401k Plan data: EYE CARE GROUP, PLLC 401(K) PLAN plan

EYE CARE GROUP, PLLC 401(K) PLAN 401k Plan overview

Plan Name	EYE CARE GROUP, PLLC 401(K) PLAN
Plan identification number	002

EYE CARE GROUP, PLLC 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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 GROUP, PLLC has sponsored the creation of one or more 401k plans.

Company Name: EYE CARE GROUP, PLLC

Employer identification number (EIN): 201465439

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EYE CARE GROUP, PLLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01
002 2018-01-01
002 2017-01-01 LINDA LEWIS, O.D.
002 2016-01-01 LINDA LEWIS, O.D.
002 2015-01-01 LINDA LEWIS, O.D.

Plan Statistics for EYE CARE GROUP, PLLC 401(K) PLAN

401k plan membership statisitcs for EYE CARE GROUP, PLLC 401(K) PLAN

Measure Date Value
2019: EYE CARE GROUP, PLLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 11
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 11
Number of participants with account balances 2019-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: EYE CARE GROUP, PLLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 51
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 51
Number of participants with account balances 2018-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: EYE CARE GROUP, PLLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 37
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 19
Total of all active and inactive participants 2017-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 56
Number of participants with account balances 2017-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: EYE CARE GROUP, PLLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 47
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 17
Total of all active and inactive participants 2016-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 64
Number of participants with account balances 2016-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: EYE CARE GROUP, PLLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 45
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 17
Total of all active and inactive participants 2015-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 62
Number of participants with account balances 2015-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2019: EYE CARE GROUP, PLLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	11
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	11
Number of participants with account balances	2019-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: EYE CARE GROUP, PLLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	51
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	51
Number of participants with account balances	2018-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: EYE CARE GROUP, PLLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	37
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	19
Total of all active and inactive participants	2017-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	56
Number of participants with account balances	2017-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: EYE CARE GROUP, PLLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	47
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	17
Total of all active and inactive participants	2016-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	64
Number of participants with account balances	2016-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: EYE CARE GROUP, PLLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	45
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	17
Total of all active and inactive participants	2015-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	62
Number of participants with account balances	2015-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on EYE CARE GROUP, PLLC 401(K) PLAN

Measure	Date	Value
2019 : EYE CARE GROUP, PLLC 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$103,350
Expenses. Total of all expenses incurred	2019-12-31	$1,438,220
Benefits paid (including direct rollovers)	2019-12-31	$1,436,219
Total plan assets at end of year	2019-12-31	$76,678
Total plan assets at beginning of year	2019-12-31	$1,411,548
Value of fidelity bond covering the plan	2019-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$2,001
Other income received	2019-12-31	$103,350
Net income (gross income less expenses)	2019-12-31	$-1,334,870
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$76,678
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,411,548
2018 : EYE CARE GROUP, PLLC 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$18,294
Expenses. Total of all expenses incurred	2018-12-31	$51,360
Benefits paid (including direct rollovers)	2018-12-31	$51,060
Total plan assets at end of year	2018-12-31	$1,411,548
Total plan assets at beginning of year	2018-12-31	$1,444,614
Value of fidelity bond covering the plan	2018-12-31	$100,000
Total contributions received or receivable from participants	2018-12-31	$71,457
Expenses. Other expenses not covered elsewhere	2018-12-31	$300
Other income received	2018-12-31	$-102,614
Net income (gross income less expenses)	2018-12-31	$-33,066
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,411,548
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,444,614
Total contributions received or receivable from employer(s)	2018-12-31	$49,451
2017 : EYE CARE GROUP, PLLC 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$344,995
Expenses. Total of all expenses incurred	2017-12-31	$5,920
Benefits paid (including direct rollovers)	2017-12-31	$5,920
Total plan assets at end of year	2017-12-31	$1,444,614
Total plan assets at beginning of year	2017-12-31	$1,105,539
Value of fidelity bond covering the plan	2017-12-31	$100,000
Total contributions received or receivable from participants	2017-12-31	$72,658
Other income received	2017-12-31	$221,743
Net income (gross income less expenses)	2017-12-31	$339,075
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,444,614
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,105,539
Total contributions received or receivable from employer(s)	2017-12-31	$50,594
2016 : EYE CARE GROUP, PLLC 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$189,525
Expenses. Total of all expenses incurred	2016-12-31	$108,229
Benefits paid (including direct rollovers)	2016-12-31	$108,229
Total plan assets at end of year	2016-12-31	$1,105,539
Total plan assets at beginning of year	2016-12-31	$1,024,243
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$63,916
Other income received	2016-12-31	$76,496
Net income (gross income less expenses)	2016-12-31	$81,296
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,105,539
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,024,243
Assets. Value of participant loans	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$49,113
2015 : EYE CARE GROUP, PLLC 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$56,149
Expenses. Total of all expenses incurred	2015-12-31	$15,615
Benefits paid (including direct rollovers)	2015-12-31	$15,615
Total plan assets at end of year	2015-12-31	$1,024,243
Total plan assets at beginning of year	2015-12-31	$983,709
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$31,431
Other income received	2015-12-31	$-329
Net income (gross income less expenses)	2015-12-31	$40,534
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,024,243
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$983,709
Assets. Value of participant loans	2015-12-31	$1,707
Total contributions received or receivable from employer(s)	2015-12-31	$25,047

Form 5500 Responses for EYE CARE GROUP, PLLC 401(K) PLAN

2019: EYE CARE GROUP, PLLC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: EYE CARE GROUP, PLLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: EYE CARE GROUP, PLLC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: EYE CARE GROUP, PLLC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: EYE CARE GROUP, PLLC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

814316

Policy instance

Insurance contract or identification number	814316
Number of Individuals Covered	12
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $761
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $685
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

814316

Policy instance

Insurance contract or identification number	814316
Number of Individuals Covered	50
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $4,458
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,012
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

814316

Policy instance

Insurance contract or identification number	814316
Number of Individuals Covered	46
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $3,788
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,409
Insurance broker organization code?	3
Insurance broker name	ALEXANDER THOMPSON ARNOLD

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

814316

Policy instance

Insurance contract or identification number	814316
Number of Individuals Covered	41
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $261
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $26
Insurance broker organization code?	3
Insurance broker name	VOYA

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Company Name:	EYE CARE GROUP, PLLC
Employer identification number (EIN):	201465439
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists