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OPHTHALMIC ASSOCIATES, APC PROFIT SHARING PLAN 401k Plan overview

Plan NameOPHTHALMIC ASSOCIATES, APC PROFIT SHARING PLAN
Plan identification number 001

OPHTHALMIC ASSOCIATES, APC PROFIT SHARING PLAN 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
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

OPHTHALMIC ASSOCIATES, APC has sponsored the creation of one or more 401k plans.

Company Name:OPHTHALMIC ASSOCIATES, APC
Employer identification number (EIN):920059757
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OPHTHALMIC ASSOCIATES, APC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CARL ROSEN2023-10-13
0012021-01-01CARL ROSEN2022-09-26
0012020-01-01CARL ROSEN2021-07-01
0012019-01-01CARL ROSEN2020-07-06
0012018-01-01CARL ROSEN2019-09-24
0012017-01-01CARL ROSEN2018-05-03
0012016-01-01CARL ROSEN2017-05-04
0012015-01-01CARL ROSEN
0012014-01-01CARL ROSEN
0012013-01-01CARL ROSEN
0012012-01-01CARL ROSEN
0012011-01-01CARL ROSEN
0012010-01-01CARL ROSEN
0012009-01-01CARL ROSEN

Plan Statistics for OPHTHALMIC ASSOCIATES, APC PROFIT SHARING PLAN

401k plan membership statisitcs for OPHTHALMIC ASSOCIATES, APC PROFIT SHARING PLAN

Measure Date Value
2015: OPHTHALMIC ASSOCIATES, APC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0144
Total number of active participants reported on line 7a of the Form 55002015-01-0125
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0142
Number of participants with account balances2015-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: OPHTHALMIC ASSOCIATES, APC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0143
Total number of active participants reported on line 7a of the Form 55002014-01-0124
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0116
Total of all active and inactive participants2014-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0143
Number of participants with account balances2014-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: OPHTHALMIC ASSOCIATES, APC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0139
Total number of active participants reported on line 7a of the Form 55002013-01-0127
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0141
Number of participants with account balances2013-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: OPHTHALMIC ASSOCIATES, APC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0138
Total number of active participants reported on line 7a of the Form 55002012-01-0127
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0137
Number of participants with account balances2012-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: OPHTHALMIC ASSOCIATES, APC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0143
Total number of active participants reported on line 7a of the Form 55002011-01-0127
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0138
Number of participants with account balances2011-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: OPHTHALMIC ASSOCIATES, APC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0139
Total number of active participants reported on line 7a of the Form 55002010-01-0128
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0115
Total of all active and inactive participants2010-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0143
Number of participants with account balances2010-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: OPHTHALMIC ASSOCIATES, APC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0132
Total number of active participants reported on line 7a of the Form 55002009-01-0124
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0139
Number of participants with account balances2009-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on OPHTHALMIC ASSOCIATES, APC PROFIT SHARING PLAN

Measure Date Value
2015 : OPHTHALMIC ASSOCIATES, APC PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$182
Total plan liabilities at beginning of year2015-12-31$16,512
Total income from all sources2015-12-31$345,079
Expenses. Total of all expenses incurred2015-12-31$1,751,781
Benefits paid (including direct rollovers)2015-12-31$1,701,628
Total plan assets at end of year2015-12-31$4,126,614
Total plan assets at beginning of year2015-12-31$5,549,646
Value of fidelity bond covering the plan2015-12-31$1,900,000
Other income received2015-12-31$60,331
Net income (gross income less expenses)2015-12-31$-1,406,702
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,126,432
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,533,134
Assets. Value of participant loans2015-12-31$28,105
Total contributions received or receivable from employer(s)2015-12-31$284,748
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$50,153
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : OPHTHALMIC ASSOCIATES, APC PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$16,512
Total income from all sources2014-12-31$637,625
Expenses. Total of all expenses incurred2014-12-31$823,167
Benefits paid (including direct rollovers)2014-12-31$770,912
Total plan assets at end of year2014-12-31$5,549,646
Total plan assets at beginning of year2014-12-31$5,718,676
Value of fidelity bond covering the plan2014-12-31$1,900,000
Other income received2014-12-31$356,219
Net income (gross income less expenses)2014-12-31$-185,542
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,533,134
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,718,676
Assets. Value of participant loans2014-12-31$32,678
Total contributions received or receivable from employer(s)2014-12-31$281,406
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$52,255
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : OPHTHALMIC ASSOCIATES, APC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,239,291
Expenses. Total of all expenses incurred2013-12-31$161,957
Benefits paid (including direct rollovers)2013-12-31$118,177
Total plan assets at end of year2013-12-31$5,718,676
Total plan assets at beginning of year2013-12-31$4,641,342
Value of fidelity bond covering the plan2013-12-31$1,900,000
Other income received2013-12-31$856,093
Net income (gross income less expenses)2013-12-31$1,077,334
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,718,676
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,641,342
Assets. Value of participant loans2013-12-31$53,169
Total contributions received or receivable from employer(s)2013-12-31$383,198
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$43,780
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : OPHTHALMIC ASSOCIATES, APC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$736,960
Expenses. Total of all expenses incurred2012-12-31$86,377
Benefits paid (including direct rollovers)2012-12-31$47,390
Total plan assets at end of year2012-12-31$4,641,342
Total plan assets at beginning of year2012-12-31$3,990,759
Value of fidelity bond covering the plan2012-12-31$1,900,000
Other income received2012-12-31$380,005
Net income (gross income less expenses)2012-12-31$650,583
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,641,342
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,990,759
Assets. Value of participant loans2012-12-31$96,141
Total contributions received or receivable from employer(s)2012-12-31$356,955
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$38,987
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : OPHTHALMIC ASSOCIATES, APC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$236,985
Expenses. Total of all expenses incurred2011-12-31$86,335
Benefits paid (including direct rollovers)2011-12-31$52,779
Total plan assets at end of year2011-12-31$3,990,759
Total plan assets at beginning of year2011-12-31$3,840,109
Value of fidelity bond covering the plan2011-12-31$1,900,000
Other income received2011-12-31$-104,811
Net income (gross income less expenses)2011-12-31$150,650
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,990,759
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,840,109
Assets. Value of participant loans2011-12-31$87,799
Total contributions received or receivable from employer(s)2011-12-31$341,796
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$33,556
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : OPHTHALMIC ASSOCIATES, APC PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$737,975
Expenses. Total of all expenses incurred2010-12-31$99,515
Benefits paid (including direct rollovers)2010-12-31$70,226
Total plan assets at end of year2010-12-31$3,840,109
Total plan assets at beginning of year2010-12-31$3,201,649
Value of fidelity bond covering the plan2010-12-31$1,900,000
Other income received2010-12-31$420,243
Net income (gross income less expenses)2010-12-31$638,460
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,840,109
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,201,649
Assets. Value of participant loans2010-12-31$63,886
Total contributions received or receivable from employer(s)2010-12-31$317,732
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$29,289
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : OPHTHALMIC ASSOCIATES, APC PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for OPHTHALMIC ASSOCIATES, APC PROFIT SHARING PLAN

2015: OPHTHALMIC ASSOCIATES, APC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: OPHTHALMIC ASSOCIATES, APC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: OPHTHALMIC ASSOCIATES, APC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: OPHTHALMIC ASSOCIATES, APC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OPHTHALMIC ASSOCIATES, APC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: OPHTHALMIC ASSOCIATES, APC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: OPHTHALMIC ASSOCIATES, APC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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