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THE EYE CENTER GROUP, LLC EMPLOYEES' RETIREMENT AND 401(K) PLAN AND TRUST 401k Plan overview

Plan NameTHE EYE CENTER GROUP, LLC EMPLOYEES' RETIREMENT AND 401(K) PLAN AND TRUST
Plan identification number 003

THE EYE CENTER GROUP, LLC EMPLOYEES' RETIREMENT AND 401(K) PLAN AND TRUST 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

THE EYE CENTER GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:THE EYE CENTER GROUP, LLC
Employer identification number (EIN):351918371
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about THE EYE CENTER GROUP, LLC

Jurisdiction of Incorporation: Indiana Secretary of State
Incorporation Date:
Company Identification Number: 9994040022

More information about THE EYE CENTER GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE EYE CENTER GROUP, LLC EMPLOYEES' RETIREMENT AND 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032010-01-01MICHAEL HODKIN
0032009-01-01MICHAEL HODKIN
0032009-01-01MICHAEL HODKIN
0032008-01-01MICHAEL HODKIN KAREN SKURNER2010-08-31
0032007-01-01MICHAEL HODKIN KAREN SKURNER2010-08-31

Plan Statistics for THE EYE CENTER GROUP, LLC EMPLOYEES' RETIREMENT AND 401(K) PLAN AND TRUST

401k plan membership statisitcs for THE EYE CENTER GROUP, LLC EMPLOYEES' RETIREMENT AND 401(K) PLAN AND TRUST

Measure Date Value
2010: THE EYE CENTER GROUP, LLC EMPLOYEES' RETIREMENT AND 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01243
Total number of active participants reported on line 7a of the Form 55002010-01-010
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-010
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE EYE CENTER GROUP, LLC EMPLOYEES' RETIREMENT AND 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01313
Total number of active participants reported on line 7a of the Form 55002009-01-01204
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0139
Total of all active and inactive participants2009-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01243
Number of participants with account balances2009-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: THE EYE CENTER GROUP, LLC EMPLOYEES' RETIREMENT AND 401(K) PLAN AND TRUST 2008 401k membership
Total participants, beginning-of-year2008-01-01289
Total number of active participants reported on line 7a of the Form 55002008-01-01252
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-0161
Total of all active and inactive participants2008-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-01313
Number of participants with account balances2008-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
2007: THE EYE CENTER GROUP, LLC EMPLOYEES' RETIREMENT AND 401(K) PLAN AND TRUST 2007 401k membership
Total participants, beginning-of-year2007-01-01243
Total number of active participants reported on line 7a of the Form 55002007-01-01238
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-0151
Total of all active and inactive participants2007-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-01289
Number of participants with account balances2007-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-017

Financial Data on THE EYE CENTER GROUP, LLC EMPLOYEES' RETIREMENT AND 401(K) PLAN AND TRUST

Measure Date Value
2010 : THE EYE CENTER GROUP, LLC EMPLOYEES' RETIREMENT AND 401(K) PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-05-05$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-05-05$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-05-05$0
Total income from all sources (including contributions)2010-05-05$-3,154
Total loss/gain on sale of assets2010-05-05$0
Total of all expenses incurred2010-05-05$4,661,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-05-05$4,657,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-05-05$0
Value of total assets at end of year2010-05-05$0
Value of total assets at beginning of year2010-05-05$4,664,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-05-05$4,311
Total interest from all sources2010-05-05$0
Total dividends received (eg from common stock, registered investment company shares)2010-05-05$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-05-05Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2010-05-05$0
Administrative expenses professional fees incurred2010-05-05$4,311
Was this plan covered by a fidelity bond2010-05-05Yes
Value of fidelity bond cover2010-05-05$500,000
If this is an individual account plan, was there a blackout period2010-05-05No
Were there any nonexempt tranactions with any party-in-interest2010-05-05No
Participant contributions at end of year2010-05-05$0
Participant contributions at beginning of year2010-05-05$104,369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-05-05No
Value of net income/loss2010-05-05$-4,664,615
Value of net assets at end of year (total assets less liabilities)2010-05-05$0
Value of net assets at beginning of year (total assets less liabilities)2010-05-05$4,664,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-05-05No
Were any loans by the plan or fixed income obligations due to the plan in default2010-05-05No
Were any leases to which the plan was party in default or uncollectible2010-05-05No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-05-05$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-05-05$4,560,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-05-05$-3,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-05-05No
Was there a failure to transmit to the plan any participant contributions2010-05-05No
Has the plan failed to provide any benefit when due under the plan2010-05-05No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-05-05$4,657,150
Did the plan have assets held for investment2010-05-05No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-05-05No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-05-05Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-05-05No
Opinion of an independent qualified public accountant for this plan2010-05-05Unqualified
Accountancy firm name2010-05-05KATZ SAPPER & MILLER LLP
Accountancy firm EIN2010-05-05351090346
2008 : THE EYE CENTER GROUP, LLC EMPLOYEES' RETIREMENT AND 401(K) PLAN AND TRUST 2008 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$29,657
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$10,357
Total income from all sources (including contributions)2008-12-31$-1,314,637
Total of all expenses incurred2008-12-31$214,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-12-31$214,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-12-31$450,458
Value of total assets at end of year2008-12-31$4,378,058
Value of total assets at beginning of year2008-12-31$5,887,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-12-31$3
Total interest from all sources2008-12-31$9,013
Total dividends received (eg from common stock, registered investment company shares)2008-12-31$144,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2008-12-31$144,109
Was this plan covered by a fidelity bond2008-12-31Yes
Value of fidelity bond cover2008-12-31$200,000
If this is an individual account plan, was there a blackout period2008-12-31No
Were there any nonexempt tranactions with any party-in-interest2008-12-31No
Contributions received from participants2008-12-31$438,505
Participant contributions at end of year2008-12-31$125,889
Participant contributions at beginning of year2008-12-31$107,598
Participant contributions at end of year2008-12-31$16,807
Participant contributions at beginning of year2008-12-31$19,210
Assets. Other investments not covered elsewhere at end of year2008-12-31$84,825
Assets. Other investments not covered elsewhere at beginning of year2008-12-31$98,810
Income. Received or receivable in cash from other sources (including rollovers)2008-12-31$11,953
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2008-12-31$4,574
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2008-12-31$29,657
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2008-12-31$10,357
Other income not declared elsewhere2008-12-31$-13,986
Administrative expenses (other) incurred2008-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Value of net income/loss2008-12-31$-1,528,914
Value of net assets at end of year (total assets less liabilities)2008-12-31$4,348,401
Value of net assets at beginning of year (total assets less liabilities)2008-12-31$5,877,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2008-12-31No
Were any leases to which the plan was party in default or uncollectible2008-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2008-12-31$3,294,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2008-12-31$4,617,058
Interest on participant loans2008-12-31$8,397
Value of interest in common/collective trusts at end of year2008-12-31$776,224
Value of interest in common/collective trusts at beginning of year2008-12-31$547,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2008-12-31$32,498
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2008-12-31$17,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2008-12-31$17,332
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2008-12-31$616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2008-12-31$-1,892,189
