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MIDWEST EYE CARE, P.C. 401(K) PLAN 401k Plan overview

Plan NameMIDWEST EYE CARE, P.C. 401(K) PLAN
Plan identification number 001

MIDWEST EYE CARE, P.C. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

MIDWEST EYE CARE, P.C. has sponsored the creation of one or more 401k plans.

Company Name:MIDWEST EYE CARE, P.C.
Employer identification number (EIN):470805428
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MIDWEST EYE CARE, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JAY SLAGLE JAY SLAGLE2018-10-12
0012016-01-01
0012015-01-01JAY SLAGLE
0012014-01-01JAY SLAGLE
0012013-01-01JAY SLAGLE
0012012-01-01JAY SLAGLE
0012011-01-01JAY SLAGLE
0012010-01-01JAY SLAGLE
0012009-01-01JAY SLAGLE

Plan Statistics for MIDWEST EYE CARE, P.C. 401(K) PLAN

401k plan membership statisitcs for MIDWEST EYE CARE, P.C. 401(K) PLAN

Measure Date Value
2022: MIDWEST EYE CARE, P.C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01185
Total number of active participants reported on line 7a of the Form 55002022-01-01179
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0121
Total of all active and inactive participants2022-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01204
Number of participants with account balances2022-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MIDWEST EYE CARE, P.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01171
Total number of active participants reported on line 7a of the Form 55002021-01-01153
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0128
Total of all active and inactive participants2021-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01185
Number of participants with account balances2021-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MIDWEST EYE CARE, P.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01177
Total number of active participants reported on line 7a of the Form 55002020-01-01154
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0113
Total of all active and inactive participants2020-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01171
Number of participants with account balances2020-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MIDWEST EYE CARE, P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01180
Total number of active participants reported on line 7a of the Form 55002019-01-01149
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0124
Total of all active and inactive participants2019-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01177
Number of participants with account balances2019-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MIDWEST EYE CARE, P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01177
Total number of active participants reported on line 7a of the Form 55002018-01-01163
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0114
Total of all active and inactive participants2018-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01180
Number of participants with account balances2018-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MIDWEST EYE CARE, P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01196
Total number of active participants reported on line 7a of the Form 55002017-01-01167
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01177
Number of participants with account balances2017-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MIDWEST EYE CARE, P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01183
Total number of active participants reported on line 7a of the Form 55002016-01-01168
Number of retired or separated participants receiving benefits2016-01-0113
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01196
Number of participants with account balances2016-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MIDWEST EYE CARE, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01173
Total number of active participants reported on line 7a of the Form 55002015-01-01157
Number of retired or separated participants receiving benefits2015-01-0111
Number of other retired or separated participants entitled to future benefits2015-01-0113
Total of all active and inactive participants2015-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01181
Number of participants with account balances2015-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MIDWEST EYE CARE, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01161
Total number of active participants reported on line 7a of the Form 55002014-01-01150
Number of retired or separated participants receiving benefits2014-01-0112
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01171
Number of participants with account balances2014-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MIDWEST EYE CARE, P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01148
Total number of active participants reported on line 7a of the Form 55002013-01-01138
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01148
Number of participants with account balances2013-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MIDWEST EYE CARE, P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01151
Total number of active participants reported on line 7a of the Form 55002012-01-01128
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01145
Number of participants with account balances2012-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MIDWEST EYE CARE, P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01141
Total number of active participants reported on line 7a of the Form 55002011-01-01127
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-0113
Total of all active and inactive participants2011-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01144
Number of participants with account balances2011-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MIDWEST EYE CARE, P.C. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01139
Total number of active participants reported on line 7a of the Form 55002010-01-01122
Number of retired or separated participants receiving benefits2010-01-014
Number of other retired or separated participants entitled to future benefits2010-01-0112
Total of all active and inactive participants2010-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01138
Number of participants with account balances2010-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MIDWEST EYE CARE, P.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01133
Total number of active participants reported on line 7a of the Form 55002009-01-01118
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0118
Total of all active and inactive participants2009-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01136
Number of participants with account balances2009-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MIDWEST EYE CARE, P.C. 401(K) PLAN

Measure Date Value
2022 : MIDWEST EYE CARE, P.C. 401(K) PLAN 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$23,440
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,768,005
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,360,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,300,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,755,060
Value of total assets at end of year2022-12-31$24,845,292
Value of total assets at beginning of year2022-12-31$29,950,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$60,357
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$690,361
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$690,361
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$600,000
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$673,179
Participant contributions at end of year2022-12-31$780
Participant contributions at beginning of year2022-12-31$5,603
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$164,328
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$23,440
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$894
Administrative expenses (other) incurred2022-12-31$60,357
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,128,944
Value of net assets at end of year (total assets less liabilities)2022-12-31$24,821,852
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$29,950,796
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$22,831,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$27,221,840
Value of interest in common/collective trusts at end of year2022-12-31$1,095,588
Value of interest in common/collective trusts at beginning of year2022-12-31$1,761,358
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,236,959
Net investment gain or loss from common/collective trusts2022-12-31$22,639
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$917,553
Employer contributions (assets) at end of year2022-12-31$917,553
Employer contributions (assets) at beginning of year2022-12-31$961,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,300,582
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 name2022-12-31BERGANKDV, LLC
Accountancy firm EIN2022-12-31813053687
2021 : MIDWEST EYE CARE, P.C. 401(K) PLAN 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$13,695
Total income from all sources (including contributions)2021-12-31$5,004,466
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,364,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,308,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,635,608
Value of total assets at end of year2021-12-31$29,950,796
Value of total assets at beginning of year2021-12-31$31,324,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$55,685
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,652,788
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$3,652,788
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$600,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$670,117
Participant contributions at end of year2021-12-31$5,603
Participant contributions at beginning of year2021-12-31$14,470
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,496
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$84,166
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$13,695
Other income not declared elsewhere2021-12-31$41,964
Administrative expenses (other) incurred2021-12-31$55,685
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,359,693
Value of net assets at end of year (total assets less liabilities)2021-12-31$29,950,796
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$31,310,489
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$27,221,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$29,526,439
Value of interest in common/collective trusts at end of year2021-12-31$1,761,358
Value of interest in common/collective trusts at beginning of year2021-12-31$811,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-346,973
Net investment gain or loss from common/collective trusts2021-12-31$21,079
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$961,995
Employer contributions (assets) at end of year2021-12-31$961,995
Employer contributions (assets) at beginning of year2021-12-31$971,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,224,308
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 name2021-12-31BERGANKDV, LLC
Accountancy firm EIN2021-12-31813053687
2020 : MIDWEST EYE CARE, P.C. 401(K) PLAN 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$13,695
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$12,489
Total income from all sources (including contributions)2020-12-31$5,137,635
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$330,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$266,275
Value of total corrective distributions2020-12-31$13,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,596,599
Value of total assets at end of year2020-12-31$31,324,184
Value of total assets at beginning of year2020-12-31$26,516,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$50,820
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,146,890
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$1,146,890
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$600,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$623,798
Participant contributions at end of year2020-12-31$14,470
Participant contributions at beginning of year2020-12-31$6,591
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,516
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$13,695
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$12,489
Other income not declared elsewhere2020-12-31$42,265
Administrative expenses (other) incurred2020-12-31$50,820
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$4,806,845
Value of net assets at end of year (total assets less liabilities)2020-12-31$31,310,489
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$26,503,644
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$29,526,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$25,022,623
Value of interest in common/collective trusts at end of year2020-12-31$811,990
Value of interest in common/collective trusts at beginning of year2020-12-31$587,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,327,930
Net investment gain or loss from common/collective trusts2020-12-31$23,951
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$971,285
Employer contributions (assets) at end of year2020-12-31$971,285
Employer contributions (assets) at beginning of year2020-12-31$899,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$265,875
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BERGANKDV, LLC
Accountancy firm EIN2020-12-31813053687
2019 : MIDWEST EYE CARE, P.C. 401(K) PLAN 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$12,489
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$10,440
Total income from all sources (including contributions)2019-12-31$6,173,103
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,356,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,293,152
Value of total corrective distributions2019-12-31$12,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,564,721
Value of total assets at end of year2019-12-31$26,516,133
Value of total assets at beginning of year2019-12-31$25,697,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$51,350
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$723,531
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$723,531
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$600,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$591,130
Participant contributions at end of year2019-12-31$6,591
Participant contributions at beginning of year2019-12-31$19,444
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$73,678
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$12,489
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$10,440
Administrative expenses (other) incurred2019-12-31$51,350
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$816,112
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,503,644
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,687,532
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$25,022,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,797,448
Value of interest in common/collective trusts at end of year2019-12-31$587,346
Value of interest in common/collective trusts at beginning of year2019-12-31$1,053,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,873,450
Net investment gain or loss from common/collective trusts2019-12-31$11,401
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$899,913
Employer contributions (assets) at end of year2019-12-31$899,573
Employer contributions (assets) at beginning of year2019-12-31$827,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,293,152
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 name2019-12-31BERGANKDV, LLC
Accountancy firm EIN2019-12-31813053687
2018 : MIDWEST EYE CARE, P.C. 401(K) PLAN 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$10,440
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$66,365
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,010,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$957,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,402,244
Value of total assets at end of year2018-12-31$25,697,972
Value of total assets at beginning of year2018-12-31$26,631,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$52,600
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$973,645
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$973,645
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$600,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$569,800
Participant contributions at end of year2018-12-31$19,444
Participant contributions at beginning of year2018-12-31$15,931
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,710
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$10,440
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$1,282
Administrative expenses (other) incurred2018-12-31$52,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-943,673
Value of net assets at end of year (total assets less liabilities)2018-12-31$25,687,532
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$26,631,205
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$23,797,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$24,923,995
Value of interest in common/collective trusts at end of year2018-12-31$1,053,346
Value of interest in common/collective trusts at beginning of year2018-12-31$865,819
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,337,779
Net investment gain or loss from common/collective trusts2018-12-31$26,973
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$827,734
Employer contributions (assets) at end of year2018-12-31$827,734
Employer contributions (assets) at beginning of year2018-12-31$825,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$957,438
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 name2018-12-31BERGANKDV
Accountancy firm EIN2018-12-31813053687
2017 : MIDWEST EYE CARE, P.C. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,966,430
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,459,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,426,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,473,901
Value of total assets at end of year2017-12-31$26,631,205
Value of total assets at beginning of year2017-12-31$23,124,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$33,684
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$757,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$757,210
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$600,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$578,621
Participant contributions at end of year2017-12-31$15,931
Participant contributions at beginning of year2017-12-31$3,506
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$835,495
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$69,820
Administrative expenses (other) incurred2017-12-31$33,684
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$3,506,572
Value of net assets at end of year (total assets less liabilities)2017-12-31$26,631,205
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$23,124,633
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$24,923,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$21,445,231
Value of interest in common/collective trusts at end of year2017-12-31$865,819
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,726,421
Net investment gain or loss from common/collective trusts2017-12-31$8,898
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$825,460
Employer contributions (assets) at end of year2017-12-31$825,460
Employer contributions (assets) at beginning of year2017-12-31$840,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,426,174
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 name2017-12-31HSMC ORIZON LLC
Accountancy firm EIN2017-12-31453576904
2016 : MIDWEST EYE CARE, P.C. 401(K) PLAN 2016 401k financial data
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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,022,705
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$308,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$283,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,454,110
Value of total assets at end of year2016-12-31$23,124,633
Value of total assets at beginning of year2016-12-31$20,410,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$25,000
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$600,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$572,325
Participant contributions at end of year2016-12-31$3,506
Assets. Other investments not covered elsewhere at end of year2016-12-31$835,495
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$151,179
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$41,384
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$2,714,614
Value of net assets at end of year (total assets less liabilities)2016-12-31$23,124,633
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$20,410,019
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$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$21,445,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,403,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,568,595
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$840,401
Employer contributions (assets) at end of year2016-12-31$840,401
Employer contributions (assets) at beginning of year2016-12-31$855,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$283,091
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 name2016-12-31ORIZON CPAS LLC
Accountancy firm EIN2016-12-31470837867
2015 : MIDWEST EYE CARE, P.C. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,225,692
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$644,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$644,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,385,881
Value of total assets at end of year2015-12-31$20,410,019
Value of total assets at beginning of year2015-12-31$19,828,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$600,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$530,219
Assets. Other investments not covered elsewhere at end of year2015-12-31$151,179
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$533,856
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$581,537
Value of net assets at end of year (total assets less liabilities)2015-12-31$20,410,019
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,828,482
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$19,403,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,466,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-160,189
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$855,662
Employer contributions (assets) at end of year2015-12-31$855,662
Employer contributions (assets) at beginning of year2015-12-31$828,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$644,155
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 name2015-12-31ORIZON CPAS LLC
Accountancy firm EIN2015-12-31470837867
2014 : MIDWEST EYE CARE, P.C. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,642,597
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$603,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$603,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,359,363
Value of total assets at end of year2014-12-31$19,828,482
Value of total assets at beginning of year2014-12-31$17,789,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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$600,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$530,904
Assets. Other investments not covered elsewhere at end of year2014-12-31$533,856
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$2,038,725
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,828,482
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,789,757
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$18,466,167
Value of interest in pooled separate accounts at beginning of year2014-12-31$17,522,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$878,144
Net investment gain/loss from pooled separate accounts2014-12-31$405,090
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$828,459
Employer contributions (assets) at end of year2014-12-31$828,459
Employer contributions (assets) at beginning of year2014-12-31$267,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$603,872
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 name2014-12-31ORIZON CPAS LLC
Accountancy firm EIN2014-12-31470837867
2013 : MIDWEST EYE CARE, P.C. 401(K) PLAN 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$0
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$4,012,139
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$900,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$900,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,292,923
Value of total assets at end of year2013-12-31$17,789,757
Value of total assets at beginning of year2013-12-31$14,677,796
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$600,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$497,732
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$3,111,961
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,789,757
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,677,796
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 pooled separate accounts at end of year2013-12-31$17,522,566
Value of interest in pooled separate accounts at beginning of year2013-12-31$14,520,967
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$2,719,216
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$795,191
Employer contributions (assets) at end of year2013-12-31$267,191
Employer contributions (assets) at beginning of year2013-12-31$156,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$900,178
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 name2013-12-31ORIZON CPASS LLC
Accountancy firm EIN2013-12-31470837867
2012 : MIDWEST EYE CARE, P.C. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
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$2,937,003
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$622,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$622,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,244,043
Value of total assets at end of year2012-12-31$14,677,796
Value of total assets at beginning of year2012-12-31$12,362,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$600,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$493,214
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$2,314,944
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,677,796
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,362,852
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 pooled separate accounts at end of year2012-12-31$14,520,967
Value of interest in pooled separate accounts at beginning of year2012-12-31$12,278,246
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$1,692,960
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$750,829
Employer contributions (assets) at end of year2012-12-31$156,829
Employer contributions (assets) at beginning of year2012-12-31$84,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$622,059
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 name2012-12-31ORIZON CPAS LLC
Accountancy firm EIN2012-12-31470837867
2011 : MIDWEST EYE CARE, P.C. 401(K) PLAN 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$832,274
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$853,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$813,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,206,042
Value of total assets at end of year2011-12-31$12,362,852
Value of total assets at beginning of year2011-12-31$12,383,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$39,231
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
Administrative expenses professional fees incurred2011-12-31$39,231
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$600,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$491,436
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-20,843
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,362,852
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,383,695
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 pooled separate accounts at end of year2011-12-31$12,278,246
Value of interest in pooled separate accounts at beginning of year2011-12-31$12,183,105
Net investment gain/loss from pooled separate accounts2011-12-31$-373,768
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$714,606
Employer contributions (assets) at end of year2011-12-31$84,606
Employer contributions (assets) at beginning of year2011-12-31$200,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$813,886
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 name2011-12-31ORIZON CPAS LLC
Accountancy firm EIN2011-12-31470837867
2010 : MIDWEST EYE CARE, P.C. 401(K) PLAN 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$2,522,544
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$313,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$313,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,133,304
Value of total assets at end of year2010-12-31$12,383,695
Value of total assets at beginning of year2010-12-31$10,174,649
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$600,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$446,664
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$50
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$2,209,046
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,383,695
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,174,649
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 pooled separate accounts at end of year2010-12-31$12,183,105
Value of interest in pooled separate accounts at beginning of year2010-12-31$10,112,483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$1,389,240
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$686,590
Employer contributions (assets) at end of year2010-12-31$200,590
Employer contributions (assets) at beginning of year2010-12-31$62,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$313,498
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 name2010-12-31ORIZON CPAS LLC
Accountancy firm EIN2010-12-31470837867
2009 : MIDWEST EYE CARE, P.C. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MIDWEST EYE CARE, P.C. 401(K) PLAN

2022: MIDWEST EYE CARE, P.C. 401(K) PLAN 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: MIDWEST EYE CARE, P.C. 401(K) PLAN 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: MIDWEST EYE CARE, P.C. 401(K) PLAN 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: MIDWEST EYE CARE, P.C. 401(K) PLAN 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: MIDWEST EYE CARE, P.C. 401(K) PLAN 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: MIDWEST EYE CARE, P.C. 401(K) PLAN 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MIDWEST EYE CARE, P.C. 401(K) PLAN 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MIDWEST EYE CARE, P.C. 401(K) PLAN 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MIDWEST EYE CARE, P.C. 401(K) PLAN 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: MIDWEST EYE CARE, P.C. 401(K) PLAN 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: MIDWEST EYE CARE, P.C. 401(K) PLAN 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: MIDWEST EYE CARE, P.C. 401(K) PLAN 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
2010: MIDWEST EYE CARE, P.C. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MIDWEST EYE CARE, P.C. 401(K) PLAN 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

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