RILEY F UGLUM, OD, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EYE CARE ASSOCIATES OF NEW HAMPTON 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : EYE CARE ASSOCIATES OF NEW HAMPTON 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-12 | 0 |
| Net assets as of the end of the plan year | 2025-07-12 | 381319 |
| Total assets as of the beginning of the plan year | 2025-07-12 | 305925 |
| Value of plan covered by a fidelity bond | 2025-07-12 | 38132 |
| Participant contributions to plan in this plan year | 2025-07-12 | 35020 |
| Value of participant loans at end of plan year | 2025-07-12 | 2713 |
| Other income to plan in this plan year | 2025-07-12 | 27254 |
| Plan net income in this plan year | 2025-07-12 | 75394 |
| Net assets as of the end of the plan year | 2025-07-12 | 381319 |
| Net assets as of the beginning of the plan year | 2025-07-12 | 305925 |
| Employer contributions to plan in this plan year | 2025-07-12 | 13120 |
| 2024 : EYE CARE ASSOCIATES OF NEW HAMPTON 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-05 | 67757 |
| Net assets as of the end of the plan year | 2024-10-05 | 305925 |
| Total assets as of the beginning of the plan year | 2024-10-05 | 289651 |
| Value of plan covered by a fidelity bond | 2024-10-05 | 30600 |
| Participant contributions to plan in this plan year | 2024-10-05 | 34150 |
| Value of participant loans at end of plan year | 2024-10-05 | 5969 |
| Other income to plan in this plan year | 2024-10-05 | 36668 |
| Plan net income in this plan year | 2024-10-05 | 16274 |
| Net assets as of the end of the plan year | 2024-10-05 | 305925 |
| Net assets as of the beginning of the plan year | 2024-10-05 | 289651 |
| Employer contributions to plan in this plan year | 2024-10-05 | 13213 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-05 | 2350 |
| 2022 : EYE CARE ASSOCIATES OF NEW HAMPTON 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-09-05 | 0 |
| Net assets as of the end of the plan year | 2022-09-05 | 284183 |
| Total assets as of the beginning of the plan year | 2022-09-05 | 205183 |
| Value of plan covered by a fidelity bond | 2022-09-05 | 28419 |
| Participant contributions to plan in this plan year | 2022-09-05 | 43755 |
| Value of participant loans at end of plan year | 2022-09-05 | 154 |
| Other income to plan in this plan year | 2022-09-05 | 19849 |
| Plan net income in this plan year | 2022-09-05 | 79000 |
| Net assets as of the end of the plan year | 2022-09-05 | 284183 |
| Net assets as of the beginning of the plan year | 2022-09-05 | 205183 |
| Employer contributions to plan in this plan year | 2022-09-05 | 15396 |
| 2013 : EYE CARE ASSOCIATES OF NEW HAMPTON 401(K) PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-10-03 | $0 |
| Total plan liabilities at end of year | 2013-10-03 | $0 |
| Total plan liabilities at beginning of year | 2013-10-03 | $0 |
| Total income from all sources | 2013-10-03 | $-78,050 |
| Expenses. Total of all expenses incurred | 2013-10-03 | $263,177 |
| Benefits paid (including direct rollovers) | 2013-10-03 | $260,277 |
| Total plan assets at end of year | 2013-10-03 | $0 |
| Total plan assets at beginning of year | 2013-10-03 | $341,227 |
| Value of fidelity bond covering the plan | 2013-10-03 | $125,000 |
| Other income received | 2013-10-03 | $-78,050 |
| Net income (gross income less expenses) | 2013-10-03 | $-341,227 |
| Net plan assets at end of year (total assets less liabilities) | 2013-10-03 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-10-03 | $341,227 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-10-03 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-10-03 | $2,900 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-10-03 | $0 |
| 2012 : EYE CARE ASSOCIATES OF NEW HAMPTON 401(K) PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $-6,748 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $2,800 |
| Total plan assets at end of year | 2012-12-31 | $341,227 |
| Total plan assets at beginning of year | 2012-12-31 | $350,775 |
| Value of fidelity bond covering the plan | 2012-12-31 | $125,000 |
| Other income received | 2012-12-31 | $-6,748 |
| Net income (gross income less expenses) | 2012-12-31 | $-9,548 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $341,227 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $350,775 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $113,507 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $2,800 |
| 2011 : EYE CARE ASSOCIATES OF NEW HAMPTON 401(K) PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $27,844 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $2,800 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $350,775 |
| Total plan assets at beginning of year | 2011-12-31 | $325,731 |
| Value of fidelity bond covering the plan | 2011-12-31 | $125,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $27,844 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $25,044 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $350,775 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $325,731 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $121,312 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $2,800 |
| 2010 : EYE CARE ASSOCIATES OF NEW HAMPTON 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $4,503 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $2,800 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $325,731 |
| Total plan assets at beginning of year | 2010-12-31 | $324,028 |
| Value of fidelity bond covering the plan | 2010-12-31 | $125,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $4,503 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $1,703 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $325,731 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $324,028 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $106,307 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $2,800 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| 2013: EYE CARE ASSOCIATES OF NEW HAMPTON 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | Yes |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: EYE CARE ASSOCIATES OF NEW HAMPTON 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: EYE CARE ASSOCIATES OF NEW HAMPTON 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 – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: EYE CARE ASSOCIATES OF NEW HAMPTON 401(K) PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: EYE CARE ASSOCIATES OF NEW HAMPTON 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 – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
