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EYE CARE MEDICINE & SURGERY, PC PROFIT SHARING PLAN 401k Plan overview

Plan NameEYE CARE MEDICINE & SURGERY, PC PROFIT SHARING PLAN
Plan identification number 001

EYE CARE MEDICINE & SURGERY, PC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

EYE CARE MEDICINE & SURGERY, PC has sponsored the creation of one or more 401k plans.

Company Name:EYE CARE MEDICINE & SURGERY, PC
Employer identification number (EIN):161535664
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EYE CARE MEDICINE & SURGERY, PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01DENNIS J. PICANO2017-02-01
0012015-01-01DENNIS J. PICANO2016-06-02
0012014-01-01DENNIS J. PICANO
0012013-01-01DENNIS J. PICANO
0012012-01-01DENNIS J. PICANO
0012011-01-01DENNIS J. PICANO
0012009-01-01DENNIS J. PICANO

Plan Statistics for EYE CARE MEDICINE & SURGERY, PC PROFIT SHARING PLAN

401k plan membership statisitcs for EYE CARE MEDICINE & SURGERY, PC PROFIT SHARING PLAN

Measure Date Value
2014: EYE CARE MEDICINE & SURGERY, PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EYE CARE MEDICINE & SURGERY, PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-015
Total of all active and inactive participants2013-01-015
Total participants2013-01-015
Number of participants with account balances2013-01-015
2012: EYE CARE MEDICINE & SURGERY, PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-016
Total of all active and inactive participants2012-01-016
Total participants2012-01-016
Number of participants with account balances2012-01-016
2011: EYE CARE MEDICINE & SURGERY, PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: EYE CARE MEDICINE & SURGERY, PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-016
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
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 EYE CARE MEDICINE & SURGERY, PC PROFIT SHARING PLAN

Measure Date Value
2014 : EYE CARE MEDICINE & SURGERY, PC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$168,565
Expenses. Total of all expenses incurred2014-12-31$9,243
Benefits paid (including direct rollovers)2014-12-31$734
Total plan assets at end of year2014-12-31$1,730,290
Total plan assets at beginning of year2014-12-31$1,570,968
Value of fidelity bond covering the plan2014-12-31$150,000
Total contributions received or receivable from participants2014-12-31$48,321
Other income received2014-12-31$114,269
Net income (gross income less expenses)2014-12-31$159,322
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,730,290
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,570,968
Total contributions received or receivable from employer(s)2014-12-31$5,975
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$8,509
2013 : EYE CARE MEDICINE & SURGERY, PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$282,870
Expenses. Total of all expenses incurred2013-12-31$13,005
Benefits paid (including direct rollovers)2013-12-31$5,833
Total plan assets at end of year2013-12-31$1,570,968
Total plan assets at beginning of year2013-12-31$1,301,103
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$41,426
Other income received2013-12-31$231,520
Net income (gross income less expenses)2013-12-31$269,865
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,570,968
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,301,103
Total contributions received or receivable from employer(s)2013-12-31$9,924
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$7,172
2012 : EYE CARE MEDICINE & SURGERY, PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$182,278
Expenses. Total of all expenses incurred2012-12-31$68,948
Benefits paid (including direct rollovers)2012-12-31$62,572
Total plan assets at end of year2012-12-31$1,301,103
Total plan assets at beginning of year2012-12-31$1,187,773
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$45,985
Other income received2012-12-31$127,485
Net income (gross income less expenses)2012-12-31$113,330
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,301,103
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,187,773
Total contributions received or receivable from employer(s)2012-12-31$8,808
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$6,376
2011 : EYE CARE MEDICINE & SURGERY, PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$56,431
Expenses. Total of all expenses incurred2011-12-31$6,799
Total plan assets at end of year2011-12-31$1,187,773
Total plan assets at beginning of year2011-12-31$1,138,141
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$46,844
Other income received2011-12-31$990
Net income (gross income less expenses)2011-12-31$49,632
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,187,773
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,138,141
Total contributions received or receivable from employer(s)2011-12-31$8,597
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$6,799
2010 : EYE CARE MEDICINE & SURGERY, PC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$458,625
Expenses. Total of all expenses incurred2010-12-31$5,328
Total plan assets at end of year2010-12-31$1,138,141
Total plan assets at beginning of year2010-12-31$684,844
Value of fidelity bond covering the plan2010-12-31$75,000
Total contributions received or receivable from participants2010-12-31$343,119
Other income received2010-12-31$106,200
Net income (gross income less expenses)2010-12-31$453,297
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,138,141
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$684,844
Total contributions received or receivable from employer(s)2010-12-31$9,306
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$5,328

Form 5500 Responses for EYE CARE MEDICINE & SURGERY, PC PROFIT SHARING PLAN

2014: EYE CARE MEDICINE & SURGERY, PC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EYE CARE MEDICINE & SURGERY, PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EYE CARE MEDICINE & SURGERY, PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EYE CARE MEDICINE & SURGERY, PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EYE CARE MEDICINE & SURGERY, PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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