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JOHN L. BONNER EYE CLINIC, LTD PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN L. BONNER EYE CLINIC, LTD PROFIT SHARING PLAN
Plan identification number 002

JOHN L. BONNER EYE CLINIC, LTD 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JOHN L. BONNER EYE CLINIC, LTD has sponsored the creation of one or more 401k plans.

Company Name:JOHN L. BONNER EYE CLINIC, LTD
Employer identification number (EIN):410991065
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN L. BONNER EYE CLINIC, LTD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DIANE BRADT2024-05-29
0022022-01-01DIANE BRADT2023-05-30
0022021-01-01DIANE BRADT2022-05-26
0022020-01-01DIANE BRADT2021-06-28
0022019-01-01DIANE BRADT2020-07-14
0022018-01-01
0022017-01-01
0022016-01-01
0022014-01-01MARK RIEHLE2015-09-29
0022013-01-01MARK RIEHLE2014-09-29
0022012-01-01MARK RIEHLE2013-10-08
0022011-01-01MARK RIEHLE2012-05-21 MARK RIEHLE2012-05-21
0022010-01-01MARK RIEHLE2011-08-29 MARK RIEHLE2011-08-29

Plan Statistics for JOHN L. BONNER EYE CLINIC, LTD PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN L. BONNER EYE CLINIC, LTD PROFIT SHARING PLAN

Measure Date Value
2025: JOHN L. BONNER EYE CLINIC, LTD PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-1830
Total number of particpants at end of year2025-06-1829
Number of Participants With Account Balances2025-06-1827
2024: JOHN L. BONNER EYE CLINIC, LTD PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-2925
Total number of particpants at end of year2024-05-2927
Number of Participants With Account Balances2024-05-2925
2022: JOHN L. BONNER EYE CLINIC, LTD PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-05-2629
Total number of particpants at end of year2022-05-2632
Number of Participants With Account Balances2022-05-2631

Financial Data on JOHN L. BONNER EYE CLINIC, LTD PROFIT SHARING PLAN

Measure Date Value
2025 : JOHN L. BONNER EYE CLINIC, LTD PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-1893770
Net assets as of the end of the plan year2025-06-183485550
Total assets as of the beginning of the plan year2025-06-182961966
Value of plan covered by a fidelity bond2025-06-18297000
Participant contributions to plan in this plan year2025-06-18139982
Value of participant loans at end of plan year2025-06-182335
Other income to plan in this plan year2025-06-18424079
Plan net income in this plan year2025-06-18523584
Net assets as of the end of the plan year2025-06-183485550
Net assets as of the beginning of the plan year2025-06-182961966
Employer contributions to plan in this plan year2025-06-1853293
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-1828977
2024 : JOHN L. BONNER EYE CLINIC, LTD PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-2987970
Net assets as of the end of the plan year2024-05-292961966
Total assets as of the beginning of the plan year2024-05-292424027
Value of plan covered by a fidelity bond2024-05-29243000
Participant contributions to plan in this plan year2024-05-29131917
Value of participant loans at end of plan year2024-05-29694
Other income to plan in this plan year2024-05-29440129
Plan net income in this plan year2024-05-29537939
Net assets as of the end of the plan year2024-05-292961966
Net assets as of the beginning of the plan year2024-05-292424027
Employer contributions to plan in this plan year2024-05-2953863
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-2918215
2022 : JOHN L. BONNER EYE CLINIC, LTD PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-2653741
Net assets as of the end of the plan year2022-05-263255417
Total assets as of the beginning of the plan year2022-05-262680827
Value of plan covered by a fidelity bond2022-05-26269000
Participant contributions to plan in this plan year2022-05-26161543
Value of participant loans at end of plan year2022-05-26936
Other income to plan in this plan year2022-05-26406674
Plan net income in this plan year2022-05-26574590
Net assets as of the end of the plan year2022-05-263255417
Net assets as of the beginning of the plan year2022-05-262680827
Employer contributions to plan in this plan year2022-05-2660114
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-2619261

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