401k Plan data: EYE CARE PROFESSIONALS 401K PLAN plan

EYE CARE PROFESSIONALS 401K PLAN 401k Plan overview

Plan Name	EYE CARE PROFESSIONALS 401K PLAN
Plan identification number	001

EYE CARE PROFESSIONALS 401K PLAN Benefits

401k Plan Type

Defined 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.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

MATTHEW B. MILLS, MD, LTD. has sponsored the creation of one or more 401k plans.

Company Name: MATTHEW B. MILLS, MD, LTD.

Employer identification number (EIN): 562350282

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EYE CARE PROFESSIONALS 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01 MATTHEW MILLS, MD 2022-08-15 MATTHEW MILLS, MD 2022-08-15
001 2020-01-01 MATTHEW MILLS, MD 2021-06-28 MATTHEW MILLS, MD 2021-06-28
001 2019-01-01 MATTHEW MILLS, MD 2020-05-18 MATTHEW MILLS, MD 2020-05-18
001 2019-01-01 MATTHEW MILLS, MD 2020-08-26 MATTHEW MILLS, MD 2020-08-26
001 2018-01-01 MATTHEW B MILLS, MD 2019-05-22 MATTHEW B MILLS, MD 2019-05-22
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01 MATTHEW MILLS, MD 2014-05-22 MATTHEW MILLS, MD 2014-05-22
001 2012-01-01 MATTHEW MILLS, MD 2013-07-26 MATTHEW MILLS, MD 2013-07-26
001 2011-01-01 MATTHEW B. MILLS, MD MATTHEW B. MILLS, MD 2012-06-22
001 2010-01-01 MATTHEW B. MILLS, MD MATTHEW B. MILLS, MD 2011-05-20
001 2009-01-01 MATTHEW B. MILLS, MD MATTHEW B. MILLS, MD 2010-07-29
001 2007-01-01 MATTHEW B. MILLS, MD MATTHEW B. MILLS, MD 2010-08-24

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01	MATTHEW MILLS, MD	2022-08-15	MATTHEW MILLS, MD	2022-08-15
001	2020-01-01	MATTHEW MILLS, MD	2021-06-28	MATTHEW MILLS, MD	2021-06-28
001	2019-01-01	MATTHEW MILLS, MD	2020-05-18	MATTHEW MILLS, MD	2020-05-18
001	2019-01-01	MATTHEW MILLS, MD	2020-08-26	MATTHEW MILLS, MD	2020-08-26
001	2018-01-01	MATTHEW B MILLS, MD	2019-05-22	MATTHEW B MILLS, MD	2019-05-22
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01	MATTHEW MILLS, MD	2014-05-22	MATTHEW MILLS, MD	2014-05-22
001	2012-01-01	MATTHEW MILLS, MD	2013-07-26	MATTHEW MILLS, MD	2013-07-26
001	2011-01-01	MATTHEW B. MILLS, MD		MATTHEW B. MILLS, MD	2012-06-22
001	2010-01-01	MATTHEW B. MILLS, MD		MATTHEW B. MILLS, MD	2011-05-20
001	2009-01-01	MATTHEW B. MILLS, MD		MATTHEW B. MILLS, MD	2010-07-29
001	2007-01-01	MATTHEW B. MILLS, MD		MATTHEW B. MILLS, MD	2010-08-24

Plan Statistics for EYE CARE PROFESSIONALS 401K PLAN

401k plan membership statisitcs for EYE CARE PROFESSIONALS 401K PLAN

Measure Date Value
2021: EYE CARE PROFESSIONALS 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 9
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 13
Total of all active and inactive participants 2021-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 22
Number of participants with account balances 2021-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: EYE CARE PROFESSIONALS 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 16
Total of all active and inactive participants 2020-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 21
Number of participants with account balances 2020-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: EYE CARE PROFESSIONALS 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 12
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 8
Total of all active and inactive participants 2019-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 20
Number of participants with account balances 2019-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: EYE CARE PROFESSIONALS 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 11
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 11
Total of all active and inactive participants 2018-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 22
Number of participants with account balances 2018-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: EYE CARE PROFESSIONALS 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 12
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 8
Total of all active and inactive participants 2017-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 20
Number of participants with account balances 2017-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: EYE CARE PROFESSIONALS 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 12
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 15
Total of all active and inactive participants 2016-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 27
Number of participants with account balances 2016-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: EYE CARE PROFESSIONALS 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 15
Total of all active and inactive participants 2015-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 22
Number of participants with account balances 2015-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2011: EYE CARE PROFESSIONALS 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 14
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 18
Number of participants with account balances 2011-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: EYE CARE PROFESSIONALS 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 15
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 4
Total of all active and inactive participants 2010-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 19
Number of participants with account balances 2010-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: EYE CARE PROFESSIONALS 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 12
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 15
Number of participants with account balances 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1
2007: EYE CARE PROFESSIONALS 401K PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 11
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 2
Total of all active and inactive participants 2007-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 13
Number of participants with account balances 2007-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0

Measure	Date	Value
2021: EYE CARE PROFESSIONALS 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	9
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	13
Total of all active and inactive participants	2021-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	22
Number of participants with account balances	2021-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: EYE CARE PROFESSIONALS 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	16
Total of all active and inactive participants	2020-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	21
Number of participants with account balances	2020-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: EYE CARE PROFESSIONALS 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	12
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	8
Total of all active and inactive participants	2019-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	20
Number of participants with account balances	2019-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: EYE CARE PROFESSIONALS 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	11
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	11
Total of all active and inactive participants	2018-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	22
Number of participants with account balances	2018-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: EYE CARE PROFESSIONALS 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	12
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	8
Total of all active and inactive participants	2017-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	20
Number of participants with account balances	2017-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: EYE CARE PROFESSIONALS 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	12
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	15
Total of all active and inactive participants	2016-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	27
Number of participants with account balances	2016-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: EYE CARE PROFESSIONALS 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	15
Total of all active and inactive participants	2015-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	22
Number of participants with account balances	2015-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2011: EYE CARE PROFESSIONALS 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	14
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	18
Number of participants with account balances	2011-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: EYE CARE PROFESSIONALS 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	15
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	4
Total of all active and inactive participants	2010-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	19
Number of participants with account balances	2010-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: EYE CARE PROFESSIONALS 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	12
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	15
Number of participants with account balances	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1
2007: EYE CARE PROFESSIONALS 401K PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	11
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	2
Total of all active and inactive participants	2007-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	13
Number of participants with account balances	2007-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0

Financial Data on EYE CARE PROFESSIONALS 401K PLAN

Measure	Date	Value
2021 : EYE CARE PROFESSIONALS 401K PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$319,812
Expenses. Total of all expenses incurred	2021-12-31	$6,867
Benefits paid (including direct rollovers)	2021-12-31	$6,617
Total plan assets at end of year	2021-12-31	$1,620,955
Total plan assets at beginning of year	2021-12-31	$1,308,010
Value of fidelity bond covering the plan	2021-12-31	$163,000
Total contributions received or receivable from participants	2021-12-31	$66,255
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$212,835
Net income (gross income less expenses)	2021-12-31	$312,945
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,620,955
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,308,010
Total contributions received or receivable from employer(s)	2021-12-31	$40,722
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$250
2020 : EYE CARE PROFESSIONALS 401K PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$320,227
Expenses. Total of all expenses incurred	2020-12-31	$100,067
Benefits paid (including direct rollovers)	2020-12-31	$99,967
Total plan assets at end of year	2020-12-31	$1,308,010
Total plan assets at beginning of year	2020-12-31	$1,087,850
Value of fidelity bond covering the plan	2020-12-31	$150,000
Total contributions received or receivable from participants	2020-12-31	$16,436
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$264,398
Net income (gross income less expenses)	2020-12-31	$220,160
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,308,010
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,087,850
Total contributions received or receivable from employer(s)	2020-12-31	$39,393
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$100
2019 : EYE CARE PROFESSIONALS 401K PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$265,316
Expenses. Total of all expenses incurred	2019-12-31	$33,556
Benefits paid (including direct rollovers)	2019-12-31	$33,256
Total plan assets at end of year	2019-12-31	$1,087,847
Total plan assets at beginning of year	2019-12-31	$856,087
Value of fidelity bond covering the plan	2019-12-31	$150,000
Total contributions received or receivable from participants	2019-12-31	$49,121
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$179,613
Net income (gross income less expenses)	2019-12-31	$231,760
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,087,847
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$856,087
Total contributions received or receivable from employer(s)	2019-12-31	$36,582
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$300
2018 : EYE CARE PROFESSIONALS 401K PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$54,069
Expenses. Total of all expenses incurred	2018-12-31	$185,637
Benefits paid (including direct rollovers)	2018-12-31	$171,908
Total plan assets at end of year	2018-12-31	$856,087
Total plan assets at beginning of year	2018-12-31	$987,655
Value of fidelity bond covering the plan	2018-12-31	$150,000
Total contributions received or receivable from participants	2018-12-31	$64,270
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-48,564
Net income (gross income less expenses)	2018-12-31	$-131,568
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$856,087
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$987,655
Total contributions received or receivable from employer(s)	2018-12-31	$38,363
Value of certain deemed distributions of participant loans	2018-12-31	$13,529
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$200
2017 : EYE CARE PROFESSIONALS 401K PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$248,318
Expenses. Total of all expenses incurred	2017-12-31	$111,466
Benefits paid (including direct rollovers)	2017-12-31	$108,179
Total plan assets at end of year	2017-12-31	$987,656
Total plan assets at beginning of year	2017-12-31	$850,804
Value of fidelity bond covering the plan	2017-12-31	$99,000
Total contributions received or receivable from participants	2017-12-31	$52,362
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	$131,410
Net income (gross income less expenses)	2017-12-31	$136,852
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$987,656
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$850,804
Assets. Value of participant loans	2017-12-31	$15,324
Total contributions received or receivable from employer(s)	2017-12-31	$64,546
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$3,287
2016 : EYE CARE PROFESSIONALS 401K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$130,356
Expenses. Total of all expenses incurred	2016-12-31	$140,331
Benefits paid (including direct rollovers)	2016-12-31	$140,331
Total plan assets at end of year	2016-12-31	$850,804
Total plan assets at beginning of year	2016-12-31	$860,779
Value of fidelity bond covering the plan	2016-12-31	$86,000
Total contributions received or receivable from participants	2016-12-31	$59,223
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$32,477
Net income (gross income less expenses)	2016-12-31	$-9,975
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$850,804
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$860,779
Assets. Value of participant loans	2016-12-31	$13,738
Total contributions received or receivable from employer(s)	2016-12-31	$38,656
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : EYE CARE PROFESSIONALS 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$128,794
Expenses. Total of all expenses incurred	2015-12-31	$246,376
Benefits paid (including direct rollovers)	2015-12-31	$242,719
Total plan assets at end of year	2015-12-31	$860,779
Total plan assets at beginning of year	2015-12-31	$978,361
Value of fidelity bond covering the plan	2015-12-31	$87,000
Total contributions received or receivable from participants	2015-12-31	$60,911
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-1,540
Net income (gross income less expenses)	2015-12-31	$-117,582
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$860,779
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$978,361
Assets. Value of participant loans	2015-12-31	$17,390
Total contributions received or receivable from employer(s)	2015-12-31	$69,423
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$3,657
2011 : EYE CARE PROFESSIONALS 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$6,295
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$618,255
Total plan assets at beginning of year	2011-12-31	$611,960
Value of fidelity bond covering the plan	2011-12-31	$62,000
Total contributions received or receivable from participants	2011-12-31	$34,420
Other income received	2011-12-31	$-38,615
Net income (gross income less expenses)	2011-12-31	$6,295
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$618,255
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$611,960
Assets. Value of participant loans	2011-12-31	$38,603
Total contributions received or receivable from employer(s)	2011-12-31	$10,490
2010 : EYE CARE PROFESSIONALS 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$118,887
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$611,960
Total plan assets at beginning of year	2010-12-31	$493,073
Value of fidelity bond covering the plan	2010-12-31	$62,000
Total contributions received or receivable from participants	2010-12-31	$33,663
Contributions received from other sources (not participants or employers)	2010-12-31	$5,056
Other income received	2010-12-31	$70,488
Net income (gross income less expenses)	2010-12-31	$118,887
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$611,960
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$493,073
Assets. Value of participant loans	2010-12-31	$45,944
Total contributions received or receivable from employer(s)	2010-12-31	$9,680

Form 5500 Responses for EYE CARE PROFESSIONALS 401K PLAN

2021: EYE CARE PROFESSIONALS 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: EYE CARE PROFESSIONALS 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: EYE CARE PROFESSIONALS 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: EYE CARE PROFESSIONALS 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: EYE CARE PROFESSIONALS 401K 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: EYE CARE PROFESSIONALS 401K 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: EYE CARE PROFESSIONALS 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2011: EYE CARE PROFESSIONALS 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: EYE CARE PROFESSIONALS 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: EYE CARE PROFESSIONALS 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2007: EYE CARE PROFESSIONALS 401K PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

818785

Policy instance

Insurance contract or identification number	818785
Number of Individuals Covered	21
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $2,249
Total amount of fees paid to insurance company	USD $2,249
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $2,249
Amount paid for insurance broker fees	2249
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

818785

Policy instance

Insurance contract or identification number	818785
Number of Individuals Covered	21
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $2,731
Total amount of fees paid to insurance company	USD $2,731
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,731
Amount paid for insurance broker fees	2731
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

818785

Policy instance

Insurance contract or identification number	818785
Number of Individuals Covered	17
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $2,310
Total amount of fees paid to insurance company	USD $2,310
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,310
Amount paid for insurance broker fees	2310
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

804982-000

Policy instance

Insurance contract or identification number	804982-000
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $3,586
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $3,586
Insurance broker organization code?	3
Insurance broker name	WORLD FINANCIAL GROUP INS AGENCY

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

804982-0000

Policy instance

Insurance contract or identification number	804982-0000
Number of Individuals Covered	20
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $3,600
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $3,600
Insurance broker organization code?	3
Insurance broker name	WORLD FINANCIAL GROUP INSURANCE

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Company Name:	MATTHEW B. MILLS, MD, LTD.
Employer identification number (EIN):	562350282
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)