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PERRIS VALLEY VISION CENTER DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NamePERRIS VALLEY VISION CENTER DEFINED BENEFIT PENSION PLAN
Plan identification number 002

PERRIS VALLEY VISION CENTER DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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 DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01STEVEN HILZ O.D., APC
0022013-01-01STEVEN HILZ O.D., APC
0022012-01-01STEVEN HILZ O.D., APC
0022011-01-01STEVEN HILZ O.D., APC
0022009-01-01STEVEN HILZ O.D., APC

Financial Data on PERRIS VALLEY VISION CENTER DEFINED BENEFIT PENSION PLAN

Measure Date Value
2016 : PERRIS VALLEY VISION CENTER DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Total income from all sources2016-12-31$517,686
Expenses. Total of all expenses incurred2016-12-31$1,849
Benefits paid (including direct rollovers)2016-12-31$1,849
Total plan assets at end of year2016-12-31$3,156,250
Total plan assets at beginning of year2016-12-31$2,640,413
Value of fidelity bond covering the plan2016-12-31$300,000
Other income received2016-12-31$167,686
Net income (gross income less expenses)2016-12-31$515,837
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,156,250
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,640,413
Assets. Value of real-estate (other than employer real property)2016-12-31$6,091
Total contributions received or receivable from employer(s)2016-12-31$350,000
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 DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$189,532
Expenses. Total of all expenses incurred2015-12-31$42,060
Benefits paid (including direct rollovers)2015-12-31$42,060
Total plan assets at end of year2015-12-31$2,640,413
Total plan assets at beginning of year2015-12-31$2,492,941
Value of fidelity bond covering the plan2015-12-31$300,000
Other income received2015-12-31$-85,468
Net income (gross income less expenses)2015-12-31$147,472
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,640,413
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,492,941
Assets. Value of real-estate (other than employer real property)2015-12-31$6,091
Total contributions received or receivable from employer(s)2015-12-31$275,000
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 DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$432,864
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$2,492,941
Total plan assets at beginning of year2014-12-31$2,060,077
Value of fidelity bond covering the plan2014-12-31$300,000
Other income received2014-12-31$157,864
Net income (gross income less expenses)2014-12-31$432,864
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,492,941
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,060,077
Assets. Value of real-estate (other than employer real property)2014-12-31$108,127
Total contributions received or receivable from employer(s)2014-12-31$275,000
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 DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$685,937
Expenses. Total of all expenses incurred2013-12-31$3,075
Benefits paid (including direct rollovers)2013-12-31$3,075
Total plan assets at end of year2013-12-31$2,060,077
Total plan assets at beginning of year2013-12-31$1,377,215
Value of fidelity bond covering the plan2013-12-31$300,000
Other income received2013-12-31$235,936
Net income (gross income less expenses)2013-12-31$682,862
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,060,077
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,377,215
Assets. Value of real-estate (other than employer real property)2013-12-31$246,484
Total contributions received or receivable from employer(s)2013-12-31$450,001
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 DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$449,825
Expenses. Total of all expenses incurred2012-12-31$2,659
Benefits paid (including direct rollovers)2012-12-31$2,659
Total plan assets at end of year2012-12-31$1,377,215
Total plan assets at beginning of year2012-12-31$930,049
Value of fidelity bond covering the plan2012-12-31$100,000
Other income received2012-12-31$91,825
Net income (gross income less expenses)2012-12-31$447,166
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,377,215
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$930,049
Assets. Value of real-estate (other than employer real property)2012-12-31$136,781
Total contributions received or receivable from employer(s)2012-12-31$358,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$2,659
2011 : PERRIS VALLEY VISION CENTER DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$286,015
Expenses. Total of all expenses incurred2011-12-31$1,813
Benefits paid (including direct rollovers)2011-12-31$1,813
Total plan assets at end of year2011-12-31$930,049
Total plan assets at beginning of year2011-12-31$645,847
Value of fidelity bond covering the plan2011-12-31$100,000
Other income received2011-12-31$10,514
Net income (gross income less expenses)2011-12-31$284,202
Net plan assets at end of year (total assets less liabilities)2011-12-31$930,049
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$645,847
Assets. Value of real-estate (other than employer real property)2011-12-31$53,251
Total contributions received or receivable from employer(s)2011-12-31$275,501
2010 : PERRIS VALLEY VISION CENTER DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$167,576
Expenses. Total of all expenses incurred2010-12-31$1,623
Benefits paid (including direct rollovers)2010-12-31$1,623
Total plan assets at end of year2010-12-31$645,847
Total plan assets at beginning of year2010-12-31$479,894
Value of fidelity bond covering the plan2010-12-31$100,000
Other income received2010-12-31$44,004
Net income (gross income less expenses)2010-12-31$165,953
Net plan assets at end of year (total assets less liabilities)2010-12-31$645,847
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$479,894
Assets. Value of real-estate (other than employer real property)2010-12-31$53,251
Total contributions received or receivable from employer(s)2010-12-31$123,572

Form 5500 Responses for PERRIS VALLEY VISION CENTER DEFINED BENEFIT PENSION PLAN

2016: PERRIS VALLEY VISION CENTER DEFINED BENEFIT PENSION 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 DEFINED BENEFIT PENSION 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 DEFINED BENEFIT PENSION 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 DEFINED BENEFIT PENSION 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 DEFINED BENEFIT PENSION 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 DEFINED BENEFIT PENSION 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PERRIS VALLEY VISION CENTER DEFINED BENEFIT PENSION 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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