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401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 401k Plan overview

Plan Name401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD.
Plan identification number 002

401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EYE ASSOCIATES OF NEW MEXICO, LTD. has sponsored the creation of one or more 401k plans.

Company Name:EYE ASSOCIATES OF NEW MEXICO, LTD.
Employer identification number (EIN):850246856
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JANICE YOUNG
0022016-01-01JANICE YOUNG
0022015-01-01JANICE E. YOUNG
0022014-01-01JANICE E. YOUNG
0022013-01-01JANICE E. YOUNG
0022012-01-01JANICE E. YOUNG
0022011-01-01JANICE YOUNG
0022010-01-01JANICE YOUNG
0022009-01-01JANICE YOUNG

Plan Statistics for 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD.

401k plan membership statisitcs for 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD.

Measure Date Value
2022: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 2022 401k membership
Total participants, beginning-of-year2022-01-01783
Total number of active participants reported on line 7a of the Form 55002022-01-01606
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01114
Total of all active and inactive participants2022-01-01720
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01724
Number of participants with account balances2022-01-01718
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 2021 401k membership
Total participants, beginning-of-year2021-01-01725
Total number of active participants reported on line 7a of the Form 55002021-01-01555
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01116
Total of all active and inactive participants2021-01-01671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01675
Number of participants with account balances2021-01-01665
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 2020 401k membership
Total participants, beginning-of-year2020-01-01734
Total number of active participants reported on line 7a of the Form 55002020-01-01505
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01177
Total of all active and inactive participants2020-01-01682
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-01689
Number of participants with account balances2020-01-01681
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 2019 401k membership
Total participants, beginning-of-year2019-01-01700
Total number of active participants reported on line 7a of the Form 55002019-01-01600
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01119
Total of all active and inactive participants2019-01-01719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-01723
Number of participants with account balances2019-01-01718
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 2018 401k membership
Total participants, beginning-of-year2018-01-01681
Total number of active participants reported on line 7a of the Form 55002018-01-01569
Number of other retired or separated participants entitled to future benefits2018-01-01102
Total of all active and inactive participants2018-01-01671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01674
Number of participants with account balances2018-01-01670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 2017 401k membership
Total participants, beginning-of-year2017-01-01665
Total number of active participants reported on line 7a of the Form 55002017-01-01555
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0193
Total of all active and inactive participants2017-01-01648
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-01652
Number of participants with account balances2017-01-01647
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 2016 401k membership
Total participants, beginning-of-year2016-01-01630
Total number of active participants reported on line 7a of the Form 55002016-01-01513
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01119
Total of all active and inactive participants2016-01-01632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-01637
Number of participants with account balances2016-01-01631
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 2015 401k membership
Total participants, beginning-of-year2015-01-01590
Total number of active participants reported on line 7a of the Form 55002015-01-01441
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01134
Total of all active and inactive participants2015-01-01575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-01580
Number of participants with account balances2015-01-01577
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 2014 401k membership
Total participants, beginning-of-year2014-01-01535
Total number of active participants reported on line 7a of the Form 55002014-01-01434
Number of other retired or separated participants entitled to future benefits2014-01-01121
Total of all active and inactive participants2014-01-01555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-01561
Number of participants with account balances2014-01-01556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 2013 401k membership
Total participants, beginning-of-year2013-01-01502
Total number of active participants reported on line 7a of the Form 55002013-01-01416
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01103
Total of all active and inactive participants2013-01-01519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01522
Number of participants with account balances2013-01-01516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 2012 401k membership
Total participants, beginning-of-year2012-01-01473
Total number of active participants reported on line 7a of the Form 55002012-01-01396
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0188
Total of all active and inactive participants2012-01-01484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01487
Number of participants with account balances2012-01-01482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 2011 401k membership
Total participants, beginning-of-year2011-01-01450
Total number of active participants reported on line 7a of the Form 55002011-01-01398
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0159
Total of all active and inactive participants2011-01-01457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01459
Number of participants with account balances2011-01-01447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 2010 401k membership
Total participants, beginning-of-year2010-01-01432
Total number of active participants reported on line 7a of the Form 55002010-01-01382
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0155
Total of all active and inactive participants2010-01-01437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01437
Number of participants with account balances2010-01-01424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 2009 401k membership
Total participants, beginning-of-year2009-01-01490
Total number of active participants reported on line 7a of the Form 55002009-01-01380
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0141
Total of all active and inactive participants2009-01-01421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01421
Number of participants with account balances2009-01-01402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD.

Measure Date Value
2022 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-6,176,988
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,448,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,318,247
Expenses. Certain deemed distributions of participant loans2022-12-31$-285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,562,671
Value of total assets at end of year2022-12-31$49,229,351
Value of total assets at beginning of year2022-12-31$63,854,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$130,434
Total interest from all sources2022-12-31$36,611
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$567,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$567,507
Administrative expenses professional fees incurred2022-12-31$11,893
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,734,277
Participant contributions at end of year2022-12-31$769,814
Participant contributions at beginning of year2022-12-31$662,199
Participant contributions at end of year2022-12-31$471
Participant contributions at beginning of year2022-12-31$42
Assets. Other investments not covered elsewhere at end of year2022-12-31$723,088
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,074,537
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$66,548
Other income not declared elsewhere2022-12-31$-345,998
Total non interest bearing cash at beginning of year2022-12-31$9
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,625,384
Value of net assets at end of year (total assets less liabilities)2022-12-31$49,229,351
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$63,854,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$35,409,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$47,708,876
Interest on participant loans2022-12-31$36,611
Value of interest in common/collective trusts at end of year2022-12-31$11,565,039
Value of interest in common/collective trusts at beginning of year2022-12-31$13,252,899
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,275,098
Net investment gain or loss from common/collective trusts2022-12-31$-722,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$761,846
Employer contributions (assets) at end of year2022-12-31$761,846
Employer contributions (assets) at beginning of year2022-12-31$1,156,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,318,247
Contract administrator fees2022-12-31$118,541
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS, LLP.
Accountancy firm EIN2022-12-31910189318
2021 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$11,436,928
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,986,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,708,447
Expenses. Certain deemed distributions of participant loans2021-12-31$80,969
Value of total corrective distributions2021-12-31$15,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,890,251
Value of total assets at end of year2021-12-31$63,854,735
Value of total assets at beginning of year2021-12-31$55,404,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$180,887
Total interest from all sources2021-12-31$54,566
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$547,405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$547,405
Administrative expenses professional fees incurred2021-12-31$11,214
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,598,722
Participant contributions at end of year2021-12-31$662,199
Participant contributions at beginning of year2021-12-31$1,055,553
Participant contributions at end of year2021-12-31$42
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,074,537
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$135,356
Other income not declared elsewhere2021-12-31$-1,347
Administrative expenses (other) incurred2021-12-31$89,762
Total non interest bearing cash at end of year2021-12-31$9
Total non interest bearing cash at beginning of year2021-12-31$81
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$8,450,655
Value of net assets at end of year (total assets less liabilities)2021-12-31$63,854,735
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$55,404,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$47,708,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$41,352,564
Interest on participant loans2021-12-31$54,548
Value of interest in common/collective trusts at end of year2021-12-31$13,252,899
Value of interest in common/collective trusts at beginning of year2021-12-31$11,841,229
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$381,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$381,570
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$18
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,493,250
Net investment gain or loss from common/collective trusts2021-12-31$1,452,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,156,173
Employer contributions (assets) at end of year2021-12-31$1,156,173
Employer contributions (assets) at beginning of year2021-12-31$307,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,708,447
Contract administrator fees2021-12-31$79,911
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$465,494
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS, LLP
Accountancy firm EIN2021-12-31910189318
2020 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$3,932
Total unrealized appreciation/depreciation of assets2020-12-31$3,932
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$10,043,891
Total loss/gain on sale of assets2020-12-31$28,274
Total of all expenses incurred2020-12-31$8,148,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,975,200
Value of total corrective distributions2020-12-31$8,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,458,771
Value of total assets at end of year2020-12-31$55,404,080
Value of total assets at beginning of year2020-12-31$53,509,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$165,578
Total interest from all sources2020-12-31$41,709
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$404,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$399,363
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,129,384
Participant contributions at end of year2020-12-31$1,055,553
Participant contributions at beginning of year2020-12-31$940,163
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$21,798
Other income not declared elsewhere2020-12-31$26,621
Administrative expenses (other) incurred2020-12-31$165,578
Total non interest bearing cash at end of year2020-12-31$81
Total non interest bearing cash at beginning of year2020-12-31$90
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,895,066
Value of net assets at end of year (total assets less liabilities)2020-12-31$55,404,080
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$53,509,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$41,352,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$33,437,805
Interest on participant loans2020-12-31$41,622
Value of interest in common/collective trusts at end of year2020-12-31$11,841,229
Value of interest in common/collective trusts at beginning of year2020-12-31$17,133,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$381,570
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$590,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$590,868
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$87
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,244,690
Net investment gain or loss from common/collective trusts2020-12-31$2,835,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$307,589
Employer contributions (assets) at end of year2020-12-31$307,589
Employer contributions (assets) at beginning of year2020-12-31$1,206,511
Income. Dividends from common stock2020-12-31$4,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,975,200
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$465,494
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$199,638
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$2,928,512
Aggregate carrying amount (costs) on sale of assets2020-12-31$2,900,238
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS
Accountancy firm EIN2020-12-31910189318
2019 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$26,005
Total unrealized appreciation/depreciation of assets2019-12-31$26,005
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$14,125,303
Total loss/gain on sale of assets2019-12-31$121,227
Total of all expenses incurred2019-12-31$4,242,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,027,530
Value of total corrective distributions2019-12-31$46,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,164,182
Value of total assets at end of year2019-12-31$53,509,014
Value of total assets at beginning of year2019-12-31$43,625,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$168,349
Total interest from all sources2019-12-31$57,995
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$554,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$550,095
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,590,785
Participant contributions at end of year2019-12-31$940,163
Participant contributions at beginning of year2019-12-31$840,151
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$366,886
Other income not declared elsewhere2019-12-31$471
Administrative expenses (other) incurred2019-12-31$168,349
Total non interest bearing cash at end of year2019-12-31$90
Total non interest bearing cash at beginning of year2019-12-31$90
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$9,883,266
Value of net assets at end of year (total assets less liabilities)2019-12-31$53,509,014
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$43,625,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$33,437,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$24,538,384
Interest on participant loans2019-12-31$56,933
Value of interest in common/collective trusts at end of year2019-12-31$17,133,939
Value of interest in common/collective trusts at beginning of year2019-12-31$16,770,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$590,868
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$311,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$311,658
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,703,543
Net investment gain or loss from common/collective trusts2019-12-31$4,497,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,206,511
Employer contributions (assets) at end of year2019-12-31$1,206,511
Employer contributions (assets) at beginning of year2019-12-31$743,302
Income. Dividends from common stock2019-12-31$3,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,027,530
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$199,638
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$421,699
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$1,164,839
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,043,612
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS
Accountancy firm EIN2019-12-31910189318
2018 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-49,710
Total unrealized appreciation/depreciation of assets2018-12-31$-49,710
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,690,198
Total loss/gain on sale of assets2018-12-31$503
Total of all expenses incurred2018-12-31$1,520,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,333,420
Value of total corrective distributions2018-12-31$14,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,506,913
Value of total assets at end of year2018-12-31$43,625,748
Value of total assets at beginning of year2018-12-31$43,456,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$172,641
Total interest from all sources2018-12-31$49,799
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$399,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$390,537
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,386,466
Participant contributions at end of year2018-12-31$840,151
Participant contributions at beginning of year2018-12-31$895,825
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$23,388
Other income not declared elsewhere2018-12-31$2,445
Administrative expenses (other) incurred2018-12-31$172,641
Total non interest bearing cash at end of year2018-12-31$90
Total non interest bearing cash at beginning of year2018-12-31$831
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$169,470
Value of net assets at end of year (total assets less liabilities)2018-12-31$43,625,748
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$43,456,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$24,538,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$24,223,616
