401k Plan data: DRS. LIUDAHL AND BLEEKER 401(K) PROFIT SHARING PLAN plan

DRS. LIUDAHL AND BLEEKER 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	DRS. LIUDAHL AND BLEEKER 401(K) PROFIT SHARING PLAN
Plan identification number	003

DRS. LIUDAHL AND BLEEKER 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

DRS. LIUDAHL & BLEEKER has sponsored the creation of one or more 401k plans.

Company Name: DRS. LIUDAHL & BLEEKER

Employer identification number (EIN): 460316413

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DRS. LIUDAHL AND BLEEKER 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2017-01-01 MICHAEL MCALPINE 2017-11-17
003 2016-01-01 MICHAEL MCALPINE 2017-03-29
003 2015-01-01 MICHAEL MCALPINE 2016-05-11
003 2014-01-01 MICHAEL MCALPINE 2015-04-27
003 2013-01-01 MICHAEL MCALPINE 2014-09-09
003 2012-01-01 MIKE MCALPINE 2013-07-11
003 2011-01-01 GREGG A. BLEEKER
003 2009-01-01 GREGG A. BLEEKER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2017-01-01	MICHAEL MCALPINE	2017-11-17
003	2016-01-01	MICHAEL MCALPINE	2017-03-29
003	2015-01-01	MICHAEL MCALPINE	2016-05-11
003	2014-01-01	MICHAEL MCALPINE	2015-04-27
003	2013-01-01	MICHAEL MCALPINE	2014-09-09
003	2012-01-01	MIKE MCALPINE	2013-07-11
003	2011-01-01	GREGG A. BLEEKER
003	2009-01-01	GREGG A. BLEEKER

Plan Statistics for DRS. LIUDAHL AND BLEEKER 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for DRS. LIUDAHL AND BLEEKER 401(K) PROFIT SHARING PLAN

Measure Date Value
2011: DRS. LIUDAHL AND BLEEKER 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
Total of all active and inactive participants 2011-01-01 1
Total participants 2011-01-01 1
Number of participants with account balances 2011-01-01 1
2009: DRS. LIUDAHL AND BLEEKER 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
Total of all active and inactive participants 2009-01-01 1
Total participants 2009-01-01 1
Number of participants with account balances 2009-01-01 1

Measure	Date	Value
2011: DRS. LIUDAHL AND BLEEKER 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
Total of all active and inactive participants	2011-01-01	1
Total participants	2011-01-01	1
Number of participants with account balances	2011-01-01	1
2009: DRS. LIUDAHL AND BLEEKER 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
Total of all active and inactive participants	2009-01-01	1
Total participants	2009-01-01	1
Number of participants with account balances	2009-01-01	1

Financial Data on DRS. LIUDAHL AND BLEEKER 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2011 : DRS. LIUDAHL AND BLEEKER 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$55,749
Expenses. Total of all expenses incurred	2011-12-31	$198
Total plan assets at end of year	2011-12-31	$805,402
Total plan assets at beginning of year	2011-12-31	$749,851
Total contributions received or receivable from participants	2011-12-31	$22,000
Other income received	2011-12-31	$1,249
Net income (gross income less expenses)	2011-12-31	$55,551
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$805,402
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$749,851
Total contributions received or receivable from employer(s)	2011-12-31	$32,500
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$198
2010 : DRS. LIUDAHL AND BLEEKER 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$112,353
Expenses. Total of all expenses incurred	2010-12-31	$72
Total plan assets at end of year	2010-12-31	$749,851
Total plan assets at beginning of year	2010-12-31	$637,570
Total contributions received or receivable from participants	2010-12-31	$22,000
Other income received	2010-12-31	$57,853
Net income (gross income less expenses)	2010-12-31	$112,281
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$749,851
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$637,570
Total contributions received or receivable from employer(s)	2010-12-31	$32,500
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$72

Form 5500 Responses for DRS. LIUDAHL AND BLEEKER 401(K) PROFIT SHARING PLAN

2011: DRS. LIUDAHL AND BLEEKER 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: DRS. LIUDAHL AND BLEEKER 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DRS. LIUDAHL & BLEEKER
Employer identification number (EIN):	460316413
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists