401k Plan data: THE EYE DOCTOR'S OFFICE, P.A. 401(K) PLAN plan

THE EYE DOCTOR'S OFFICE, P.A. 401(K) PLAN 401k Plan overview

Plan Name	THE EYE DOCTOR'S OFFICE, P.A. 401(K) PLAN
Plan identification number	001

THE EYE DOCTOR'S OFFICE, P.A. 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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.

401k Sponsoring company profile

THE EYE DOCTOR'S OFFICE, P.A. has sponsored the creation of one or more 401k plans.

Company Name: THE EYE DOCTOR'S OFFICE, P.A.

Employer identification number (EIN): 411992423

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE EYE DOCTOR'S OFFICE, P.A. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 QIAN LIU 2024-05-24
001 2022-01-01 TIMOTHY HAUPERT 2023-08-29 TIMOTHY HAUPERT 2023-08-29
001 2021-01-01 TIMOTHY HAUPERT 2022-09-22 TIMOTHY HAUPERT 2022-09-22
001 2020-01-01 TIMOTHY HAUPERT 2021-10-13 TIMOTHY HAUPERT 2021-10-13
001 2019-01-01 TIMOTHY HAUPERT 2020-08-20 TIMOTHY HAUPERT 2020-08-20
001 2018-01-01 TIMOTHY HAUPERT 2019-09-12 TIMOTHY HAUPERT 2019-09-12
001 2017-01-01 TIMOTHY HAUPERT 2018-10-12 TIMOTHY HAUPERT 2018-10-12
001 2016-01-01 TIMOTHY HAUPERT 2017-10-13 TIMOTHY HAUPERT 2017-10-13
001 2013-01-01 STEPHANIE HAENES 2014-07-30
001 2012-01-01 STEPHANIE HAENES 2013-10-10
001 2011-01-01 STEPHANIE HAENES STEPHANIE HAENES 2013-11-20
001 2009-01-01 STEPHANIE HAENES

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	QIAN LIU	2024-05-24
001	2022-01-01	TIMOTHY HAUPERT	2023-08-29	TIMOTHY HAUPERT	2023-08-29
001	2021-01-01	TIMOTHY HAUPERT	2022-09-22	TIMOTHY HAUPERT	2022-09-22
001	2020-01-01	TIMOTHY HAUPERT	2021-10-13	TIMOTHY HAUPERT	2021-10-13
001	2019-01-01	TIMOTHY HAUPERT	2020-08-20	TIMOTHY HAUPERT	2020-08-20
001	2018-01-01	TIMOTHY HAUPERT	2019-09-12	TIMOTHY HAUPERT	2019-09-12
001	2017-01-01	TIMOTHY HAUPERT	2018-10-12	TIMOTHY HAUPERT	2018-10-12
001	2016-01-01	TIMOTHY HAUPERT	2017-10-13	TIMOTHY HAUPERT	2017-10-13
001	2013-01-01	STEPHANIE HAENES	2014-07-30
001	2012-01-01	STEPHANIE HAENES	2013-10-10
001	2011-01-01	STEPHANIE HAENES		STEPHANIE HAENES	2013-11-20
001	2009-01-01	STEPHANIE HAENES

Plan Statistics for THE EYE DOCTOR'S OFFICE, P.A. 401(K) PLAN

401k plan membership statisitcs for THE EYE DOCTOR'S OFFICE, P.A. 401(K) PLAN

Measure Date Value
2025: THE EYE DOCTOR'S OFFICE, P.A. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-04-23 18
Total number of particpants at end of year 2025-04-23 22
Number of Participants With Account Balances 2025-04-23 18
2024: THE EYE DOCTOR'S OFFICE, P.A. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-05-24 19
Total number of particpants at end of year 2024-05-24 18
Number of Participants With Account Balances 2024-05-24 13
2022: THE EYE DOCTOR'S OFFICE, P.A. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-09-23 15
Total number of particpants at end of year 2022-09-23 16
Number of Participants With Account Balances 2022-09-23 16
2011: THE EYE DOCTOR'S OFFICE, P.A. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: THE EYE DOCTOR'S OFFICE, P.A. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: THE EYE DOCTOR'S OFFICE, P.A. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-04-23	18
Total number of particpants at end of year	2025-04-23	22
Number of Participants With Account Balances	2025-04-23	18
2024: THE EYE DOCTOR'S OFFICE, P.A. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-05-24	19
Total number of particpants at end of year	2024-05-24	18
Number of Participants With Account Balances	2024-05-24	13
2022: THE EYE DOCTOR'S OFFICE, P.A. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-09-23	15
Total number of particpants at end of year	2022-09-23	16
Number of Participants With Account Balances	2022-09-23	16
2011: THE EYE DOCTOR'S OFFICE, P.A. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: THE EYE DOCTOR'S OFFICE, P.A. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE EYE DOCTOR'S OFFICE, P.A. 401(K) PLAN

Measure	Date	Value
2025 : THE EYE DOCTOR'S OFFICE, P.A. 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-04-23	0
Total liabilities as of the end of the plan year	2025-04-23	0
Total liabilities as of the beginning of the plan year	2025-04-23	0
Total expenses incurred by plan in this plan year	2025-04-23	8718
Net assets as of the end of the plan year	2025-04-23	2356818
Total assets as of the beginning of the plan year	2025-04-23	1885507
Value of plan covered by a fidelity bond	2025-04-23	917471694
Participant contributions to plan in this plan year	2025-04-23	116441
Other expenses paid from plan in this plan year	2025-04-23	0
Other contributions to plan in this plan year	2025-04-23	0
Other income to plan in this plan year	2025-04-23	327378
Plan net income in this plan year	2025-04-23	471311
Net assets as of the end of the plan year	2025-04-23	2356818
Net assets as of the beginning of the plan year	2025-04-23	1885507
Value of contributions failed to transmitted timely	2025-04-23	0
Employer contributions to plan in this plan year	2025-04-23	36210
Fees paid to broker by Benefit Provider	2025-04-23	0
Expensese paid to adminstrative service provicers from plan in this plan year	2025-04-23	8718
2024 : THE EYE DOCTOR'S OFFICE, P.A. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-05-24	0
Total liabilities as of the end of the plan year	2024-05-24	0
Total expenses incurred by plan in this plan year	2024-05-24	102845
Net assets as of the end of the plan year	2024-05-24	1885507
Total assets as of the beginning of the plan year	2024-05-24	1576301
Value of plan covered by a fidelity bond	2024-05-24	705050000
Participant contributions to plan in this plan year	2024-05-24	99454
Other expenses paid from plan in this plan year	2024-05-24	0
Other contributions to plan in this plan year	2024-05-24	0
Other income to plan in this plan year	2024-05-24	285460
Plan net income in this plan year	2024-05-24	309206
Net assets as of the end of the plan year	2024-05-24	1885507
Net assets as of the beginning of the plan year	2024-05-24	1576301
Value of contributions failed to transmitted timely	2024-05-24	0
Employer contributions to plan in this plan year	2024-05-24	27137
Fees paid to broker by Benefit Provider	2024-05-24	0
Expensese paid to adminstrative service provicers from plan in this plan year	2024-05-24	13991
2022 : THE EYE DOCTOR'S OFFICE, P.A. 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-09-23	15983
Net assets as of the end of the plan year	2022-09-23	1764904
Total assets as of the beginning of the plan year	2022-09-23	1359430
Value of plan covered by a fidelity bond	2022-09-23	200000
Participant contributions to plan in this plan year	2022-09-23	94672
Value of participant loans at end of plan year	2022-09-23	15456
Other income to plan in this plan year	2022-09-23	270003
Plan net income in this plan year	2022-09-23	405474
Net assets as of the end of the plan year	2022-09-23	1764904
Net assets as of the beginning of the plan year	2022-09-23	1359430
Employer contributions to plan in this plan year	2022-09-23	56782
Expensese paid to adminstrative service provicers from plan in this plan year	2022-09-23	14784
2011 : THE EYE DOCTOR'S OFFICE, P.A. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$25,122
Expenses. Total of all expenses incurred	2011-12-31	$382
Total plan assets at end of year	2011-12-31	$309,241
Total plan assets at beginning of year	2011-12-31	$284,501
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$29,814
Expenses. Other expenses not covered elsewhere	2011-12-31	$382
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-13,608
Net income (gross income less expenses)	2011-12-31	$24,740
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$309,241
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$284,501
Assets. Value of participant loans	2011-12-31	$33,289
Total contributions received or receivable from employer(s)	2011-12-31	$8,916
2010 : THE EYE DOCTOR'S OFFICE, P.A. 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total income from all sources	2010-12-31	$77,957
Expenses. Total of all expenses incurred	2010-12-31	$3,015
Benefits paid (including direct rollovers)	2010-12-31	$2,758
Total plan assets at end of year	2010-12-31	$284,501
Total plan assets at beginning of year	2010-12-31	$209,559
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$37,867
Expenses. Other expenses not covered elsewhere	2010-12-31	$257
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$29,269
Net income (gross income less expenses)	2010-12-31	$74,942
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$284,501
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$209,559
Assets. Value of participant loans	2010-12-31	$19,240
Total contributions received or receivable from employer(s)	2010-12-31	$10,821
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0

Form 5500 Responses for THE EYE DOCTOR'S OFFICE, P.A. 401(K) PLAN

2011: THE EYE DOCTOR'S OFFICE, P.A. 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 – Insurance	Yes
2009: THE EYE DOCTOR'S OFFICE, P.A. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-809223
Policy instance	1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-809223
Policy instance	1

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Company Name:	THE EYE DOCTOR'S OFFICE, P.A.
Employer identification number (EIN):	411992423
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists