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THOMAS EYE GROUP, P. C. 401(K) PLAN 401k Plan overview

Plan NameTHOMAS EYE GROUP, P. C. 401(K) PLAN
Plan identification number 002

THOMAS EYE GROUP, P. C. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

THOMAS EYE GROUP, P.C. has sponsored the creation of one or more 401k plans.

Company Name:THOMAS EYE GROUP, P.C.
Employer identification number (EIN):582209517
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS EYE GROUP, P. C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MICHAEL ALEXANDER2024-10-11
0022022-01-01
0022022-01-01LAKESHA HYLTON
0022021-01-01
0022021-01-01STEPHANIE SEARS
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01BECKY PERRIN
0022016-01-01BECKY PERRIN
0022015-01-01BECKY PERRIN
0022014-01-01BECKY PERRIN
0022013-01-01BECKY PERRIN
0022012-01-01BECKY PERRIN BECKY PERRIN2013-09-19
0022011-01-01RICHARD MARTIN
0022010-01-01KG120976KG
0022009-01-01BECKY PERRIN

Financial Data on THOMAS EYE GROUP, P. C. 401(K) PLAN

Measure Date Value
2023 : THOMAS EYE GROUP, P. C. 401(K) PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$0
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Expenses. Interest paid2023-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$0
Total income from all sources (including contributions)2023-12-31$9,510,027
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$3,503,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$3,402,672
Expenses. Certain deemed distributions of participant loans2023-12-31$0
Value of total corrective distributions2023-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,724,150
Value of total assets at end of year2023-12-31$43,719,498
Value of total assets at beginning of year2023-12-31$37,713,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$101,168
Total income from rents2023-12-31$0
Total interest from all sources2023-12-31$18,582
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,216,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,216,189
Assets. Real estate other than employer real property at end of year2023-12-31$0
Assets. Real estate other than employer real property at beginning of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,026,920
Participant contributions at end of year2023-12-31$259,931
Participant contributions at beginning of year2023-12-31$257,225
Participant contributions at end of year2023-12-31$2,134
Participant contributions at beginning of year2023-12-31$0
Assets. Other investments not covered elsewhere at end of year2023-12-31$1,429,189
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$1,333,538
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$91,537
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Assets. Loans (other than to participants) at end of year2023-12-31$0
Assets. Loans (other than to participants) at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Other income not declared elsewhere2023-12-31$4,302,989
Administrative expenses (other) incurred2023-12-31$101,168
Liabilities. Value of operating payables at end of year2023-12-31$0
Liabilities. Value of operating payables at beginning of year2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$6,006,187
Value of net assets at end of year (total assets less liabilities)2023-12-31$43,719,498
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$37,713,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$0
Assets. partnership/joint venture interests at beginning of year2023-12-31$0
Investment advisory and management fees2023-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$39,990,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$33,674,109
Value of interest in pooled separate accounts at end of year2023-12-31$0
Value of interest in pooled separate accounts at beginning of year2023-12-31$0
Interest on participant loans2023-12-31$18,582
Income. Interest from loans (other than to participants)2023-12-31$0
Interest earned on other investments2023-12-31$0
Income. Interest from US Government securities2023-12-31$0
Income. Interest from corporate debt instruments2023-12-31$0
Value of interest in master investment trust accounts at end of year2023-12-31$0
Value of interest in master investment trust accounts at beginning of year2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$857,310
Value of interest in common/collective trusts at beginning of year2023-12-31$1,280,090
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$201,114
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$79,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$79,566
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Asset value of US Government securities at end of year2023-12-31$0
Asset value of US Government securities at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$223,613
Net investment gain/loss from pooled separate accounts2023-12-31$0
Net investment gain or loss from common/collective trusts2023-12-31$24,504
Net gain/loss from 103.12 investment entities2023-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$0
Assets. Invements in employer securities at beginning of year2023-12-31$0
Assets. Value of employer real property at end of year2023-12-31$0
Assets. Value of employer real property at beginning of year2023-12-31$0
Contributions received in cash from employer2023-12-31$1,605,693
Employer contributions (assets) at end of year2023-12-31$979,293
Employer contributions (assets) at beginning of year2023-12-31$1,088,783
Income. Dividends from preferred stock2023-12-31$0
Income. Dividends from common stock2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$3,402,672
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$0
Contract administrator fees2023-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$0
Liabilities. Value of benefit claims payable at end of year2023-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$0
Aggregate carrying amount (costs) on sale of assets2023-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2023-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-12-31$0
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31SMITH AND HOWARD
Accountancy firm EIN2023-12-31581250486
Unrealized appreciation/depreciation of real estate assets2023-01-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-01$0
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$9,510,027
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$3,503,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$3,402,672
Expenses. Certain deemed distributions of participant loans2023-01-01$0
Value of total corrective distributions2023-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$3,724,150
Value of total assets at end of year2023-01-01$43,719,498
Value of total assets at beginning of year2023-01-01$37,713,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$101,168
Total income from rents2023-01-01$0
Total interest from all sources2023-01-01$18,582
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$1,216,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$1,216,189
Assets. Real estate other than employer real property at end of year2023-01-01$0
Assets. Real estate other than employer real property at beginning of year2023-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-01-01$0
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$2,026,920
Participant contributions at end of year2023-01-01$259,931
Participant contributions at beginning of year2023-01-01$257,225
Participant contributions at end of year2023-01-01$2,134
Participant contributions at beginning of year2023-01-01$0
Assets. Other investments not covered elsewhere at end of year2023-01-01$1,429,189
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$1,333,538
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$91,537
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$0
Assets. Loans (other than to participants) at end of year2023-01-01$0
Assets. Loans (other than to participants) at beginning of year2023-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$0
Other income not declared elsewhere2023-01-01$4,302,989
Administrative expenses (other) incurred2023-01-01$101,168
Liabilities. Value of operating payables at end of year2023-01-01$0
Liabilities. Value of operating payables at beginning of year2023-01-01$0
Total non interest bearing cash at end of year2023-01-01$0
Total non interest bearing cash at beginning of year2023-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Income. Non cash contributions2023-01-01$0
Value of net income/loss2023-01-01$6,006,187
Value of net assets at end of year (total assets less liabilities)2023-01-01$43,719,498
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$37,713,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Assets. partnership/joint venture interests at end of year2023-01-01$0
Assets. partnership/joint venture interests at beginning of year2023-01-01$0
Investment advisory and management fees2023-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$39,990,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$33,674,109
Value of interest in pooled separate accounts at end of year2023-01-01$0
Value of interest in pooled separate accounts at beginning of year2023-01-01$0
Interest on participant loans2023-01-01$18,582
Income. Interest from loans (other than to participants)2023-01-01$0
Interest earned on other investments2023-01-01$0
Income. Interest from US Government securities2023-01-01$0
Income. Interest from corporate debt instruments2023-01-01$0
Value of interest in master investment trust accounts at end of year2023-01-01$0
Value of interest in master investment trust accounts at beginning of year2023-01-01$0
Value of interest in common/collective trusts at end of year2023-01-01$857,310
Value of interest in common/collective trusts at beginning of year2023-01-01$1,280,090
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$201,114
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$0
Assets. Value of investments in 103.12 investment entities at end of year2023-01-01$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$0
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$0
Asset value of US Government securities at end of year2023-01-01$0
Asset value of US Government securities at beginning of year2023-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$223,613
Net investment gain/loss from pooled separate accounts2023-01-01$0
Net investment gain or loss from common/collective trusts2023-01-01$24,504
Net gain/loss from 103.12 investment entities2023-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Assets. Invements in employer securities at end of year2023-01-01$0
Assets. Invements in employer securities at beginning of year2023-01-01$0
Assets. Value of employer real property at end of year2023-01-01$0
Assets. Value of employer real property at beginning of year2023-01-01$0
Contributions received in cash from employer2023-01-01$1,605,693
Employer contributions (assets) at end of year2023-01-01$979,293
Employer contributions (assets) at beginning of year2023-01-01$1,088,783
Income. Dividends from preferred stock2023-01-01$0
Income. Dividends from common stock2023-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$3,402,672
Asset. Corporate debt instrument preferred debt at end of year2023-01-01$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-01-01$0
Asset. Corporate debt instrument debt (other) at end of year2023-01-01$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-01-01$0
Contract administrator fees2023-01-01$0
Assets. Corporate common stocks other than exployer securities at end of year2023-01-01$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-01-01$0
Liabilities. Value of benefit claims payable at end of year2023-01-01$0
Liabilities. Value of benefit claims payable at beginning of year2023-01-01$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-01-01$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-01-01$0
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Aggregate proceeds on sale of assets2023-01-01$0
Aggregate carrying amount (costs) on sale of assets2023-01-01$0
Liabilities. Value of acquisition indebtedness at end of year2023-01-01$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-01-01$0
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01SMITH AND HOWARD
Accountancy firm EIN2023-01-01581250486
2022 : THOMAS EYE GROUP, P. C. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,615,393
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,512,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,386,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,592,538
Value of total assets at end of year2022-12-31$37,713,311
Value of total assets at beginning of year2022-12-31$41,841,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$125,907
Total interest from all sources2022-12-31$11,048
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,428,467
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,428,467
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,884,810
Participant contributions at end of year2022-12-31$257,225
Participant contributions at beginning of year2022-12-31$202,273
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,333,538
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,388,934
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$182,049
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Other income not declared elsewhere2022-12-31$-114,541
Administrative expenses (other) incurred2022-12-31$125,907
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,127,881
Value of net assets at end of year (total assets less liabilities)2022-12-31$37,713,311
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$41,841,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$33,674,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$38,441,259
Interest on participant loans2022-12-31$11,048
Value of interest in common/collective trusts at end of year2022-12-31$1,280,090
Value of interest in common/collective trusts at beginning of year2022-12-31$684,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$79,566
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$120,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$120,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,559,853
Net investment gain or loss from common/collective trusts2022-12-31$26,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,525,679
Employer contributions (assets) at end of year2022-12-31$1,088,783
Employer contributions (assets) at beginning of year2022-12-31$1,004,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,386,581
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SMITH AND HOWARD
Accountancy firm EIN2022-12-31581250486
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-2,615,393
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$1,512,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,386,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$3,592,538
Value of total assets at end of year2022-01-01$37,713,311
Value of total assets at beginning of year2022-01-01$41,841,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$125,907
Total interest from all sources2022-01-01$11,048
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$1,428,467
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$1,428,467
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,884,810
Participant contributions at end of year2022-01-01$257,225
Participant contributions at beginning of year2022-01-01$202,273
Assets. Other investments not covered elsewhere at end of year2022-01-01$1,333,538
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$1,388,934
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$182,049
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-01-01$0
Other income not declared elsewhere2022-01-01$-114,541
Administrative expenses (other) incurred2022-01-01$125,907
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-4,127,881
Value of net assets at end of year (total assets less liabilities)2022-01-01$37,713,311
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$41,841,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$33,674,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$38,441,259
Interest on participant loans2022-01-01$11,048
Value of interest in common/collective trusts at end of year2022-01-01$1,280,090
Value of interest in common/collective trusts at beginning of year2022-01-01$684,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$79,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-7,559,853
Net investment gain or loss from common/collective trusts2022-01-01$26,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01Yes
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$1,525,679
Employer contributions (assets) at end of year2022-01-01$1,088,783
Employer contributions (assets) at beginning of year2022-01-01$1,004,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,386,581
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01SMITH AND HOWARD
Accountancy firm EIN2022-01-01581250486
2021 : THOMAS EYE GROUP, P. C. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,315,111
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$999,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$898,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,812,318
Value of total assets at end of year2021-12-31$41,841,192
Value of total assets at beginning of year2021-12-31$35,525,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$100,629
Total interest from all sources2021-12-31$10,200
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,132,044
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,132,044
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,629,347
Participant contributions at end of year2021-12-31$202,273
Participant contributions at beginning of year2021-12-31$218,589
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,388,934
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,228,599
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$370,860
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$276
Other income not declared elsewhere2021-12-31$128,824
Administrative expenses (other) incurred2021-12-31$100,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,315,649
Value of net assets at end of year (total assets less liabilities)2021-12-31$41,841,192
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$35,525,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$38,441,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$31,907,836
Interest on participant loans2021-12-31$10,200
Value of interest in common/collective trusts at end of year2021-12-31$684,041
Value of interest in common/collective trusts at beginning of year2021-12-31$477,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$120,161
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$116,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$116,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,220,745
Net investment gain or loss from common/collective trusts2021-12-31$10,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$812,111
Employer contributions (assets) at end of year2021-12-31$1,004,524
Employer contributions (assets) at beginning of year2021-12-31$1,576,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$898,557
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SMITH AND HOWARD
