LARRY D OXENBERG OD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LARRY OXENBERG, OD ROTH SAFE-HARBOR 401-K PSP
| Measure | Date | Value |
|---|
| 2022 : LARRY OXENBERG, OD ROTH SAFE-HARBOR 401-K PSP 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-11 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-11 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-11 | 1823350 |
| Net assets as of the end of the plan year | 2022-07-11 | 0 |
| Total assets as of the beginning of the plan year | 2022-07-11 | 1585682 |
| Value of plan covered by a fidelity bond | 2022-07-11 | 200000 |
| Participant contributions to plan in this plan year | 2022-07-11 | 54076 |
| Other expenses paid from plan in this plan year | 2022-07-11 | 0 |
| Other contributions to plan in this plan year | 2022-07-11 | 0 |
| Other income to plan in this plan year | 2022-07-11 | 146046 |
| Plan net income in this plan year | 2022-07-11 | -1585682 |
| Net assets as of the end of the plan year | 2022-07-11 | 0 |
| Net assets as of the beginning of the plan year | 2022-07-11 | 1585682 |
| Employer contributions to plan in this plan year | 2022-07-11 | 37546 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-11 | 15024 |
| 2014 : LARRY OXENBERG, OD ROTH SAFE-HARBOR 401-K PSP 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $100,014 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,839 |
| Total plan assets at end of year | 2014-12-31 | $940,132 |
| Total plan assets at beginning of year | 2014-12-31 | $841,957 |
| Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $34,673 |
| Other income received | 2014-12-31 | $21,900 |
| Net income (gross income less expenses) | 2014-12-31 | $98,175 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $940,132 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $841,957 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $43,441 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,839 |
| 2013 : LARRY OXENBERG, OD ROTH SAFE-HARBOR 401-K PSP 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $143,007 |
| Total plan assets at end of year | 2013-12-31 | $841,957 |
| Total plan assets at beginning of year | 2013-12-31 | $698,950 |
| Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $34,532 |
| Other income received | 2013-12-31 | $65,555 |
| Net income (gross income less expenses) | 2013-12-31 | $143,007 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $841,957 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $698,950 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $42,920 |
| 2012 : LARRY OXENBERG, OD ROTH SAFE-HARBOR 401-K PSP 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $106,656 |
| Total plan assets at end of year | 2012-12-31 | $698,950 |
| Total plan assets at beginning of year | 2012-12-31 | $592,294 |
| Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $33,839 |
| Other income received | 2012-12-31 | $32,286 |
| Net income (gross income less expenses) | 2012-12-31 | $106,656 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $698,950 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $592,294 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $40,531 |
| 2011 : LARRY OXENBERG, OD ROTH SAFE-HARBOR 401-K PSP 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $63,331 |
| Total plan assets at end of year | 2011-12-31 | $592,294 |
| Total plan assets at beginning of year | 2011-12-31 | $528,963 |
| Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $32,640 |
| Other income received | 2011-12-31 | $-9,052 |
| Net income (gross income less expenses) | 2011-12-31 | $63,331 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $592,294 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $528,963 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $39,743 |
| 2010 : LARRY OXENBERG, OD ROTH SAFE-HARBOR 401-K PSP 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $99,457 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $11,212 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $11,212 |
| Total plan assets at end of year | 2010-12-31 | $528,963 |
| Total plan assets at beginning of year | 2010-12-31 | $440,718 |
| Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $30,557 |
| Other income received | 2010-12-31 | $31,450 |
| Net income (gross income less expenses) | 2010-12-31 | $88,245 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $528,963 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $440,718 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $37,450 |
| 2014: LARRY OXENBERG, OD ROTH SAFE-HARBOR 401-K PSP 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: LARRY OXENBERG, OD ROTH SAFE-HARBOR 401-K PSP 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: LARRY OXENBERG, OD ROTH SAFE-HARBOR 401-K PSP 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: LARRY OXENBERG, OD ROTH SAFE-HARBOR 401-K PSP 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: LARRY OXENBERG, OD ROTH SAFE-HARBOR 401-K PSP 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 0475386 |
| Policy instance | 2 |
| JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
| Policy contract number | 1005704754 |
| Policy instance | 3 |
| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 0398679 |
| Policy instance | 1 |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 ) |
| Policy contract number | KA12606530-01 |
| Policy instance | 1 |
| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 0398679 |
| Policy instance | 2 |
| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 0475386 |
| Policy instance | 3 |
| JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
| Policy contract number | 1005704754 |
| Policy instance | 4 |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 ) |
| Policy contract number | KA12606530-01 |
| Policy instance | 1 |
| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 0475386 |
| Policy instance | 3 |
| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 0398679 |
| Policy instance | 2 |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 ) |
| Policy contract number | KA12606530-01 |
| Policy instance | 1 |
| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 0398679 |
| Policy instance | 2 |
| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 0475386 |
| Policy instance | 3 |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 ) |
| Policy contract number | KA12606530-01 |
| Policy instance | 1 |
| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 0398679 |
| Policy instance | 2 |
| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 0475386 |
| Policy instance | 3 |
