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Plan Name | EYE CARE PHYSICIANS AND SURGEONS, INC. 401(K) PROFIT SHARING PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | EYE CARE PHYSICIANS & SURGEONS, INC. |
Employer identification number (EIN): | 930611638 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about EYE CARE PHYSICIANS & SURGEONS, INC.
Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
Incorporation Date: | 1972-10-10 |
Company Identification Number: | 9894312 |
Legal Registered Office Address: |
1309 LIBERTY ST SE SALEM United States of America (USA) 97302 |
More information about EYE CARE PHYSICIANS & SURGEONS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | ORVAL GILMORE | |||
002 | 2017-01-01 | ORVAL GILMORE | ORVAL GILMORE | 2019-01-17 | |
002 | 2016-01-01 | ORVAL GILMORE | 2017-07-12 | ||
002 | 2015-01-01 | ORVAL GILMORE | 2016-07-11 | ||
002 | 2014-01-01 | ORVAL GILMORE | 2015-06-19 | ORVAL GILMORE | 2015-06-19 |
002 | 2013-01-01 | ORVAL GILMORE | 2014-07-03 | ||
002 | 2012-01-01 | DAVID P ROWELL | 2013-07-08 | DAVID P ROWELL | 2013-07-08 |
002 | 2011-01-01 | DAVID OWELL | 2012-08-27 | ||
002 | 2010-01-01 | DAVID P ROWELL | 2011-06-09 |
Measure | Date | Value |
---|---|---|
2022: EYE CARE PHYSICIANS AND SURGEONS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 147 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 88 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 62 |
Total of all active and inactive participants | 2022-01-01 | 150 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 150 |
Number of participants with account balances | 2022-01-01 | 145 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 5 |
2021: EYE CARE PHYSICIANS AND SURGEONS, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 144 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 88 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 59 |
Total of all active and inactive participants | 2021-01-01 | 147 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 147 |
Number of participants with account balances | 2021-01-01 | 147 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 5 |
2020: EYE CARE PHYSICIANS AND SURGEONS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 133 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 106 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 38 |
Total of all active and inactive participants | 2020-01-01 | 144 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 144 |
Number of participants with account balances | 2020-01-01 | 144 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 4 |
2019: EYE CARE PHYSICIANS AND SURGEONS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 123 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 117 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 16 |
Total of all active and inactive participants | 2019-01-01 | 133 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 133 |
Number of participants with account balances | 2019-01-01 | 133 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: EYE CARE PHYSICIANS AND SURGEONS, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 157 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 104 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 19 |
Total of all active and inactive participants | 2018-01-01 | 123 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 123 |
Number of participants with account balances | 2018-01-01 | 121 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 3 |
2017: EYE CARE PHYSICIANS AND SURGEONS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 125 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 121 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 36 |
Total of all active and inactive participants | 2017-01-01 | 157 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 157 |
Number of participants with account balances | 2017-01-01 | 135 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 6 |
Measure | Date | Value |
---|---|---|
2022 : EYE CARE PHYSICIANS AND SURGEONS, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $-1,231,546 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,558,632 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,473,189 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $782,593 |
Value of total assets at end of year | 2022-12-31 | $12,218,948 |
Value of total assets at beginning of year | 2022-12-31 | $15,009,126 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $85,443 |
Total interest from all sources | 2022-12-31 | $10,294 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $451,979 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $451,979 |
Administrative expenses professional fees incurred | 2022-12-31 | $18,000 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $308,435 |
Participant contributions at end of year | 2022-12-31 | $180,423 |
Participant contributions at beginning of year | 2022-12-31 | $211,789 |
Participant contributions at end of year | 2022-12-31 | $6,595 |
Participant contributions at beginning of year | 2022-12-31 | $6,093 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $22,011 |
Administrative expenses (other) incurred | 2022-12-31 | $64,280 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-2,790,178 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $12,218,948 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $15,009,126 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $3,163 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $11,369,608 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $14,093,995 |
Interest on participant loans | 2022-12-31 | $7,011 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $320,930 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $334,862 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $334,862 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $3,283 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,476,412 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $452,147 |
Employer contributions (assets) at end of year | 2022-12-31 | $341,392 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $362,387 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,473,189 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | GROVE, MUELLER & SWANK, P.C. |
Accountancy firm EIN | 2022-12-31 | 930874157 |
2021 : EYE CARE PHYSICIANS AND SURGEONS, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $2,645,823 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $570,360 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $487,068 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $807,615 |
Value of total assets at end of year | 2021-12-31 | $15,009,126 |
Value of total assets at beginning of year | 2021-12-31 | $12,933,663 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $83,292 |
Total interest from all sources | 2021-12-31 | $9,008 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $620,737 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $620,737 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $302,481 |
Participant contributions at end of year | 2021-12-31 | $211,789 |
Participant contributions at beginning of year | 2021-12-31 | $228,087 |
Participant contributions at end of year | 2021-12-31 | $6,093 |
Participant contributions at beginning of year | 2021-12-31 | $26,417 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $23,775 |
Administrative expenses (other) incurred | 2021-12-31 | $83,292 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,075,463 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $15,009,126 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $12,933,663 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $14,093,995 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $12,222,499 |
Interest on participant loans | 2021-12-31 | $8,923 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $334,862 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $107,197 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $107,197 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $85 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,208,463 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $481,359 |
Employer contributions (assets) at end of year | 2021-12-31 | $362,387 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $349,463 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $487,068 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | GROVE, MUELLER & SWANK, P.C. |
Accountancy firm EIN | 2021-12-31 | 930874157 |
2020 : EYE CARE PHYSICIANS AND SURGEONS, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
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 | $2,241,959 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $176,351 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $124,779 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $807,508 |
Value of total assets at end of year | 2020-12-31 | $12,933,663 |
Value of total assets at beginning of year | 2020-12-31 | $10,868,055 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $51,572 |
Total interest from all sources | 2020-12-31 | $8,508 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $361,709 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $361,709 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $330,259 |
Participant contributions at end of year | 2020-12-31 | $228,087 |
Participant contributions at beginning of year | 2020-12-31 | $177,830 |
Participant contributions at end of year | 2020-12-31 | $26,417 |
Participant contributions at beginning of year | 2020-12-31 | $3,982 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $19,997 |
Administrative expenses (other) incurred | 2020-12-31 | $51,572 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,065,608 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $12,933,663 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $10,868,055 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $12,222,499 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $10,246,341 |
Interest on participant loans | 2020-12-31 | $8,500 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $107,197 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $91,772 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $91,772 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $8 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,064,234 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $457,252 |
Employer contributions (assets) at end of year | 2020-12-31 | $349,463 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $348,130 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $124,779 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | GROVE, MUELLER & SWANK, P.C. |
Accountancy firm EIN | 2020-12-31 | 930874157 |
2019 : EYE CARE PHYSICIANS AND SURGEONS, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
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 | $2,713,504 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $318,662 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $243,243 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $874,891 |
Value of total assets at end of year | 2019-12-31 | $10,868,055 |
Value of total assets at beginning of year | 2019-12-31 | $8,473,213 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $75,419 |
Total interest from all sources | 2019-12-31 | $8,962 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $299,300 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $299,300 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $311,167 |
Participant contributions at end of year | 2019-12-31 | $177,830 |
Participant contributions at beginning of year | 2019-12-31 | $149,830 |
Participant contributions at end of year | 2019-12-31 | $3,982 |
Participant contributions at beginning of year | 2019-12-31 | $4,724 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $32,413 |
Administrative expenses (other) incurred | 2019-12-31 | $75,419 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,394,842 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $10,868,055 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,473,213 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $10,246,341 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $7,921,519 |
Interest on participant loans | 2019-12-31 | $7,401 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $91,772 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $74,442 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $74,442 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $1,561 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,530,351 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $531,311 |
Employer contributions (assets) at end of year | 2019-12-31 | $348,130 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $322,698 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $243,243 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | GROVE, MUELLER & SWANK, P.C. |
Accountancy firm EIN | 2019-12-31 | 930874157 |
2018 : EYE CARE PHYSICIANS AND SURGEONS, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
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 | $651,670 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $359,474 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $317,902 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,066,361 |
Value of total assets at end of year | 2018-12-31 | $8,473,213 |
Value of total assets at beginning of year | 2018-12-31 | $8,181,017 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $41,572 |
Total interest from all sources | 2018-12-31 | $6,531 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $407,731 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $407,731 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $281,652 |
Participant contributions at end of year | 2018-12-31 | $149,830 |
Participant contributions at beginning of year | 2018-12-31 | $129,076 |
Participant contributions at end of year | 2018-12-31 | $4,724 |
Participant contributions at beginning of year | 2018-12-31 | $20,996 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $9,619 |
Administrative expenses (other) incurred | 2018-12-31 | $41,572 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $292,196 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $8,473,213 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $8,181,017 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $7,921,519 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $8,029,725 |
Interest on participant loans | 2018-12-31 | $5,434 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $74,442 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $675 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $675 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $1,097 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-828,953 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $775,090 |
Employer contributions (assets) at end of year | 2018-12-31 | $322,698 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $545 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $317,902 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | GROVE, MUELLER & SWANK, P.C. |
Accountancy firm EIN | 2018-12-31 | 930874157 |
2017 : EYE CARE PHYSICIANS AND SURGEONS, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
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 | $1,874,679 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $255,828 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $218,036 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $714,446 |
Value of total assets at end of year | 2017-12-31 | $8,181,017 |
Value of total assets at beginning of year | 2017-12-31 | $6,562,166 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $37,792 |
Total interest from all sources | 2017-12-31 | $2,986 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $351,346 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $351,346 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $236,721 |
Participant contributions at end of year | 2017-12-31 | $129,076 |
Participant contributions at beginning of year | 2017-12-31 | $112,381 |
Participant contributions at end of year | 2017-12-31 | $20,996 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $5,878 |
Administrative expenses (other) incurred | 2017-12-31 | $37,792 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,618,851 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $8,181,017 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $6,562,166 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $8,029,725 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $6,445,290 |
Interest on participant loans | 2017-12-31 | $2,955 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $675 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $4,495 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $4,495 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $31 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $805,901 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $471,847 |
Employer contributions (assets) at end of year | 2017-12-31 | $545 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $218,036 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | GROVE, MUELLER & SWANK, P.C. |
Accountancy firm EIN | 2017-12-31 | 930874157 |
2022: EYE CARE PHYSICIANS AND SURGEONS, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: EYE CARE PHYSICIANS AND SURGEONS, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: EYE CARE PHYSICIANS AND SURGEONS, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: EYE CARE PHYSICIANS AND SURGEONS, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: EYE CARE PHYSICIANS AND SURGEONS, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: EYE CARE PHYSICIANS AND SURGEONS, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |