DRS. TAVEL & ENGELBERG OPTOMETRISTS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DRS. TAVEL & ENGELBERG OPTOMETRISTS, INC. PROFIT SHARING PLAN
401k plan membership statisitcs for DRS. TAVEL & ENGELBERG OPTOMETRISTS, INC. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2011: DRS. TAVEL & ENGELBERG OPTOMETRISTS, INC. PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
| 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 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 6 |
| Number of participants with account balances | 2011-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2011 : DRS. TAVEL & ENGELBERG OPTOMETRISTS, INC. PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-20,573 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $3,620 |
| Total plan assets at end of year | 2011-12-31 | $973,997 |
| Total plan assets at beginning of year | 2011-12-31 | $998,190 |
| Value of fidelity bond covering the plan | 2011-12-31 | $60,000 |
| Other income received | 2011-12-31 | $-45,272 |
| Net income (gross income less expenses) | 2011-12-31 | $-24,193 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $973,997 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $998,190 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $24,699 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $3,620 |
| 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 | $24,699 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $24,699 |
| 2010 : DRS. TAVEL & ENGELBERG OPTOMETRISTS, INC. PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $135,097 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $6,067 |
| Total plan assets at end of year | 2010-12-31 | $998,190 |
| Total plan assets at beginning of year | 2010-12-31 | $869,160 |
| Value of fidelity bond covering the plan | 2010-12-31 | $600,000 |
| Other income received | 2010-12-31 | $102,418 |
| Net income (gross income less expenses) | 2010-12-31 | $129,030 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $998,190 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $869,160 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $32,679 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $6,067 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $32,679 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $32,679 |
| MASSACHUSETTS MUTUAL LIFE INS. CO. (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 082474 |
| Policy instance | 1 |
| Insurance contract or identification number | 082474 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2001-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MASSACHUSETTS MUTUAL LIFE INS. CO. (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 082474 |
| Policy instance | 1 |
| Insurance contract or identification number | 082474 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | GD 34029 |
| Policy instance | 2 |
| Insurance contract or identification number | GD 34029 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-04-13 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
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