401k Plan data: BETHESDA VISION CARE CASH BALANCE PLAN plan

BETHESDA VISION CARE CASH BALANCE PLAN 401k Plan overview

Plan Name	BETHESDA VISION CARE CASH BALANCE PLAN
Plan identification number	002

BETHESDA VISION CARE CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BETHESDA VISION CARE has sponsored the creation of one or more 401k plans.

Company Name: BETHESDA VISION CARE

Employer identification number (EIN): 203808357

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BETHESDA VISION CARE CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 TAMARA FARMER 2020-06-23 TAMARA FARMER 2020-06-23
002 2018-01-01 TAMARA FARMER 2019-04-08 TAMARA FARMER 2019-04-08
002 2017-01-01 TAMARA FARMER 2018-09-25 TAMARA FARMER 2018-09-25
002 2016-01-01 TAMARA FARMER 2017-07-27 TAMARA FARMER 2017-07-27
002 2015-01-01 TAMARA FARMER 2016-09-14 TAMARA FARMER 2016-09-14
002 2014-01-01 MICHAEL BERENHAUS 2015-09-09
002 2013-01-01 MICHAEL BERENHAUS 2014-10-08
002 2012-01-01 TAMARA FARMER 2013-09-10
002 2010-01-01 MICHAEL BERENHAUS 2011-10-17 MICHAEL BERENHAUS 2011-10-17
002 2009-01-01 MICHAEL BERENHAUS MICHAEL BERENHAUS 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01	TAMARA FARMER	2020-06-23	TAMARA FARMER	2020-06-23
002	2018-01-01	TAMARA FARMER	2019-04-08	TAMARA FARMER	2019-04-08
002	2017-01-01	TAMARA FARMER	2018-09-25	TAMARA FARMER	2018-09-25
002	2016-01-01	TAMARA FARMER	2017-07-27	TAMARA FARMER	2017-07-27
002	2015-01-01	TAMARA FARMER	2016-09-14	TAMARA FARMER	2016-09-14
002	2014-01-01	MICHAEL BERENHAUS	2015-09-09
002	2013-01-01	MICHAEL BERENHAUS	2014-10-08
002	2012-01-01	TAMARA FARMER	2013-09-10
002	2010-01-01	MICHAEL BERENHAUS	2011-10-17	MICHAEL BERENHAUS	2011-10-17
002	2009-01-01	MICHAEL BERENHAUS		MICHAEL BERENHAUS	2010-10-15

Plan Statistics for BETHESDA VISION CARE CASH BALANCE PLAN

401k plan membership statisitcs for BETHESDA VISION CARE CASH BALANCE PLAN

Measure Date Value
2019: BETHESDA VISION CARE CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,024,591
Acturial value of plan assets 2019-12-31 2,024,591
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 7
Fundng target for terminated vested participants 2019-12-31 18,091
Active participant vested funding target 2019-12-31 1,885,894
Number of active participants 2019-12-31 17
Total funding liabilities for active participants 2019-12-31 1,914,578
Total participant count 2019-12-31 24
Total funding target for all participants 2019-12-31 1,932,669
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 81,377
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 81,377
Present value of excess contributions 2019-12-31 91,748
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 96,858
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 96,858
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 86,403
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 91,922
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 79,521
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 79,521
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 79,521
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: BETHESDA VISION CARE CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,739,227
Acturial value of plan assets 2018-12-31 1,739,227
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 7
Fundng target for terminated vested participants 2018-12-31 20,097
Active participant vested funding target 2018-12-31 1,604,812
Number of active participants 2018-12-31 14
Total funding liabilities for active participants 2018-12-31 1,610,354
Total participant count 2018-12-31 21
Total funding target for all participants 2018-12-31 1,630,451
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 41,982
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 41,982
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 76,160
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 81,377
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 81,377
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 81,377
Total employer contributions 2018-12-31 282,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 266,487
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 202,138
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 174,739
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 174,739
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 266,487
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: BETHESDA VISION CARE CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,436,147
Acturial value of plan assets 2017-12-31 1,436,147
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 6
Fundng target for terminated vested participants 2017-12-31 20,539
Active participant vested funding target 2017-12-31 1,364,647
Number of active participants 2017-12-31 15
Total funding liabilities for active participants 2017-12-31 1,373,626
Total participant count 2017-12-31 21
Total funding target for all participants 2017-12-31 1,394,165
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 23,912
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 23,912
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 95,595
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 99,796
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 99,796
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 57,814
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 41,982
Total employer contributions 2017-12-31 222,085
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 197,646
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 163,468
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 163,468
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 41,982
Additional cash requirement 2017-12-31 121,486
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 197,646
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: BETHESDA VISION CARE CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,172,297
Acturial value of plan assets 2016-12-31 1,172,297
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 4
Fundng target for terminated vested participants 2016-12-31 10,839
Active participant vested funding target 2016-12-31 1,136,474
Number of active participants 2016-12-31 10
Total funding liabilities for active participants 2016-12-31 1,141,600
Total participant count 2016-12-31 14
Total funding target for all participants 2016-12-31 1,152,439
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 87,480
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 87,480
Present value of excess contributions 2016-12-31 45,549
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 48,337
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 48,337
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 106,971
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 23,912
Total employer contributions 2016-12-31 269,384
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 246,130
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 173,777
Net shortfall amortization installment of oustanding balance 2016-12-31 4,054
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 174,447
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 23,912
Additional cash requirement 2016-12-31 150,535
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 246,130
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2009: BETHESDA VISION CARE CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2019: BETHESDA VISION CARE CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,024,591
Acturial value of plan assets	2019-12-31	2,024,591
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	7
Fundng target for terminated vested participants	2019-12-31	18,091
Active participant vested funding target	2019-12-31	1,885,894
Number of active participants	2019-12-31	17
Total funding liabilities for active participants	2019-12-31	1,914,578
Total participant count	2019-12-31	24
Total funding target for all participants	2019-12-31	1,932,669
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	81,377
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	81,377
Present value of excess contributions	2019-12-31	91,748
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	96,858
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	96,858
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	86,403
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	91,922
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	79,521
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	79,521
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	79,521
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: BETHESDA VISION CARE CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,739,227
Acturial value of plan assets	2018-12-31	1,739,227
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	7
Fundng target for terminated vested participants	2018-12-31	20,097
Active participant vested funding target	2018-12-31	1,604,812
Number of active participants	2018-12-31	14
Total funding liabilities for active participants	2018-12-31	1,610,354
Total participant count	2018-12-31	21
Total funding target for all participants	2018-12-31	1,630,451
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	41,982
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	41,982
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	76,160
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	81,377
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	81,377
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	81,377
Total employer contributions	2018-12-31	282,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	266,487
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	202,138
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	174,739
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	174,739
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	266,487
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: BETHESDA VISION CARE CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,436,147
Acturial value of plan assets	2017-12-31	1,436,147
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	6
Fundng target for terminated vested participants	2017-12-31	20,539
Active participant vested funding target	2017-12-31	1,364,647
Number of active participants	2017-12-31	15
Total funding liabilities for active participants	2017-12-31	1,373,626
Total participant count	2017-12-31	21
Total funding target for all participants	2017-12-31	1,394,165
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	23,912
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	23,912
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	95,595
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	99,796
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	99,796
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	57,814
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	41,982
Total employer contributions	2017-12-31	222,085
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	197,646
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	163,468
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	163,468
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	41,982
Additional cash requirement	2017-12-31	121,486
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	197,646
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: BETHESDA VISION CARE CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,172,297
Acturial value of plan assets	2016-12-31	1,172,297
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	4
Fundng target for terminated vested participants	2016-12-31	10,839
Active participant vested funding target	2016-12-31	1,136,474
Number of active participants	2016-12-31	10
Total funding liabilities for active participants	2016-12-31	1,141,600
Total participant count	2016-12-31	14
Total funding target for all participants	2016-12-31	1,152,439
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	87,480
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	87,480
Present value of excess contributions	2016-12-31	45,549
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	48,337
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	48,337
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	106,971
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	23,912
Total employer contributions	2016-12-31	269,384
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	246,130
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	173,777
Net shortfall amortization installment of oustanding balance	2016-12-31	4,054
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	174,447
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	23,912
Additional cash requirement	2016-12-31	150,535
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	246,130
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2009: BETHESDA VISION CARE CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BETHESDA VISION CARE CASH BALANCE PLAN

Measure	Date	Value
2009 : BETHESDA VISION CARE CASH BALANCE PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BETHESDA VISION CARE CASH BALANCE PLAN

2009: BETHESDA VISION CARE CASH BALANCE PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

BETHESDA VISION CARE CASH BALANCE PLAN [EIN = 202808357]

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Company Name:	BETHESDA VISION CARE
Employer identification number (EIN):	203808357
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists