?>
Logo

EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameEYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST
Plan identification number 001

EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 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.
  • 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

DISCOVER VISION CENTERS has sponsored the creation of one or more 401k plans.

Company Name:DISCOVER VISION CENTERS
Employer identification number (EIN):431014325
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MICHAEL WYRICK MICHAEL WYRICK2018-10-11
0012016-01-01MIKE WYRICK MIKE WYRICK2017-10-11
0012015-01-01MICHAEL WYRICK MICHAEL WYRICK2016-07-28
0012014-01-01MICHAEL WYRICK MICHAEL WYRICK2015-10-12
0012013-01-01MIKE WYRICK
0012012-01-01MIKE WYRICK MIKE WYRICK2013-06-17
0012011-01-01MIKE WYRICK
0012009-01-01JIM DENNING

Plan Statistics for EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01328
Total number of active participants reported on line 7a of the Form 55002022-01-01257
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0174
Total of all active and inactive participants2022-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01332
Number of participants with account balances2022-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0138
2021: EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01329
Total number of active participants reported on line 7a of the Form 55002021-01-01268
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0160
Total of all active and inactive participants2021-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01328
Number of participants with account balances2021-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0151
2020: EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01331
Total number of active participants reported on line 7a of the Form 55002020-01-01274
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0147
Total of all active and inactive participants2020-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01321
Number of participants with account balances2020-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01344
Total number of active participants reported on line 7a of the Form 55002019-01-01286
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0134
Total of all active and inactive participants2019-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01320
Number of participants with account balances2019-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01337
Total number of active participants reported on line 7a of the Form 55002018-01-01281
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0162
Total of all active and inactive participants2018-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01343
Number of participants with account balances2018-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01331
Total number of active participants reported on line 7a of the Form 55002017-01-01288
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0149
Total of all active and inactive participants2017-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01337
Number of participants with account balances2017-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01326
Total number of active participants reported on line 7a of the Form 55002016-01-01291
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0136
Total of all active and inactive participants2016-01-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01327
Number of participants with account balances2016-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01291
Total number of active participants reported on line 7a of the Form 55002015-01-01230
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0139
Total of all active and inactive participants2015-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01269
Number of participants with account balances2015-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01292
Total number of active participants reported on line 7a of the Form 55002014-01-01240
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0135
Total of all active and inactive participants2014-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01275
Number of participants with account balances2014-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01269
Total number of active participants reported on line 7a of the Form 55002013-01-01239
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-0124
Total of all active and inactive participants2013-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01267
Number of participants with account balances2013-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01255
Total number of active participants reported on line 7a of the Form 55002012-01-01231
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0126
Total of all active and inactive participants2012-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01259
Number of participants with account balances2012-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01275
Total number of active participants reported on line 7a of the Form 55002011-01-01245
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0122
Total of all active and inactive participants2011-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01267
Number of participants with account balances2011-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01259
Total number of active participants reported on line 7a of the Form 55002009-01-01246
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-01262
Total participants2009-01-01262
Number of participants with account balances2009-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,697,643
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,179,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,101,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,762,909
Value of total assets at end of year2022-12-31$29,151,401
Value of total assets at beginning of year2022-12-31$35,028,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$78,342
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$431,480
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$431,480
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,230,916
Assets. Other investments not covered elsewhere at end of year2022-12-31$79,440
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$222,168
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$55,080
Other income not declared elsewhere2022-12-31$-142,728
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,877,414
Value of net assets at end of year (total assets less liabilities)2022-12-31$29,151,401
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$35,028,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$20,204
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$28,694,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$34,307,728
Value of interest in common/collective trusts at end of year2022-12-31$377,744
Value of interest in common/collective trusts at beginning of year2022-12-31$498,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,756,041
Net investment gain or loss from common/collective trusts2022-12-31$6,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$476,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,101,429
Contract administrator fees2022-12-31$58,138
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31UHY LLP
Accountancy firm EIN2022-12-31200694403
2021 : EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,121,636
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,763,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,676,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,781,116
Value of total assets at end of year2021-12-31$35,028,815
Value of total assets at beginning of year2021-12-31$30,670,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$86,906
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$372,116
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$372,116
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,239,311
Assets. Other investments not covered elsewhere at end of year2021-12-31$222,168
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$22,784
Other income not declared elsewhere2021-12-31$-21,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,358,445
Value of net assets at end of year (total assets less liabilities)2021-12-31$35,028,815
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$30,670,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$30,966
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$34,307,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$30,060,715
Value of interest in common/collective trusts at end of year2021-12-31$498,919
Value of interest in common/collective trusts at beginning of year2021-12-31$609,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,979,489
Net investment gain or loss from common/collective trusts2021-12-31$10,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$519,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,676,285
Contract administrator fees2021-12-31$55,940
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31UHY LLP
Accountancy firm EIN2021-12-31200694403
2020 : EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,643,742
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,222,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,133,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,551,271
Value of total assets at end of year2020-12-31$30,670,370
Value of total assets at beginning of year2020-12-31$28,249,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$89,009
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$365,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$365,652
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,115,576
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$20,609
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,420,803
Value of net assets at end of year (total assets less liabilities)2020-12-31$30,670,370
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$28,249,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$40,312
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$30,060,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$27,742,327
Value of interest in common/collective trusts at end of year2020-12-31$609,655
Value of interest in common/collective trusts at beginning of year2020-12-31$507,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,709,630
Net investment gain or loss from common/collective trusts2020-12-31$17,189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$415,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,133,930
Contract administrator fees2020-12-31$48,697
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31EMERICK & COMPANY, P.C.
Accountancy firm EIN2020-12-31431855764
2019 : EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,683,298
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,244,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,176,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,764,912
Value of total assets at end of year2019-12-31$28,249,567
Value of total assets at beginning of year2019-12-31$24,811,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$68,560
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$394,943
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$394,943
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,254,900
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$19,279
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,438,362
Value of net assets at end of year (total assets less liabilities)2019-12-31$28,249,567
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$24,811,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$30,836
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$27,742,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$24,283,623
Value of interest in common/collective trusts at end of year2019-12-31$507,240
Value of interest in common/collective trusts at beginning of year2019-12-31$527,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,511,482
Net investment gain or loss from common/collective trusts2019-12-31$11,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$490,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,176,376
Contract administrator fees2019-12-31$37,724
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31EMERICK & COMPANY, P.C.
Accountancy firm EIN2019-12-31431855764
2018 : EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,858
Total income from all sources (including contributions)2018-12-31$713,056
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$655,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$552,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,646,766
Value of total assets at end of year2018-12-31$24,811,205
Value of total assets at beginning of year2018-12-31$24,755,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$102,860
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$243,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$243,604
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,162,128
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$24,639
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$57,591
Value of net assets at end of year (total assets less liabilities)2018-12-31$24,811,205
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,753,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$66,459
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$24,283,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$24,732,583
Value of interest in common/collective trusts at end of year2018-12-31$527,582
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-429,470
Net investment gain/loss from pooled separate accounts2018-12-31$-748,277
Net investment gain or loss from common/collective trusts2018-12-31$433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$459,999
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$22,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$552,605
Contract administrator fees2018-12-31$36,401
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31EMERICK & COMPANY, P.C.
Accountancy firm EIN2018-12-31431855764
2017 : EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,858
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$8,785
Total income from all sources (including contributions)2017-12-31$5,507,806
Total of all expenses incurred2017-12-31$1,936,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,873,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,669,262
Value of total assets at end of year2017-12-31$24,755,472
Value of total assets at beginning of year2017-12-31$21,190,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$62,248
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,156,505
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$21,114
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,858
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$8,785
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$8,785
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,571,740
Value of net assets at end of year (total assets less liabilities)2017-12-31$24,753,614
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,181,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$46,549
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$24,732,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$21,178,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$491,643
Employer contributions (assets) at end of year2017-12-31$22,889
Employer contributions (assets) at beginning of year2017-12-31$3,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,873,818
Contract administrator fees2017-12-31$15,699
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31EMERICK & COMPANY, P.C.
Accountancy firm EIN2017-12-31431855764
2016 : EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,785
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$21,894
Total income from all sources (including contributions)2016-12-31$3,192,019
Total of all expenses incurred2016-12-31$1,433,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,431,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,617,974
Value of total assets at end of year2016-12-31$21,190,659
Value of total assets at beginning of year2016-12-31$19,445,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$2,475
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,081,469
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$72,843
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$8,785
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$21,894
Other income not declared elsewhere2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$8,785
Total non interest bearing cash at beginning of year2016-12-31$5,757
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,758,356
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,181,874
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,423,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$21,178,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,432,156
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$463,662
Employer contributions (assets) at end of year2016-12-31$3,023
Employer contributions (assets) at beginning of year2016-12-31$7,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,431,188
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31EMERICK & COMPANY, P.C.
Accountancy firm EIN2016-12-31431855764
2015 : EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$21,894
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,734
Total income from all sources (including contributions)2015-12-31$1,461,747
Total of all expenses incurred2015-12-31$596,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$528,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,600,525
Value of total assets at end of year2015-12-31$19,445,412
Value of total assets at beginning of year2015-12-31$18,563,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$67,727
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$19,337
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$992,045
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$191,589
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$21,894
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$5,734
Other income not declared elsewhere2015-12-31$14
Total non interest bearing cash at end of year2015-12-31$5,757
Total non interest bearing cash at beginning of year2015-12-31$23
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$865,414
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,423,518
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,558,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$48,390
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$19,432,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,562,869
Net investment gain/loss from pooled separate accounts2015-12-31$-138,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$416,891
Employer contributions (assets) at end of year2015-12-31$7,499
Employer contributions (assets) at beginning of year2015-12-31$946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$528,606
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31EMERICK & COMPANY, P.C.
Accountancy firm EIN2015-12-31431855764
2014 : EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,734
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$54
Total income from all sources (including contributions)2014-12-31$2,553,847
Total of all expenses incurred2014-12-31$1,027,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,027,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,586,053
Value of total assets at end of year2014-12-31$18,563,838
Value of total assets at beginning of year2014-12-31$17,031,577
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$939,414
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$225,735
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$5,734
Other income not declared elsewhere2014-12-31$16
Total non interest bearing cash at end of year2014-12-31$23
Total non interest bearing cash at beginning of year2014-12-31$234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,526,581
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,558,104
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,031,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$18,562,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,031,015
Net investment gain/loss from pooled separate accounts2014-12-31$967,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$420,904
Employer contributions (assets) at end of year2014-12-31$946
Employer contributions (assets) at beginning of year2014-12-31$328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,027,266
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$54
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31EMERICK & COMPANY, P.C.
Accountancy firm EIN2014-12-31431855764
2013 : EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$54
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,087,147
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$816,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$816,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,327,905
Value of total assets at end of year2013-12-31$17,031,577
Value of total assets at beginning of year2013-12-31$13,760,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$892,435
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$53,114
Total non interest bearing cash at end of year2013-12-31$234
Total non interest bearing cash at beginning of year2013-12-31$886
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,270,894
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,031,523
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,760,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$17,031,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,755,140
Net investment gain/loss from pooled separate accounts2013-12-31$2,759,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$382,356
Employer contributions (assets) at end of year2013-12-31$328
Employer contributions (assets) at beginning of year2013-12-31$4,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$816,253
Liabilities. Value of benefit claims payable at end of year2013-12-31$54
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31EMERICK & COMPANY, P.C.
Accountancy firm EIN2013-12-31431855764
2012 : EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,708,937
Total of all expenses incurred2012-12-31$606,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$606,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,101,781
Value of total assets at end of year2012-12-31$13,760,629
Value of total assets at beginning of year2012-12-31$11,658,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$794,462
Total non interest bearing cash at end of year2012-12-31$886
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,102,541
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,760,629
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,658,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$13,755,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,654,912
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$257
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$257
Net investment gain/loss from pooled separate accounts2012-12-31$1,607,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$307,319
Employer contributions (assets) at end of year2012-12-31$4,603
Employer contributions (assets) at beginning of year2012-12-31$2,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$606,396
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31EMERICK & COMPANY, P.C.
Accountancy firm EIN2012-12-31431855764
2011 : EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$712,873
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,126,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,126,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,104,665
Value of total assets at end of year2011-12-31$11,658,088
Value of total assets at beginning of year2011-12-31$13,071,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$801,910
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$1,445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,413,676
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,658,088
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,071,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,654,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,066,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$257
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-391,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$302,755
Employer contributions (assets) at end of year2011-12-31$2,919
Employer contributions (assets) at beginning of year2011-12-31$3,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,126,549
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31EMERICK & COMPANY, P.C.
Accountancy firm EIN2011-12-31431855764
2010 : EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,657,239
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$218,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$218,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,296,300
Value of total assets at end of year2010-12-31$13,071,764
Value of total assets at beginning of year2010-12-31$10,633,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$882,122
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$83,720
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$1,445
Total non interest bearing cash at beginning of year2010-12-31$6,663
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,438,663
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,071,764
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,633,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$13,066,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,626,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,360,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$330,458
Employer contributions (assets) at end of year2010-12-31$3,574
Employer contributions (assets) at beginning of year2010-12-31$229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$218,576
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31EMERICK & COMPANY, P.C.
Accountancy firm EIN2010-12-31431855764

Form 5500 Responses for EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST

2022: EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EYE CARE, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number66928
Policy instance 1
Insurance contract or identification number66928
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-13
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,375
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2100
Additional information about fees paid to insurance brokerTPA FEES PAID
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number66928
Policy instance 1
Insurance contract or identification number66928
Number of Individuals Covered318
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $14,599
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees11224
Additional information about fees paid to insurance brokerOTHER PAYMENTS
Insurance broker organization code?5
Insurance broker nameBKD LLP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number66928
Policy instance 1
Insurance contract or identification number66928
Number of Individuals Covered255
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $48,390
Total amount of fees paid to insurance companyUSD $19,337
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $48,390
Insurance broker organization code?3
Amount paid for insurance broker fees9686
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameBKD LLP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number66928
Policy instance 1
Insurance contract or identification number66928
Number of Individuals Covered269
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $45,409
Total amount of fees paid to insurance companyUSD $18,052
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $45,409
Insurance broker organization code?3
Amount paid for insurance broker fees9028
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameBKD LLP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number66928
Policy instance 1
Insurance contract or identification number66928
Number of Individuals Covered261
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $38,065
Total amount of fees paid to insurance companyUSD $14,903
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,065
Insurance broker organization code?3
Amount paid for insurance broker fees7484
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameBKD LLP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number66928
Policy instance 1
Insurance contract or identification number66928
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $45,015
Amount paid for insurance broker fees32269
Additional information about fees paid to insurance brokerRIA FEES
Insurance broker organization code?3
Insurance broker nameBKD LLP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number66928
Policy instance 1
Insurance contract or identification number66928
Number of Individuals Covered252
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $43,262
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number66928
Policy instance 1
Insurance contract or identification number66928
Number of Individuals Covered238
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $39,572
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees28590
Additional information about fees paid to insurance brokerRIA FEES
Insurance broker organization code?3
Insurance broker nameBKD LLP

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3