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MEDICAL AND SURGICAL EYE ASSOCIATES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameMEDICAL AND SURGICAL EYE ASSOCIATES, INC. PROFIT SHARING PLAN
Plan identification number 001

MEDICAL AND SURGICAL EYE ASSOCIATES, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

MEDICAL AND SURGICAL EYE ASSOCIATES, INC has sponsored the creation of one or more 401k plans.

Company Name:MEDICAL AND SURGICAL EYE ASSOCIATES, INC
Employer identification number (EIN):251200493
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Additional information about MEDICAL AND SURGICAL EYE ASSOCIATES, INC

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 683520

More information about MEDICAL AND SURGICAL EYE ASSOCIATES, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDICAL AND SURGICAL EYE ASSOCIATES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01JOEL D. BROWN, M.D.2023-01-31
0012020-07-01JOEL D. BROWN, M.D.2021-10-20
0012019-07-01JOEL D. BROWN, M.D.2021-01-14
0012018-07-01JOEL D. BROWN, M.D.2020-04-10
0012017-07-01JOEL D. BROWN, M.D.2019-03-11
0012016-07-01JOEL D. BROWN, M.D.
0012015-07-01JOEL D. BROWN, M.D.
0012014-07-01JOEL D. BROWN, M.D.
0012013-07-01
0012012-07-01JOHN MIKULLA
0012011-07-01JOHN MIKULLA
0012009-07-01JOHN MIKULLA

Plan Statistics for MEDICAL AND SURGICAL EYE ASSOCIATES, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for MEDICAL AND SURGICAL EYE ASSOCIATES, INC. PROFIT SHARING PLAN

Measure Date Value
2016: MEDICAL AND SURGICAL EYE ASSOCIATES, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-0112
Total number of active participants reported on line 7a of the Form 55002016-07-0111
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-012
Total of all active and inactive participants2016-07-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-0113
Number of participants with account balances2016-07-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: MEDICAL AND SURGICAL EYE ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0112
Total number of active participants reported on line 7a of the Form 55002015-07-0110
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-012
Total of all active and inactive participants2015-07-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-0112
Number of participants with account balances2015-07-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-012
2014: MEDICAL AND SURGICAL EYE ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-0113
Total number of active participants reported on line 7a of the Form 55002014-07-0112
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-0112
Number of participants with account balances2014-07-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: MEDICAL AND SURGICAL EYE ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0114
Total number of active participants reported on line 7a of the Form 55002013-07-0112
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-0113
Number of participants with account balances2013-07-0113
2012: MEDICAL AND SURGICAL EYE ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0114
Total number of active participants reported on line 7a of the Form 55002012-07-0111
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-012
Total of all active and inactive participants2012-07-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-0114
Number of participants with account balances2012-07-0114
2011: MEDICAL AND SURGICAL EYE ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0114
Total number of active participants reported on line 7a of the Form 55002011-07-0112
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-011
Total of all active and inactive participants2011-07-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-0114
Number of participants with account balances2011-07-0114
2009: MEDICAL AND SURGICAL EYE ASSOCIATES, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0113
Total number of active participants reported on line 7a of the Form 55002009-07-0111
Number of retired or separated participants receiving benefits2009-07-011
Number of other retired or separated participants entitled to future benefits2009-07-013
Total of all active and inactive participants2009-07-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0115

Financial Data on MEDICAL AND SURGICAL EYE ASSOCIATES, INC. PROFIT SHARING PLAN

Measure Date Value
2017 : MEDICAL AND SURGICAL EYE ASSOCIATES, INC. PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-06-30$0
Total plan liabilities at beginning of year2017-06-30$0
Total income from all sources2017-06-30$317,059
Expenses. Total of all expenses incurred2017-06-30$4,082,007
Benefits paid (including direct rollovers)2017-06-30$4,066,414
Total plan assets at end of year2017-06-30$1,255,361
Total plan assets at beginning of year2017-06-30$5,020,309
Value of fidelity bond covering the plan2017-06-30$500,000
Total contributions received or receivable from participants2017-06-30$0
Expenses. Other expenses not covered elsewhere2017-06-30$0
Contributions received from other sources (not participants or employers)2017-06-30$0
Other income received2017-06-30$277,754
Noncash contributions received2017-06-30$0
Net income (gross income less expenses)2017-06-30$-3,764,948
Net plan assets at end of year (total assets less liabilities)2017-06-30$1,255,361
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$5,020,309
Assets. Value of participant loans2017-06-30$13,431
Assets. Value of assets in partnership/joint-venture interests2017-06-30$55,676
Total contributions received or receivable from employer(s)2017-06-30$39,305
Value of certain deemed distributions of participant loans2017-06-30$0
Value of corrective distributions2017-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$15,593
2016 : MEDICAL AND SURGICAL EYE ASSOCIATES, INC. PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-06-30$0
Total plan liabilities at beginning of year2016-06-30$0
Total income from all sources2016-06-30$-88,462
Expenses. Total of all expenses incurred2016-06-30$212,545
Benefits paid (including direct rollovers)2016-06-30$169,375
Total plan assets at end of year2016-06-30$5,020,309
Total plan assets at beginning of year2016-06-30$5,321,316
Value of fidelity bond covering the plan2016-06-30$500,000
Total contributions received or receivable from participants2016-06-30$0
Expenses. Other expenses not covered elsewhere2016-06-30$0
Contributions received from other sources (not participants or employers)2016-06-30$0
Other income received2016-06-30$-127,404
Noncash contributions received2016-06-30$0
Net income (gross income less expenses)2016-06-30$-301,007
Net plan assets at end of year (total assets less liabilities)2016-06-30$5,020,309
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$5,321,316
Assets. Value of participant loans2016-06-30$21,730
Assets. Value of assets in partnership/joint-venture interests2016-06-30$56,126
Total contributions received or receivable from employer(s)2016-06-30$38,942
Value of certain deemed distributions of participant loans2016-06-30$0
Value of corrective distributions2016-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$43,170
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
2015 : MEDICAL AND SURGICAL EYE ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-06-30$0
Total plan liabilities at end of year2015-06-30$0
Total plan liabilities at beginning of year2015-06-30$0
Total income from all sources2015-06-30$30,487
Expenses. Total of all expenses incurred2015-06-30$404,441
Benefits paid (including direct rollovers)2015-06-30$357,995
Total plan assets at end of year2015-06-30$5,321,316
Total plan assets at beginning of year2015-06-30$5,695,270
Value of fidelity bond covering the plan2015-06-30$500,000
Total contributions received or receivable from participants2015-06-30$0
Expenses. Other expenses not covered elsewhere2015-06-30$0
Contributions received from other sources (not participants or employers)2015-06-30$0
Other income received2015-06-30$-33,587
Noncash contributions received2015-06-30$0
Net income (gross income less expenses)2015-06-30$-373,954
Net plan assets at end of year (total assets less liabilities)2015-06-30$5,321,316
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$5,695,270
Assets. Value of participant loans2015-06-30$26,459
Assets. Value of assets in partnership/joint-venture interests2015-06-30$56,753
Total contributions received or receivable from employer(s)2015-06-30$64,074
Value of certain deemed distributions of participant loans2015-06-30$0
Value of corrective distributions2015-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$46,446
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
2014 : MEDICAL AND SURGICAL EYE ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-06-30$854,813
Expenses. Total of all expenses incurred2014-06-30$56,988
Benefits paid (including direct rollovers)2014-06-30$56,988
Total plan assets at end of year2014-06-30$5,695,270
Total plan assets at beginning of year2014-06-30$4,897,445
Value of fidelity bond covering the plan2014-06-30$700,000
Other income received2014-06-30$790,598
Net income (gross income less expenses)2014-06-30$797,825
Net plan assets at end of year (total assets less liabilities)2014-06-30$5,695,270
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$4,897,445
Assets. Value of participant loans2014-06-30$16,508
Total contributions received or receivable from employer(s)2014-06-30$64,215
2013 : MEDICAL AND SURGICAL EYE ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-06-30$640,334
Expenses. Total of all expenses incurred2013-06-30$406,739
Benefits paid (including direct rollovers)2013-06-30$406,739
Total plan assets at end of year2013-06-30$4,897,445
Total plan assets at beginning of year2013-06-30$4,663,850
Value of fidelity bond covering the plan2013-06-30$500,000
Other income received2013-06-30$579,305
Net income (gross income less expenses)2013-06-30$233,595
Net plan assets at end of year (total assets less liabilities)2013-06-30$4,897,445
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$4,663,850
Assets. Value of participant loans2013-06-30$18,064
Total contributions received or receivable from employer(s)2013-06-30$61,029
2012 : MEDICAL AND SURGICAL EYE ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-06-30$-79,977
Expenses. Total of all expenses incurred2012-06-30$17,615
Benefits paid (including direct rollovers)2012-06-30$17,615
Total plan assets at end of year2012-06-30$4,663,850
Total plan assets at beginning of year2012-06-30$4,761,442
Value of fidelity bond covering the plan2012-06-30$500,000
Other income received2012-06-30$-141,850
Net income (gross income less expenses)2012-06-30$-97,592
Net plan assets at end of year (total assets less liabilities)2012-06-30$4,663,850
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$4,761,442
Assets. Value of participant loans2012-06-30$11,141
Total contributions received or receivable from employer(s)2012-06-30$61,873
2011 : MEDICAL AND SURGICAL EYE ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-06-30$773,909
Expenses. Total of all expenses incurred2011-06-30$30,398
Benefits paid (including direct rollovers)2011-06-30$30,398
Total plan assets at end of year2011-06-30$4,761,442
Total plan assets at beginning of year2011-06-30$4,017,931
Value of fidelity bond covering the plan2011-06-30$500,000
Other income received2011-06-30$713,692
Net income (gross income less expenses)2011-06-30$743,511
Net plan assets at end of year (total assets less liabilities)2011-06-30$4,761,442
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$4,017,931
Assets. Value of participant loans2011-06-30$11,914
Total contributions received or receivable from employer(s)2011-06-30$60,217

Form 5500 Responses for MEDICAL AND SURGICAL EYE ASSOCIATES, INC. PROFIT SHARING PLAN

2016: MEDICAL AND SURGICAL EYE ASSOCIATES, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: MEDICAL AND SURGICAL EYE ASSOCIATES, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: MEDICAL AND SURGICAL EYE ASSOCIATES, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: MEDICAL AND SURGICAL EYE ASSOCIATES, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: MEDICAL AND SURGICAL EYE ASSOCIATES, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: MEDICAL AND SURGICAL EYE ASSOCIATES, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: MEDICAL AND SURGICAL EYE ASSOCIATES, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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