Logo

TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN 401k Plan overview

Plan NameTUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN
Plan identification number 001

TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

TUPELO EYE CENTER OPTICAL SHOP has sponsored the creation of one or more 401k plans.

Company Name:TUPELO EYE CENTER OPTICAL SHOP
Employer identification number (EIN):640522732
NAIC Classification:446130
NAIC Description:Optical Goods Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01BECKY CATES
0012023-01-01
0012023-01-01BECKY CATES
0012022-01-01
0012022-01-01BECKY CATES
0012021-01-01
0012021-01-01BECKY CATES
0012020-01-01
0012019-01-01
0012018-01-01BECKY CATES
0012017-01-01BECKY CATES
0012017-01-01BECKY CATES
0012016-01-01BECKY CATES
0012015-01-01BECKY CATES
0012014-01-01DONNA INGRAM
0012013-01-01DONNA INGRAM
0012012-01-01WILLIAM BRAWNER WILLIAM BRAWNER2013-05-03
0012011-01-01WILLIAM BRAWNER
0012010-01-01WILLIAM BRAWNER
0012009-01-01WILLIAM BRAWNER

Plan Statistics for TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN

401k plan membership statisitcs for TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN

Measure Date Value
2023: TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-014
Total number of active participants reported on line 7a of the Form 55002023-01-014
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-014
Number of participants with account balances2023-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014
Total number of active participants reported on line 7a of the Form 55002022-01-014
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-014
Number of participants with account balances2022-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-014
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014
Number of participants with account balances2021-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-013
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013
Number of participants with account balances2020-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013
Number of participants with account balances2019-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015
Number of participants with account balances2018-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Number of participants with account balances2016-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016
Number of participants with account balances2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017
Number of participants with account balances2013-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-019
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-017
Number of participants with account balances2012-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-019
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-019
Number of participants with account balances2011-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-019
Total number of active participants reported on line 7a of the Form 55002010-01-017
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-019
Number of participants with account balances2010-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-019
Number of participants with account balances2009-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN

Measure Date Value
2023 : TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$17,530
Expenses. Total of all expenses incurred2023-12-31$0
Benefits paid (including direct rollovers)2023-12-31$0
Total plan assets at end of year2023-12-31$148,417
Total plan assets at beginning of year2023-12-31$130,887
Value of fidelity bond covering the plan2023-12-31$75,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$4,933
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$9,749
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$17,530
Net plan assets at end of year (total assets less liabilities)2023-12-31$148,417
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$130,887
Assets. Value of participant loans2023-12-31$0
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$2,848
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$0
2022 : TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$6,309
Expenses. Total of all expenses incurred2022-12-31$0
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$130,887
Total plan assets at beginning of year2022-12-31$124,578
Value of fidelity bond covering the plan2022-12-31$75,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$7,653
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-1,344
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$6,309
Net plan assets at end of year (total assets less liabilities)2022-12-31$130,887
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$124,578
Assets. Value of participant loans2022-12-31$0
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$0
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$19,060
Expenses. Total of all expenses incurred2021-12-31$0
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$124,578
Total plan assets at beginning of year2021-12-31$105,518
Value of fidelity bond covering the plan2021-12-31$75,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$4,894
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$11,430
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$19,060
Net plan assets at end of year (total assets less liabilities)2021-12-31$124,578
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$105,518
Assets. Value of participant loans2021-12-31$0
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$2,736
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
2020 : TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$-295
Expenses. Total of all expenses incurred2020-12-31$0
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$105,518
Total plan assets at beginning of year2020-12-31$105,813
Value of fidelity bond covering the plan2020-12-31$75,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$4,505
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$-7,440
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-295
Net plan assets at end of year (total assets less liabilities)2020-12-31$105,518
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$105,813
Assets. Value of participant loans2020-12-31$0
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$2,640
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
2019 : TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$34,802
Expenses. Total of all expenses incurred2019-12-31$64,570
Benefits paid (including direct rollovers)2019-12-31$64,532
Total plan assets at end of year2019-12-31$105,813
Total plan assets at beginning of year2019-12-31$135,581
Value of fidelity bond covering the plan2019-12-31$75,000
Total contributions received or receivable from participants2019-12-31$4,370
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$27,465
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$-29,768
Net plan assets at end of year (total assets less liabilities)2019-12-31$105,813
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$135,581
Total contributions received or receivable from employer(s)2019-12-31$2,967
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$38
2018 : TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$4,033
Expenses. Total of all expenses incurred2018-12-31$30
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$135,581
Total plan assets at beginning of year2018-12-31$131,578
Value of fidelity bond covering the plan2018-12-31$75,000
Total contributions received or receivable from participants2018-12-31$4,792
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-3,726
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$4,003
Net plan assets at end of year (total assets less liabilities)2018-12-31$135,581
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$131,578
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$2,967
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$30
2017 : TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$30,676
Expenses. Total of all expenses incurred2017-12-31$30
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$131,578
Total plan assets at beginning of year2017-12-31$100,932
Value of fidelity bond covering the plan2017-12-31$75,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$4,409
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$24,115
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$30,646
Net plan assets at end of year (total assets less liabilities)2017-12-31$131,578
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$100,932
Assets. Value of participant loans2017-12-31$0
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$2,152
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$30
2016 : TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$7,806
Expenses. Total of all expenses incurred2016-12-31$41
Benefits paid (including direct rollovers)2016-12-31$11
Total plan assets at end of year2016-12-31$100,932
Total plan assets at beginning of year2016-12-31$93,167
Value of fidelity bond covering the plan2016-12-31$75,000
Total contributions received or receivable from participants2016-12-31$3,951
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$1,713
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$7,765
Net plan assets at end of year (total assets less liabilities)2016-12-31$100,932
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$93,167
Total contributions received or receivable from employer(s)2016-12-31$2,142
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$30
2015 : TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$10,637
Expenses. Total of all expenses incurred2015-12-31$23,638
Benefits paid (including direct rollovers)2015-12-31$23,608
Total plan assets at end of year2015-12-31$93,167
Total plan assets at beginning of year2015-12-31$106,168
Value of fidelity bond covering the plan2015-12-31$75,000
Total contributions received or receivable from participants2015-12-31$4,371
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$3,514
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-13,001
Net plan assets at end of year (total assets less liabilities)2015-12-31$93,167
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$106,168
Total contributions received or receivable from employer(s)2015-12-31$2,752
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$30
2014 : TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$24,731
Expenses. Total of all expenses incurred2014-12-31$123,581
Benefits paid (including direct rollovers)2014-12-31$123,498
Total plan assets at end of year2014-12-31$106,168
Total plan assets at beginning of year2014-12-31$205,018
Value of fidelity bond covering the plan2014-12-31$75,000
Total contributions received or receivable from participants2014-12-31$6,292
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$12,030
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-98,850
Net plan assets at end of year (total assets less liabilities)2014-12-31$106,168
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$205,018
Total contributions received or receivable from employer(s)2014-12-31$6,409
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$83
2013 : TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$51,360
Expenses. Total of all expenses incurred2013-12-31$30
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$205,018
Total plan assets at beginning of year2013-12-31$153,688
Value of fidelity bond covering the plan2013-12-31$75,000
Total contributions received or receivable from participants2013-12-31$8,471
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$36,473
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$51,330
Net plan assets at end of year (total assets less liabilities)2013-12-31$205,018
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$153,688
Total contributions received or receivable from employer(s)2013-12-31$6,416
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$30
2012 : TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$35,882
Expenses. Total of all expenses incurred2012-12-31$68,915
Benefits paid (including direct rollovers)2012-12-31$68,877
Total plan assets at end of year2012-12-31$153,688
Total plan assets at beginning of year2012-12-31$186,721
Value of fidelity bond covering the plan2012-12-31$75,000
Total contributions received or receivable from participants2012-12-31$9,261
Other income received2012-12-31$19,303
Net income (gross income less expenses)2012-12-31$-33,033
Net plan assets at end of year (total assets less liabilities)2012-12-31$153,688
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$186,721
Total contributions received or receivable from employer(s)2012-12-31$7,318
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$38
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$13,183
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$186,721
Total plan assets at beginning of year2011-12-31$173,538
Value of fidelity bond covering the plan2011-12-31$75,000
Total contributions received or receivable from participants2011-12-31$9,657
Other income received2011-12-31$-2,634
Net income (gross income less expenses)2011-12-31$13,183
Net plan assets at end of year (total assets less liabilities)2011-12-31$186,721
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$173,538
Total contributions received or receivable from employer(s)2011-12-31$6,160
2010 : TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$38,062
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$173,538
Total plan assets at beginning of year2010-12-31$135,476
Value of fidelity bond covering the plan2010-12-31$75,000
Total contributions received or receivable from participants2010-12-31$9,579
Other income received2010-12-31$21,121
Net income (gross income less expenses)2010-12-31$38,062
Net plan assets at end of year (total assets less liabilities)2010-12-31$173,538
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$135,476
Total contributions received or receivable from employer(s)2010-12-31$7,362
2009 : TUPELO EYE CENTER OPTICAL SHOP 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 TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN

2023: TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TUPELO EYE CENTER OPTICAL SHOP 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TUPELO EYE CENTER OPTICAL SHOP 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: TUPELO EYE CENTER OPTICAL SHOP 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TUPELO EYE CENTER OPTICAL SHOP 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
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TUPELO EYE CENTER OPTICAL SHOP 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TUPELO EYE CENTER OPTICAL SHOP 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TUPELO EYE CENTER OPTICAL SHOP 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TUPELO EYE CENTER OPTICAL SHOP 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TUPELO EYE CENTER OPTICAL SHOP 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TUPELO EYE CENTER OPTICAL SHOP 401(K) 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TUPELO EYE CENTER OPTICAL SHOP 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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TUPELO EYE CENTER OPTICAL SHOP 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup