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PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN 401k Plan overview

Plan NamePERRIS VALLEY VISION CENTER PROFIT SHARING PLAN
Plan identification number 001

PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

STEVEN HILZ O.D., APC has sponsored the creation of one or more 401k plans.

Company Name:STEVEN HILZ O.D., APC
Employer identification number (EIN):481261557
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01STEVEN HILZ2022-04-09 STEVEN HILZ2022-04-09
0012020-01-01STEVEN HILZ2021-04-16 STEVEN HILZ2021-04-16
0012019-01-01STEVEN HILZ2020-05-08 STEVEN HILZ2020-05-08
0012018-01-01STEVEN HILZ2019-08-12 STEVEN HILZ2019-08-12
0012017-01-01
0012016-01-01
0012015-01-01
0012015-01-01
0012014-01-01STEVEN HILZ
0012013-01-01STEVEN HILZ
0012012-01-01STEVEN HILZ
0012011-01-01STEVEN HILZ
0012010-01-01STEVEN HILZ
0012009-01-01STEVEN HILZ

Financial Data on 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 sources2021-12-31$685,303
Expenses. Total of all expenses incurred2021-12-31$91,034
Benefits paid (including direct rollovers)2021-12-31$73,624
Total plan assets at end of year2021-12-31$3,833,225
Total plan assets at beginning of year2021-12-31$3,238,956
Value of fidelity bond covering the plan2021-12-31$400,000
Other income received2021-12-31$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 securities2021-12-31$0
2020 : PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$547,639
Expenses. Total of all expenses incurred2020-12-31$48,393
Benefits paid (including direct rollovers)2020-12-31$34,437
Total plan assets at end of year2020-12-31$3,238,956
Total plan assets at beginning of year2020-12-31$2,739,710
Value of fidelity bond covering the plan2020-12-31$350,000
Other income received2020-12-31$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 securities2020-12-31$0
2019 : PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$675,430
Expenses. Total of all expenses incurred2019-12-31$65,092
Benefits paid (including direct rollovers)2019-12-31$52,366
Total plan assets at end of year2019-12-31$2,739,710
Total plan assets at beginning of year2019-12-31$2,129,372
Value of fidelity bond covering the plan2019-12-31$350,000
Other income received2019-12-31$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 securities2019-12-31$0
2018 : PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-176,372
Expenses. Total of all expenses incurred2018-12-31$33,319
Benefits paid (including direct rollovers)2018-12-31$21,437
Total plan assets at end of year2018-12-31$2,129,372
Total plan assets at beginning of year2018-12-31$2,339,063
Value of fidelity bond covering the plan2018-12-31$350,000
Contributions received from other sources (not participants or employers)2018-12-31$1,184
Other income received2018-12-31$-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 securities2018-12-31$0
2017 : PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$325,884
Expenses. Total of all expenses incurred2017-12-31$93,650
Benefits paid (including direct rollovers)2017-12-31$81,524
Total plan assets at end of year2017-12-31$2,339,063
Total plan assets at beginning of year2017-12-31$2,106,829
Value of fidelity bond covering the plan2017-12-31$300,000
Other income received2017-12-31$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 securities2017-12-31$0
2016 : PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$336,754
Expenses. Total of all expenses incurred2016-12-31$36,419
Benefits paid (including direct rollovers)2016-12-31$20,695
Total plan assets at end of year2016-12-31$2,106,829
Total plan assets at beginning of year2016-12-31$1,806,494
Value of fidelity bond covering the plan2016-12-31$300,000
Other income received2016-12-31$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 securities2016-12-31$0
2015 : PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$118,554
Expenses. Total of all expenses incurred2015-12-31$140,987
Benefits paid (including direct rollovers)2015-12-31$129,837
Total plan assets at end of year2015-12-31$1,806,494
Total plan assets at beginning of year2015-12-31$1,828,927
Value of fidelity bond covering the plan2015-12-31$300,000
Other income received2015-12-31$-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 securities2015-12-31$0
2014 : PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$197,788
Expenses. Total of all expenses incurred2014-12-31$30,020
Benefits paid (including direct rollovers)2014-12-31$20,719
Total plan assets at end of year2014-12-31$1,828,927
Total plan assets at beginning of year2014-12-31$1,661,159
Value of fidelity bond covering the plan2014-12-31$300,000
Other income received2014-12-31$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 securities2014-12-31$0
2013 : PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$396,332
Expenses. Total of all expenses incurred2013-12-31$932
Benefits paid (including direct rollovers)2013-12-31$932
Total plan assets at end of year2013-12-31$1,661,159
Total plan assets at beginning of year2013-12-31$1,265,759
Value of fidelity bond covering the plan2013-12-31$300,000
Other income received2013-12-31$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 securities2013-12-31$0
2012 : PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$262,469
Expenses. Total of all expenses incurred2012-12-31$31,938
Benefits paid (including direct rollovers)2012-12-31$21,508
Total plan assets at end of year2012-12-31$1,265,759
Total plan assets at beginning of year2012-12-31$1,035,228
Value of fidelity bond covering the plan2012-12-31$150,000
Other income received2012-12-31$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 securities2012-12-31$0
2011 : PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$34,474
Expenses. Total of all expenses incurred2011-12-31$23,782
Benefits paid (including direct rollovers)2011-12-31$23,782
Total plan assets at end of year2011-12-31$1,035,228
Total plan assets at beginning of year2011-12-31$1,024,536
Value of fidelity bond covering the plan2011-12-31$150,000
Other income received2011-12-31$-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 sources2010-12-31$178,749
Expenses. Total of all expenses incurred2010-12-31$41,697
Benefits paid (including direct rollovers)2010-12-31$27,458
Total plan assets at end of year2010-12-31$1,024,536
Total plan assets at beginning of year2010-12-31$887,484
Value of fidelity bond covering the plan2010-12-31$150,000
Other income received2010-12-31$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

Form 5500 Responses for PERRIS VALLEY VISION CENTER PROFIT SHARING PLAN

2021: PERRIS VALLEY VISION CENTER PROFIT SHARING 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: PERRIS VALLEY VISION CENTER PROFIT SHARING 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: PERRIS VALLEY VISION CENTER PROFIT SHARING 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: PERRIS VALLEY VISION CENTER PROFIT SHARING 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: PERRIS VALLEY VISION CENTER PROFIT SHARING 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: PERRIS VALLEY VISION CENTER PROFIT SHARING 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: PERRIS VALLEY VISION CENTER PROFIT SHARING 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: PERRIS VALLEY VISION CENTER PROFIT SHARING 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PERRIS VALLEY VISION CENTER PROFIT SHARING 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PERRIS VALLEY VISION CENTER PROFIT SHARING 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PERRIS VALLEY VISION CENTER PROFIT SHARING 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: PERRIS VALLEY VISION CENTER PROFIT SHARING 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: PERRIS VALLEY VISION CENTER PROFIT SHARING 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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62120
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62120
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62120
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62120
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62120
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62120
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62120
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62120
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62120
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62120
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62120
Policy instance 1

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