401k Plan data: OHIO VALLEY EYE PHYSICIANS & SURGEONS, PLLC CASH BALANCE PENSION PLAN plan

OHIO VALLEY EYE PHYSICIANS & SURGEONS, PLLC CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	OHIO VALLEY EYE PHYSICIANS & SURGEONS, PLLC CASH BALANCE PENSION PLAN
Plan identification number	003

OHIO VALLEY EYE PHYSICIANS & SURGEONS, PLLC CASH BALANCE PENSION 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 covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

OHIO VALLEY EYE PHYSICIANS & SURGEONS has sponsored the creation of one or more 401k plans.

Company Name: OHIO VALLEY EYE PHYSICIANS & SURGEONS

Employer identification number (EIN): 311346043

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OHIO VALLEY EYE PHYSICIANS & SURGEONS, PLLC CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01

Plan Statistics for OHIO VALLEY EYE PHYSICIANS & SURGEONS, PLLC CASH BALANCE PENSION PLAN

401k plan membership statisitcs for OHIO VALLEY EYE PHYSICIANS & SURGEONS, PLLC CASH BALANCE PENSION PLAN

Measure Date Value
2025: OHIO VALLEY EYE PHYSICIANS & SURGEONS, PLLC CASH BALANCE PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-09-24 60
Total number of particpants at end of year 2025-09-24 57
2024: OHIO VALLEY EYE PHYSICIANS & SURGEONS, PLLC CASH BALANCE PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-09 65
Total number of particpants at end of year 2024-10-09 61
2022: OHIO VALLEY EYE PHYSICIANS & SURGEONS, PLLC CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,268,057
Acturial value of plan assets 2022-12-31 2,268,057
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 5
Fundng target for terminated vested participants 2022-12-31 25,617
Active participant vested funding target 2022-12-31 2,696,445
Number of active participants 2022-12-31 57
Total funding liabilities for active participants 2022-12-31 2,696,445
Total participant count 2022-12-31 62
Total funding target for all participants 2022-12-31 2,722,062
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 23,691
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 14,734
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 8,957
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 9,980
Total employer contributions 2022-12-31 800,000
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 784,944
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 471,490
Net shortfall amortization installment of oustanding balance 2022-12-31 464,492
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 514,414
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 514,414
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 784,944
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total number of particpants at beginning of year 2022-09-23 60
Total number of particpants at end of year 2022-09-23 52
2021: OHIO VALLEY EYE PHYSICIANS & SURGEONS, PLLC CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,076,319
Acturial value of plan assets 2021-12-31 2,076,319
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 4
Fundng target for terminated vested participants 2021-12-31 19,868
Active participant vested funding target 2021-12-31 1,966,936
Number of active participants 2021-12-31 48
Total funding liabilities for active participants 2021-12-31 1,966,936
Total participant count 2021-12-31 52
Total funding target for all participants 2021-12-31 1,986,804
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 16,965
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 16,965
Present value of excess contributions 2021-12-31 4,253
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 4,253
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 4,253
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 23,691
Total employer contributions 2021-12-31 541,070
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 535,136
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 615,230
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 550,628
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 15,492
Additional cash requirement 2021-12-31 535,136
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 535,136
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: OHIO VALLEY EYE PHYSICIANS & SURGEONS, PLLC CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,416,434
Acturial value of plan assets 2020-12-31 1,416,434
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 3
Fundng target for terminated vested participants 2020-12-31 8,085
Active participant vested funding target 2020-12-31 1,260,626
Number of active participants 2020-12-31 55
Total funding liabilities for active participants 2020-12-31 1,261,928
Total participant count 2020-12-31 58
Total funding target for all participants 2020-12-31 1,270,013
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 21,256
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 6,229
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 15,027
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 16,965
Total employer contributions 2020-12-31 494,871
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 479,637
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 603,924
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 475,384
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 475,384
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 479,637
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: OHIO VALLEY EYE PHYSICIANS & SURGEONS, PLLC CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 666,346
Acturial value of plan assets 2019-12-31 666,346
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 0
Number of active participants 2019-12-31 50
Total funding liabilities for active participants 2019-12-31 628,905
Total participant count 2019-12-31 50
Total funding target for all participants 2019-12-31 628,905
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 0
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 0
Present value of excess contributions 2019-12-31 21,256
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 21,256
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 21,256
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 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 21,256
Total employer contributions 2019-12-31 594,095
Total employee contributions 2019-12-31 0
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 2019-12-31 589,564
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 2019-12-31 611,220
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 2019-12-31 596,106
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 6,542
Additional cash requirement 2019-12-31 589,564
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 589,564
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: OHIO VALLEY EYE PHYSICIANS & SURGEONS, PLLC CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 0
Acturial value of plan assets 2018-12-31 0
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 0
Number of active participants 2018-12-31 48
Total funding liabilities for active participants 2018-12-31 0
Total participant count 2018-12-31 48
Total funding target for all participants 2018-12-31 0
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 0
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 0
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 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
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 0
Total employer contributions 2018-12-31 606,382
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 2018-12-31 601,359
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 2018-12-31 580,103
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 2018-12-31 580,103
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 2018-12-31 580,103
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 601,359
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0

Measure	Date	Value
2025: OHIO VALLEY EYE PHYSICIANS & SURGEONS, PLLC CASH BALANCE PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-09-24	60
Total number of particpants at end of year	2025-09-24	57
2024: OHIO VALLEY EYE PHYSICIANS & SURGEONS, PLLC CASH BALANCE PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-09	65
Total number of particpants at end of year	2024-10-09	61
2022: OHIO VALLEY EYE PHYSICIANS & SURGEONS, PLLC CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,268,057
Acturial value of plan assets	2022-12-31	2,268,057
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	5
Fundng target for terminated vested participants	2022-12-31	25,617
Active participant vested funding target	2022-12-31	2,696,445
Number of active participants	2022-12-31	57
Total funding liabilities for active participants	2022-12-31	2,696,445
Total participant count	2022-12-31	62
Total funding target for all participants	2022-12-31	2,722,062
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	23,691
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	14,734
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	8,957
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	9,980
Total employer contributions	2022-12-31	800,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	784,944
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	471,490
Net shortfall amortization installment of oustanding balance	2022-12-31	464,492
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	514,414
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	514,414
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	784,944
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total number of particpants at beginning of year	2022-09-23	60
Total number of particpants at end of year	2022-09-23	52
2021: OHIO VALLEY EYE PHYSICIANS & SURGEONS, PLLC CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,076,319
Acturial value of plan assets	2021-12-31	2,076,319
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	4
Fundng target for terminated vested participants	2021-12-31	19,868
Active participant vested funding target	2021-12-31	1,966,936
Number of active participants	2021-12-31	48
Total funding liabilities for active participants	2021-12-31	1,966,936
Total participant count	2021-12-31	52
Total funding target for all participants	2021-12-31	1,986,804
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	16,965
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	16,965
Present value of excess contributions	2021-12-31	4,253
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	4,253
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	4,253
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	23,691
Total employer contributions	2021-12-31	541,070
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	535,136
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	615,230
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	550,628
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	15,492
Additional cash requirement	2021-12-31	535,136
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	535,136
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: OHIO VALLEY EYE PHYSICIANS & SURGEONS, PLLC CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,416,434
Acturial value of plan assets	2020-12-31	1,416,434
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	3
Fundng target for terminated vested participants	2020-12-31	8,085
Active participant vested funding target	2020-12-31	1,260,626
Number of active participants	2020-12-31	55
Total funding liabilities for active participants	2020-12-31	1,261,928
Total participant count	2020-12-31	58
Total funding target for all participants	2020-12-31	1,270,013
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	21,256
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	6,229
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	15,027
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	16,965
Total employer contributions	2020-12-31	494,871
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	479,637
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	603,924
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	475,384
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	475,384
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	479,637
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: OHIO VALLEY EYE PHYSICIANS & SURGEONS, PLLC CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	666,346
Acturial value of plan assets	2019-12-31	666,346
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	0
Number of active participants	2019-12-31	50
Total funding liabilities for active participants	2019-12-31	628,905
Total participant count	2019-12-31	50
Total funding target for all participants	2019-12-31	628,905
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	0
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	0
Present value of excess contributions	2019-12-31	21,256
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	21,256
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	21,256
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	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	21,256
Total employer contributions	2019-12-31	594,095
Total employee contributions	2019-12-31	0
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	589,564
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	611,220
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	596,106
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	6,542
Additional cash requirement	2019-12-31	589,564
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	589,564
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: OHIO VALLEY EYE PHYSICIANS & SURGEONS, PLLC CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	0
Acturial value of plan assets	2018-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	0
Number of active participants	2018-12-31	48
Total funding liabilities for active participants	2018-12-31	0
Total participant count	2018-12-31	48
Total funding target for all participants	2018-12-31	0
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	0
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	0
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	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
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	0
Total employer contributions	2018-12-31	606,382
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	601,359
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	580,103
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	580,103
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	580,103
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	601,359
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0

