| Plan Name | EYE SPECIALISTS, INC. PROFIT SHARING & 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | EYE SPECIALISTS, INC. |
| Employer identification number (EIN): | 311757811 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about EYE SPECIALISTS, INC.
| Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
| Incorporation Date: | 2001-04-25 |
| Company Identification Number: | 1225899 |
| Legal Registered Office Address: |
5584 RIVERSIDE DR - DUBLIN United States of America (USA) 43017 |
More information about EYE SPECIALISTS, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | PATRICK SCHUMACHER | 2024-05-06 | ||
| 001 | 2022-01-01 | PATRICK SCHUMACHER | 2023-05-23 | ||
| 001 | 2021-01-01 | PATRICK SCHUMACHER | 2022-05-05 | ||
| 001 | 2020-01-01 | PATRICK SCHUMACHER | 2021-05-05 | ||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 | TERRY SCHULTZ | |||
| 001 | 2014-01-01 | TERRY SCHULTZ | |||
| 001 | 2013-01-01 | TERRY SCHULTZ | |||
| 001 | 2012-01-01 | TERRY SCHULTZ | |||
| 001 | 2011-01-01 | TERRY SCHULTZ | |||
| 001 | 2010-01-01 | TERRY SCHULTZ |
| Measure | Date | Value |
|---|---|---|
| 2025 : EYE SPECIALISTS, INC. PROFIT SHARING & 401(K) PLAN 2025 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2025-04-29 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-29 | 164772 |
| Net assets as of the end of the plan year | 2025-04-29 | 4338812 |
| Total assets as of the beginning of the plan year | 2025-04-29 | 3744274 |
| Value of plan covered by a fidelity bond | 2025-04-29 | 375000 |
| Participant contributions to plan in this plan year | 2025-04-29 | 125065 |
| Value of participant loans at end of plan year | 2025-04-29 | 13831 |
| Other income to plan in this plan year | 2025-04-29 | 569175 |
| Plan net income in this plan year | 2025-04-29 | 594538 |
| Net assets as of the end of the plan year | 2025-04-29 | 4338812 |
| Net assets as of the beginning of the plan year | 2025-04-29 | 3744274 |
| Employer contributions to plan in this plan year | 2025-04-29 | 65070 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-29 | 530 |
| 2024 : EYE SPECIALISTS, INC. PROFIT SHARING & 401(K) PLAN 2024 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2024-05-06 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-06 | 13361 |
| Net assets as of the end of the plan year | 2024-05-06 | 3744274 |
| Total assets as of the beginning of the plan year | 2024-05-06 | 2956130 |
| Value of plan covered by a fidelity bond | 2024-05-06 | 300000 |
| Participant contributions to plan in this plan year | 2024-05-06 | 121876 |
| Value of participant loans at end of plan year | 2024-05-06 | 37451 |
| Other contributions to plan in this plan year | 2024-05-06 | 22398 |
| Other income to plan in this plan year | 2024-05-06 | 595909 |
| Plan net income in this plan year | 2024-05-06 | 788144 |
| Net assets as of the end of the plan year | 2024-05-06 | 3744274 |
| Net assets as of the beginning of the plan year | 2024-05-06 | 2956130 |
| Value of contributions failed to transmitted timely | 2024-05-06 | 31117 |
| Employer contributions to plan in this plan year | 2024-05-06 | 61322 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-06 | 840 |
| 2015 : EYE SPECIALISTS, INC. PROFIT SHARING & 401(K) PLAN 2015 401k financial data | ||
| Total income from all sources | 2015-12-31 | $188,071 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $51,834 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $44,835 |
| Total plan assets at end of year | 2015-12-31 | $1,218,035 |
| Total plan assets at beginning of year | 2015-12-31 | $1,081,798 |
| Value of fidelity bond covering the plan | 2015-12-31 | $125,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $89,833 |
| Other income received | 2015-12-31 | $-10,713 |
| Net income (gross income less expenses) | 2015-12-31 | $136,237 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,218,035 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,081,798 |
| Assets. Value of participant loans | 2015-12-31 | $22,965 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $108,951 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $26 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $6,973 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : EYE SPECIALISTS, INC. PROFIT SHARING & 401(K) PLAN 2014 401k financial data | ||
| Total income from all sources | 2014-12-31 | $199,064 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $11,360 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $1,970 |
| Total plan assets at end of year | 2014-12-31 | $1,081,798 |
| Total plan assets at beginning of year | 2014-12-31 | $894,094 |
| Value of fidelity bond covering the plan | 2014-12-31 | $125,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $89,844 |
| Other income received | 2014-12-31 | $56,143 |
| Net income (gross income less expenses) | 2014-12-31 | $187,704 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,081,798 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $894,094 |
| Assets. Value of participant loans | 2014-12-31 | $38,786 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $53,077 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $24 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $9,366 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : EYE SPECIALISTS, INC. PROFIT SHARING & 401(K) PLAN 2013 401k financial data | ||
| Total income from all sources | 2013-12-31 | $342,366 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $8,366 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $142 |
| Total plan assets at end of year | 2013-12-31 | $894,094 |
| Total plan assets at beginning of year | 2013-12-31 | $560,094 |
| Value of fidelity bond covering the plan | 2013-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $90,958 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $31,331 |
| Other income received | 2013-12-31 | $135,988 |
| Net income (gross income less expenses) | 2013-12-31 | $334,000 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $894,094 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $560,094 |
| Assets. Value of participant loans | 2013-12-31 | $53,959 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $84,089 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $581 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $7,643 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : EYE SPECIALISTS, INC. PROFIT SHARING & 401(K) PLAN 2012 401k financial data | ||
| Total income from all sources | 2012-12-31 | $127,476 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $12,879 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $7,300 |
| Total plan assets at end of year | 2012-12-31 | $560,094 |
| Total plan assets at beginning of year | 2012-12-31 | $445,497 |
| Value of fidelity bond covering the plan | 2012-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $66,470 |
| Other income received | 2012-12-31 | $60,047 |
| Net income (gross income less expenses) | 2012-12-31 | $114,597 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $560,094 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $445,497 |
| Assets. Value of participant loans | 2012-12-31 | $68,851 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $959 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $5,579 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : EYE SPECIALISTS, INC. PROFIT SHARING & 401(K) PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-12-31 | $69,872 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $6,496 |
| Total plan assets at end of year | 2011-12-31 | $445,497 |
| Total plan assets at beginning of year | 2011-12-31 | $382,121 |
| Value of fidelity bond covering the plan | 2011-12-31 | $9,372 |
| Total contributions received or receivable from participants | 2011-12-31 | $57,648 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $6,496 |
| Other income received | 2011-12-31 | $-25,011 |
| Net income (gross income less expenses) | 2011-12-31 | $63,376 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $445,497 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $382,121 |
| Assets. Value of participant loans | 2011-12-31 | $24,547 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $37,235 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : EYE SPECIALISTS, INC. PROFIT SHARING & 401(K) PLAN 2010 401k financial data | ||
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $98,518 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $31,507 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $30,244 |
| Total plan assets at end of year | 2010-12-31 | $382,121 |
| Total plan assets at beginning of year | 2010-12-31 | $315,110 |
| Value of fidelity bond covering the plan | 2010-12-31 | $9,372 |
| Total contributions received or receivable from participants | 2010-12-31 | $51,544 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $1,263 |
| Other income received | 2010-12-31 | $46,974 |
| Net income (gross income less expenses) | 2010-12-31 | $67,011 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $382,121 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $315,110 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2015: EYE SPECIALISTS, INC. PROFIT SHARING & 401(K) PLAN 2015 form 5500 responses | ||
|---|---|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: EYE SPECIALISTS, INC. PROFIT SHARING & 401(K) PLAN 2014 form 5500 responses | ||
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: EYE SPECIALISTS, INC. PROFIT SHARING & 401(K) PLAN 2013 form 5500 responses | ||
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: EYE SPECIALISTS, INC. PROFIT SHARING & 401(K) PLAN 2012 form 5500 responses | ||
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: EYE SPECIALISTS, INC. PROFIT SHARING & 401(K) PLAN 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: EYE SPECIALISTS, INC. PROFIT SHARING & 401(K) PLAN 2010 form 5500 responses | ||
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |
| Policy contract number | 97784 |
| Policy instance | 1 |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |
| Policy contract number | 97784 |
| Policy instance | 1 |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |
| Policy contract number | 97784 |
| Policy instance | 1 |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |
| Policy contract number | 97784 |
| Policy instance | 1 |