Accountancy firm EIN2021-12-31581250486
2020 : THOMAS EYE GROUP, P. C. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$7,430,476
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,606,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,498,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,441,633
Value of total assets at end of year2020-12-31$35,525,543
Value of total assets at beginning of year2020-12-31$31,701,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$108,348
Total interest from all sources2020-12-31$9,100
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$685,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$685,930
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,491,328
Participant contributions at end of year2020-12-31$218,589
Participant contributions at beginning of year2020-12-31$142,722
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,228,599
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,151,650
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$7,570
Other income not declared elsewhere2020-12-31$106,134
Administrative expenses (other) incurred2020-12-31$108,348
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,824,005
Value of net assets at end of year (total assets less liabilities)2020-12-31$35,525,543
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$31,701,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$31,907,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$28,997,791
Interest on participant loans2020-12-31$9,100
Value of interest in common/collective trusts at end of year2020-12-31$477,000
Value of interest in common/collective trusts at beginning of year2020-12-31$305,872
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$116,711
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$75,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$75,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,178,582
Net investment gain or loss from common/collective trusts2020-12-31$9,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,942,735
Employer contributions (assets) at end of year2020-12-31$1,576,808
Employer contributions (assets) at beginning of year2020-12-31$1,027,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,498,123
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SMITH & HOWARD
Accountancy firm EIN2020-12-31581250486
2019 : THOMAS EYE GROUP, P. C. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,885,366
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$974,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$836,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,969,414
Value of total assets at end of year2019-12-31$31,701,538
Value of total assets at beginning of year2019-12-31$24,790,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$138,077
Total interest from all sources2019-12-31$8,575
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$704,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$704,876
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,594,872
Participant contributions at end of year2019-12-31$142,722
Participant contributions at beginning of year2019-12-31$151,674
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,151,650
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$915,160
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$13,629
Administrative expenses (other) incurred2019-12-31$138,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,910,947
Value of net assets at end of year (total assets less liabilities)2019-12-31$31,701,538
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$24,790,591
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$28,997,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,788,112
Interest on participant loans2019-12-31$8,575
Value of interest in common/collective trusts at end of year2019-12-31$305,872
Value of interest in common/collective trusts at beginning of year2019-12-31$873,702
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$75,669
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$105,737
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$105,737
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,187,554
Net investment gain or loss from common/collective trusts2019-12-31$14,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,360,913
Employer contributions (assets) at end of year2019-12-31$1,027,834
Employer contributions (assets) at beginning of year2019-12-31$956,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$836,342
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SMITH & HOWARD
Accountancy firm EIN2019-12-31581250486
2018 : THOMAS EYE GROUP, P. C. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,347,862
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,196,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,126,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,692,995
Value of total assets at end of year2018-12-31$24,790,591
Value of total assets at beginning of year2018-12-31$25,638,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$69,678
Total interest from all sources2018-12-31$21,200
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$620,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$620,249
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,384,828
Participant contributions at end of year2018-12-31$151,674
Participant contributions at beginning of year2018-12-31$125,391
Assets. Other investments not covered elsewhere at end of year2018-12-31$915,160
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$925,319
Other income not declared elsewhere2018-12-31$249,001
Administrative expenses (other) incurred2018-12-31$69,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-848,228
Value of net assets at end of year (total assets less liabilities)2018-12-31$24,790,591
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,638,819
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$21,788,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,715,874
Interest on participant loans2018-12-31$7,963
Interest earned on other investments2018-12-31$13,237
Value of interest in common/collective trusts at end of year2018-12-31$873,702
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$105,737
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,995,444
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,235,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,308,167