Interest on participant loans2018-12-31$49,171
Value of interest in common/collective trusts at end of year2018-12-31$16,770,464
Value of interest in common/collective trusts at beginning of year2018-12-31$17,624,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$311,658
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$321,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$321,740
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$628
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,136,519
Net investment gain or loss from common/collective trusts2018-12-31$-82,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,097,059
Employer contributions (assets) at end of year2018-12-31$743,302
Income. Dividends from common stock2018-12-31$8,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,333,420
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$421,699
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$389,358
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$92,315
Aggregate carrying amount (costs) on sale of assets2018-12-31$91,812
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$77,579
Total unrealized appreciation/depreciation of assets2017-12-31$77,579
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$8,777,312
Total loss/gain on sale of assets2017-12-31$10,952
Total of all expenses incurred2017-12-31$2,514,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,285,414
Value of total corrective distributions2017-12-31$91,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,549,123
Value of total assets at end of year2017-12-31$43,456,278
Value of total assets at beginning of year2017-12-31$37,192,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$137,409
Total interest from all sources2017-12-31$44,248
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$336,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$328,315
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,114,966
Participant contributions at end of year2017-12-31$895,825
Participant contributions at beginning of year2017-12-31$872,141
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$115,341
Other income not declared elsewhere2017-12-31$-839
Administrative expenses (other) incurred2017-12-31$137,409
Total non interest bearing cash at end of year2017-12-31$831
Total non interest bearing cash at beginning of year2017-12-31$416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,263,296
Value of net assets at end of year (total assets less liabilities)2017-12-31$43,456,278
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$37,192,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$24,223,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$24,437,719
Interest on participant loans2017-12-31$44,051
Value of interest in common/collective trusts at end of year2017-12-31$17,624,908
Value of interest in common/collective trusts at beginning of year2017-12-31$11,382,579
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$321,740
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$233,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$233,971
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$197
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,810,721
Net investment gain or loss from common/collective trusts2017-12-31$2,949,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$318,816
Income. Dividends from common stock2017-12-31$7,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,285,414
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$389,358
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$266,156
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$343,851
Aggregate carrying amount (costs) on sale of assets2017-12-31$332,899
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BPWC, LLC
Accountancy firm EIN2017-12-31452752726
2016 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$11,184
Total unrealized appreciation/depreciation of assets2016-12-31$11,184
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,459,851
Total loss/gain on sale of assets2016-12-31$-1,493
Total of all expenses incurred2016-12-31$4,334,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,218,619
Expenses. Certain deemed distributions of participant loans2016-12-31$5,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,219,147
Value of total assets at end of year2016-12-31$37,192,982
Value of total assets at beginning of year2016-12-31$37,067,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$109,872
Total interest from all sources2016-12-31$38,958
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$328,111
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$324,196
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,910,820
Participant contributions at end of year2016-12-31$872,141
Participant contributions at beginning of year2016-12-31$835,023
Participant contributions at beginning of year2016-12-31$80,889
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$63,288
Other income not declared elsewhere2016-12-31$2,252
Administrative expenses (other) incurred2016-12-31$109,872
Total non interest bearing cash at end of year2016-12-31$416
Total non interest bearing cash at beginning of year2016-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$125,444
Value of net assets at end of year (total assets less liabilities)2016-12-31$37,192,982
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$37,067,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$24,437,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$23,060,022
Interest on participant loans2016-12-31$38,931
Value of interest in common/collective trusts at end of year2016-12-31$11,382,579
Value of interest in common/collective trusts at beginning of year2016-12-31$12,761,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$233,971
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$52,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$52,890
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$27
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$466,855
Net investment gain or loss from common/collective trusts2016-12-31$1,394,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$245,039
Employer contributions (assets) at beginning of year2016-12-31$36,534
Income. Dividends from common stock2016-12-31$3,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,218,619
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$266,156
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$240,219
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$541,220
Aggregate carrying amount (costs) on sale of assets2016-12-31$542,713
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BPWC, LLC
Accountancy firm EIN2016-12-31452752726
2015 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-4,913
Total unrealized appreciation/depreciation of assets2015-12-31$-4,913
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$2,490,651
Total loss/gain on sale of assets2015-12-31$4,979
Total of all expenses incurred2015-12-31$2,489,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,349,269
Expenses. Certain deemed distributions of participant loans2015-12-31$-5,916
Value of total corrective distributions2015-12-31$32,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,212,768
Value of total assets at end of year2015-12-31$37,067,538
Value of total assets at beginning of year2015-12-31$37,066,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$113,656
Total interest from all sources2015-12-31$37,294
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$261,543
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$257,007
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$1,849,286
Participant contributions at end of year2015-12-31$835,023
Participant contributions at beginning of year2015-12-31$845,466
Participant contributions at end of year2015-12-31$80,889
Participant contributions at beginning of year2015-12-31$78,292
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$65,094
Other income not declared elsewhere2015-12-31$18,515
Administrative expenses (other) incurred2015-12-31$113,656
Total non interest bearing cash at end of year2015-12-31$1
Total non interest bearing cash at beginning of year2015-12-31$-23
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$1,415
Value of net assets at end of year (total assets less liabilities)2015-12-31$37,067,538
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$37,066,123
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$23,060,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$27,051,612
Interest on participant loans2015-12-31$37,288
Value of interest in common/collective trusts at end of year2015-12-31$12,761,960
Value of interest in common/collective trusts at beginning of year2015-12-31$8,807,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$52,890
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$111,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$111,925
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$6
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$4,046
Net investment gain or loss from common/collective trusts2015-12-31$-43,581
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$298,388
Employer contributions (assets) at end of year2015-12-31$36,534
Employer contributions (assets) at beginning of year2015-12-31$31,822
Income. Dividends from common stock2015-12-31$4,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,349,269
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$240,219
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$139,391
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
Aggregate proceeds on sale of assets2015-12-31$213,391
Aggregate carrying amount (costs) on sale of assets2015-12-31$208,412
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 name2015-12-31BRODERICK, PHILLIPPI, WRIGHT & CARD
Accountancy firm EIN2015-12-31452752726
2014 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$4,791
Total unrealized appreciation/depreciation of assets2014-12-31$4,791
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$4,007,449
Total loss/gain on sale of assets2014-12-31$-1,630
Total of all expenses incurred2014-12-31$1,469,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,364,490
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,879,827
Value of total assets at end of year2014-12-31$37,066,123
Value of total assets at beginning of year2014-12-31$34,527,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$104,792
Total interest from all sources2014-12-31$35,514
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,295,169
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$1,291,726
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$1,575,314
Participant contributions at end of year2014-12-31$845,466
Participant contributions at beginning of year2014-12-31$845,649
Participant contributions at end of year2014-12-31$78,292
Participant contributions at beginning of year2014-12-31$92,326
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,987
Other income not declared elsewhere2014-12-31$3,859
Administrative expenses (other) incurred2014-12-31$104,792
Total non interest bearing cash at end of year2014-12-31$-23
Total non interest bearing cash at beginning of year2014-12-31$4
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$2,538,167
Value of net assets at end of year (total assets less liabilities)2014-12-31$37,066,123
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$34,527,956
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$27,051,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$24,568,014
Interest on participant loans2014-12-31$35,507
Value of interest in common/collective trusts at end of year2014-12-31$8,807,638
Value of interest in common/collective trusts at beginning of year2014-12-31$8,503,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$111,925
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$85,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$85,377
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$7
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$602,440
Net investment gain or loss from common/collective trusts2014-12-31$187,479
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$302,526
Employer contributions (assets) at end of year2014-12-31$31,822
Employer contributions (assets) at beginning of year2014-12-31$277,832
Income. Dividends from common stock2014-12-31$3,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,364,490
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$139,391
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$154,829
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
Aggregate proceeds on sale of assets2014-12-31$423,496
Aggregate carrying amount (costs) on sale of assets2014-12-31$425,126
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 name2014-12-31BRODERICK, PHILLIPPI, WRIGHT & CARD
Accountancy firm EIN2014-12-31452752726
2013 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$11,505
Total unrealized appreciation/depreciation of assets2013-12-31$11,505
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$7,063,615
Total loss/gain on sale of assets2013-12-31$-6,179
Total of all expenses incurred2013-12-31$1,211,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,089,420
Value of total corrective distributions2013-12-31$29,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,018,707
Value of total assets at end of year2013-12-31$34,527,956
Value of total assets at beginning of year2013-12-31$28,675,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$92,299
Total interest from all sources2013-12-31$33,442
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$929,006
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$925,564
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$1,514,644
Participant contributions at end of year2013-12-31$845,649
Participant contributions at beginning of year2013-12-31$727,386
Participant contributions at end of year2013-12-31$92,326
Other income not declared elsewhere2013-12-31$14,104
Administrative expenses (other) incurred2013-12-31$92,299
Total non interest bearing cash at end of year2013-12-31$4
Total non interest bearing cash at beginning of year2013-12-31$773
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$5,852,586
Value of net assets at end of year (total assets less liabilities)2013-12-31$34,527,956
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$28,675,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$24,568,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$18,956,790
Interest on participant loans2013-12-31$33,434
Value of interest in common/collective trusts at end of year2013-12-31$8,503,925
Value of interest in common/collective trusts at beginning of year2013-12-31$8,540,613
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$85,377
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$57,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$57,710
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,794,540
Net investment gain or loss from common/collective trusts2013-12-31$268,490
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$504,063
Employer contributions (assets) at end of year2013-12-31$277,832
Employer contributions (assets) at beginning of year2013-12-31$275,073
Income. Dividends from common stock2013-12-31$3,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,089,420
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$154,829
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$117,025
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
Aggregate proceeds on sale of assets2013-12-31$322,401
Aggregate carrying amount (costs) on sale of assets2013-12-31$328,580
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 name2013-12-31BPW&C, LLC
Accountancy firm EIN2013-12-31452752726
2012 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$12,643
Total unrealized appreciation/depreciation of assets2012-12-31$12,643
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$4,692,505
Total loss/gain on sale of assets2012-12-31$-10,572
Total of all expenses incurred2012-12-31$593,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$510,062
Value of total corrective distributions2012-12-31$9,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,937,244
Value of total assets at end of year2012-12-31$28,675,370
Value of total assets at beginning of year2012-12-31$24,576,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$74,119
Total interest from all sources2012-12-31$31,642
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$673,484
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$671,173
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$1,396,162
Participant contributions at end of year2012-12-31$727,386
Participant contributions at beginning of year2012-12-31$674,096
Participant contributions at beginning of year2012-12-31$43,685
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$475,167
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$60,420
Other income not declared elsewhere2012-12-31$944
Administrative expenses (other) incurred2012-12-31$74,119
Total non interest bearing cash at end of year2012-12-31$773
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$4,098,810
Value of net assets at end of year (total assets less liabilities)2012-12-31$28,675,370
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$24,576,560
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$18,956,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,545,023
Interest on participant loans2012-12-31$31,642
Value of interest in common/collective trusts at end of year2012-12-31$8,540,613
Value of interest in common/collective trusts at beginning of year2012-12-31$8,567,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$57,710
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,849,491
Net investment gain or loss from common/collective trusts2012-12-31$197,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$480,662
Employer contributions (assets) at end of year2012-12-31$275,073
Employer contributions (assets) at beginning of year2012-12-31$271,477
Income. Dividends from common stock2012-12-31$2,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$510,062
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$117,025
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
Aggregate proceeds on sale of assets2012-12-31$237,574
Aggregate carrying amount (costs) on sale of assets2012-12-31$248,146
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 name2012-12-31BRODERICK, PHILLIPPI, WRIGHT, ET AL
Accountancy firm EIN2012-12-31452752726
2011 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,939,929
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,466,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,361,292
Expenses. Certain deemed distributions of participant loans2011-12-31$5,916
Value of total corrective distributions2011-12-31$30,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,881,062
Value of total assets at end of year2011-12-31$24,576,560
Value of total assets at beginning of year2011-12-31$25,103,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$69,426
Total interest from all sources2011-12-31$28,895
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$227,110
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$227,110
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$1,381,155
Participant contributions at end of year2011-12-31$674,096
Participant contributions at beginning of year2011-12-31$610,769
Participant contributions at end of year2011-12-31$43,685
Participant contributions at beginning of year2011-12-31$68,141
Assets. Other investments not covered elsewhere at end of year2011-12-31$475,167
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$470,894
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$28,280
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$55
Other income not declared elsewhere2011-12-31$33,034
Administrative expenses (other) incurred2011-12-31$69,426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-527,047
Value of net assets at end of year (total assets less liabilities)2011-12-31$24,576,560
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$25,103,607
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$14,545,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,362,216
Interest on participant loans2011-12-31$28,895
Value of interest in common/collective trusts at end of year2011-12-31$8,567,112
Value of interest in common/collective trusts at beginning of year2011-12-31$10,373,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-155,362
Net investment gain or loss from common/collective trusts2011-12-31$-74,810
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$471,627
Employer contributions (assets) at end of year2011-12-31$271,477
Employer contributions (assets) at beginning of year2011-12-31$217,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,361,292
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 name2011-12-31BRODERIC & CO LLC
Accountancy firm EIN2011-12-31200214657
2010 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,272,737
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$327,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$265,409
Value of total corrective distributions2010-12-31$16,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,721,498
Value of total assets at end of year2010-12-31$25,103,607
Value of total assets at beginning of year2010-12-31$21,158,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$45,665
Total interest from all sources2010-12-31$65,247
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,313,182
Participant contributions at end of year2010-12-31$610,769
Participant contributions at beginning of year2010-12-31$480,221
Participant contributions at end of year2010-12-31$68,141
Participant contributions at beginning of year2010-12-31$70,750
Assets. Other investments not covered elsewhere at end of year2010-12-31$470,894
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$83,583
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,736
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$55
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$41
Other income not declared elsewhere2010-12-31$2,002
Administrative expenses (other) incurred2010-12-31$45,665
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,945,289
Value of net assets at end of year (total assets less liabilities)2010-12-31$25,103,607
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$21,158,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$13,362,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$13,740,644
Interest on participant loans2010-12-31$29,658
Interest earned on other investments2010-12-31$35,589
Value of interest in common/collective trusts at end of year2010-12-31$10,373,837
Value of interest in common/collective trusts at beginning of year2010-12-31$6,567,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,545,581
Net investment gain or loss from common/collective trusts2010-12-31$938,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$404,580
Employer contributions (assets) at end of year2010-12-31$217,695
Employer contributions (assets) at beginning of year2010-12-31$215,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$265,409
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BRODERICK & CO LLC
Accountancy firm EIN2010-12-31200214657
2009 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 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 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD.

2022: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 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: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 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: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 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: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 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: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 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: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 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: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 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: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 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
2010: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 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: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF EYE ASSOCIATES OF NEW MEXICO, LTD. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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