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EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameEYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN
Plan identification number 001

EYE HEALTH SERVICES, INC. SECTION 401(K) 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.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

EYE HEALTH SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:EYE HEALTH SERVICES, INC.
Employer identification number (EIN):042486837
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-06-01JOHN T. MANDEVILLE, M.D.
0012020-06-01JOHN MANDEVILLE, M.D.
0012019-06-01JOHN MANDEVILLE, M.D.2021-03-09
0012018-06-01JOHN MANDEVILLE, M.D.2020-03-09
0012018-06-01JOHN MANDEVILLE, M.D.2020-03-09
0012017-06-01
0012016-06-01
0012015-06-01
0012014-06-01
0012013-06-01
0012012-06-01MICHAEL A. CHANG, MD
0012011-06-01PAUL WASSON
0012010-06-01ERIC JOHNSON
0012009-06-01ERIC JOHNSON
0012009-06-01ERIC JOHNSON

Plan Statistics for EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-06-01281
Number of retired or separated participants receiving benefits2021-06-010
Number of other retired or separated participants entitled to future benefits2021-06-010
Total of all active and inactive participants2021-06-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-06-010
Total participants2021-06-010
Number of participants with account balances2021-06-010
2020: EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-06-01278
Total number of active participants reported on line 7a of the Form 55002020-06-01189
Number of retired or separated participants receiving benefits2020-06-012
Number of other retired or separated participants entitled to future benefits2020-06-0192
Total of all active and inactive participants2020-06-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-06-010
Total participants2020-06-01283
Number of participants with account balances2020-06-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-06-010
2019: EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-06-01288
Total number of active participants reported on line 7a of the Form 55002019-06-01221
Number of retired or separated participants receiving benefits2019-06-014
Number of other retired or separated participants entitled to future benefits2019-06-0156
Total of all active and inactive participants2019-06-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-06-010
Total participants2019-06-01281
Number of participants with account balances2019-06-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-06-017
2018: EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-06-01281
Total number of active participants reported on line 7a of the Form 55002018-06-01225
Number of retired or separated participants receiving benefits2018-06-013
Number of other retired or separated participants entitled to future benefits2018-06-0162
Total of all active and inactive participants2018-06-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-010
Total participants2018-06-01290
Number of participants with account balances2018-06-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-06-013
2017: EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-06-01278
Total number of active participants reported on line 7a of the Form 55002017-06-01231
Number of retired or separated participants receiving benefits2017-06-013
Number of other retired or separated participants entitled to future benefits2017-06-0156
Total of all active and inactive participants2017-06-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-011
Total participants2017-06-01291
Number of participants with account balances2017-06-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-06-015
2016: EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-06-01276
Total number of active participants reported on line 7a of the Form 55002016-06-01219
Number of retired or separated participants receiving benefits2016-06-013
Number of other retired or separated participants entitled to future benefits2016-06-0159
Total of all active and inactive participants2016-06-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-011
Total participants2016-06-01282
Number of participants with account balances2016-06-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-06-015
2015: EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-06-01283
Total number of active participants reported on line 7a of the Form 55002015-06-01216
Number of retired or separated participants receiving benefits2015-06-011
Number of other retired or separated participants entitled to future benefits2015-06-0162
Total of all active and inactive participants2015-06-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-011
Total participants2015-06-01280
Number of participants with account balances2015-06-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-06-017
2014: EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-06-01289
Total number of active participants reported on line 7a of the Form 55002014-06-01220
Number of retired or separated participants receiving benefits2014-06-010
Number of other retired or separated participants entitled to future benefits2014-06-0162
Total of all active and inactive participants2014-06-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-011
Total participants2014-06-01283
Number of participants with account balances2014-06-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-06-015
2013: EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-01285
Total number of active participants reported on line 7a of the Form 55002013-06-01225
Number of other retired or separated participants entitled to future benefits2013-06-0163
Total of all active and inactive participants2013-06-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-011
Total participants2013-06-01289
Number of participants with account balances2013-06-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-014
2012: EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-06-01273
Total number of active participants reported on line 7a of the Form 55002012-06-01222
Number of retired or separated participants receiving benefits2012-06-012
Number of other retired or separated participants entitled to future benefits2012-06-0161
Total of all active and inactive participants2012-06-01285
Total participants2012-06-01285
Number of participants with account balances2012-06-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-06-014
2011: EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-01266
Total number of active participants reported on line 7a of the Form 55002011-06-01212
Number of retired or separated participants receiving benefits2011-06-011
Number of other retired or separated participants entitled to future benefits2011-06-0160
Total of all active and inactive participants2011-06-01273
Total participants2011-06-01273
Number of participants with account balances2011-06-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-016
2010: EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-06-01280
Total number of active participants reported on line 7a of the Form 55002010-06-01221
Number of retired or separated participants receiving benefits2010-06-011
Number of other retired or separated participants entitled to future benefits2010-06-0158
Total of all active and inactive participants2010-06-01280
Total participants2010-06-01280
Number of participants with account balances2010-06-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-06-016
2009: EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-06-01257
Total number of active participants reported on line 7a of the Form 55002009-06-01200
Number of other retired or separated participants entitled to future benefits2009-06-0157
Total of all active and inactive participants2009-06-01257
Total participants2009-06-01257
Number of participants with account balances2009-06-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-06-013

Financial Data on EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN

Measure Date Value
2021 : EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-09-07$1,026,410
Total loss/gain on sale of assets2021-09-07$-22,958
Total of all expenses incurred2021-09-07$40,904,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-07$40,892,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-07$13,900
Value of total assets at end of year2021-09-07$0
Value of total assets at beginning of year2021-09-07$39,878,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-07$12,181
Total interest from all sources2021-09-07$2,320
Total dividends received (eg from common stock, registered investment company shares)2021-09-07$23,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-07No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-07$23,845
Was this plan covered by a fidelity bond2021-09-07Yes
Value of fidelity bond cover2021-09-07$500,000
If this is an individual account plan, was there a blackout period2021-09-07No
Were there any nonexempt tranactions with any party-in-interest2021-09-07No
Contributions received from participants2021-09-07$13,900
Participant contributions at end of year2021-09-07$0
Participant contributions at beginning of year2021-09-07$279,223
Participant contributions at end of year2021-09-07$0
Participant contributions at beginning of year2021-09-07$13,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-07No
Value of net income/loss2021-09-07$-39,878,220
Value of net assets at end of year (total assets less liabilities)2021-09-07$0
Value of net assets at beginning of year (total assets less liabilities)2021-09-07$39,878,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-07No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-07No
Were any leases to which the plan was party in default or uncollectible2021-09-07No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-07$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-07$38,522,428
Interest on participant loans2021-09-07$2,307
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-09-07$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-09-07$906,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-09-07$906,097
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-09-07$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-07$1,009,179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-07No
Was there a failure to transmit to the plan any participant contributions2021-09-07No
Has the plan failed to provide any benefit when due under the plan2021-09-07No
Income. Dividends from common stock2021-09-07$124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-07$40,892,449
Contract administrator fees2021-09-07$12,181
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-09-07No
Assets. Corporate common stocks other than exployer securities at end of year2021-09-07$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-09-07$156,572
Did the plan have assets held for investment2021-09-07Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-07No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-07Yes
Aggregate proceeds on sale of assets2021-09-07$1,386,747
Aggregate carrying amount (costs) on sale of assets2021-09-07$1,409,705
Opinion of an independent qualified public accountant for this plan2021-09-07Disclaimer
Accountancy firm name2021-09-07GRASSI & CO., CPAS, P.C.
Accountancy firm EIN2021-09-07113266576
Unrealized appreciation/depreciation of other (non real estate) assets2021-05-31$282,988
Total unrealized appreciation/depreciation of assets2021-05-31$282,988
Total income from all sources (including contributions)2021-05-31$11,380,740
Total loss/gain on sale of assets2021-05-31$-1,215
Total of all expenses incurred2021-05-31$2,756,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-31$2,748,866
Expenses. Certain deemed distributions of participant loans2021-05-31$1,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-05-31$1,023,533
Value of total assets at end of year2021-05-31$39,878,220
Value of total assets at beginning of year2021-05-31$31,253,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-31$5,181
Total interest from all sources2021-05-31$18,435
Total dividends received (eg from common stock, registered investment company shares)2021-05-31$2,069,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-05-31$2,068,945
Was this plan covered by a fidelity bond2021-05-31Yes
Value of fidelity bond cover2021-05-31$500,000
If this is an individual account plan, was there a blackout period2021-05-31No
Were there any nonexempt tranactions with any party-in-interest2021-05-31No
Contributions received from participants2021-05-31$1,023,533
Participant contributions at end of year2021-05-31$279,223
Participant contributions at beginning of year2021-05-31$313,383
Participant contributions at end of year2021-05-31$13,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Value of net income/loss2021-05-31$8,624,726
Value of net assets at end of year (total assets less liabilities)2021-05-31$39,878,220
Value of net assets at beginning of year (total assets less liabilities)2021-05-31$31,253,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-05-31No
Were any leases to which the plan was party in default or uncollectible2021-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-05-31$38,522,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-05-31$29,430,205
Interest on participant loans2021-05-31$18,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-05-31$906,097
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-05-31$1,051,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-05-31$1,051,667
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-05-31$101
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-05-31$7,987,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-05-31No
Was there a failure to transmit to the plan any participant contributions2021-05-31No
Has the plan failed to provide any benefit when due under the plan2021-05-31No
Contributions received in cash from employer2021-05-31$0
Employer contributions (assets) at end of year2021-05-31$0
Employer contributions (assets) at beginning of year2021-05-31$355,131
Income. Dividends from common stock2021-05-31$516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-05-31$2,748,866
Contract administrator fees2021-05-31$5,181
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-05-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-05-31$156,572
Assets. Corporate common stocks other than exployer securities at beginning of year2021-05-31$103,108
Did the plan have assets held for investment2021-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-05-31No
Aggregate proceeds on sale of assets2021-05-31$68,348
Aggregate carrying amount (costs) on sale of assets2021-05-31$69,563
Opinion of an independent qualified public accountant for this plan2021-05-31Disclaimer
Accountancy firm name2021-05-31GRASSI & CO., CPAS, P.C.
Accountancy firm EIN2021-05-31113266576
2020 : EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-05-31$60,502
Total unrealized appreciation/depreciation of assets2020-05-31$60,502
Total income from all sources (including contributions)2020-05-31$4,905,715
Total loss/gain on sale of assets2020-05-31$3,071
Total of all expenses incurred2020-05-31$2,106,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$2,100,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-31$1,332,852
Value of total assets at end of year2020-05-31$31,253,494
Value of total assets at beginning of year2020-05-31$28,454,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$6,784
Total interest from all sources2020-05-31$25,562
Total dividends received (eg from common stock, registered investment company shares)2020-05-31$1,780,253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-05-31$1,779,612
Was this plan covered by a fidelity bond2020-05-31Yes
Value of fidelity bond cover2020-05-31$500,000
If this is an individual account plan, was there a blackout period2020-05-31No
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Contributions received from participants2020-05-31$1,022,721
Participant contributions at end of year2020-05-31$313,383
Participant contributions at beginning of year2020-05-31$252,785
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Value of net income/loss2020-05-31$2,798,750
Value of net assets at end of year (total assets less liabilities)2020-05-31$31,253,494
Value of net assets at beginning of year (total assets less liabilities)2020-05-31$28,454,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-31No
Were any leases to which the plan was party in default or uncollectible2020-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-05-31$29,430,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-05-31$27,136,474
Interest on participant loans2020-05-31$15,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-05-31$1,051,667
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-05-31$861,154
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-05-31$861,154
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-05-31$10,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-05-31$1,703,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31No
Was there a failure to transmit to the plan any participant contributions2020-05-31No
Has the plan failed to provide any benefit when due under the plan2020-05-31No
Contributions received in cash from employer2020-05-31$310,131
Employer contributions (assets) at end of year2020-05-31$355,131
Employer contributions (assets) at beginning of year2020-05-31$136,683
Income. Dividends from common stock2020-05-31$641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-31$2,100,181
Contract administrator fees2020-05-31$6,784
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-05-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-05-31$103,108
Assets. Corporate common stocks other than exployer securities at beginning of year2020-05-31$67,648
Did the plan have assets held for investment2020-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-31No
Aggregate proceeds on sale of assets2020-05-31$42,141
Aggregate carrying amount (costs) on sale of assets2020-05-31$39,070
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-31Yes
Opinion of an independent qualified public accountant for this plan2020-05-31Disclaimer
Accountancy firm name2020-05-31GRASSI & CO., CPAS, P.C.
Accountancy firm EIN2020-05-31113266576
2019 : EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-05-31$11,294
Total unrealized appreciation/depreciation of assets2019-05-31$11,294
Total income from all sources (including contributions)2019-05-31$1,541,018
Total loss/gain on sale of assets2019-05-31$0
Total of all expenses incurred2019-05-31$1,224,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-05-31$1,218,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-05-31$1,348,677
Value of total assets at end of year2019-05-31$28,454,744
Value of total assets at beginning of year2019-05-31$28,138,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-05-31$6,172
Total interest from all sources2019-05-31$29,655
Total dividends received (eg from common stock, registered investment company shares)2019-05-31$1,697,103
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-05-31$1,696,725
Was this plan covered by a fidelity bond2019-05-31Yes
Value of fidelity bond cover2019-05-31$500,000
If this is an individual account plan, was there a blackout period2019-05-31No
Were there any nonexempt tranactions with any party-in-interest2019-05-31No
Contributions received from participants2019-05-31$1,211,915
Participant contributions at end of year2019-05-31$252,785
Participant contributions at beginning of year2019-05-31$312,310
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Value of net income/loss2019-05-31$316,647
Value of net assets at end of year (total assets less liabilities)2019-05-31$28,454,744
Value of net assets at beginning of year (total assets less liabilities)2019-05-31$28,138,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-05-31No
Were any leases to which the plan was party in default or uncollectible2019-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-05-31$27,136,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-05-31$26,782,818
Interest on participant loans2019-05-31$14,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-05-31$861,154
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-05-31$854,536
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-05-31$854,536
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-05-31$15,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-05-31$-1,545,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-05-31No
Was there a failure to transmit to the plan any participant contributions2019-05-31No
Has the plan failed to provide any benefit when due under the plan2019-05-31No
Contributions received in cash from employer2019-05-31$136,762
Employer contributions (assets) at end of year2019-05-31$136,683
Employer contributions (assets) at beginning of year2019-05-31$130,936
Income. Dividends from common stock2019-05-31$378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-05-31$1,218,199
Contract administrator fees2019-05-31$6,172
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-05-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-05-31$67,648
Assets. Corporate common stocks other than exployer securities at beginning of year2019-05-31$57,497
Did the plan have assets held for investment2019-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-05-31No
Aggregate proceeds on sale of assets2019-05-31$26,033
Aggregate carrying amount (costs) on sale of assets2019-05-31$26,033
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-05-31Yes
Opinion of an independent qualified public accountant for this plan2019-05-31Disclaimer
Accountancy firm name2019-05-31LEVINE, CAUFIELD, MARTIN & GOLDBERG
Accountancy firm EIN2019-05-31452981393
2018 : EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-05-31$55,409
Total unrealized appreciation/depreciation of assets2018-05-31$55,409
Total income from all sources (including contributions)2018-05-31$4,573,426
Total loss/gain on sale of assets2018-05-31$2,112
Total of all expenses incurred2018-05-31$1,213,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$1,208,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-31$1,084,098
Value of total assets at end of year2018-05-31$28,138,097
Value of total assets at beginning of year2018-05-31$24,778,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$5,414
Total interest from all sources2018-05-31$19,307
Total dividends received (eg from common stock, registered investment company shares)2018-05-31$1,621,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-05-31$1,621,056
Was this plan covered by a fidelity bond2018-05-31Yes
Value of fidelity bond cover2018-05-31$500,000
If this is an individual account plan, was there a blackout period2018-05-31No
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Contributions received from participants2018-05-31$953,162
Participant contributions at end of year2018-05-31$312,310
Participant contributions at beginning of year2018-05-31$241,036
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Value of net income/loss2018-05-31$3,359,932
Value of net assets at end of year (total assets less liabilities)2018-05-31$28,138,097
Value of net assets at beginning of year (total assets less liabilities)2018-05-31$24,778,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-31No
Were any leases to which the plan was party in default or uncollectible2018-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-05-31$26,782,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-05-31$23,173,636
Interest on participant loans2018-05-31$11,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-05-31$854,536
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-05-31$948,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-05-31$948,115
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-05-31$7,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-05-31$1,791,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-31No
Was there a failure to transmit to the plan any participant contributions2018-05-31No
Has the plan failed to provide any benefit when due under the plan2018-05-31No
Contributions received in cash from employer2018-05-31$130,936
Employer contributions (assets) at end of year2018-05-31$130,936
Employer contributions (assets) at beginning of year2018-05-31$126,882
Income. Dividends from common stock2018-05-31$294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-31$1,208,080
Contract administrator fees2018-05-31$5,414
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-05-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-05-31$57,497
Assets. Corporate common stocks other than exployer securities at beginning of year2018-05-31$288,496
Did the plan have assets held for investment2018-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-31No
Aggregate proceeds on sale of assets2018-05-31$95,589
Aggregate carrying amount (costs) on sale of assets2018-05-31$93,477
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-31Yes
Opinion of an independent qualified public accountant for this plan2018-05-31Disclaimer
Accountancy firm name2018-05-31LEVINE, CAUFIELD, MARTIN & GOLDBERG
Accountancy firm EIN2018-05-31452981393
2017 : EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-05-31$64,223
Total unrealized appreciation/depreciation of assets2017-05-31$64,223
Total income from all sources (including contributions)2017-05-31$5,440,048
Total loss/gain on sale of assets2017-05-31$21,673
Total of all expenses incurred2017-05-31$4,032,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-31$4,027,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-31$1,876,460
Value of total assets at end of year2017-05-31$24,778,165
Value of total assets at beginning of year2017-05-31$23,370,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-31$5,006
Total interest from all sources2017-05-31$13,409
Total dividends received (eg from common stock, registered investment company shares)2017-05-31$887,439
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-05-31$881,944
Was this plan covered by a fidelity bond2017-05-31Yes
Value of fidelity bond cover2017-05-31$500,000
If this is an individual account plan, was there a blackout period2017-05-31No
Were there any nonexempt tranactions with any party-in-interest2017-05-31No
Contributions received from participants2017-05-31$942,560
Participant contributions at end of year2017-05-31$241,036
Participant contributions at beginning of year2017-05-31$291,242
Income. Received or receivable in cash from other sources (including rollovers)2017-05-31$807,018
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Value of net income/loss2017-05-31$1,407,767
Value of net assets at end of year (total assets less liabilities)2017-05-31$24,778,165
Value of net assets at beginning of year (total assets less liabilities)2017-05-31$23,370,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-31No
Were any leases to which the plan was party in default or uncollectible2017-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-05-31$23,173,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-05-31$21,233,893
Interest on participant loans2017-05-31$11,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-05-31$948,115
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-05-31$1,073,892
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-05-31$1,073,892
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-05-31$1,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-05-31$2,576,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-05-31No
Was there a failure to transmit to the plan any participant contributions2017-05-31No
Has the plan failed to provide any benefit when due under the plan2017-05-31No
Contributions received in cash from employer2017-05-31$126,882
Employer contributions (assets) at end of year2017-05-31$126,882
Employer contributions (assets) at beginning of year2017-05-31$356,067
Income. Dividends from common stock2017-05-31$5,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-05-31$4,027,275
Contract administrator fees2017-05-31$5,006
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-05-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-05-31$288,496
Assets. Corporate common stocks other than exployer securities at beginning of year2017-05-31$415,304
Did the plan have assets held for investment2017-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-31No
Aggregate proceeds on sale of assets2017-05-31$1,310,905
Aggregate carrying amount (costs) on sale of assets2017-05-31$1,289,232
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-31Yes
Opinion of an independent qualified public accountant for this plan2017-05-31Disclaimer
Accountancy firm name2017-05-31LEVINE, CAUFIELD, MARTIN & GOLDBERG
Accountancy firm EIN2017-05-31452981393
2016 : EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-05-31$-3,488
Total unrealized appreciation/depreciation of assets2016-05-31$-3,488
Total income from all sources (including contributions)2016-05-31$432,374
Total loss/gain on sale of assets2016-05-31$-7,145
Total of all expenses incurred2016-05-31$374,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-31$369,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-31$1,314,679
Value of total assets at end of year2016-05-31$23,370,398
Value of total assets at beginning of year2016-05-31$23,312,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-31$4,224
Total interest from all sources2016-05-31$13,259
Total dividends received (eg from common stock, registered investment company shares)2016-05-31$1,024,746
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-05-31$1,018,988
Was this plan covered by a fidelity bond2016-05-31Yes
Value of fidelity bond cover2016-05-31$500,000
If this is an individual account plan, was there a blackout period2016-05-31No
Were there any nonexempt tranactions with any party-in-interest2016-05-31No
Contributions received from participants2016-05-31$940,284
Participant contributions at end of year2016-05-31$291,242
Participant contributions at beginning of year2016-05-31$265,881
Income. Received or receivable in cash from other sources (including rollovers)2016-05-31$18,328
Administrative expenses (other) incurred2016-05-31$2,400
Total non interest bearing cash at end of year2016-05-31$0
Total non interest bearing cash at beginning of year2016-05-31$2,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Value of net income/loss2016-05-31$58,156
Value of net assets at end of year (total assets less liabilities)2016-05-31$23,370,398
Value of net assets at beginning of year (total assets less liabilities)2016-05-31$23,312,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-31No
Were any leases to which the plan was party in default or uncollectible2016-05-31No
Investment advisory and management fees2016-05-31$1,824
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-05-31$21,233,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-05-31$21,342,063
Interest on participant loans2016-05-31$13,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-05-31$1,073,892
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-05-31$974,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-05-31$974,558
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-05-31$176
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-05-31$-1,909,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-31No
Was there a failure to transmit to the plan any participant contributions2016-05-31Yes
Has the plan failed to provide any benefit when due under the plan2016-05-31No
Contributions received in cash from employer2016-05-31$356,067
Employer contributions (assets) at end of year2016-05-31$356,067
Employer contributions (assets) at beginning of year2016-05-31$371,975
Income. Dividends from common stock2016-05-31$5,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-31$369,994
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-05-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-05-31$415,304
Assets. Corporate common stocks other than exployer securities at beginning of year2016-05-31$355,535
Did the plan have assets held for investment2016-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-31No
Aggregate proceeds on sale of assets2016-05-31$154,166
Aggregate carrying amount (costs) on sale of assets2016-05-31$161,311
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-31Yes
Opinion of an independent qualified public accountant for this plan2016-05-31Disclaimer
Accountancy firm name2016-05-31LEVINE, CAUFIELD, MARTIN & GOLDBERG
Accountancy firm EIN2016-05-31452981393
2015 : EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-05-31$14,305
Total unrealized appreciation/depreciation of assets2015-05-31$14,305
Total income from all sources (including contributions)2015-05-31$3,336,962
Total loss/gain on sale of assets2015-05-31$-4,435
Total of all expenses incurred2015-05-31$1,238,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$1,231,004
Value of total corrective distributions2015-05-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-05-31$1,258,014
Value of total assets at end of year2015-05-31$23,312,242
Value of total assets at beginning of year2015-05-31$21,214,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$7,933
Total interest from all sources2015-05-31$14,020
Total dividends received (eg from common stock, registered investment company shares)2015-05-31$1,063,959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-05-31$1,060,466
Was this plan covered by a fidelity bond2015-05-31Yes
Value of fidelity bond cover2015-05-31$500,000
If this is an individual account plan, was there a blackout period2015-05-31No
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Contributions received from participants2015-05-31$867,766
Participant contributions at end of year2015-05-31$265,881
Participant contributions at beginning of year2015-05-31$294,852
Income. Received or receivable in cash from other sources (including rollovers)2015-05-31$18,273
Total non interest bearing cash at end of year2015-05-31$2,230
Total non interest bearing cash at beginning of year2015-05-31$675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Value of net income/loss2015-05-31$2,098,025
Value of net assets at end of year (total assets less liabilities)2015-05-31$23,312,242
Value of net assets at beginning of year (total assets less liabilities)2015-05-31$21,214,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-05-31$21,342,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-05-31$18,998,410
Interest on participant loans2015-05-31$13,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-05-31$974,558
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-05-31$1,219,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-05-31$1,219,313
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-05-31$114
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-05-31$991,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-05-31No
Was there a failure to transmit to the plan any participant contributions2015-05-31Yes
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Contributions received in cash from employer2015-05-31$371,975
Employer contributions (assets) at end of year2015-05-31$371,975
Employer contributions (assets) at beginning of year2015-05-31$360,548
Income. Dividends from common stock2015-05-31$3,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-05-31$1,231,004
Contract administrator fees2015-05-31$7,933
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-05-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-05-31$355,535
Assets. Corporate common stocks other than exployer securities at beginning of year2015-05-31$340,419
Did the plan have assets held for investment2015-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31No
Aggregate proceeds on sale of assets2015-05-31$159,600
Aggregate carrying amount (costs) on sale of assets2015-05-31$164,035
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31Yes
Opinion of an independent qualified public accountant for this plan2015-05-31Disclaimer
Accountancy firm name2015-05-31LEVINE, CAUFIELD, MARTIN & GOLDBERG
Accountancy firm EIN2015-05-31452981393
2014 : EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-05-31$32,316
Total unrealized appreciation/depreciation of assets2014-05-31$32,316
Total income from all sources (including contributions)2014-05-31$4,293,665
Total loss/gain on sale of assets2014-05-31$3,984
Total of all expenses incurred2014-05-31$1,133,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$1,123,511
Value of total corrective distributions2014-05-31$2,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$1,169,855
Value of total assets at end of year2014-05-31$21,214,217
Value of total assets at beginning of year2014-05-31$18,054,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$7,494
Total interest from all sources2014-05-31$13,237
Total dividends received (eg from common stock, registered investment company shares)2014-05-31$753,231
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-05-31$749,515
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$500,000
If this is an individual account plan, was there a blackout period2014-05-31No
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Contributions received from participants2014-05-31$809,307
Participant contributions at end of year2014-05-31$294,852
Participant contributions at beginning of year2014-05-31$234,146
Total non interest bearing cash at end of year2014-05-31$675
Total non interest bearing cash at beginning of year2014-05-31$1,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$3,160,206
Value of net assets at end of year (total assets less liabilities)2014-05-31$21,214,217
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$18,054,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-05-31$18,998,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-05-31$16,085,235
Interest on participant loans2014-05-31$13,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-05-31$1,219,313
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-05-31$1,231,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-05-31$1,231,463
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-05-31$145
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-05-31$2,321,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31No
Was there a failure to transmit to the plan any participant contributions2014-05-31No
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Contributions received in cash from employer2014-05-31$360,548
Employer contributions (assets) at end of year2014-05-31$360,548
Employer contributions (assets) at beginning of year2014-05-31$348,030
Income. Dividends from common stock2014-05-31$3,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$1,123,511
Contract administrator fees2014-05-31$7,494
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-05-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-05-31$340,419
Assets. Corporate common stocks other than exployer securities at beginning of year2014-05-31$153,573
Did the plan have assets held for investment2014-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31No
Aggregate proceeds on sale of assets2014-05-31$472,869
Aggregate carrying amount (costs) on sale of assets2014-05-31$468,885
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31Yes
Opinion of an independent qualified public accountant for this plan2014-05-31Disclaimer
Accountancy firm name2014-05-31LEVINE, CAUFIELD, MARTIN & GOLDBERG
Accountancy firm EIN2014-05-31452981393
2013 : EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-05-31$18,279
Total unrealized appreciation/depreciation of assets2013-05-31$18,279
Total income from all sources (including contributions)2013-05-31$4,000,298
Total loss/gain on sale of assets2013-05-31$56,882
Total of all expenses incurred2013-05-31$1,938,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$1,928,322
Value of total corrective distributions2013-05-31$405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$1,159,685
Value of total assets at end of year2013-05-31$18,054,011
Value of total assets at beginning of year2013-05-31$15,992,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$10,014
Total interest from all sources2013-05-31$10,558
Total dividends received (eg from common stock, registered investment company shares)2013-05-31$277,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-05-31No
Was this plan covered by a fidelity bond2013-05-31Yes
Value of fidelity bond cover2013-05-31$500,000
If this is an individual account plan, was there a blackout period2013-05-31No
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Contributions received from participants2013-05-31$811,655
Participant contributions at end of year2013-05-31$234,146
Participant contributions at beginning of year2013-05-31$156,372
Participant contributions at beginning of year2013-05-31$4,875
Total non interest bearing cash at end of year2013-05-31$1,564
Total non interest bearing cash at beginning of year2013-05-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Value of net income/loss2013-05-31$2,061,557
Value of net assets at end of year (total assets less liabilities)2013-05-31$18,054,011
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$15,992,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-05-31$16,085,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-05-31$12,937,351
Interest on participant loans2013-05-31$10,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-05-31$1,231,463
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-05-31$1,658,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-05-31$1,658,238
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-05-31$124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-05-31$2,477,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31No
Was there a failure to transmit to the plan any participant contributions2013-05-31No
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Contributions received in cash from employer2013-05-31$348,030
Employer contributions (assets) at end of year2013-05-31$348,030
Employer contributions (assets) at beginning of year2013-05-31$358,033
Income. Dividends from common stock2013-05-31$277,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-05-31$1,928,322
Contract administrator fees2013-05-31$10,014
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-05-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-05-31$153,573
Assets. Corporate common stocks other than exployer securities at beginning of year2013-05-31$877,585
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Aggregate proceeds on sale of assets2013-05-31$2,214,116
Aggregate carrying amount (costs) on sale of assets2013-05-31$2,157,234
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31Yes
Opinion of an independent qualified public accountant for this plan2013-05-31Disclaimer
Accountancy firm name2013-05-31LEVINE, CAUFIELD, MARTIN & GOLDBERG
Accountancy firm EIN2013-05-31452981393
2012 : EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-05-31$21,481
Total unrealized appreciation/depreciation of assets2012-05-31$21,481
Total income from all sources (including contributions)2012-05-31$194,021
Total loss/gain on sale of assets2012-05-31$-142,398
Total of all expenses incurred2012-05-31$764,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$750,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$1,145,960
Value of total assets at end of year2012-05-31$15,992,454
Value of total assets at beginning of year2012-05-31$16,563,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$13,918
Total interest from all sources2012-05-31$6,436
Total dividends received (eg from common stock, registered investment company shares)2012-05-31$243,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$500,000
If this is an individual account plan, was there a blackout period2012-05-31No
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Contributions received from participants2012-05-31$781,540
Participant contributions at end of year2012-05-31$156,372
Participant contributions at beginning of year2012-05-31$113,350
Participant contributions at end of year2012-05-31$4,875
Participant contributions at beginning of year2012-05-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-05-31$6,387
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$-570,587
Value of net assets at end of year (total assets less liabilities)2012-05-31$15,992,454
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$16,563,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-05-31$12,937,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-05-31$13,432,580
Interest on participant loans2012-05-31$6,243
