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EYE SPECIALISTS, INC. PROFIT SHARING & 401(K) PLAN 401k Plan overview

Plan NameEYE SPECIALISTS, INC. PROFIT SHARING & 401(K) PLAN
Plan identification number 001

EYE SPECIALISTS, INC. PROFIT SHARING & 401(K) 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

EYE SPECIALISTS, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EYE SPECIALISTS, INC. PROFIT SHARING & 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PATRICK SCHUMACHER2024-05-06
0012022-01-01PATRICK SCHUMACHER2023-05-23
0012021-01-01PATRICK SCHUMACHER2022-05-05
0012020-01-01PATRICK SCHUMACHER2021-05-05
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01TERRY SCHULTZ
0012014-01-01TERRY SCHULTZ
0012013-01-01TERRY SCHULTZ
0012012-01-01TERRY SCHULTZ
0012011-01-01TERRY SCHULTZ
0012010-01-01TERRY SCHULTZ

Financial Data on EYE SPECIALISTS, INC. PROFIT SHARING & 401(K) PLAN

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 year2025-04-290
Total expenses incurred by plan in this plan year2025-04-29164772
Net assets as of the end of the plan year2025-04-294338812
Total assets as of the beginning of the plan year2025-04-293744274
Value of plan covered by a fidelity bond2025-04-29375000
Participant contributions to plan in this plan year2025-04-29125065
Value of participant loans at end of plan year2025-04-2913831
Other income to plan in this plan year2025-04-29569175
Plan net income in this plan year2025-04-29594538
Net assets as of the end of the plan year2025-04-294338812
Net assets as of the beginning of the plan year2025-04-293744274
Employer contributions to plan in this plan year2025-04-2965070
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-29530
2024 : EYE SPECIALISTS, INC. PROFIT SHARING & 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-05-060
Total expenses incurred by plan in this plan year2024-05-0613361
Net assets as of the end of the plan year2024-05-063744274
Total assets as of the beginning of the plan year2024-05-062956130
Value of plan covered by a fidelity bond2024-05-06300000
Participant contributions to plan in this plan year2024-05-06121876
Value of participant loans at end of plan year2024-05-0637451
Other contributions to plan in this plan year2024-05-0622398
Other income to plan in this plan year2024-05-06595909
Plan net income in this plan year2024-05-06788144
Net assets as of the end of the plan year2024-05-063744274
Net assets as of the beginning of the plan year2024-05-062956130
Value of contributions failed to transmitted timely2024-05-0631117
Employer contributions to plan in this plan year2024-05-0661322
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-06840
2015 : EYE SPECIALISTS, INC. PROFIT SHARING & 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$188,071
Expenses. Total of all expenses incurred2015-12-31$51,834
Benefits paid (including direct rollovers)2015-12-31$44,835
Total plan assets at end of year2015-12-31$1,218,035
Total plan assets at beginning of year2015-12-31$1,081,798
Value of fidelity bond covering the plan2015-12-31$125,000
Total contributions received or receivable from participants2015-12-31$89,833
Other income received2015-12-31$-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 loans2015-12-31$22,965
Total contributions received or receivable from employer(s)2015-12-31$108,951
Value of certain deemed distributions of participant loans2015-12-31$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 securities2015-12-31$0
2014 : EYE SPECIALISTS, INC. PROFIT SHARING & 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$199,064
Expenses. Total of all expenses incurred2014-12-31$11,360
Benefits paid (including direct rollovers)2014-12-31$1,970
Total plan assets at end of year2014-12-31$1,081,798
Total plan assets at beginning of year2014-12-31$894,094
Value of fidelity bond covering the plan2014-12-31$125,000
Total contributions received or receivable from participants2014-12-31$89,844
Other income received2014-12-31$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 loans2014-12-31$38,786
Total contributions received or receivable from employer(s)2014-12-31$53,077
Value of certain deemed distributions of participant loans2014-12-31$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 securities2014-12-31$0
2013 : EYE SPECIALISTS, INC. PROFIT SHARING & 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$342,366
Expenses. Total of all expenses incurred2013-12-31$8,366
Benefits paid (including direct rollovers)2013-12-31$142
Total plan assets at end of year2013-12-31$894,094
Total plan assets at beginning of year2013-12-31$560,094
Value of fidelity bond covering the plan2013-12-31$75,000
Total contributions received or receivable from participants2013-12-31$90,958
Contributions received from other sources (not participants or employers)2013-12-31$31,331
Other income received2013-12-31$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 loans2013-12-31$53,959
Total contributions received or receivable from employer(s)2013-12-31$84,089
Value of certain deemed distributions of participant loans2013-12-31$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 securities2013-12-31$0
2012 : EYE SPECIALISTS, INC. PROFIT SHARING & 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$127,476
Expenses. Total of all expenses incurred2012-12-31$12,879
Benefits paid (including direct rollovers)2012-12-31$7,300
Total plan assets at end of year2012-12-31$560,094
Total plan assets at beginning of year2012-12-31$445,497
Value of fidelity bond covering the plan2012-12-31$75,000
Total contributions received or receivable from participants2012-12-31$66,470
Other income received2012-12-31$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 loans2012-12-31$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 securities2012-12-31$0
2011 : EYE SPECIALISTS, INC. PROFIT SHARING & 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$69,872
Expenses. Total of all expenses incurred2011-12-31$6,496
Total plan assets at end of year2011-12-31$445,497
Total plan assets at beginning of year2011-12-31$382,121
Value of fidelity bond covering the plan2011-12-31$9,372
Total contributions received or receivable from participants2011-12-31$57,648
Expenses. Other expenses not covered elsewhere2011-12-31$6,496
Other income received2011-12-31$-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 loans2011-12-31$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 securities2011-12-31$0
2010 : EYE SPECIALISTS, INC. PROFIT SHARING & 401(K) PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$98,518
Expenses. Total of all expenses incurred2010-12-31$31,507
Benefits paid (including direct rollovers)2010-12-31$30,244
Total plan assets at end of year2010-12-31$382,121
Total plan assets at beginning of year2010-12-31$315,110
Value of fidelity bond covering the plan2010-12-31$9,372
Total contributions received or receivable from participants2010-12-31$51,544
Expenses. Other expenses not covered elsewhere2010-12-31$1,263
Other income received2010-12-31$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 securities2010-12-31$0

Form 5500 Responses for EYE SPECIALISTS, INC. PROFIT SHARING & 401(K) PLAN

2015: EYE SPECIALISTS, INC. PROFIT SHARING & 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EYE SPECIALISTS, INC. PROFIT SHARING & 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EYE SPECIALISTS, INC. PROFIT SHARING & 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EYE SPECIALISTS, INC. PROFIT SHARING & 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EYE SPECIALISTS, INC. PROFIT SHARING & 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EYE SPECIALISTS, INC. PROFIT SHARING & 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97784
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97784
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97784
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97784
Policy instance 1

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