401k Plan data: VISION FIRST EMPLOYEE STOCK OWNERSHIP PLAN plan

VISION FIRST EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	VISION FIRST EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	002

VISION FIRST EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP. The employer maintaining this ESOP is an S Corporation Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

PINNACLE EYE CARE, INC. D/B/A VISION FIRST has sponsored the creation of one or more 401k plans.

Company Name: PINNACLE EYE CARE, INC. D/B/A VISION FIRST

Employer identification number (EIN): 752993005

NAIC Classification: 446130
NAIC Description: Optical Goods Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VISION FIRST EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2024-01-01 DEREK RADCLIFFE
002 2023-01-01
002 2023-01-01 DEREK RADCLIFFE
002 2022-01-01
002 2022-01-01 DEREK RADCLIFFE
002 2021-01-01
002 2021-01-01 DEREK RADCLIFFE
002 2020-01-01 JOHN SCHMITT 2021-10-13
002 2019-01-01
002 2019-01-01

Plan Statistics for VISION FIRST EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for VISION FIRST EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023: VISION FIRST EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 143
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 15
Total of all active and inactive participants 2023-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 159
Number of participants with account balances 2023-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 13
2022: VISION FIRST EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 167
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 128
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 28
Total of all active and inactive participants 2022-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 156
Number of participants with account balances 2022-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 17
2021: VISION FIRST EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 130
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 18
Total of all active and inactive participants 2021-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 148
Number of participants with account balances 2021-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 10
2020: VISION FIRST EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 128
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 27
Total of all active and inactive participants 2020-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 157
Number of participants with account balances 2020-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 19
2019: VISION FIRST EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 137
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 10
Total of all active and inactive participants 2019-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 147
Number of participants with account balances 2019-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 8

Measure	Date	Value
2023: VISION FIRST EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	143
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	15
Total of all active and inactive participants	2023-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	159
Number of participants with account balances	2023-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	13
2022: VISION FIRST EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	167
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	128
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	28
Total of all active and inactive participants	2022-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	156
Number of participants with account balances	2022-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	17
2021: VISION FIRST EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	130
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	18
Total of all active and inactive participants	2021-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	148
Number of participants with account balances	2021-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	10
2020: VISION FIRST EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	128
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	27
Total of all active and inactive participants	2020-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	157
Number of participants with account balances	2020-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	19
2019: VISION FIRST EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	137
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	10
Total of all active and inactive participants	2019-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	147
Number of participants with account balances	2019-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	8

Financial Data on VISION FIRST EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2023 : VISION FIRST EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2023-12-31	$1,143,450
Total unrealized appreciation/depreciation of assets	2023-12-31	$1,143,450
Total transfer of assets from this plan	2023-12-31	$32,994
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$9,781,146
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$10,064,496
Expenses. Interest paid	2023-12-31	$377,418
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2023-12-31	$377,418
Total income from all sources (including contributions)	2023-12-31	$2,144,237
Total of all expenses incurred	2023-12-31	$684,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$307,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,000,787
Value of total assets at end of year	2023-12-31	$14,221,209
Value of total assets at beginning of year	2023-12-31	$13,077,759
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,459,794
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$4,440,063
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$3,013,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$849
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$849
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Assets. Invements in employer securities at end of year	2023-12-31	$14,220,360
Assets. Invements in employer securities at beginning of year	2023-12-31	$13,076,910
Contributions received in cash from employer	2023-12-31	$1,000,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$307,025
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2023-12-31	$9,781,146
Liabilities. Value of acquisition indebtedness at beginning of year	2023-12-31	$10,064,496
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	MATHER & CO. CPAS, LLC
Accountancy firm EIN	2023-12-31	611210177
Unrealized appreciation/depreciation of other (non real estate) assets	2023-01-01	$1,143,450
Total unrealized appreciation/depreciation of assets	2023-01-01	$1,143,450
Total transfer of assets from this plan	2023-01-01	$32,994
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$9,781,146
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$10,064,496
Total income from all sources (including contributions)	2023-01-01	$2,144,237
Total of all expenses incurred	2023-01-01	$684,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$307,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$1,000,787
Value of total assets at end of year	2023-01-01	$14,221,209
Value of total assets at beginning of year	2023-01-01	$13,077,759
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$1,000,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$1,459,794
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$4,440,063
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$3,013,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-01-01	$849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Assets. Invements in employer securities at end of year	2023-01-01	$14,220,360
Assets. Invements in employer securities at beginning of year	2023-01-01	$13,076,910
Contributions received in cash from employer	2023-01-01	$1,000,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$307,025
Did the plan have assets held for investment	2023-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Liabilities. Value of acquisition indebtedness at end of year	2023-01-01	$9,781,146
Liabilities. Value of acquisition indebtedness at beginning of year	2023-01-01	$10,064,496
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	MATHER & CO. CPAS, LLC
Accountancy firm EIN	2023-01-01	611210177
2022 : VISION FIRST EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$1,850,310
Total unrealized appreciation/depreciation of assets	2022-12-31	$1,850,310
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$10,064,496
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$10,337,604
Expenses. Interest paid	2022-12-31	$387,660
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$387,660
Total income from all sources (including contributions)	2022-12-31	$2,669,312
Total of all expenses incurred	2022-12-31	$545,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$158,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$819,002
Value of total assets at end of year	2022-12-31	$13,077,759
Value of total assets at beginning of year	2022-12-31	$11,227,449
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$2,123,418
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,013,263
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$889,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$849
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$849
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$13,076,910
Assets. Invements in employer securities at beginning of year	2022-12-31	$11,226,600
Contributions received in cash from employer	2022-12-31	$819,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$158,234
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$10,064,496
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$10,337,604
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MATHER & CO CPAS, LLC
Accountancy firm EIN	2022-12-31	611210177
Unrealized appreciation/depreciation of other (non real estate) assets	2022-01-01	$1,850,310
Total unrealized appreciation/depreciation of assets	2022-01-01	$1,850,310
Total transfer of assets from this plan	2022-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$10,064,496
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$10,337,604
Total income from all sources (including contributions)	2022-01-01	$2,669,312
Total of all expenses incurred	2022-01-01	$545,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$158,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$819,002
Value of total assets at end of year	2022-01-01	$13,077,759
Value of total assets at beginning of year	2022-01-01	$11,227,449
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$1,000,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$2,123,418
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$3,013,263
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$889,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-01-01	$849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Assets. Invements in employer securities at end of year	2022-01-01	$13,076,910
Assets. Invements in employer securities at beginning of year	2022-01-01	$11,226,600
Contributions received in cash from employer	2022-01-01	$819,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$158,234
Did the plan have assets held for investment	2022-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Liabilities. Value of acquisition indebtedness at end of year	2022-01-01	$10,064,496
Liabilities. Value of acquisition indebtedness at beginning of year	2022-01-01	$10,337,604
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	MATHER & CO CPAS, LLC
Accountancy firm EIN	2022-01-01	611210177
2021 : VISION FIRST EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$727,650
Total unrealized appreciation/depreciation of assets	2021-12-31	$727,650
Total transfer of assets from this plan	2021-12-31	$18,910
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$10,337,604
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$10,600,841
Expenses. Interest paid	2021-12-31	$397,532
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$397,532
Total income from all sources (including contributions)	2021-12-31	$1,482,170
Total of all expenses incurred	2021-12-31	$472,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$74,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$754,520
Value of total assets at end of year	2021-12-31	$11,227,449
Value of total assets at beginning of year	2021-12-31	$10,499,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,009,797
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$889,845
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$-101,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$849
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$849
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$11,226,600
Assets. Invements in employer securities at beginning of year	2021-12-31	$10,498,950
Contributions received in cash from employer	2021-12-31	$754,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$74,841
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$10,337,604
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$10,600,841
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MATHER & CO CPAS, LLC
Accountancy firm EIN	2021-12-31	611210177
2020 : VISION FIRST EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$2,328,480
Total unrealized appreciation/depreciation of assets	2020-12-31	$2,328,480
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$10,600,841
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$10,854,563
Expenses. Interest paid	2020-12-31	$407,046
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$407,046
Total income from all sources (including contributions)	2020-12-31	$2,999,203
Total of all expenses incurred	2020-12-31	$417,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$9,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$670,723
Value of total assets at end of year	2020-12-31	$10,499,799
Value of total assets at beginning of year	2020-12-31	$8,171,376
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$57
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Administrative expenses (other) incurred	2020-12-31	$57
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,582,145
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$-101,042
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$-2,683,187
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$849
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$906
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$906
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$10,498,950
Assets. Invements in employer securities at beginning of year	2020-12-31	$8,170,470
Contributions received in cash from employer	2020-12-31	$670,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$9,955
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$10,600,841
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$10,854,563
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	MCM CPAS & ADVISORS LLP
Accountancy firm EIN	2020-12-31	271235638
2019 : VISION FIRST EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$1,018,710
Total unrealized appreciation/depreciation of assets	2019-12-31	$1,018,710
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$10,854,563
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$11,099,115
Expenses. Interest paid	2019-12-31	$416,216
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$416,216
Total income from all sources (including contributions)	2019-12-31	$1,697,478
Total of all expenses incurred	2019-12-31	$435,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$19,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$678,768
Value of total assets at end of year	2019-12-31	$8,171,376
Value of total assets at beginning of year	2019-12-31	$7,153,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,262,165
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$-2,683,187
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$-3,945,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$906
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$2,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$2,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$8,170,470
Assets. Invements in employer securities at beginning of year	2019-12-31	$7,151,760
Contributions received in cash from employer	2019-12-31	$678,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$19,097
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2019-12-31	$10,854,563
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$11,099,115
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	MATHER & CO. CPAS, LLC
Accountancy firm EIN	2019-12-31	611210177

Form 5500 Responses for VISION FIRST EMPLOYEE STOCK OWNERSHIP PLAN

2023: VISION FIRST EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: VISION FIRST EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: VISION FIRST EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: VISION FIRST EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: VISION FIRST EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PINNACLE EYE CARE, INC. D/B/A VISION FIRST
Employer identification number (EIN):	752993005
NAIC Classification:	446130
NAIC Description:	Optical Goods Stores

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2024-01-01	DEREK RADCLIFFE
002	2023-01-01
002	2023-01-01	DEREK RADCLIFFE
002	2022-01-01
002	2022-01-01	DEREK RADCLIFFE
002	2021-01-01
002	2021-01-01	DEREK RADCLIFFE
002	2020-01-01	JOHN SCHMITT	2021-10-13
002	2019-01-01
002	2019-01-01