Net investment gain or loss from common/collective trusts2008-12-31$-12,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-12-31No
Was there a failure to transmit to the plan any participant contributions2008-12-31No
Has the plan failed to provide any benefit when due under the plan2008-12-31No
Employer contributions (assets) at end of year2008-12-31$47,143
Employer contributions (assets) at beginning of year2008-12-31$480,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-12-31$209,700
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32008-12-31No
Did the plan have assets held for investment2008-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-12-31No
Opinion of an independent qualified public accountant for this plan2008-12-31Unqualified
Accountancy firm name2008-12-31KATZ SAPPER & MILLER, LLP
Accountancy firm EIN2008-12-31351090346
2007 : THE EYE CENTER GROUP, LLC EMPLOYEES' RETIREMENT AND 401(K) PLAN AND TRUST 2007 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-12-31$10,357
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-12-31$5,507
Total income from all sources (including contributions)2007-12-31$1,526,207
Total of all expenses incurred2007-12-31$156,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2007-12-31$152,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2007-12-31$1,190,956
Value of total assets at end of year2007-12-31$5,887,672
Value of total assets at beginning of year2007-12-31$4,512,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2007-12-31$3,195
Total interest from all sources2007-12-31$5,528
Total dividends received (eg from common stock, registered investment company shares)2007-12-31$340,888
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2007-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2007-12-31$340,888
Was this plan covered by a fidelity bond2007-12-31Yes
Value of fidelity bond cover2007-12-31$200,000
If this is an individual account plan, was there a blackout period2007-12-31No
Were there any nonexempt tranactions with any party-in-interest2007-12-31No
Contributions received from participants2007-12-31$465,431
Participant contributions at end of year2007-12-31$107,598
Participant contributions at beginning of year2007-12-31$48,594
Participant contributions at end of year2007-12-31$19,210
Participant contributions at beginning of year2007-12-31$25,714
Assets. Other investments not covered elsewhere at end of year2007-12-31$98,810
Assets. Other investments not covered elsewhere at beginning of year2007-12-31$93,750
Income. Received or receivable in cash from other sources (including rollovers)2007-12-31$555,465
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2007-12-31$10,357
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2007-12-31$5,507
Other income not declared elsewhere2007-12-31$5,061
Administrative expenses (other) incurred2007-12-31$3,195
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Value of net income/loss2007-12-31$1,370,151
Value of net assets at end of year (total assets less liabilities)2007-12-31$5,877,315
Value of net assets at beginning of year (total assets less liabilities)2007-12-31$4,507,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2007-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2007-12-31No
Were any leases to which the plan was party in default or uncollectible2007-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2007-12-31$4,617,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2007-12-31$3,860,088
Interest on participant loans2007-12-31$4,911
Value of interest in common/collective trusts at end of year2007-12-31$547,127
Value of interest in common/collective trusts at beginning of year2007-12-31$178,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2007-12-31$17,332
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2007-12-31$14,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2007-12-31$14,011
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2007-12-31$617
Net investment gain/loss from registered investment companies (e.g. mutual funds)2007-12-31$-27,569
Net investment gain or loss from common/collective trusts2007-12-31$11,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2007-12-31No
Was there a failure to transmit to the plan any participant contributions2007-12-31No
Has the plan failed to provide any benefit when due under the plan2007-12-31No
Contributions received in cash from employer2007-12-31$170,060
Employer contributions (assets) at end of year2007-12-31$480,537
Employer contributions (assets) at beginning of year2007-12-31$292,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2007-12-31$152,861
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32007-12-31No
Did the plan have assets held for investment2007-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2007-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2007-12-31No
Opinion of an independent qualified public accountant for this plan2007-12-31Unqualified
Accountancy firm name2007-12-31KATZ SAPPER & MILLER, LLP
Accountancy firm EIN2007-12-31351090346
2006 : THE EYE CENTER GROUP, LLC EMPLOYEES' RETIREMENT AND 401(K) PLAN AND TRUST 2006 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2006-12-31$5,507
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2006-12-31$107
Total income from all sources (including contributions)2006-12-31$1,261,844
Total of all expenses incurred2006-12-31$124,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2006-12-31$120,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2006-12-31$825,227
Value of total assets at end of year2006-12-31$4,512,671
Value of total assets at beginning of year2006-12-31$3,369,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2006-12-31$3,580
Total interest from all sources2006-12-31$2,474
Total dividends received (eg from common stock, registered investment company shares)2006-12-31$205,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2006-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2006-12-31$205,229
Was this plan covered by a fidelity bond2006-12-31Yes
Value of fidelity bond cover2006-12-31$200,000
If this is an individual account plan, was there a blackout period2006-12-31No
Were there any nonexempt tranactions with any party-in-interest2006-12-31No
Contributions received from participants2006-12-31$469,850
Participant contributions at end of year2006-12-31$48,594
Participant contributions at beginning of year2006-12-31$28,620
Participant contributions at end of year2006-12-31$25,714
Participant contributions at beginning of year2006-12-31$12,802
Assets. Other investments not covered elsewhere at end of year2006-12-31$93,750
Assets. Other investments not covered elsewhere at beginning of year2006-12-31$147,666
Income. Received or receivable in cash from other sources (including rollovers)2006-12-31$109,893
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2006-12-31$5,507
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2006-12-31$107
Other income not declared elsewhere2006-12-31$15,818
Administrative expenses (other) incurred2006-12-31$3,580
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2006-12-31No
Value of net income/loss2006-12-31$1,137,302
Value of net assets at end of year (total assets less liabilities)2006-12-31$4,507,164
Value of net assets at beginning of year (total assets less liabilities)2006-12-31$3,369,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2006-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2006-12-31No
Were any leases to which the plan was party in default or uncollectible2006-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2006-12-31$3,860,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2006-12-31$2,722,056
Interest on participant loans2006-12-31$2,337
Value of interest in common/collective trusts at end of year2006-12-31$178,019
Value of interest in common/collective trusts at beginning of year2006-12-31$213,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2006-12-31$14,011
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2006-12-31$2,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2006-12-31$2,543
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2006-12-31$137
Net investment gain/loss from registered investment companies (e.g. mutual funds)2006-12-31$209,412
Net investment gain or loss from common/collective trusts2006-12-31$3,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2006-12-31No
Was there a failure to transmit to the plan any participant contributions2006-12-31No
Has the plan failed to provide any benefit when due under the plan2006-12-31No
Contributions received in cash from employer2006-12-31$245,484
Employer contributions (assets) at end of year2006-12-31$292,495
Employer contributions (assets) at beginning of year2006-12-31$243,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2006-12-31$120,962
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32006-12-31No
Did the plan have assets held for investment2006-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2006-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2006-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2006-12-31No
Opinion of an independent qualified public accountant for this plan2006-12-31Unqualified
Accountancy firm name2006-12-31KATZ SAPPER & MILLER, LLP
Accountancy firm EIN2006-12-31351090346
2005 : THE EYE CENTER GROUP, LLC EMPLOYEES' RETIREMENT AND 401(K) PLAN AND TRUST 2005 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2005-12-31$107
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2005-12-31$107
Total income from all sources (including contributions)2005-12-31$933,026
Total of all expenses incurred2005-12-31$172,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2005-12-31$170,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2005-12-31$671,399
Value of total assets at end of year2005-12-31$3,369,969
Value of total assets at beginning of year2005-12-31$2,609,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2005-12-31$2,400
Total interest from all sources2005-12-31$1,039
Total dividends received (eg from common stock, registered investment company shares)2005-12-31$147,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2005-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2005-12-31$147,210
Was this plan covered by a fidelity bond2005-12-31Yes
Value of fidelity bond cover2005-12-31$200,000
If this is an individual account plan, was there a blackout period2005-12-31No
Were there any nonexempt tranactions with any party-in-interest2005-12-31No
Contributions received from participants2005-12-31$459,725
Participant contributions at end of year2005-12-31$28,620
Participant contributions at beginning of year2005-12-31$15,337
Participant contributions at end of year2005-12-31$12,802
Participant contributions at beginning of year2005-12-31$10,178
Assets. Other investments not covered elsewhere at end of year2005-12-31$147,666
Assets. Other investments not covered elsewhere at beginning of year2005-12-31$89,188
Income. Received or receivable in cash from other sources (including rollovers)2005-12-31$586
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2005-12-31$107
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2005-12-31$107
Other income not declared elsewhere2005-12-31$6,044
Administrative expenses (other) incurred2005-12-31$2,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2005-12-31No
Value of net income/loss2005-12-31$760,521
Value of net assets at end of year (total assets less liabilities)2005-12-31$3,369,862
Value of net assets at beginning of year (total assets less liabilities)2005-12-31$2,609,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2005-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2005-12-31No
Were any leases to which the plan was party in default or uncollectible2005-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2005-12-31$2,722,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2005-12-31$2,038,519
Interest on participant loans2005-12-31$1,011
Value of interest in common/collective trusts at end of year2005-12-31$213,028
Value of interest in common/collective trusts at beginning of year2005-12-31$223,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2005-12-31$2,543
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2005-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2005-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2005-12-31$28
Net investment gain/loss from registered investment companies (e.g. mutual funds)2005-12-31$100,188
Net investment gain or loss from common/collective trusts2005-12-31$7,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2005-12-31No
Was there a failure to transmit to the plan any participant contributions2005-12-31No
Has the plan failed to provide any benefit when due under the plan2005-12-31No
Contributions received in cash from employer2005-12-31$211,088
Employer contributions (assets) at end of year2005-12-31$243,254
Employer contributions (assets) at beginning of year2005-12-31$232,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2005-12-31$170,105
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32005-12-31No
Did the plan have assets held for investment2005-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2005-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2005-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2005-12-31No
Opinion of an independent qualified public accountant for this plan2005-12-31Unqualified
Accountancy firm name2005-12-31KATZ SAPPER & MILLER, LLP
Accountancy firm EIN2005-12-31351090346
2004 : THE EYE CENTER GROUP, LLC EMPLOYEES' RETIREMENT AND 401(K) PLAN AND TRUST 2004 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2004-12-31$107
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2004-12-31$0
Total income from all sources (including contributions)2004-12-31$798,517
Total of all expenses incurred2004-12-31$73,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2004-12-31$73,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2004-12-31$596,138
Value of total assets at end of year2004-12-31$2,609,448
Value of total assets at beginning of year2004-12-31$1,884,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2004-12-31$701
Total interest from all sources2004-12-31$777
Total dividends received (eg from common stock, registered investment company shares)2004-12-31$15,685
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2004-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2004-12-31$15,685
Was this plan covered by a fidelity bond2004-12-31Yes
Value of fidelity bond cover2004-12-31$200,000
If this is an individual account plan, was there a blackout period2004-12-31No
Were there any nonexempt tranactions with any party-in-interest2004-12-31No
Contributions received from participants2004-12-31$368,221
Participant contributions at end of year2004-12-31$15,337
Participant contributions at beginning of year2004-12-31$11,369
Participant contributions at end of year2004-12-31$10,178
Participant contributions at beginning of year2004-12-31$12,000
Assets. Other investments not covered elsewhere at end of year2004-12-31$89,188
Assets. Other investments not covered elsewhere at beginning of year2004-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2004-12-31$107
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2004-12-31$0
Other income not declared elsewhere2004-12-31$3,141
Administrative expenses (other) incurred2004-12-31$701
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2004-12-31No
Value of net income/loss2004-12-31$724,634
Value of net assets at end of year (total assets less liabilities)2004-12-31$2,609,341
Value of net assets at beginning of year (total assets less liabilities)2004-12-31$1,884,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2004-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2004-12-31No
Were any leases to which the plan was party in default or uncollectible2004-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2004-12-31$2,038,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2004-12-31$1,208,753
Interest on participant loans2004-12-31$777
Value of interest in common/collective trusts at end of year2004-12-31$223,694
Value of interest in common/collective trusts at beginning of year2004-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2004-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2004-12-31$652,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2004-12-31$652,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)2004-12-31$178,338
Net investment gain or loss from common/collective trusts2004-12-31$4,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2004-12-31No
Was there a failure to transmit to the plan any participant contributions2004-12-31No
Has the plan failed to provide any benefit when due under the plan2004-12-31No
Contributions received in cash from employer2004-12-31$227,917
Employer contributions (assets) at end of year2004-12-31$232,532
Employer contributions (assets) at beginning of year2004-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2004-12-31$73,182
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32004-12-31No
Did the plan have assets held for investment2004-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2004-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2004-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2004-12-31No
Opinion of an independent qualified public accountant for this plan2004-12-31Unqualified
Accountancy firm name2004-12-31KATZ SAPPER & MILLER LLP
Accountancy firm EIN2004-12-31351090346

Form 5500 Responses for THE EYE CENTER GROUP, LLC EMPLOYEES' RETIREMENT AND 401(K) PLAN AND TRUST

2010: THE EYE CENTER GROUP, LLC EMPLOYEES' RETIREMENT AND 401(K) PLAN AND TRUST 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 filingYes
2010-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE EYE CENTER GROUP, LLC EMPLOYEES' RETIREMENT AND 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: THE EYE CENTER GROUP, LLC EMPLOYEES' RETIREMENT AND 401(K) PLAN AND TRUST 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: THE EYE CENTER GROUP, LLC EMPLOYEES' RETIREMENT AND 401(K) PLAN AND TRUST 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes

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