Financial Data on OHIO VALLEY EYE PHYSICIANS & SURGEONS, PLLC CASH BALANCE PENSION PLAN

Measure	Date	Value
2025 : OHIO VALLEY EYE PHYSICIANS & SURGEONS, PLLC CASH BALANCE PENSION PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-09-24	48039
Net assets as of the end of the plan year	2025-09-24	4443255
Total assets as of the beginning of the plan year	2025-09-24	3780207
Value of plan covered by a fidelity bond	2025-09-24	500000
Other income to plan in this plan year	2025-09-24	244457
Plan net income in this plan year	2025-09-24	663048
Net assets as of the end of the plan year	2025-09-24	4443255
Net assets as of the beginning of the plan year	2025-09-24	3780207
Employer contributions to plan in this plan year	2025-09-24	466630
Expensese paid to adminstrative service provicers from plan in this plan year	2025-09-24	25457
2024 : OHIO VALLEY EYE PHYSICIANS & SURGEONS, PLLC CASH BALANCE PENSION PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-09	41274
Net assets as of the end of the plan year	2024-10-09	3780207
Total assets as of the beginning of the plan year	2024-10-09	3068057
Value of plan covered by a fidelity bond	2024-10-09	500000
Other income to plan in this plan year	2024-10-09	286145
Plan net income in this plan year	2024-10-09	712150
Net assets as of the end of the plan year	2024-10-09	3780207
Net assets as of the beginning of the plan year	2024-10-09	3068057
Employer contributions to plan in this plan year	2024-10-09	467279
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-09	28066
2022 : OHIO VALLEY EYE PHYSICIANS & SURGEONS, PLLC CASH BALANCE PENSION PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-09-23	0
Total liabilities as of the end of the plan year	2022-09-23	0
Total liabilities as of the beginning of the plan year	2022-09-23	0
Total expenses incurred by plan in this plan year	2022-09-23	17880
Net assets as of the end of the plan year	2022-09-23	2617389
Total assets as of the beginning of the plan year	2022-09-23	1911305
Value of plan covered by a fidelity bond	2022-09-23	500000
Participant contributions to plan in this plan year	2022-09-23	0
Other expenses paid from plan in this plan year	2022-09-23	0
Other contributions to plan in this plan year	2022-09-23	0
Other income to plan in this plan year	2022-09-23	182894
Plan net income in this plan year	2022-09-23	706084
Net assets as of the end of the plan year	2022-09-23	2617389
Net assets as of the beginning of the plan year	2022-09-23	1911305
Employer contributions to plan in this plan year	2022-09-23	541070
Expensese paid to adminstrative service provicers from plan in this plan year	2022-09-23	16133

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Company Name:	OHIO VALLEY EYE PHYSICIANS & SURGEONS
Employer identification number (EIN):	311346043
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01