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NANCY EVE THOMAS PROFIT SHARING PLAN 401k Plan overview

Plan NameNANCY EVE THOMAS PROFIT SHARING PLAN
Plan identification number 002

NANCY EVE THOMAS PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

NANCY EVE THOMAS has sponsored the creation of one or more 401k plans.

Company Name:NANCY EVE THOMAS
Employer identification number (EIN):521124457
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NANCY EVE THOMAS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01NANCY THOMAS2018-07-13 NANCY THOMAS2018-07-13
0022016-01-01NANCY THOMAS2017-07-26
0022014-01-01NANCY THOMAS2015-07-18 NANCY THOMAS2015-07-18
0022013-01-01NANCY THOMAS2014-06-29 NANCY THOMAS2014-06-29
0022012-01-01NANCY THOMAS NANCY THOMAS2013-07-17
0022011-01-01NANCY THOMAS

Plan Statistics for NANCY EVE THOMAS PROFIT SHARING PLAN

401k plan membership statisitcs for NANCY EVE THOMAS PROFIT SHARING PLAN

Measure Date Value
2012: NANCY EVE THOMAS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: NANCY EVE THOMAS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012

Financial Data on NANCY EVE THOMAS PROFIT SHARING PLAN

Measure Date Value
2012 : NANCY EVE THOMAS PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$407,565
Total plan assets at end of year2012-12-31$3,496,595
Total plan assets at beginning of year2012-12-31$3,089,030
Other income received2012-12-31$350,422
Net income (gross income less expenses)2012-12-31$407,565
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,496,595
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,089,030
Total contributions received or receivable from employer(s)2012-12-31$57,143
2011 : NANCY EVE THOMAS PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$55,670
Expenses. Total of all expenses incurred2011-12-31$50,918
Total plan assets at end of year2011-12-31$3,089,030
Total plan assets at beginning of year2011-12-31$3,084,278
Expenses. Other expenses not covered elsewhere2011-12-31$50,918
Net income (gross income less expenses)2011-12-31$4,752
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,089,030
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,084,278
Total contributions received or receivable from employer(s)2011-12-31$55,670
2010 : NANCY EVE THOMAS PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$554,713
Total plan assets at end of year2010-12-31$3,084,278
Total plan assets at beginning of year2010-12-31$2,529,565
Other income received2010-12-31$499,156
Net income (gross income less expenses)2010-12-31$554,713
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,084,278
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,529,565
Total contributions received or receivable from employer(s)2010-12-31$55,557

Form 5500 Responses for NANCY EVE THOMAS PROFIT SHARING PLAN

2012: NANCY EVE THOMAS PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NANCY EVE THOMAS PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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