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-05-31$1,658,238
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-05-31$1,601,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-05-31$1,601,698
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-05-31$193
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-05-31$-1,081,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31No
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contributions received in cash from employer2012-05-31$358,033
Employer contributions (assets) at end of year2012-05-31$358,033
Employer contributions (assets) at beginning of year2012-05-31$348,995
Income. Dividends from common stock2012-05-31$243,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$750,690
Contract administrator fees2012-05-31$13,918
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-05-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-05-31$877,585
Assets. Corporate common stocks other than exployer securities at beginning of year2012-05-31$1,066,418
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Aggregate proceeds on sale of assets2012-05-31$5,354,665
Aggregate carrying amount (costs) on sale of assets2012-05-31$5,497,063
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31Yes
Opinion of an independent qualified public accountant for this plan2012-05-31Disclaimer
Accountancy firm name2012-05-31LEVINE, CAUFIELD, MARTIN & GOLDBERG
Accountancy firm EIN2012-05-31452981393
2011 : EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-05-31$128,120
Total unrealized appreciation/depreciation of assets2011-05-31$128,120
Total income from all sources (including contributions)2011-05-31$3,892,689
Total loss/gain on sale of assets2011-05-31$85,637
Total of all expenses incurred2011-05-31$417,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$404,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$1,095,933
Value of total assets at end of year2011-05-31$16,563,041
Value of total assets at beginning of year2011-05-31$13,088,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$13,389
Total interest from all sources2011-05-31$6,411
Total dividends received (eg from common stock, registered investment company shares)2011-05-31$153,356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$500,000
If this is an individual account plan, was there a blackout period2011-05-31No
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Contributions received from participants2011-05-31$720,953
Participant contributions at end of year2011-05-31$113,350
Participant contributions at beginning of year2011-05-31$108,762
Participant contributions at end of year2011-05-31$0
Participant contributions at beginning of year2011-05-31$3,592
Income. Received or receivable in cash from other sources (including rollovers)2011-05-31$25,985
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$3,474,712
Value of net assets at end of year (total assets less liabilities)2011-05-31$16,563,041
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$13,088,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-05-31$13,432,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-05-31$10,055,277
Interest on participant loans2011-05-31$5,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-05-31$1,601,698
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-05-31$1,932,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-05-31$1,932,704
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-05-31$421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-05-31$2,423,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31No
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Contributions received in cash from employer2011-05-31$348,995
Employer contributions (assets) at end of year2011-05-31$348,995
Employer contributions (assets) at beginning of year2011-05-31$319,316
Income. Dividends from common stock2011-05-31$153,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$404,588
Contract administrator fees2011-05-31$13,389
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-05-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-05-31$1,066,418
Assets. Corporate common stocks other than exployer securities at beginning of year2011-05-31$668,678
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Aggregate proceeds on sale of assets2011-05-31$4,549,124
Aggregate carrying amount (costs) on sale of assets2011-05-31$4,463,487
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31Yes
Opinion of an independent qualified public accountant for this plan2011-05-31Disclaimer
Accountancy firm name2011-05-31LEVINE, CAUFIELD, MARTIN & GOLDBERG
Accountancy firm EIN2011-05-31452981393

Form 5500 Responses for EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN

2021: EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-06-01Type of plan entitySingle employer plan
2021-06-01This submission is the final filingYes
2021-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement - TrustYes
2020: EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-06-01Type of plan entitySingle employer plan
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement - TrustYes
2019: EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-06-01Type of plan entitySingle employer plan
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement - TrustYes
2018: EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-06-01Type of plan entitySingle employer plan
2018-06-01Submission has been amendedYes
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement - TrustYes
2017: EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-06-01Type of plan entitySingle employer plan
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement - TrustYes
2016: EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement - TrustYes
2015: EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement - TrustYes
2014: EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement - TrustYes
2013: EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement - TrustYes
2012: EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement - TrustYes
2011: EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement - TrustYes
2010: EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-06-01Type of plan entitySingle employer plan
2010-06-01Plan funding arrangement – TrustYes
2010-06-01Plan benefit arrangement - TrustYes
2009: EYE HEALTH SERVICES, INC. SECTION 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Submission has been amendedYes
2009-06-01This submission is the final filingNo
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement - TrustYes

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