STEVEN HILZ O.D., APC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2021 : PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $685,303 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $91,034 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $73,624 |
| Total plan assets at end of year | 2021-12-31 | $3,833,225 |
| Total plan assets at beginning of year | 2021-12-31 | $3,238,956 |
| Value of fidelity bond covering the plan | 2021-12-31 | $400,000 |
| Other income received | 2021-12-31 | $498,355 |
| Net income (gross income less expenses) | 2021-12-31 | $594,269 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,833,225 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,238,956 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $46,677 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $186,948 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $17,410 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $547,639 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $48,393 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $34,437 |
| Total plan assets at end of year | 2020-12-31 | $3,238,956 |
| Total plan assets at beginning of year | 2020-12-31 | $2,739,710 |
| Value of fidelity bond covering the plan | 2020-12-31 | $350,000 |
| Other income received | 2020-12-31 | $356,735 |
| Net income (gross income less expenses) | 2020-12-31 | $499,246 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,238,956 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,739,710 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $49,969 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $190,904 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $13,956 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $675,430 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $65,092 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $52,366 |
| Total plan assets at end of year | 2019-12-31 | $2,739,710 |
| Total plan assets at beginning of year | 2019-12-31 | $2,129,372 |
| Value of fidelity bond covering the plan | 2019-12-31 | $350,000 |
| Other income received | 2019-12-31 | $511,609 |
| Net income (gross income less expenses) | 2019-12-31 | $610,338 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,739,710 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,129,372 |
| Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $53,659 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $163,821 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $12,726 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-176,372 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $33,319 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $21,437 |
| Total plan assets at end of year | 2018-12-31 | $2,129,372 |
| Total plan assets at beginning of year | 2018-12-31 | $2,339,063 |
| Value of fidelity bond covering the plan | 2018-12-31 | $350,000 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $1,184 |
| Other income received | 2018-12-31 | $-202,556 |
| Net income (gross income less expenses) | 2018-12-31 | $-209,691 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,129,372 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,339,063 |
| Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $106,120 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $25,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $11,882 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $325,884 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $93,650 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $81,524 |
| Total plan assets at end of year | 2017-12-31 | $2,339,063 |
| Total plan assets at beginning of year | 2017-12-31 | $2,106,829 |
| Value of fidelity bond covering the plan | 2017-12-31 | $300,000 |
| Other income received | 2017-12-31 | $300,884 |
| Net income (gross income less expenses) | 2017-12-31 | $232,234 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,339,063 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,106,829 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $115,061 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $25,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $12,126 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $336,754 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $36,419 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $20,695 |
| Total plan assets at end of year | 2016-12-31 | $2,106,829 |
| Total plan assets at beginning of year | 2016-12-31 | $1,806,494 |
| Value of fidelity bond covering the plan | 2016-12-31 | $300,000 |
| Other income received | 2016-12-31 | $196,971 |
| Net income (gross income less expenses) | 2016-12-31 | $300,335 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,106,829 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,806,494 |
| Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $104,938 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $139,783 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $15,724 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $118,554 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $140,987 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $129,837 |
| Total plan assets at end of year | 2015-12-31 | $1,806,494 |
| Total plan assets at beginning of year | 2015-12-31 | $1,828,927 |
| Value of fidelity bond covering the plan | 2015-12-31 | $300,000 |
| Other income received | 2015-12-31 | $-52,923 |
| Net income (gross income less expenses) | 2015-12-31 | $-22,433 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,806,494 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,828,927 |
| Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $92,230 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $171,477 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $11,150 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $197,788 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $30,020 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $20,719 |
| Total plan assets at end of year | 2014-12-31 | $1,828,927 |
| Total plan assets at beginning of year | 2014-12-31 | $1,661,159 |
| Value of fidelity bond covering the plan | 2014-12-31 | $300,000 |
| Other income received | 2014-12-31 | $70,172 |
| Net income (gross income less expenses) | 2014-12-31 | $167,768 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,828,927 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,661,159 |
| Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $106,702 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $127,616 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $9,301 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $396,332 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $932 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $932 |
| Total plan assets at end of year | 2013-12-31 | $1,661,159 |
| Total plan assets at beginning of year | 2013-12-31 | $1,265,759 |
| Value of fidelity bond covering the plan | 2013-12-31 | $300,000 |
| Other income received | 2013-12-31 | $225,172 |
| Net income (gross income less expenses) | 2013-12-31 | $395,400 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,661,159 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,265,759 |
| Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $104,652 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $171,160 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $262,469 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $31,938 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $21,508 |
| Total plan assets at end of year | 2012-12-31 | $1,265,759 |
| Total plan assets at beginning of year | 2012-12-31 | $1,035,228 |
| Value of fidelity bond covering the plan | 2012-12-31 | $150,000 |
| Other income received | 2012-12-31 | $121,971 |
| Net income (gross income less expenses) | 2012-12-31 | $230,531 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,265,759 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,035,228 |
| Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $97,388 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $140,498 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $10,430 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $34,474 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $23,782 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $23,782 |
| Total plan assets at end of year | 2011-12-31 | $1,035,228 |
| Total plan assets at beginning of year | 2011-12-31 | $1,024,536 |
| Value of fidelity bond covering the plan | 2011-12-31 | $150,000 |
| Other income received | 2011-12-31 | $-40,014 |
| Net income (gross income less expenses) | 2011-12-31 | $10,692 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,035,228 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,024,536 |
| Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $88,992 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $74,488 |
| 2010 : PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $178,749 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $41,697 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $27,458 |
| Total plan assets at end of year | 2010-12-31 | $1,024,536 |
| Total plan assets at beginning of year | 2010-12-31 | $887,484 |
| Value of fidelity bond covering the plan | 2010-12-31 | $150,000 |
| Other income received | 2010-12-31 | $65,402 |
| Net income (gross income less expenses) | 2010-12-31 | $137,052 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,024,536 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $887,484 |
| Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $98,976 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $113,347 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $14,239 |
| 2021: PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |