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ST. CHARLES EYE CENTER, P.C. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameST. CHARLES EYE CENTER, P.C. PROFIT SHARING PLAN AND TRUST
Plan identification number 001

ST. CHARLES EYE CENTER, P.C. PROFIT SHARING 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

401k Sponsoring company profile

ST. CHARLES EYE CENTER has sponsored the creation of one or more 401k plans.

Company Name:ST. CHARLES EYE CENTER
Employer identification number (EIN):430954026
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. CHARLES EYE CENTER, P.C. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01VICTOR CLEVER
0012011-01-01VICTOR CLEVER
0012009-01-01VICTOR CLEVER VICTOR CLEVER2010-07-27

Financial Data on ST. CHARLES EYE CENTER, P.C. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025 : ST. CHARLES EYE CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-2417816
Net assets as of the end of the plan year2025-07-2412841420
Total assets as of the beginning of the plan year2025-07-2411346934
Value of plan covered by a fidelity bond2025-07-24500000
Other income to plan in this plan year2025-07-241428643
Plan net income in this plan year2025-07-241494486
Net assets as of the end of the plan year2025-07-2412841420
Net assets as of the beginning of the plan year2025-07-2411346934
Employer contributions to plan in this plan year2025-07-2483659
2024 : ST. CHARLES EYE CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-157941
Total expenses incurred by plan in this plan year2024-10-15108100
Net assets as of the end of the plan year2024-10-1511346934
Total assets as of the beginning of the plan year2024-10-1510237949
Value of plan covered by a fidelity bond2024-10-15500000
Other income to plan in this plan year2024-10-151070842
Plan net income in this plan year2024-10-151116926
Net assets as of the end of the plan year2024-10-1511346934
Net assets as of the beginning of the plan year2024-10-1510230008
Employer contributions to plan in this plan year2024-10-15154184
2022 : ST. CHARLES EYE CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-131064450
Net assets as of the end of the plan year2022-09-1312290139
Total assets as of the beginning of the plan year2022-09-1311665442
Value of plan covered by a fidelity bond2022-09-13500000
Other income to plan in this plan year2022-09-131549255
Plan net income in this plan year2022-09-13624697
Net assets as of the end of the plan year2022-09-1312290139
Net assets as of the beginning of the plan year2022-09-1311665442
Employer contributions to plan in this plan year2022-09-13139892
2012 : ST. CHARLES EYE CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year2012-12-31$10,343
Total plan liabilities at beginning of year2012-12-31$41,457
Total income from all sources2012-12-31$2,227,983
Expenses. Total of all expenses incurred2012-12-31$8,214
Benefits paid (including direct rollovers)2012-12-31$8,214
Total plan assets at end of year2012-12-31$15,179,122
Total plan assets at beginning of year2012-12-31$12,990,467
Value of fidelity bond covering the plan2012-12-31$400,000
Other income received2012-12-31$2,051,208
Net income (gross income less expenses)2012-12-31$2,219,769
Net plan assets at end of year (total assets less liabilities)2012-12-31$15,168,779
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$12,949,010
Total contributions received or receivable from employer(s)2012-12-31$176,775
2011 : ST. CHARLES EYE CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$294,015
Total plan assets at end of year2011-12-31$12,949,009
Total plan assets at beginning of year2011-12-31$12,654,995
Value of fidelity bond covering the plan2011-12-31$400,000
Other income received2011-12-31$166,407
Net income (gross income less expenses)2011-12-31$294,015
Net plan assets at end of year (total assets less liabilities)2011-12-31$12,949,009
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$12,654,995
Total contributions received or receivable from employer(s)2011-12-31$127,608
2010 : ST. CHARLES EYE CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$2,158,033
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$12,654,995
Total plan assets at beginning of year2010-12-31$10,496,962
Value of fidelity bond covering the plan2010-12-31$400,000
Other income received2010-12-31$2,042,700
Net income (gross income less expenses)2010-12-31$2,158,033
Net plan assets at end of year (total assets less liabilities)2010-12-31$12,654,995
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$10,496,962
Total contributions received or receivable from employer(s)2010-12-31$115,333

Form 5500 Responses for ST. CHARLES EYE CENTER, P.C. PROFIT SHARING PLAN AND TRUST

2012: ST. CHARLES EYE CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ST. CHARLES EYE CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ST. CHARLES EYE CENTER, P.C. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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