2016-12-31$60,146
Benefits paid (including direct rollovers)2016-12-31$57,911
Total plan assets at end of year2016-12-31$1,302,593
Total plan assets at beginning of year2016-12-31$1,291,289
Value of fidelity bond covering the plan2016-12-31$140,000
Other income received2016-12-31$57,909
Net income (gross income less expenses)2016-12-31$11,304
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,302,593
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,291,289
Total contributions received or receivable from employer(s)2016-12-31$13,541
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,235
2015 : ROBERT L. ALAN, M.D., P.S. PROFIT-SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$17,286
Expenses. Total of all expenses incurred2015-12-31$295,594
Benefits paid (including direct rollovers)2015-12-31$290,233
Total plan assets at end of year2015-12-31$1,291,289
Total plan assets at beginning of year2015-12-31$1,569,597
Value of fidelity bond covering the plan2015-12-31$130,000
Other income received2015-12-31$-630
Net income (gross income less expenses)2015-12-31$-278,308
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,291,289
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,569,597
Total contributions received or receivable from employer(s)2015-12-31$17,916
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$5,361
2014 : ROBERT L. ALAN, M.D., P.S. PROFIT-SHARING PLAN 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$685
Total income from all sources2014-12-31$130,671
Expenses. Total of all expenses incurred2014-12-31$69,890
Benefits paid (including direct rollovers)2014-12-31$63,020
Total plan assets at end of year2014-12-31$1,569,596
Total plan assets at beginning of year2014-12-31$1,509,500
Value of fidelity bond covering the plan2014-12-31$160,000
Other income received2014-12-31$114,164
Net income (gross income less expenses)2014-12-31$60,781
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,569,596
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,508,815
Total contributions received or receivable from employer(s)2014-12-31$16,507
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$6,870
2013 : ROBERT L. ALAN, M.D., P.S. PROFIT-SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$685
Total income from all sources2013-12-31$272,421
Expenses. Total of all expenses incurred2013-12-31$124,209
Benefits paid (including direct rollovers)2013-12-31$116,995
Total plan assets at end of year2013-12-31$1,509,500
Total plan assets at beginning of year2013-12-31$1,360,603
Value of fidelity bond covering the plan2013-12-31$151,000
Other income received2013-12-31$249,237
Net income (gross income less expenses)2013-12-31$148,212
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,508,815
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,360,603
Total contributions received or receivable from employer(s)2013-12-31$23,184
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$7,214
2012 : ROBERT L. ALAN, M.D., P.S. PROFIT-SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$110,481
Expenses. Total of all expenses incurred2012-12-31$124,192
Benefits paid (including direct rollovers)2012-12-31$116,945
Total plan assets at end of year2012-12-31$1,393,890
Total plan assets at beginning of year2012-12-31$1,407,601
Value of fidelity bond covering the plan2012-12-31$151,000
Other income received2012-12-31$72,608
Net income (gross income less expenses)2012-12-31$-13,711
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,393,890
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,407,601
Total contributions received or receivable from employer(s)2012-12-31$37,873
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$7,247
2011 : ROBERT L. ALAN, M.D., P.S. PROFIT-SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-6,466
Expenses. Total of all expenses incurred2011-12-31$90,162
Benefits paid (including direct rollovers)2011-12-31$76,528
Total plan assets at end of year2011-12-31$1,407,601
Total plan assets at beginning of year2011-12-31$1,504,229
Value of fidelity bond covering the plan2011-12-31$151,000
Other income received2011-12-31$-43,787
Net income (gross income less expenses)2011-12-31$-96,628
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,407,601
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,504,229
Total contributions received or receivable from employer(s)2011-12-31$37,321
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$13,634
2010 : ROBERT L. ALAN, M.D., P.S. PROFIT-SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$200,516
Expenses. Total of all expenses incurred2010-12-31$50,491
Benefits paid (including direct rollovers)2010-12-31$38,000
Total plan assets at end of year2010-12-31$1,504,229
Total plan assets at beginning of year2010-12-31$1,354,204
Value of fidelity bond covering the plan2010-12-31$136,000
Other income received2010-12-31$165,516
Net income (gross income less expenses)2010-12-31$150,025
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,504,229
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,354,204
Total contributions received or receivable from employer(s)2010-12-31$35,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$12,491

Form 5500 Responses for ROBERT L. ALAN, M.D., P.S. PROFIT-SHARING PLAN

2016: ROBERT L. ALAN, M.D., P.S. 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: ROBERT L. ALAN, M.D., P.S. 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: ROBERT L. ALAN, M.D., P.S. PROFIT-SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT L. ALAN, M.D., P.S. PROFIT-SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT L. ALAN, M.D., P.S. PROFIT-SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT L. ALAN, M.D., P.S. PROFIT-SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ROBERT L. ALAN, M.D., P.S. PROFIT-SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROBERT L. ALAN, M.D., P.S. PROFIT-SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number017543077
Policy instance 1
Insurance contract or identification number017543077
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number017543077
Policy instance 1
Insurance contract or identification number017543077
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number017543077
Policy instance 1
Insurance contract or identification number017543077
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number017543077
Policy instance 1
Insurance contract or identification number017543077
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number017543077
Policy instance 1
Insurance contract or identification number017543077
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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