Employer contributions (assets) at end of year2018-12-31$956,206
Employer contributions (assets) at beginning of year2018-12-31$876,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,126,412
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SMITH & HOWARD
Accountancy firm EIN2018-12-31581250486
2017 : THOMAS EYE GROUP, P. C. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$6,289,732
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$919,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$780,380
Value of total corrective distributions2017-12-31$9,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,718,958
Value of total assets at end of year2017-12-31$25,638,819
Value of total assets at beginning of year2017-12-31$20,268,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$129,558
Total interest from all sources2017-12-31$34,718
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$320,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$320,598
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,220,839
Participant contributions at end of year2017-12-31$125,391
Participant contributions at beginning of year2017-12-31$142,554
Assets. Other investments not covered elsewhere at end of year2017-12-31$925,319
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$799,417
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$234,445
Other income not declared elsewhere2017-12-31$147,091
Administrative expenses (other) incurred2017-12-31$129,558
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,370,257
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,638,819
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,268,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$21,715,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$16,817,980
Interest on participant loans2017-12-31$4,208
Interest earned on other investments2017-12-31$30,510
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,995,444
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,736,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,068,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,263,674
Employer contributions (assets) at end of year2017-12-31$876,791
Employer contributions (assets) at beginning of year2017-12-31$772,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$780,380
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SMITH & HOWARD
Accountancy firm EIN2017-12-31581250486
2016 : THOMAS EYE GROUP, P. C. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,902,077
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$445,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$333,015
Value of total corrective distributions2016-12-31$2,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,391,886
Value of total assets at end of year2016-12-31$20,268,562
Value of total assets at beginning of year2016-12-31$16,812,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$110,187
Total interest from all sources2016-12-31$39,798
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$275,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$275,244
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,139,206
Participant contributions at end of year2016-12-31$142,554
Participant contributions at beginning of year2016-12-31$174,633
Assets. Other investments not covered elsewhere at end of year2016-12-31$799,417
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$730,481
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$101,053
Other income not declared elsewhere2016-12-31$79,038
Administrative expenses (other) incurred2016-12-31$110,187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,456,224
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,268,562
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,812,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$16,817,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,565,205
Interest on participant loans2016-12-31$5,964
Interest earned on other investments2016-12-31$33,834
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,736,002
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,658,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,116,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,151,627
Employer contributions (assets) at end of year2016-12-31$772,609
Employer contributions (assets) at beginning of year2016-12-31$683,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$333,015
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SMITH & HOWARD
Accountancy firm EIN2016-12-31581250486
2015 : THOMAS EYE GROUP, P. C. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,901,659
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,881,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,779,127
Expenses. Certain deemed distributions of participant loans2015-12-31$731
Value of total corrective distributions2015-12-31$11,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,006,941
Value of total assets at end of year2015-12-31$16,812,338
Value of total assets at beginning of year2015-12-31$17,792,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$89,808
Total interest from all sources2015-12-31$20,447
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$231,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$231,346
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$968,320
Participant contributions at end of year2015-12-31$174,633
Participant contributions at beginning of year2015-12-31$245,429
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$730,481
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$703,510
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$28,787
Other income not declared elsewhere2015-12-31$-22,237
Administrative expenses (other) incurred2015-12-31$89,808
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-979,817
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,812,338
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,792,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,565,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,126,484
Interest on participant loans2015-12-31$6,484
Interest earned on other investments2015-12-31$13,963
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,658,850
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,084,900
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-334,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,009,834
Employer contributions (assets) at end of year2015-12-31$683,169
Employer contributions (assets) at beginning of year2015-12-31$631,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,779,127
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SMITH & HOWARD
Accountancy firm EIN2015-12-31581250486
2014 : THOMAS EYE GROUP, P. C. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,852,979
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,145,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,088,752
Expenses. Certain deemed distributions of participant loans2014-12-31$-1,702
Value of total corrective distributions2014-12-31$800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,905,255
Value of total assets at end of year2014-12-31$17,792,155
Value of total assets at beginning of year2014-12-31$17,084,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$57,941
Total interest from all sources2014-12-31$24,691
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$186,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$186,464
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$871,194
Participant contributions at end of year2014-12-31$245,429
Participant contributions at beginning of year2014-12-31$283,600
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$4,221
Assets. Other investments not covered elsewhere at end of year2014-12-31$703,510
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$38,208
Other income not declared elsewhere2014-12-31$-39,437
Administrative expenses (other) incurred2014-12-31$57,941
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$707,188
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,792,155
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,084,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$15,126,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,986,330
Interest on participant loans2014-12-31$8,870
Interest earned on other investments2014-12-31$15,821
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,084,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,292,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$776,006
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$995,853
Employer contributions (assets) at end of year2014-12-31$631,832
Employer contributions (assets) at beginning of year2014-12-31$518,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,088,752
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SMITH & HOWARD
Accountancy firm EIN2014-12-31581250486
2013 : THOMAS EYE GROUP, P. C. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,383,170
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,343,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,234,295
Expenses. Certain deemed distributions of participant loans2013-12-31$-2,869
Value of total corrective distributions2013-12-31$12,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,586,753
Value of total assets at end of year2013-12-31$17,084,967
Value of total assets at beginning of year2013-12-31$14,045,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$99,880
Total interest from all sources2013-12-31$27,743
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$156,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$156,266
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$751,644
Participant contributions at end of year2013-12-31$283,600
Participant contributions at beginning of year2013-12-31$350,504
Participant contributions at end of year2013-12-31$4,221
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$50,048
Other income not declared elsewhere2013-12-31$41,000
Administrative expenses (other) incurred2013-12-31$99,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,039,272
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,084,967
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,045,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,986,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,672,428
Interest on participant loans2013-12-31$9,474
Interest earned on other investments2013-12-31$18,269
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,292,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,555,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,571,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$785,061
Employer contributions (assets) at end of year2013-12-31$518,043
Employer contributions (assets) at beginning of year2013-12-31$466,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,234,295
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SMITH & HOWARD
Accountancy firm EIN2013-12-31581250486
2012 : THOMAS EYE GROUP, P. C. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,126,388
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,711,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,620,904
Expenses. Certain deemed distributions of participant loans2012-12-31$13,265
Value of total corrective distributions2012-12-31$2,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,552,383
Value of total assets at end of year2012-12-31$14,045,695
Value of total assets at beginning of year2012-12-31$12,630,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$74,963
Total interest from all sources2012-12-31$31,873
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$180,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$180,336
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$701,656
Participant contributions at end of year2012-12-31$350,504
Participant contributions at beginning of year2012-12-31$241,466
Participant contributions at beginning of year2012-12-31$14,328
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$142,402
Other income not declared elsewhere2012-12-31$22,066
Administrative expenses (other) incurred2012-12-31$74,963
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,415,144
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,045,695
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,630,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,672,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,434,647
Interest on participant loans2012-12-31$9,121
Interest earned on other investments2012-12-31$22,752
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,555,926
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,401,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,339,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$708,325
Employer contributions (assets) at end of year2012-12-31$466,837
Employer contributions (assets) at beginning of year2012-12-31$538,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,620,904
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SMITH & HOWARD
Accountancy firm EIN2012-12-31581250486
2011 : THOMAS EYE GROUP, P. C. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,382,758
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$634,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$624,214
Value of total corrective distributions2011-12-31$1,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,588,993
Value of total assets at end of year2011-12-31$12,630,551
Value of total assets at beginning of year2011-12-31$11,881,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,096
Total interest from all sources2011-12-31$15,932
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$166,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$166,931
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$640,408
Participant contributions at end of year2011-12-31$241,466
Participant contributions at beginning of year2011-12-31$187,711
Participant contributions at end of year2011-12-31$14,328
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$175,683
Other income not declared elsewhere2011-12-31$6,977
Administrative expenses (other) incurred2011-12-31$8,096
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$748,566
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,630,551
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,881,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,434,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,848,048
Interest on participant loans2011-12-31$7,020
Interest earned on other investments2011-12-31$8,912
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$1,231,153
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,401,764
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$58,181
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-410,776
Net investment gain or loss from common/collective trusts2011-12-31$14,701
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$772,902
Employer contributions (assets) at end of year2011-12-31$538,346
Employer contributions (assets) at beginning of year2011-12-31$556,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$624,214
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SMITH & HOWARD
Accountancy firm EIN2011-12-31581250486
2010 : THOMAS EYE GROUP, P. C. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,435,490
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$683,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$672,719
Value of total corrective distributions2010-12-31$1,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,453,076
Value of total assets at end of year2010-12-31$11,881,985
Value of total assets at beginning of year2010-12-31$10,129,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,473
Total interest from all sources2010-12-31$5,544
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$135,083
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$135,083
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$633,521
Participant contributions at end of year2010-12-31$187,711
Participant contributions at beginning of year2010-12-31$112,300
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$72,331
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$8,473
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,752,439
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,881,985
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,129,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,848,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,402,751
Interest on participant loans2010-12-31$5,434
Interest earned on other investments2010-12-31$20
Value of interest in common/collective trusts at end of year2010-12-31$1,231,153
Value of interest in common/collective trusts at beginning of year2010-12-31$1,202,095
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$981
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$981
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$90
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$58,181
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$823,241
Net investment gain or loss from common/collective trusts2010-12-31$18,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$747,224
Employer contributions (assets) at end of year2010-12-31$556,892
Employer contributions (assets) at beginning of year2010-12-31$411,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$672,719
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SMITH & HOWARD
Accountancy firm EIN2010-12-31581250486
2009 : THOMAS EYE GROUP, P. C. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THOMAS EYE GROUP, P. C. 401(K) PLAN

2023: THOMAS EYE GROUP, P. C. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THOMAS EYE GROUP, P. C. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THOMAS EYE GROUP, P. C. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THOMAS EYE GROUP, P. C. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THOMAS EYE GROUP, P. C. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THOMAS EYE GROUP, P. C. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THOMAS EYE GROUP, P. C. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THOMAS EYE GROUP, P. C. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THOMAS EYE GROUP, P. C. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THOMAS EYE GROUP, P. C. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THOMAS EYE GROUP, P. C. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THOMAS EYE GROUP, P. C. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THOMAS EYE GROUP, P. C. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THOMAS EYE GROUP, P. C. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THOMAS EYE GROUP, P. C. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041665
Policy instance 1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041665
Policy instance 1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41665
Policy instance 1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41665
Policy instance 1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41665
Policy instance 1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41665
Policy instance 1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41665
Policy instance 1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41665
Policy instance 1

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