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JOHNSON CITY EYE CLINIC, PC 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameJOHNSON CITY EYE CLINIC, PC 401(K) RETIREMENT PLAN
Plan identification number 004

JOHNSON CITY EYE CLINIC, PC 401(K) RETIREMENT 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.
  • 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.

401k Sponsoring company profile

JOHNSON CITY EYE CLINIC, PC has sponsored the creation of one or more 401k plans.

Company Name:JOHNSON CITY EYE CLINIC, PC
Employer identification number (EIN):621137305
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHNSON CITY EYE CLINIC, PC 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042017-07-01
0042016-07-01TRAVIS DINGUS
0042016-07-01
0042016-01-01TRAVIS DINGUS
0042015-01-01TRAVIS DINGUS
0042014-01-01TRAVIS DINGUS
0042013-01-01CONNIE STUFFLESTREET
0042012-01-01TRAVIS DINGUS
0042011-01-01TRAVIS DINGUS
0042010-01-01TRAVIS DINGUS2011-12-05 TRAVIS DINGUS2011-12-05

Plan Statistics for JOHNSON CITY EYE CLINIC, PC 401(K) RETIREMENT PLAN

401k plan membership statisitcs for JOHNSON CITY EYE CLINIC, PC 401(K) RETIREMENT PLAN

Measure Date Value
2017: JOHNSON CITY EYE CLINIC, PC 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01119
Total number of active participants reported on line 7a of the Form 55002017-07-0198
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0115
Total of all active and inactive participants2017-07-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01113
Number of participants with account balances2017-07-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0111
2016: JOHNSON CITY EYE CLINIC, PC 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01117
Total number of active participants reported on line 7a of the Form 55002016-07-01102
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0117
Total of all active and inactive participants2016-07-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01119
Number of participants with account balances2016-07-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-016
Total participants, beginning-of-year2016-01-01117
Total number of active participants reported on line 7a of the Form 55002016-01-01102
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01119
Number of participants with account balances2016-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: JOHNSON CITY EYE CLINIC, PC 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01122
Total number of active participants reported on line 7a of the Form 55002015-01-01105
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01117
Number of participants with account balances2015-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: JOHNSON CITY EYE CLINIC, PC 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01119
Total number of active participants reported on line 7a of the Form 55002014-01-01103
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0116
Total of all active and inactive participants2014-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01119
Number of participants with account balances2014-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: JOHNSON CITY EYE CLINIC, PC 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01127
Total number of active participants reported on line 7a of the Form 55002013-01-0192
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0122
Total of all active and inactive participants2013-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01114
Number of participants with account balances2013-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: JOHNSON CITY EYE CLINIC, PC 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01126
Total number of active participants reported on line 7a of the Form 55002012-01-0193
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0132
Total of all active and inactive participants2012-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01125
Number of participants with account balances2012-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111
2011: JOHNSON CITY EYE CLINIC, PC 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01143
Total number of active participants reported on line 7a of the Form 55002011-01-01106
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01126
Number of participants with account balances2011-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112

Financial Data on JOHNSON CITY EYE CLINIC, PC 401(K) RETIREMENT PLAN

Measure Date Value
2018 : JOHNSON CITY EYE CLINIC, PC 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$2,218,857
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$642,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$597,572
Value of total corrective distributions2018-06-30$12,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$897,337
Value of total assets at end of year2018-06-30$18,395,768
Value of total assets at beginning of year2018-06-30$16,819,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$32,621
Total interest from all sources2018-06-30$8,451
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$418,256
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$418,256
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$341,266
Participant contributions at end of year2018-06-30$200,745
Participant contributions at beginning of year2018-06-30$195,394
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$1,610
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,575,921
Value of net assets at end of year (total assets less liabilities)2018-06-30$18,395,768
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$16,819,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$15,438,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$14,225,567
Interest on participant loans2018-06-30$8,451
Value of interest in common/collective trusts at end of year2018-06-30$2,756,389
Value of interest in common/collective trusts at beginning of year2018-06-30$2,398,886
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$854,486
Net investment gain or loss from common/collective trusts2018-06-30$40,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$554,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$597,572
Contract administrator fees2018-06-30$32,621
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BLACKBURN, CHILDERS & STEAGALL CPA
Accountancy firm EIN2018-06-30620647474
2017 : JOHNSON CITY EYE CLINIC, PC 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$2,421,766
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,313,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,244,542
Value of total corrective distributions2017-06-30$39,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$878,162
Value of total assets at end of year2017-06-30$16,819,847
Value of total assets at beginning of year2017-06-30$15,711,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$29,636
Total interest from all sources2017-06-30$8,490
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$305,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$305,957
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$350,173
Participant contributions at end of year2017-06-30$195,394
Participant contributions at beginning of year2017-06-30$230,136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$1,108,374
Value of net assets at end of year (total assets less liabilities)2017-06-30$16,819,847
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$15,711,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$14,225,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$12,293,679
Interest on participant loans2017-06-30$8,490
Value of interest in common/collective trusts at end of year2017-06-30$2,398,886
Value of interest in common/collective trusts at beginning of year2017-06-30$3,187,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$1,185,032
Net investment gain or loss from common/collective trusts2017-06-30$44,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$527,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,244,542
Contract administrator fees2017-06-30$29,636
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BLACKBURN, CHILDERS & STEAGALL CPA
Accountancy firm EIN2017-06-30620647474
2016 : JOHNSON CITY EYE CLINIC, PC 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$1,142,435
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$137,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$123,238
Value of total corrective distributions2016-06-30$1,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$795,007
Value of total assets at end of year2016-06-30$15,711,473
Value of total assets at beginning of year2016-06-30$14,706,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$12,785
Total interest from all sources2016-06-30$4,635
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$92,028
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$92,028
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$222,559
Participant contributions at end of year2016-06-30$230,136
Participant contributions at beginning of year2016-06-30$231,037
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$224,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$1,004,606
Value of net assets at end of year (total assets less liabilities)2016-06-30$15,711,473
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$14,706,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$12,293,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$11,735,831
Interest on participant loans2016-06-30$4,635
Value of interest in common/collective trusts at end of year2016-06-30$3,187,658
Value of interest in common/collective trusts at beginning of year2016-06-30$2,739,999
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$232,936
Net investment gain or loss from common/collective trusts2016-06-30$17,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$348,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$123,238
Contract administrator fees2016-06-30$12,785
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
2015 : JOHNSON CITY EYE CLINIC, PC 401(K) RETIREMENT 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$856,491
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$299,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$261,376
Value of total corrective distributions2015-12-31$375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$959,236
Value of total assets at end of year2015-12-31$14,706,867
Value of total assets at beginning of year2015-12-31$14,149,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$37,371
Total interest from all sources2015-12-31$10,610
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$329,368
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$329,368
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$328,831
Participant contributions at end of year2015-12-31$231,037
Participant contributions at beginning of year2015-12-31$278,564
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$46,527
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$557,369
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,706,867
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,149,498
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$11,735,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,176,054
Interest on participant loans2015-12-31$10,610
Value of interest in common/collective trusts at end of year2015-12-31$2,739,999
Value of interest in common/collective trusts at beginning of year2015-12-31$2,694,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-444,471
Net investment gain or loss from common/collective trusts2015-12-31$1,748
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$583,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$261,376
Contract administrator fees2015-12-31$37,371
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31BLACKBURN, CHILDERS & STEAGALL, PLC
Accountancy firm EIN2015-12-31620647474
2014 : JOHNSON CITY EYE CLINIC, PC 401(K) RETIREMENT 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$1,525,765
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$311,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$267,676
Value of total corrective distributions2014-12-31$3,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$899,217
Value of total assets at end of year2014-12-31$14,149,498
Value of total assets at beginning of year2014-12-31$12,935,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$40,026
Total interest from all sources2014-12-31$9,549
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$282,833
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$282,833
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$272,362
Participant contributions at end of year2014-12-31$278,564
Participant contributions at beginning of year2014-12-31$247,360
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$81,121
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$1,214,459
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,149,498
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,935,039
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$11,176,054
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,895,143
Interest on participant loans2014-12-31$9,549
Value of interest in common/collective trusts at end of year2014-12-31$2,694,880
Value of interest in common/collective trusts at beginning of year2014-12-31$2,792,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$302,067
Net investment gain or loss from common/collective trusts2014-12-31$32,099
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$545,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$267,676
Contract administrator fees2014-12-31$40,026
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 name2014-12-31BLACKBURN, CHILDERS & STEAGALL, PLC
Accountancy firm EIN2014-12-31620647474
2013 : JOHNSON CITY EYE CLINIC, PC 401(K) RETIREMENT 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$2,094,116
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$299,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$261,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$836,385
Value of total assets at end of year2013-12-31$12,935,039
Value of total assets at beginning of year2013-12-31$11,140,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$37,233
Total interest from all sources2013-12-31$9,971
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$187,044
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$187,044
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$306,376
Participant contributions at end of year2013-12-31$247,360
Participant contributions at beginning of year2013-12-31$232,732
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$5,777
Administrative expenses (other) incurred2013-12-31$14
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$1,794,893
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,935,039
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,140,146
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
Investment advisory and management fees2013-12-31$3,691
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,895,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,379,765
Interest on participant loans2013-12-31$9,971
Value of interest in common/collective trusts at end of year2013-12-31$2,792,536
Value of interest in common/collective trusts at beginning of year2013-12-31$1,527,649
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,036,847
Net investment gain or loss from common/collective trusts2013-12-31$23,869
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$524,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$261,990
Contract administrator fees2013-12-31$33,528
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 name2013-12-31BLACKBURN, CHILDERS & STEAGALL, PLC
Accountancy firm EIN2013-12-31620647474
2012 : JOHNSON CITY EYE CLINIC, PC 401(K) RETIREMENT 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$1,859,357
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$543,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$517,486
Value of total corrective distributions2012-12-31$206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$844,416
Value of total assets at end of year2012-12-31$11,140,146
Value of total assets at beginning of year2012-12-31$9,823,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$25,383
Total interest from all sources2012-12-31$6,077
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$301,804
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$301,804
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$306,738
Participant contributions at end of year2012-12-31$232,732
Participant contributions at beginning of year2012-12-31$132,321
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$35,480
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$1,316,282
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,140,146
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,823,864
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$9,379,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,659,478
Interest on participant loans2012-12-31$6,077
Value of interest in common/collective trusts at end of year2012-12-31$1,527,649
Value of interest in common/collective trusts at beginning of year2012-12-31$2,032,065
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$691,814
Net investment gain or loss from common/collective trusts2012-12-31$15,246
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$502,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$517,486
Contract administrator fees2012-12-31$25,383
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 name2012-12-31COULTER & JUSTUS, P.C.
Accountancy firm EIN2012-12-31621532536
2011 : JOHNSON CITY EYE CLINIC, PC 401(K) RETIREMENT 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$938,057
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$208,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$206,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$898,324
Value of total assets at end of year2011-12-31$9,823,864
Value of total assets at beginning of year2011-12-31$9,094,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,768
Total interest from all sources2011-12-31$7,099
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$190,608
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$190,608
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$276,489
Participant contributions at end of year2011-12-31$132,321
Participant contributions at beginning of year2011-12-31$143,967
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$26,281
Administrative expenses (other) incurred2011-12-31$623
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$729,858
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,823,864
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,094,006
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$7,659,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,008,573
Interest on participant loans2011-12-31$7,099
Value of interest in common/collective trusts at end of year2011-12-31$2,032,065
Value of interest in common/collective trusts at beginning of year2011-12-31$941,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-225,866
Net investment gain or loss from common/collective trusts2011-12-31$67,892
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$595,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$206,431
Contract administrator fees2011-12-31$1,145
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 name2011-12-31COULTER & JUSTUS, P.C.
Accountancy firm EIN2011-12-31621532536

Form 5500 Responses for JOHNSON CITY EYE CLINIC, PC 401(K) RETIREMENT PLAN

2017: JOHNSON CITY EYE CLINIC, PC 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entityMulitple employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: JOHNSON CITY EYE CLINIC, PC 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entityMulitple employer plan
2016-07-01Submission has been amendedYes
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2016-01-01Type of plan entityMulitple 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)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOHNSON CITY EYE CLINIC, PC 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOHNSON CITY EYE CLINIC, PC 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOHNSON CITY EYE CLINIC, PC 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOHNSON CITY EYE CLINIC, PC 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOHNSON CITY EYE CLINIC, PC 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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