BLUE RIDGE OPTHALMOLOGY, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BLUE RIDGE OPTHALMOLOGY, PLLC EMPLOYEE RETIREMENT SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2023 : BLUE RIDGE OPTHALMOLOGY, PLLC EMPLOYEE RETIREMENT SAVINGS PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $391,027 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $15,737 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $11,002 |
| Total plan assets at end of year | 2023-12-31 | $2,263,813 |
| Total plan assets at beginning of year | 2023-12-31 | $1,888,523 |
| Value of fidelity bond covering the plan | 2023-12-31 | $250,000 |
| Assets. Value of tangible personal property | 2023-12-31 | $0 |
| Total contributions received or receivable from participants | 2023-12-31 | $39,024 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $7,331 |
| Other income received | 2023-12-31 | $326,702 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $375,290 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $2,263,813 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,888,523 |
| Assets. Value of participant loans | 2023-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
| Assets. Value of employer securities | 2023-12-31 | $0 |
| Assets. Value of employer real property | 2023-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $17,970 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $4,735 |
| 2022 : BLUE RIDGE OPTHALMOLOGY, PLLC EMPLOYEE RETIREMENT SAVINGS PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-290,079 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $12,044 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $10,572 |
| Total plan assets at end of year | 2022-12-31 | $1,888,523 |
| Total plan assets at beginning of year | 2022-12-31 | $2,190,646 |
| Value of fidelity bond covering the plan | 2022-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $40,147 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-348,743 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-302,123 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,888,523 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,190,646 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $18,517 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $1,472 |
| 2021 : BLUE RIDGE OPTHALMOLOGY, PLLC EMPLOYEE RETIREMENT SAVINGS PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $414,232 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $107,578 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $107,302 |
| Total plan assets at end of year | 2021-12-31 | $2,190,646 |
| Total plan assets at beginning of year | 2021-12-31 | $1,883,992 |
| Value of fidelity bond covering the plan | 2021-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $36,050 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $84,539 |
| Other income received | 2021-12-31 | $274,631 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $306,654 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,190,646 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,883,992 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $19,012 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $276 |
| 2017 : BLUE RIDGE OPTHALMOLOGY, PLLC EMPLOYEE RETIREMENT SAVINGS PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $172,420 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $2,067 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $2,067 |
| Total plan assets at end of year | 2017-12-31 | $520,509 |
| Total plan assets at beginning of year | 2017-12-31 | $350,156 |
| Value of fidelity bond covering the plan | 2017-12-31 | $62,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $44,246 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $1,048 |
| Other income received | 2017-12-31 | $55,023 |
| Net income (gross income less expenses) | 2017-12-31 | $170,353 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $520,509 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $350,156 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $73,151 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : BLUE RIDGE OPTHALMOLOGY, PLLC EMPLOYEE RETIREMENT SAVINGS PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $133,577 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $3,155 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $3,155 |
| Total plan assets at end of year | 2016-12-31 | $350,156 |
| Total plan assets at beginning of year | 2016-12-31 | $219,734 |
| Value of fidelity bond covering the plan | 2016-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $41,173 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $20,152 |
| Net income (gross income less expenses) | 2016-12-31 | $130,422 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $350,156 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $219,734 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2016-12-31 | $23,650 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $72,252 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2023: BLUE RIDGE OPTHALMOLOGY, PLLC EMPLOYEE RETIREMENT SAVINGS PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: BLUE RIDGE OPTHALMOLOGY, PLLC EMPLOYEE RETIREMENT SAVINGS PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: BLUE RIDGE OPTHALMOLOGY, PLLC EMPLOYEE RETIREMENT SAVINGS PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: BLUE RIDGE OPTHALMOLOGY, PLLC EMPLOYEE RETIREMENT SAVINGS PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: BLUE RIDGE OPTHALMOLOGY, PLLC EMPLOYEE RETIREMENT SAVINGS PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
