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EYE PHYSICIANS PROFIT SHARING PLAN 401k Plan overview

Plan NameEYE PHYSICIANS PROFIT SHARING PLAN
Plan identification number 002

EYE PHYSICIANS PROFIT SHARING 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(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EYE PHYSICIANS & SURGEONS PLLC D/B/A BILLINGS RETINA & MACULA has sponsored the creation of one or more 401k plans.

Company Name:EYE PHYSICIANS & SURGEONS PLLC D/B/A BILLINGS RETINA & MACULA
Employer identification number (EIN):810303360
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EYE PHYSICIANS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01KRISTIN SWITZER2024-05-14
0022022-01-01CAROL SADO2023-03-23
0022021-01-01GEORGE F. HATCH, JR.2022-07-20
0022020-01-01GEORGE F. HATCH, JR.2021-03-05
0022019-01-01GEORGE F. HATCH, JR.2020-02-17
0022018-01-01GEORGE F. HATCH, JR.2019-03-19
0022017-01-01
0022016-01-01
0022015-01-01
0022013-01-01GEORGE F. HATCH, JR2014-07-07 GEORGE F. HATCH, JR2014-07-07
0022012-01-01GEORGE F. HATCH, JR2013-06-12 GEORGE F. HATCH, JR2013-06-12
0022011-01-01GEORGE F. HATCH, JR2012-06-26 GEORGE F. HATCH, JR2012-06-26
0022010-01-01GEORGE F. HATCH, JR2011-09-06 GEORGE F. HATCH, JR2011-09-06

Plan Statistics for EYE PHYSICIANS PROFIT SHARING PLAN

401k plan membership statisitcs for EYE PHYSICIANS PROFIT SHARING PLAN

Measure Date Value
2025: EYE PHYSICIANS PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-03-2716
Total number of particpants at end of year2025-03-279
Number of Participants With Account Balances2025-03-279
2024: EYE PHYSICIANS PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-1413
Total number of particpants at end of year2024-05-1414
Number of Participants With Account Balances2024-05-1414
2022: EYE PHYSICIANS PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-208
Total number of particpants at end of year2022-07-207
Number of Participants With Account Balances2022-07-207

Financial Data on EYE PHYSICIANS PROFIT SHARING PLAN

Measure Date Value
2025 : EYE PHYSICIANS PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-03-27311581
Net assets as of the end of the plan year2025-03-27505572
Total assets as of the beginning of the plan year2025-03-27616982
Value of plan covered by a fidelity bond2025-03-27500000
Participant contributions to plan in this plan year2025-03-2756066
Other income to plan in this plan year2025-03-2756092
Plan net income in this plan year2025-03-27-111410
Net assets as of the end of the plan year2025-03-27505572
Net assets as of the beginning of the plan year2025-03-27616982
Employer contributions to plan in this plan year2025-03-2788013
Fees paid to broker by Benefit Provider2025-03-274991
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-278121
2024 : EYE PHYSICIANS PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-14508863
Net assets as of the end of the plan year2024-05-14616982
Total assets as of the beginning of the plan year2024-05-14854570
Value of plan covered by a fidelity bond2024-05-14500000
Participant contributions to plan in this plan year2024-05-1476140
Other income to plan in this plan year2024-05-14107639
Plan net income in this plan year2024-05-14-237588
Net assets as of the end of the plan year2024-05-14616982
Net assets as of the beginning of the plan year2024-05-14854570
Employer contributions to plan in this plan year2024-05-1487496
Fees paid to broker by Benefit Provider2024-05-146087
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-149890
2022 : EYE PHYSICIANS PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-2025366
Net assets as of the end of the plan year2022-07-20868936
Total assets as of the beginning of the plan year2022-07-20660477
Value of plan covered by a fidelity bond2022-07-20500000
Participant contributions to plan in this plan year2022-07-2059763
Other income to plan in this plan year2022-07-2086706
Plan net income in this plan year2022-07-20208459
Net assets as of the end of the plan year2022-07-20868936
Net assets as of the beginning of the plan year2022-07-20660477
Employer contributions to plan in this plan year2022-07-2087356
Fees paid to broker by Benefit Provider2022-07-205004
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-209084

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