401k Plan data: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN plan

EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 401k Plan overview

Plan Name	EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN
Plan identification number	002

EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

EYE ASSOCIATES OF WINCHESTER, INC. has sponsored the creation of one or more 401k plans.

Company Name: EYE ASSOCIATES OF WINCHESTER, INC.

Employer identification number (EIN): 541343260

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Additional information about EYE ASSOCIATES OF WINCHESTER, INC.

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 1985-11-08

Company Identification Number: 0278128

Legal Registered Office Address: 1845 PLAZA DRIVE

WINCHESTER
United States of America (USA)
22601

More information about EYE ASSOCIATES OF WINCHESTER, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 DR. NANCY EISELE
002 2016-01-01
002 2014-01-01 DR. NANCY EISELE
002 2013-01-01 DR. NANCY EISELE
002 2012-01-01 NANCY EISELE
002 2011-01-01 NANCY EISELE, MD 2012-06-07
002 2010-01-01 NANCY EISELE, MD 2011-07-05

Plan Statistics for EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN

401k plan membership statisitcs for EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN

Measure Date Value
2022: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,781,644
Acturial value of plan assets 2022-12-31 1,781,644
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 11
Fundng target for terminated vested participants 2022-12-31 94,628
Active participant vested funding target 2022-12-31 2,046,482
Number of active participants 2022-12-31 10
Total funding liabilities for active participants 2022-12-31 2,046,482
Total participant count 2022-12-31 21
Total funding target for all participants 2022-12-31 2,141,110
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 2,868
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 2,868
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 79
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 80
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 80
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 80
Total employer contributions 2022-12-31 446,000
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 430,910
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 126,808
Net shortfall amortization installment of oustanding balance 2022-12-31 359,550
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 160,035
Additional cash requirement 2022-12-31 160,035
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 430,910
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,861,696
Acturial value of plan assets 2021-12-31 1,861,696
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 8
Fundng target for terminated vested participants 2021-12-31 30,180
Active participant vested funding target 2021-12-31 1,806,918
Number of active participants 2021-12-31 11
Total funding liabilities for active participants 2021-12-31 1,806,918
Total participant count 2021-12-31 19
Total funding target for all participants 2021-12-31 1,837,098
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 2,868
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 2,868
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 2,868
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 2,868
Total employer contributions 2021-12-31 177,079
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 171,030
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 195,549
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 173,964
Prefunding balance elected to use to offset funding requirement 2021-12-31 3,013
Additional cash requirement 2021-12-31 170,951
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 171,030
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,750,545
Acturial value of plan assets 2020-12-31 1,750,545
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 6
Fundng target for terminated vested participants 2020-12-31 16,720
Active participant vested funding target 2020-12-31 1,540,210
Number of active participants 2020-12-31 12
Total funding liabilities for active participants 2020-12-31 1,540,210
Total participant count 2020-12-31 18
Total funding target for all participants 2020-12-31 1,556,930
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 177,499
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 177,499
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 3,179
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 3,071
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 193,818
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 203
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 203
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 3,071
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,363,462
Acturial value of plan assets 2019-12-31 1,363,462
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 3
Fundng target for terminated vested participants 2019-12-31 9,907
Active participant vested funding target 2019-12-31 1,251,192
Number of active participants 2019-12-31 16
Total funding liabilities for active participants 2019-12-31 1,251,192
Total participant count 2019-12-31 19
Total funding target for all participants 2019-12-31 1,261,099
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 48,823
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 48,823
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 271,350
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 262,247
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 187,111
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 84,748
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 84,748
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 262,247
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 920,438
Acturial value of plan assets 2018-12-31 920,438
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 3
Fundng target for terminated vested participants 2018-12-31 9,108
Active participant vested funding target 2018-12-31 997,364
Number of active participants 2018-12-31 14
Total funding liabilities for active participants 2018-12-31 997,364
Total participant count 2018-12-31 17
Total funding target for all participants 2018-12-31 1,006,472
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 47,596
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 47,596
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 250,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 240,678
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 177,810
Net shortfall amortization installment of oustanding balance 2018-12-31 86,034
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 191,855
Additional cash requirement 2018-12-31 191,855
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 240,678
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 835,756
Acturial value of plan assets 2017-12-31 835,756
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 3
Fundng target for terminated vested participants 2017-12-31 8,326
Active participant vested funding target 2017-12-31 764,883
Number of active participants 2017-12-31 9
Total funding liabilities for active participants 2017-12-31 764,883
Total participant count 2017-12-31 12
Total funding target for all participants 2017-12-31 773,209
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 53,088
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 53,088
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 158,281
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 152,211
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 167,162
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 104,615
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 104,615
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 152,211
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 649,369
Acturial value of plan assets 2016-12-31 649,369
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 3
Fundng target for terminated vested participants 2016-12-31 7,608
Active participant vested funding target 2016-12-31 593,717
Number of active participants 2016-12-31 5
Total funding liabilities for active participants 2016-12-31 593,717
Total participant count 2016-12-31 8
Total funding target for all participants 2016-12-31 601,325
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 53,363
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 53,363
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 129,137
Total employee contributions 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 124,097
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 119,053
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 71,009
Additional cash requirement 2016-12-31 71,009
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 124,097
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2014: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2022: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,781,644
Acturial value of plan assets	2022-12-31	1,781,644
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	11
Fundng target for terminated vested participants	2022-12-31	94,628
Active participant vested funding target	2022-12-31	2,046,482
Number of active participants	2022-12-31	10
Total funding liabilities for active participants	2022-12-31	2,046,482
Total participant count	2022-12-31	21
Total funding target for all participants	2022-12-31	2,141,110
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	2,868
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	2,868
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	79
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	80
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	80
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	80
Total employer contributions	2022-12-31	446,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	430,910
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	126,808
Net shortfall amortization installment of oustanding balance	2022-12-31	359,550
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	160,035
Additional cash requirement	2022-12-31	160,035
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	430,910
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,861,696
Acturial value of plan assets	2021-12-31	1,861,696
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	8
Fundng target for terminated vested participants	2021-12-31	30,180
Active participant vested funding target	2021-12-31	1,806,918
Number of active participants	2021-12-31	11
Total funding liabilities for active participants	2021-12-31	1,806,918
Total participant count	2021-12-31	19
Total funding target for all participants	2021-12-31	1,837,098
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	2,868
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	2,868
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	2,868
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	2,868
Total employer contributions	2021-12-31	177,079
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	171,030
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	195,549
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	173,964
Prefunding balance elected to use to offset funding requirement	2021-12-31	3,013
Additional cash requirement	2021-12-31	170,951
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	171,030
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,750,545
Acturial value of plan assets	2020-12-31	1,750,545
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	6
Fundng target for terminated vested participants	2020-12-31	16,720
Active participant vested funding target	2020-12-31	1,540,210
Number of active participants	2020-12-31	12
Total funding liabilities for active participants	2020-12-31	1,540,210
Total participant count	2020-12-31	18
Total funding target for all participants	2020-12-31	1,556,930
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	177,499
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	177,499
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	3,179
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	3,071
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	193,818
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	203
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	203
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	3,071
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,363,462
Acturial value of plan assets	2019-12-31	1,363,462
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	3
Fundng target for terminated vested participants	2019-12-31	9,907
Active participant vested funding target	2019-12-31	1,251,192
Number of active participants	2019-12-31	16
Total funding liabilities for active participants	2019-12-31	1,251,192
Total participant count	2019-12-31	19
Total funding target for all participants	2019-12-31	1,261,099
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	48,823
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	48,823
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	271,350
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	262,247
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	187,111
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	84,748
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	84,748
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	262,247
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	920,438
Acturial value of plan assets	2018-12-31	920,438
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	3
Fundng target for terminated vested participants	2018-12-31	9,108
Active participant vested funding target	2018-12-31	997,364
Number of active participants	2018-12-31	14
Total funding liabilities for active participants	2018-12-31	997,364
Total participant count	2018-12-31	17
Total funding target for all participants	2018-12-31	1,006,472
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	47,596
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	47,596
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	250,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	240,678
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	177,810
Net shortfall amortization installment of oustanding balance	2018-12-31	86,034
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	191,855
Additional cash requirement	2018-12-31	191,855
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	240,678
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	835,756
Acturial value of plan assets	2017-12-31	835,756
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	3
Fundng target for terminated vested participants	2017-12-31	8,326
Active participant vested funding target	2017-12-31	764,883
Number of active participants	2017-12-31	9
Total funding liabilities for active participants	2017-12-31	764,883
Total participant count	2017-12-31	12
Total funding target for all participants	2017-12-31	773,209
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	53,088
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	53,088
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	158,281
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	152,211
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	167,162
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	104,615
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	104,615
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	152,211
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	649,369
Acturial value of plan assets	2016-12-31	649,369
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	3
Fundng target for terminated vested participants	2016-12-31	7,608
Active participant vested funding target	2016-12-31	593,717
Number of active participants	2016-12-31	5
Total funding liabilities for active participants	2016-12-31	593,717
Total participant count	2016-12-31	8
Total funding target for all participants	2016-12-31	601,325
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	53,363
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	53,363
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	129,137
Total employee contributions	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	124,097
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	119,053
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	71,009
Additional cash requirement	2016-12-31	71,009
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	124,097
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2014: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN

Measure	Date	Value
2017 : EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$223,265
Expenses. Total of all expenses incurred	2017-12-31	$7,733
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$994,038
Total plan assets at beginning of year	2017-12-31	$778,506
Value of fidelity bond covering the plan	2017-12-31	$200,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$64,984
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$215,532
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$994,038
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$778,506
Total contributions received or receivable from employer(s)	2017-12-31	$158,281
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$7,733
2016 : EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$164,692
Expenses. Total of all expenses incurred	2016-12-31	$5,409
Total plan assets at end of year	2016-12-31	$778,506
Total plan assets at beginning of year	2016-12-31	$619,223
Value of fidelity bond covering the plan	2016-12-31	$150,000
Other income received	2016-12-31	$35,555
Net income (gross income less expenses)	2016-12-31	$159,283
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$778,506
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$619,223
Total contributions received or receivable from employer(s)	2016-12-31	$129,137
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$5,409
2014 : EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$148,697
Expenses. Total of all expenses incurred	2014-12-31	$2,350
Total plan assets at end of year	2014-12-31	$448,123
Total plan assets at beginning of year	2014-12-31	$301,776
Value of fidelity bond covering the plan	2014-12-31	$150,000
Other income received	2014-12-31	$19,159
Net income (gross income less expenses)	2014-12-31	$146,347
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$448,123
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$301,776
Total contributions received or receivable from employer(s)	2014-12-31	$129,538
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$2,350
2013 : EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$139,441
Expenses. Total of all expenses incurred	2013-12-31	$448
Total plan assets at end of year	2013-12-31	$301,776
Total plan assets at beginning of year	2013-12-31	$162,783
Value of fidelity bond covering the plan	2013-12-31	$150,000
Other income received	2013-12-31	$7,142
Net income (gross income less expenses)	2013-12-31	$138,993
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$301,776
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$162,783
Total contributions received or receivable from employer(s)	2013-12-31	$132,299
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$448
2012 : EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$162,783
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$162,783
Total plan assets at beginning of year	2012-12-31	$0
Value of fidelity bond covering the plan	2012-12-31	$150,000
Net income (gross income less expenses)	2012-12-31	$162,783
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$162,783
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$162,783

Form 5500 Responses for EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN

2017: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE 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: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE 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
2014: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE 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: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE 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: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
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

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Company Name:	EYE ASSOCIATES OF WINCHESTER, INC.
Employer identification number (EIN):	541343260
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	1985-11-08
Company Identification Number:	0278128
Legal Registered Office Address:	1845 PLAZA DRIVE WINCHESTER United States of America (USA) 22601

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	DR. NANCY EISELE
002	2016-01-01
002	2014-01-01	DR. NANCY EISELE
002	2013-01-01	DR. NANCY EISELE
002	2012-01-01	NANCY EISELE
002	2011-01-01	NANCY EISELE, MD	2012-06-07
002	2010-01-01	NANCY EISELE, MD	2011-07-05