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JONES EYECARE ASSOCIATES, P.C. 401(K) PLAN AND TRUST 401k Plan overview

Plan NameJONES EYECARE ASSOCIATES, P.C. 401(K) PLAN AND TRUST
Plan identification number 001

JONES EYECARE ASSOCIATES, P.C. 401(K) PLAN AND TRUST 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.
  • 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

JONES EYECARE ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.

Company Name:JONES EYECARE ASSOCIATES, P.C.
Employer identification number (EIN):731510432
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JONES EYECARE ASSOCIATES, P.C. 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-01-01MARY POWELL2013-02-19
0012011-01-01MARY POWELL
0012009-01-01ED ALVIN JONES

Plan Statistics for JONES EYECARE ASSOCIATES, P.C. 401(K) PLAN AND TRUST

401k plan membership statisitcs for JONES EYECARE ASSOCIATES, P.C. 401(K) PLAN AND TRUST

Measure Date Value
2011: JONES EYECARE ASSOCIATES, P.C. 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0113
Total number of active participants reported on line 7a of the Form 55002011-01-0113
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0115
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: JONES EYECARE ASSOCIATES, P.C. 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0112
Total number of active participants reported on line 7a of the Form 55002009-01-019
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0111
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JONES EYECARE ASSOCIATES, P.C. 401(K) PLAN AND TRUST

Measure Date Value
2011 : JONES EYECARE ASSOCIATES, P.C. 401(K) PLAN AND TRUST 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-24,500
Expenses. Total of all expenses incurred2011-12-31$4,178
Total plan assets at end of year2011-12-31$624,172
Total plan assets at beginning of year2011-12-31$652,850
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$34,092
Other income received2011-12-31$-69,813
Net income (gross income less expenses)2011-12-31$-28,678
Net plan assets at end of year (total assets less liabilities)2011-12-31$624,172
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$652,850
Assets. Value of participant loans2011-12-31$2,839
Total contributions received or receivable from employer(s)2011-12-31$11,221
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$4,178
2010 : JONES EYECARE ASSOCIATES, P.C. 401(K) PLAN AND TRUST 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$130,504
Expenses. Total of all expenses incurred2010-12-31$239,181
Benefits paid (including direct rollovers)2010-12-31$236,901
Total plan assets at end of year2010-12-31$652,850
Total plan assets at beginning of year2010-12-31$761,527
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$38,658
Expenses. Other expenses not covered elsewhere2010-12-31$2,280
Other income received2010-12-31$80,039
Net income (gross income less expenses)2010-12-31$-108,677
Net plan assets at end of year (total assets less liabilities)2010-12-31$652,850
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$761,527
Assets. Value of participant loans2010-12-31$4,012
Total contributions received or receivable from employer(s)2010-12-31$11,807

Form 5500 Responses for JONES EYECARE ASSOCIATES, P.C. 401(K) PLAN AND TRUST

2011: JONES EYECARE ASSOCIATES, P.C. 401(K) PLAN AND TRUST 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
2009: JONES EYECARE ASSOCIATES, P.C. 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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