401k Plan data: HELFON HANONO, OPTOMETRIST PENSION PLAN plan

HELFON HANONO, OPTOMETRIST PENSION PLAN 401k Plan overview

Plan Name	HELFON HANONO, OPTOMETRIST PENSION PLAN
Plan identification number	001

HELFON HANONO, OPTOMETRIST PENSION PLAN Benefits

401k Plan Type

Defined 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).
Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.
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.
Plan covering Self-Employed individuals.
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

HELFON HANONO, OPTOMETRIST has sponsored the creation of one or more 401k plans.

Company Name: HELFON HANONO, OPTOMETRIST

Employer identification number (EIN): 953775446

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HELFON HANONO, OPTOMETRIST PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01
001 2012-01-01 HELFON HANONO 2013-07-17
001 2011-01-01 HELFON HANONO HELFON HANONO 2012-06-05
001 2009-01-01 HELFON HANONO HELFON HANONO 2010-07-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01
001	2012-01-01	HELFON HANONO	2013-07-17
001	2011-01-01	HELFON HANONO		HELFON HANONO	2012-06-05
001	2009-01-01	HELFON HANONO		HELFON HANONO	2010-07-20

Plan Statistics for HELFON HANONO, OPTOMETRIST PENSION PLAN

401k plan membership statisitcs for HELFON HANONO, OPTOMETRIST PENSION PLAN

Measure Date Value
2013: HELFON HANONO, OPTOMETRIST PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Total of all active and inactive participants 2013-01-01 8
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
2011: HELFON HANONO, OPTOMETRIST PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
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 0
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: HELFON HANONO, OPTOMETRIST PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
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 7
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7

Measure	Date	Value
2013: HELFON HANONO, OPTOMETRIST PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Total of all active and inactive participants	2013-01-01	8
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
2011: HELFON HANONO, OPTOMETRIST PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
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	0
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: HELFON HANONO, OPTOMETRIST PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
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	7
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7

Financial Data on HELFON HANONO, OPTOMETRIST PENSION PLAN

Measure	Date	Value
2013 : HELFON HANONO, OPTOMETRIST PENSION PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$-384,011
Total plan assets at end of year	2013-12-31	$786,959
Total plan assets at beginning of year	2013-12-31	$1,170,970
Value of fidelity bond covering the plan	2013-12-31	$295,000
Total contributions received or receivable from participants	2013-12-31	$23,000
Assets. Value of loans (other than to participants)	2013-12-31	$150,000
Other income received	2013-12-31	$-434,369
Net income (gross income less expenses)	2013-12-31	$-384,011
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$786,959
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,170,970
Total contributions received or receivable from employer(s)	2013-12-31	$27,358
2011 : HELFON HANONO, OPTOMETRIST PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$203,149
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,208,357
Total plan assets at beginning of year	2011-12-31	$1,005,208
Value of fidelity bond covering the plan	2011-12-31	$225,000
Total contributions received or receivable from participants	2011-12-31	$22,000
Assets. Value of loans (other than to participants)	2011-12-31	$150,000
Other income received	2011-12-31	$150,883
Net income (gross income less expenses)	2011-12-31	$203,149
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,208,357
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,005,208
Total contributions received or receivable from employer(s)	2011-12-31	$30,266
2010 : HELFON HANONO, OPTOMETRIST PENSION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$-233,177
Expenses. Total of all expenses incurred	2010-12-31	$1,247
Benefits paid (including direct rollovers)	2010-12-31	$1,247
Total plan assets at end of year	2010-12-31	$1,005,208
Total plan assets at beginning of year	2010-12-31	$1,239,632
Value of fidelity bond covering the plan	2010-12-31	$235,500
Assets. Value of loans (other than to participants)	2010-12-31	$150,000
Other income received	2010-12-31	$-259,976
Net income (gross income less expenses)	2010-12-31	$-234,424
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,005,208
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,239,632
Total contributions received or receivable from employer(s)	2010-12-31	$26,799

Form 5500 Responses for HELFON HANONO, OPTOMETRIST PENSION PLAN

2013: HELFON HANONO, OPTOMETRIST PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2011: HELFON HANONO, OPTOMETRIST PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
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: HELFON HANONO, OPTOMETRIST PENSION 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

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Company Name:	HELFON HANONO, OPTOMETRIST
Employer identification number (EIN):	953775446
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists