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DOUGLAS R. WEBERLING, OD, PC PROFIT SHARING PLAN 401k Plan overview

Plan NameDOUGLAS R. WEBERLING, OD, PC PROFIT SHARING PLAN
Plan identification number 001

DOUGLAS R. WEBERLING, OD, PC PROFIT SHARING PLAN Benefits

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

DOUGLAS R. WEBERLING, OD, PC has sponsored the creation of one or more 401k plans.

Company Name:DOUGLAS R. WEBERLING, OD, PC
Employer identification number (EIN):541064572
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DOUGLAS R. WEBERLING, OD, PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01DOUGLAS R. WEBERLING2019-04-08
0012018-01-01DOUGLAS R. WEBERLING2019-04-07
0012018-01-01DOUGLAS R. WEBERLING2019-04-07
0012017-01-01DOUGLAS R. WEBERLING DOUGLAS R. WEBERLING2018-09-20
0012016-01-01DOUGLAS R. WEBERLING
0012015-01-01DOUGLAS R. WEBERLING
0012014-01-01DOUGLAS R. WEBERLING2015-07-21
0012013-01-01DOUGLAS R. WEBERLING2014-05-19
0012012-01-01DOUGLAS R. WEBERLING2013-04-09
0012011-01-01DOUGLAS R. WEBERLING2012-07-03
0012010-01-01DOUGLAS R. WEBERLING2011-06-02

Plan Statistics for DOUGLAS R. WEBERLING, OD, PC PROFIT SHARING PLAN

401k plan membership statisitcs for DOUGLAS R. WEBERLING, OD, PC PROFIT SHARING PLAN

Measure Date Value
2018: DOUGLAS R. WEBERLING, OD, PC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0117
Total number of active participants reported on line 7a of the Form 55002018-01-0112
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0116
Number of participants with account balances2018-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: DOUGLAS R. WEBERLING, OD, PC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0117
Total number of active participants reported on line 7a of the Form 55002017-01-0113
Number of retired or separated participants receiving benefits2017-01-014
Total of all active and inactive participants2017-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0117
Number of participants with account balances2017-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DOUGLAS R. WEBERLING, OD, PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0118
Total number of active participants reported on line 7a of the Form 55002016-01-0113
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0115
Number of participants with account balances2016-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DOUGLAS R. WEBERLING, OD, PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0117
Total number of active participants reported on line 7a of the Form 55002015-01-0111
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0116
Number of participants with account balances2015-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on DOUGLAS R. WEBERLING, OD, PC PROFIT SHARING PLAN

Measure Date Value
2018 : DOUGLAS R. WEBERLING, OD, PC PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-36,705
Expenses. Total of all expenses incurred2018-12-31$60,636
Benefits paid (including direct rollovers)2018-12-31$24,451
Total plan assets at end of year2018-12-31$3,680,783
Total plan assets at beginning of year2018-12-31$3,778,124
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$56,820
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$0
Noncash contributions received2018-12-31$-151,229
Net income (gross income less expenses)2018-12-31$-97,341
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,680,783
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,778,124
Assets. Value of participant loans2018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$57,704
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$36,185
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : DOUGLAS R. WEBERLING, OD, PC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$539,071
Expenses. Total of all expenses incurred2017-12-31$34,234
Benefits paid (including direct rollovers)2017-12-31$2,959
Total plan assets at end of year2017-12-31$3,778,124
Total plan assets at beginning of year2017-12-31$3,273,287
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$61,855
Noncash contributions received2017-12-31$415,705
Net income (gross income less expenses)2017-12-31$504,837
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,778,124
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,273,287
Assets. Value of participant loans2017-12-31$639
Total contributions received or receivable from employer(s)2017-12-31$61,511
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$31,275
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : DOUGLAS R. WEBERLING, OD, PC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$287,719
Expenses. Total of all expenses incurred2016-12-31$41,263
Benefits paid (including direct rollovers)2016-12-31$12,851
Total plan assets at end of year2016-12-31$3,273,287
Total plan assets at beginning of year2016-12-31$3,026,831
Value of fidelity bond covering the plan2016-12-31$350,000
Total contributions received or receivable from participants2016-12-31$58,920
Other income received2016-12-31$169,866
Net income (gross income less expenses)2016-12-31$246,456
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,273,287
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,026,831
Assets. Value of participant loans2016-12-31$1,482
Total contributions received or receivable from employer(s)2016-12-31$58,933
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$28,412
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : DOUGLAS R. WEBERLING, OD, PC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$31,806
Expenses. Total of all expenses incurred2015-12-31$105,498
Benefits paid (including direct rollovers)2015-12-31$76,460
Total plan assets at end of year2015-12-31$3,026,831
Total plan assets at beginning of year2015-12-31$3,100,523
Value of fidelity bond covering the plan2015-12-31$300,000
Total contributions received or receivable from participants2015-12-31$33,965
Other income received2015-12-31$-51,179
Net income (gross income less expenses)2015-12-31$-73,692
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,026,831
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,100,523
Total contributions received or receivable from employer(s)2015-12-31$49,020
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$29,038
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0

Form 5500 Responses for DOUGLAS R. WEBERLING, OD, PC PROFIT SHARING PLAN

2018: DOUGLAS R. WEBERLING, OD, PC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DOUGLAS R. WEBERLING, OD, PC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DOUGLAS R. WEBERLING, OD, PC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DOUGLAS R. WEBERLING, OD, PC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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