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CHIPPEWA VALLEY EYE CLINIC, CHIPPEWA FALLS, S.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameCHIPPEWA VALLEY EYE CLINIC, CHIPPEWA FALLS, S.C. PROFIT SHARING PLAN
Plan identification number 001

CHIPPEWA VALLEY EYE CLINIC, CHIPPEWA FALLS, S.C. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CHIPPEWA VALLEY EYE CLINIC, CHIPPEWA FALLS, S.C. has sponsored the creation of one or more 401k plans.

Company Name:CHIPPEWA VALLEY EYE CLINIC, CHIPPEWA FALLS, S.C.
Employer identification number (EIN):391522575
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHIPPEWA VALLEY EYE CLINIC, CHIPPEWA FALLS, S.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TERRENCE MCCANNA2024-03-25
0012022-01-01TERRENCE MCCANNA2023-02-27
0012021-01-01TERRENCE MCCANNA2022-02-07
0012020-01-01TERRENCE MCCANNA2021-02-08
0012019-01-01TERRENCE MCCANNA2020-01-28
0012018-01-01TERRANCE MCCANNA2019-01-28
0012017-01-01PETER W. HOLM2018-02-22
0012016-01-01PETER W. HOLM2017-02-09
0012015-01-01PETER W. HOLM2016-02-11
0012014-01-01PETER W. HOLM2015-02-09
0012013-01-01PETER W. HOLM2014-02-13
0012012-01-01PETER W. HOLM2013-02-12
0012011-01-01PETER W. HOLM2012-02-09
0012010-01-01PETER W. HOLM2011-02-14

Financial Data on CHIPPEWA VALLEY EYE CLINIC, CHIPPEWA FALLS, S.C. PROFIT SHARING PLAN

Measure Date Value
2025 : CHIPPEWA VALLEY EYE CLINIC, CHIPPEWA FALLS, S.C. PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-233948836
Net assets as of the end of the plan year2025-04-234295990
Total assets as of the beginning of the plan year2025-04-236970150
Value of plan covered by a fidelity bond2025-04-23500000
Participant contributions to plan in this plan year2025-04-23145748
Other contributions to plan in this plan year2025-04-233370
Other income to plan in this plan year2025-04-23826921
Plan net income in this plan year2025-04-23-2674160
Net assets as of the end of the plan year2025-04-234295990
Net assets as of the beginning of the plan year2025-04-236970150
Employer contributions to plan in this plan year2025-04-23298637
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-2325363
2024 : CHIPPEWA VALLEY EYE CLINIC, CHIPPEWA FALLS, S.C. PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-03-2528174
Net assets as of the end of the plan year2024-03-256970150
Total assets as of the beginning of the plan year2024-03-255874097
Value of plan covered by a fidelity bond2024-03-25500000
Participant contributions to plan in this plan year2024-03-25143636
Other income to plan in this plan year2024-03-25828133
Plan net income in this plan year2024-03-251096053
Net assets as of the end of the plan year2024-03-256970150
Net assets as of the beginning of the plan year2024-03-255874097
Employer contributions to plan in this plan year2024-03-25152458
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-2522053
2022 : CHIPPEWA VALLEY EYE CLINIC, CHIPPEWA FALLS, S.C. PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-02-0725149
Net assets as of the end of the plan year2022-02-076650037
Total assets as of the beginning of the plan year2022-02-075768197
Value of plan covered by a fidelity bond2022-02-07500000
Participant contributions to plan in this plan year2022-02-07102804
Other income to plan in this plan year2022-02-07659531
Plan net income in this plan year2022-02-07881840
Net assets as of the end of the plan year2022-02-076650037
Net assets as of the beginning of the plan year2022-02-075768197
Employer contributions to plan in this plan year2022-02-07144654
Expensese paid to adminstrative service provicers from plan in this plan year2022-02-0723052

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