401k Plan data: LEIV M. TAKLE, M.D., P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST plan

LEIV M. TAKLE, M.D., P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	LEIV M. TAKLE, M.D., P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST
Plan identification number	001

LEIV M. TAKLE, M.D., P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined 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.
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

LEIV M. TAKLE, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name: LEIV M. TAKLE, M.D., P.C.

Employer identification number (EIN): 581234930

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEIV M. TAKLE, M.D., P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MANDY WILLIS 2024-03-22
001 2022-01-01
001 2021-01-01
001 2020-01-01 BONNY SHOCKLEY 2021-07-27 LEIV M TAKLE JR MD 2021-07-27
001 2019-01-01 BONNY SHOCKLEY 2020-10-01
001 2018-01-01 BONNIE SHOCKLEY 2019-09-25
001 2017-01-01 BONNIE SHOCKLEY 2018-10-01
001 2016-01-01 LEIV M. TAKLE 2017-09-26
001 2016-01-01
001 2015-01-01
001 2015-01-01 LEIV M. TAKLE 2016-09-26
001 2014-01-01
001 2013-01-01
001 2012-01-01 LEIV M. TAKLE, SR.
001 2011-01-01 LEIV M. TAKLE, SR.
001 2009-01-01 LEIV M. TAKLE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	MANDY WILLIS	2024-03-22
001	2022-01-01
001	2021-01-01
001	2020-01-01	BONNY SHOCKLEY	2021-07-27	LEIV M TAKLE JR MD	2021-07-27
001	2019-01-01	BONNY SHOCKLEY	2020-10-01
001	2018-01-01	BONNIE SHOCKLEY	2019-09-25
001	2017-01-01	BONNIE SHOCKLEY	2018-10-01
001	2016-01-01	LEIV M. TAKLE	2017-09-26
001	2016-01-01
001	2015-01-01
001	2015-01-01	LEIV M. TAKLE	2016-09-26
001	2014-01-01
001	2013-01-01
001	2012-01-01	LEIV M. TAKLE, SR.
001	2011-01-01	LEIV M. TAKLE, SR.
001	2009-01-01	LEIV M. TAKLE

Plan Statistics for LEIV M. TAKLE, M.D., P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for LEIV M. TAKLE, M.D., P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST

Measure Date Value
2016: LEIV M. TAKLE, M.D., P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
Number of other retired or separated participants entitled to future benefits 2016-01-01 7
Total of all active and inactive participants 2016-01-01 7
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 7
2015: LEIV M. TAKLE, M.D., P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Number of other retired or separated participants entitled to future benefits 2015-01-01 7
Total of all active and inactive participants 2015-01-01 7
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 7
2014: LEIV M. TAKLE, M.D., P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Number of other retired or separated participants entitled to future benefits 2014-01-01 7
Total of all active and inactive participants 2014-01-01 7
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
2013: LEIV M. TAKLE, M.D., P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Number of other retired or separated participants entitled to future benefits 2013-01-01 7
Total of all active and inactive participants 2013-01-01 7
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
2012: LEIV M. TAKLE, M.D., P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Number of other retired or separated participants entitled to future benefits 2012-01-01 7
Total of all active and inactive participants 2012-01-01 7
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
2011: LEIV M. TAKLE, M.D., P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Number of other retired or separated participants entitled to future benefits 2011-01-01 8
Total of all active and inactive participants 2011-01-01 8
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
2009: LEIV M. TAKLE, M.D., P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 0
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 8
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: LEIV M. TAKLE, M.D., P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
Number of other retired or separated participants entitled to future benefits	2016-01-01	7
Total of all active and inactive participants	2016-01-01	7
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	7
2015: LEIV M. TAKLE, M.D., P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Number of other retired or separated participants entitled to future benefits	2015-01-01	7
Total of all active and inactive participants	2015-01-01	7
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	7
2014: LEIV M. TAKLE, M.D., P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Number of other retired or separated participants entitled to future benefits	2014-01-01	7
Total of all active and inactive participants	2014-01-01	7
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
2013: LEIV M. TAKLE, M.D., P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Number of other retired or separated participants entitled to future benefits	2013-01-01	7
Total of all active and inactive participants	2013-01-01	7
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
2012: LEIV M. TAKLE, M.D., P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Number of other retired or separated participants entitled to future benefits	2012-01-01	7
Total of all active and inactive participants	2012-01-01	7
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
2011: LEIV M. TAKLE, M.D., P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Number of other retired or separated participants entitled to future benefits	2011-01-01	8
Total of all active and inactive participants	2011-01-01	8
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
2009: LEIV M. TAKLE, M.D., P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	0
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	8
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LEIV M. TAKLE, M.D., P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2016 : LEIV M. TAKLE, M.D., P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$2,066
Total plan liabilities at beginning of year	2016-12-31	$880
Total income from all sources	2016-12-31	$1,378
Expenses. Total of all expenses incurred	2016-12-31	$1,185
Total plan assets at end of year	2016-12-31	$145,547
Total plan assets at beginning of year	2016-12-31	$144,168
Value of fidelity bond covering the plan	2016-12-31	$150,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$1,185
Other income received	2016-12-31	$1,378
Net income (gross income less expenses)	2016-12-31	$193
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$143,481
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$143,288
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$86,514
2015 : LEIV M. TAKLE, M.D., P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$880
Total plan liabilities at beginning of year	2015-12-31	$880
Total income from all sources	2015-12-31	$1,147
Expenses. Total of all expenses incurred	2015-12-31	$3
Total plan assets at end of year	2015-12-31	$144,168
Total plan assets at beginning of year	2015-12-31	$143,024
Value of fidelity bond covering the plan	2015-12-31	$150,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$3
Other income received	2015-12-31	$1,147
Net income (gross income less expenses)	2015-12-31	$1,144
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$143,288
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$142,144
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$86,514
2014 : LEIV M. TAKLE, M.D., P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$880
Total income from all sources	2014-12-31	$931
Expenses. Total of all expenses incurred	2014-12-31	$2,289
Total plan assets at end of year	2014-12-31	$143,024
Total plan assets at beginning of year	2014-12-31	$143,502
Value of fidelity bond covering the plan	2014-12-31	$150,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$1,409
Other income received	2014-12-31	$931
Net income (gross income less expenses)	2014-12-31	$-1,358
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$142,144
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$143,502
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$86,514
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$880
2013 : LEIV M. TAKLE, M.D., P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$961
Expenses. Total of all expenses incurred	2013-12-31	$649
Total plan assets at end of year	2013-12-31	$143,502
Total plan assets at beginning of year	2013-12-31	$143,190
Value of fidelity bond covering the plan	2013-12-31	$150,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$649
Other income received	2013-12-31	$961
Net income (gross income less expenses)	2013-12-31	$312
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$143,502
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$143,190
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$86,514
2012 : LEIV M. TAKLE, M.D., P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$870
Expenses. Total of all expenses incurred	2012-12-31	$120,023
Benefits paid (including direct rollovers)	2012-12-31	$118,973
Total plan assets at end of year	2012-12-31	$143,190
Total plan assets at beginning of year	2012-12-31	$262,343
Expenses. Other expenses not covered elsewhere	2012-12-31	$1,050
Other income received	2012-12-31	$870
Net income (gross income less expenses)	2012-12-31	$-119,153
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$143,190
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$262,343
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$86,514
2011 : LEIV M. TAKLE, M.D., P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$3,439
Expenses. Total of all expenses incurred	2011-12-31	$3,072
Total plan assets at end of year	2011-12-31	$262,343
Total plan assets at beginning of year	2011-12-31	$261,976
Value of fidelity bond covering the plan	2011-12-31	$500,000
Other income received	2011-12-31	$3,439
Net income (gross income less expenses)	2011-12-31	$367
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$262,343
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$261,976
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$158,469
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$3,072
2010 : LEIV M. TAKLE, M.D., P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$-216,491
Total plan assets at end of year	2010-12-31	$261,976
Total plan assets at beginning of year	2010-12-31	$478,467
Value of fidelity bond covering the plan	2010-12-31	$500,000
Other income received	2010-12-31	$-216,491
Net income (gross income less expenses)	2010-12-31	$-216,491
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$261,976
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$478,467
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$151,003

Form 5500 Responses for LEIV M. TAKLE, M.D., P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST

2016: LEIV M. TAKLE, M.D., P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LEIV M. TAKLE, M.D., P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LEIV M. TAKLE, M.D., P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LEIV M. TAKLE, M.D., P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LEIV M. TAKLE, M.D., P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LEIV M. TAKLE, M.D., P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 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: LEIV M. TAKLE, M.D., P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LEIV M. TAKLE, M.D., P.C.
Employer identification number (EIN):	581234930
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists