DRS. PRICE, YOUNG, ODLE & HORSCH, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE EYE DOCTORS PROFIT SHARING/401(K) PLAN AND TRUST
401k plan membership statisitcs for THE EYE DOCTORS PROFIT SHARING/401(K) PLAN AND TRUST
Measure | Date | Value |
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2017 : THE EYE DOCTORS PROFIT SHARING/401(K) PLAN AND TRUST 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $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 | $491,896 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $4,655,937 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $4,610,218 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,537 |
Value of total assets at end of year | 2017-12-31 | $7,158 |
Value of total assets at beginning of year | 2017-12-31 | $4,171,199 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $45,719 |
Total interest from all sources | 2017-12-31 | $488,359 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2017-12-31 | $0 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $925 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $7,074 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $50 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $236 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Income. Non cash contributions | 2017-12-31 | $0 |
Value of net income/loss | 2017-12-31 | $-4,164,041 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $7,158 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,171,199 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $7,158 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $4,162,638 |
Interest on participant loans | 2017-12-31 | $274 |
Interest earned on other investments | 2017-12-31 | $488,085 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $2,612 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,201 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $4,610,218 |
Contract administrator fees | 2017-12-31 | $45,719 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BROWN SMITH WALLACE, LLP |
Accountancy firm EIN | 2017-12-31 | 431001367 |
2016 : THE EYE DOCTORS PROFIT SHARING/401(K) PLAN AND TRUST 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 | $551,574 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $292,980 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $290,454 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $299,740 |
Value of total assets at end of year | 2016-12-31 | $4,171,199 |
Value of total assets at beginning of year | 2016-12-31 | $3,912,605 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,526 |
Total interest from all sources | 2016-12-31 | $251,834 |
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 year | 2016-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2016-12-31 | $0 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $205,034 |
Participant contributions at end of year | 2016-12-31 | $7,074 |
Participant contributions at beginning of year | 2016-12-31 | $14,402 |
Participant contributions at end of year | 2016-12-31 | $50 |
Total non interest bearing cash at end of year | 2016-12-31 | $236 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $258,594 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $4,171,199 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,912,605 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $4,162,638 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $3,895,564 |
Interest on participant loans | 2016-12-31 | $423 |
Interest earned on other investments | 2016-12-31 | $251,411 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $102 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $94,706 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,201 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $2,537 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $290,454 |
Contract administrator fees | 2016-12-31 | $2,526 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BROWN SMITH WALLACE, LLP |
Accountancy firm EIN | 2016-12-31 | 431001367 |
2015 : THE EYE DOCTORS PROFIT SHARING/401(K) PLAN AND TRUST 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $537,579 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $186,923 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $183,029 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $540,779 |
Value of total assets at end of year | 2015-12-31 | $3,912,605 |
Value of total assets at beginning of year | 2015-12-31 | $3,561,949 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $3,894 |
Total interest from all sources | 2015-12-31 | $-3,200 |
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 year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $360,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $315,962 |
Participant contributions at end of year | 2015-12-31 | $14,402 |
Participant contributions at beginning of year | 2015-12-31 | $25,874 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $76,168 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $350,656 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $3,912,605 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,561,949 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $3,895,564 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $3,531,846 |
Interest on participant loans | 2015-12-31 | $923 |
Interest earned on other investments | 2015-12-31 | $-4,123 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $102 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $148,649 |
Employer contributions (assets) at end of year | 2015-12-31 | $2,537 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $4,229 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $183,029 |
Contract administrator fees | 2015-12-31 | $3,894 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | VARNEY'S & ASSOCIATES CPA LLC |
Accountancy firm EIN | 2015-12-31 | 300038643 |
2014 : THE EYE DOCTORS PROFIT SHARING/401(K) PLAN AND TRUST 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $494,247 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $148,076 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $141,902 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $360,684 |
Value of total assets at end of year | 2014-12-31 | $3,561,949 |
Value of total assets at beginning of year | 2014-12-31 | $3,215,778 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $6,174 |
Total interest from all sources | 2014-12-31 | $133,563 |
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 year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $321,578 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $240,147 |
Participant contributions at end of year | 2014-12-31 | $25,874 |
Participant contributions at beginning of year | 2014-12-31 | $17,033 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $692 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $346,171 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $3,561,949 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,215,778 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $3,531,846 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $3,198,745 |
Interest on participant loans | 2014-12-31 | $1,153 |
Interest earned on other investments | 2014-12-31 | $132,410 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $119,845 |
Employer contributions (assets) at end of year | 2014-12-31 | $4,229 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $141,902 |
Contract administrator fees | 2014-12-31 | $6,174 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | VARNEY'S & ASSOCIATES CPA LLC |
Accountancy firm EIN | 2014-12-31 | 300038643 |