401k Plan data: OREGON EYE ASSOCIATES, LLP EMPLOYEE SAVINGS PLAN plan

OREGON EYE ASSOCIATES, LLP EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan Name	OREGON EYE ASSOCIATES, LLP EMPLOYEE SAVINGS PLAN
Plan identification number	003

OREGON EYE ASSOCIATES, LLP EMPLOYEE SAVINGS PLAN Benefits

401k Plan Type

Defined 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.
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.
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 covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OREGON EYE ASSOCIATES LLP has sponsored the creation of one or more 401k plans.

Company Name: OREGON EYE ASSOCIATES LLP

Employer identification number (EIN): 930908135

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OREGON EYE ASSOCIATES, LLP EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2022-01-01
003 2021-01-01 RICHARD S. HOFFMAN 2022-10-12
003 2020-01-01 KENT KARREN, MD 2021-10-12
003 2019-01-01 KENT KARREN, MD 2020-09-25
003 2018-01-01 KENT KARREN, MD 2021-01-05
003 2018-01-01 KENT KARREN, MD 2019-10-09
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01 KENT KARREN, MD
003 2013-01-01 JOHN H. HAINES, MD
003 2012-01-01 JOHN H. HAINES, MD
003 2011-01-01 KENT A. KARREN, MD
003 2010-01-01 KENT A. KARREN, MD 2011-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2023-01-01
003	2022-01-01
003	2021-01-01	RICHARD S. HOFFMAN	2022-10-12
003	2020-01-01	KENT KARREN, MD	2021-10-12
003	2019-01-01	KENT KARREN, MD	2020-09-25
003	2018-01-01	KENT KARREN, MD	2021-01-05
003	2018-01-01	KENT KARREN, MD	2019-10-09
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01	KENT KARREN, MD
003	2013-01-01	JOHN H. HAINES, MD
003	2012-01-01	JOHN H. HAINES, MD
003	2011-01-01	KENT A. KARREN, MD
003	2010-01-01	KENT A. KARREN, MD	2011-10-13

Financial Data on OREGON EYE ASSOCIATES, LLP EMPLOYEE SAVINGS PLAN

Measure	Date	Value
2024 : OREGON EYE ASSOCIATES, LLP EMPLOYEE SAVINGS PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-01-19	68298
Net assets as of the end of the plan year	2024-01-19	0
Total assets as of the beginning of the plan year	2024-01-19	65216
Value of plan covered by a fidelity bond	2024-01-19	500000
Other income to plan in this plan year	2024-01-19	3082
Plan net income in this plan year	2024-01-19	-65216
Net assets as of the end of the plan year	2024-01-19	0
Net assets as of the beginning of the plan year	2024-01-19	65216
2021 : OREGON EYE ASSOCIATES, LLP EMPLOYEE SAVINGS 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	$3,224,076
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$224,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$223,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,309,561
Value of total assets at end of year	2021-12-31	$16,470,852
Value of total assets at beginning of year	2021-12-31	$13,471,366
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$780
Total interest from all sources	2021-12-31	$1,616
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$230,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2021-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$230,422
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$536,851
Participant contributions at end of year	2021-12-31	$55,719
Participant contributions at beginning of year	2021-12-31	$36,033
Participant contributions at end of year	2021-12-31	$16,800
Participant contributions at beginning of year	2021-12-31	$6,403
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$48,087
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$1,357
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$1,170
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	$2,999,486
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$16,470,852
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$13,471,366
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
Investment advisory and management fees	2021-12-31	$780
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$15,672,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$12,742,940
Interest on participant loans	2021-12-31	$1,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,682,477
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	Yes
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	$724,623
Employer contributions (assets) at end of year	2021-12-31	$724,623
Employer contributions (assets) at beginning of year	2021-12-31	$684,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$223,810
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	JONES & ROTH, P.C.
Accountancy firm EIN	2021-12-31	930819646
2020 : OREGON EYE ASSOCIATES, LLP EMPLOYEE SAVINGS 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	$2,797,531
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$726,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$722,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,201,275
Value of total assets at end of year	2020-12-31	$13,471,366
Value of total assets at beginning of year	2020-12-31	$11,400,617
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$4,170
Total interest from all sources	2020-12-31	$1,339
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$186,048
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	$186,048
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$493,739
Participant contributions at end of year	2020-12-31	$36,033
Participant contributions at beginning of year	2020-12-31	$17,207
Participant contributions at end of year	2020-12-31	$6,403
Participant contributions at beginning of year	2020-12-31	$18,114
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$22,716
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$21,002
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$1,170
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$1,397
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	$2,070,749
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$13,471,366
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$11,400,617
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	$12,742,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$10,698,519
Interest on participant loans	2020-12-31	$1,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,407,472
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	Yes
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	$684,820
Employer contributions (assets) at end of year	2020-12-31	$684,820
Employer contributions (assets) at beginning of year	2020-12-31	$666,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$701,610
Contract administrator fees	2020-12-31	$4,170
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	Unqualified
Accountancy firm name	2020-12-31	JONES & ROTH, P.C.
Accountancy firm EIN	2020-12-31	930819646
2019 : OREGON EYE ASSOCIATES, LLP EMPLOYEE SAVINGS 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	$3,056,736
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$213,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$210,468
Expenses. Certain deemed distributions of participant loans	2019-12-31	$2,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,335,650
Value of total assets at end of year	2019-12-31	$11,400,617
Value of total assets at beginning of year	2019-12-31	$8,557,748
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$865
Total interest from all sources	2019-12-31	$1,181
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$233,875
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	$233,875
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$526,128
Participant contributions at end of year	2019-12-31	$17,207
Participant contributions at beginning of year	2019-12-31	$29,191
Participant contributions at end of year	2019-12-31	$18,114
Participant contributions at beginning of year	2019-12-31	$12,251
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$142,706
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	$2,842,869
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$11,400,617
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,557,748
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	$10,698,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,903,935
Interest on participant loans	2019-12-31	$1,181
Value of interest in common/collective trusts at end of year	2019-12-31	$0
Value of interest in common/collective trusts at beginning of year	2019-12-31	$7,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,485,970
Net investment gain or loss from common/collective trusts	2019-12-31	$60
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	Yes
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	$666,816
Employer contributions (assets) at end of year	2019-12-31	$666,777
Employer contributions (assets) at beginning of year	2019-12-31	$604,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$210,468
Contract administrator fees	2019-12-31	$865
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	JONES & ROTH, P.C.
Accountancy firm EIN	2019-12-31	930819646
2018 : OREGON EYE ASSOCIATES, LLP EMPLOYEE SAVINGS 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	$780,306
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,050,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,032,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,107,572
Value of total assets at end of year	2018-12-31	$8,557,748
Value of total assets at beginning of year	2018-12-31	$8,827,703
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$17,717
Total interest from all sources	2018-12-31	$1,260
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$184,850
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	$184,850
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$464,505
Participant contributions at end of year	2018-12-31	$29,191
Participant contributions at beginning of year	2018-12-31	$31,083
Participant contributions at end of year	2018-12-31	$12,251
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$38,419
Liabilities. Value of operating payables at end of year	2018-12-31	$0
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
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	$-269,955
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$8,557,748
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$8,827,703
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
Investment advisory and management fees	2018-12-31	$16,340
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$7,903,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$8,331,220
Interest on participant loans	2018-12-31	$1,260
Value of interest in common/collective trusts at end of year	2018-12-31	$7,723
Value of interest in common/collective trusts at beginning of year	2018-12-31	$97,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-514,051
Net investment gain or loss from common/collective trusts	2018-12-31	$675
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	Yes
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	$604,648
Employer contributions (assets) at end of year	2018-12-31	$604,648
Employer contributions (assets) at beginning of year	2018-12-31	$367,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,032,544
Contract administrator fees	2018-12-31	$1,377
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	JONES & ROTH, P.C.
Accountancy firm EIN	2018-12-31	930819646
2017 : OREGON EYE ASSOCIATES, LLP EMPLOYEE SAVINGS 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	$6
Total income from all sources (including contributions)	2017-12-31	$2,192,584
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$560,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$541,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$804,046
Value of total assets at end of year	2017-12-31	$8,827,703
Value of total assets at beginning of year	2017-12-31	$7,196,010
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$19,483
Total interest from all sources	2017-12-31	$1,649
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$429,211
Participant contributions at end of year	2017-12-31	$31,083
Participant contributions at beginning of year	2017-12-31	$46,373
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$10,783
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$4,998
Liabilities. Value of operating payables at end of year	2017-12-31	$0
Liabilities. Value of operating payables at beginning of year	2017-12-31	$6
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	$1,631,699
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,827,703
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$7,196,004
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
Investment advisory and management fees	2017-12-31	$18,593
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$8,331,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$6,654,374
Interest on participant loans	2017-12-31	$1,649
Value of interest in common/collective trusts at end of year	2017-12-31	$97,850
Value of interest in common/collective trusts at beginning of year	2017-12-31	$107,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,385,537
Net investment gain or loss from common/collective trusts	2017-12-31	$1,352
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	Yes
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	$369,837
Employer contributions (assets) at end of year	2017-12-31	$367,550
Employer contributions (assets) at beginning of year	2017-12-31	$377,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$541,402
Contract administrator fees	2017-12-31	$890
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	JONES & ROTH, P.C.
Accountancy firm EIN	2017-12-31	930819646
2016 : OREGON EYE ASSOCIATES, LLP EMPLOYEE SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$6
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$7
Total income from all sources (including contributions)	2016-12-31	$1,292,912
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,270,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,252,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$809,549
Value of total assets at end of year	2016-12-31	$7,196,010
Value of total assets at beginning of year	2016-12-31	$7,173,671
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$18,068
Total interest from all sources	2016-12-31	$2,156
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$17,158
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$432,464
Participant contributions at end of year	2016-12-31	$46,373
Participant contributions at beginning of year	2016-12-31	$35,703
Participant contributions at end of year	2016-12-31	$10,783
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$58
Liabilities. Value of operating payables at end of year	2016-12-31	$6
Liabilities. Value of operating payables at beginning of year	2016-12-31	$7
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$22,340
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$7,196,004
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$7,173,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$6,654,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$6,644,261
Interest on participant loans	2016-12-31	$2,156
Value of interest in common/collective trusts at end of year	2016-12-31	$107,453
Value of interest in common/collective trusts at beginning of year	2016-12-31	$169,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$479,290
Net investment gain or loss from common/collective trusts	2016-12-31	$1,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$377,027
Employer contributions (assets) at end of year	2016-12-31	$377,027
Employer contributions (assets) at beginning of year	2016-12-31	$323,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,252,504
Contract administrator fees	2016-12-31	$910
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	JONES & ROTH, P.C.
Accountancy firm EIN	2016-12-31	930819646
2015 : OREGON EYE ASSOCIATES, LLP EMPLOYEE SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$7
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$46
Total income from all sources (including contributions)	2015-12-31	$714,956
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$129,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$113,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$715,728
Value of total assets at end of year	2015-12-31	$7,173,671
Value of total assets at beginning of year	2015-12-31	$6,588,743
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$16,693
Total interest from all sources	2015-12-31	$1,881
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$10
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$391,535
Participant contributions at end of year	2015-12-31	$35,703
Participant contributions at beginning of year	2015-12-31	$46,958
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$4,293
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$830
Liabilities. Value of operating payables at end of year	2015-12-31	$7
Liabilities. Value of operating payables at beginning of year	2015-12-31	$46
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$584,967
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$7,173,664
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$6,588,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$6,644,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$6,064,517
Interest on participant loans	2015-12-31	$1,881
Value of interest in common/collective trusts at end of year	2015-12-31	$169,714
Value of interest in common/collective trusts at beginning of year	2015-12-31	$157,755
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-4,859
Net investment gain or loss from common/collective trusts	2015-12-31	$2,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$323,363
Employer contributions (assets) at end of year	2015-12-31	$323,993
Employer contributions (assets) at beginning of year	2015-12-31	$315,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$113,296
Contract administrator fees	2015-12-31	$16,683
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	JONES & ROTH, P.C.
Accountancy firm EIN	2015-12-31	930819646
2014 : OREGON EYE ASSOCIATES, LLP EMPLOYEE SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$46
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	$1,002,351
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$574,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$558,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$706,330
Value of total assets at end of year	2014-12-31	$6,588,743
Value of total assets at beginning of year	2014-12-31	$6,161,032
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$16,408
Total interest from all sources	2014-12-31	$1,897
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$46
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$390,685
Participant contributions at end of year	2014-12-31	$46,958
Participant contributions at beginning of year	2014-12-31	$54,229
Participant contributions at end of year	2014-12-31	$4,293
Participant contributions at beginning of year	2014-12-31	$-15,870
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$425
Liabilities. Value of operating payables at end of year	2014-12-31	$46
Liabilities. Value of operating payables at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$427,665
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,588,697
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,161,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$6,064,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$5,341,770
Interest on participant loans	2014-12-31	$1,897
Value of interest in common/collective trusts at end of year	2014-12-31	$157,755
Value of interest in common/collective trusts at beginning of year	2014-12-31	$451,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$292,148
Net investment gain or loss from common/collective trusts	2014-12-31	$1,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$315,220
Employer contributions (assets) at end of year	2014-12-31	$315,220
Employer contributions (assets) at beginning of year	2014-12-31	$329,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$558,278
Contract administrator fees	2014-12-31	$16,362
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	JONES & ROTH, P.C.
Accountancy firm EIN	2014-12-31	930819646
2013 : OREGON EYE ASSOCIATES, LLP EMPLOYEE SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
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	$1,973,235
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$784,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$771,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,081,970
Value of total assets at end of year	2013-12-31	$6,161,032
Value of total assets at beginning of year	2013-12-31	$4,972,426
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$12,762
Total interest from all sources	2013-12-31	$1,767
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$415,623
Participant contributions at end of year	2013-12-31	$54,229
Participant contributions at beginning of year	2013-12-31	$93,671
Participant contributions at end of year	2013-12-31	$-15,870
Participant contributions at beginning of year	2013-12-31	$13,882
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$366,865
Liabilities. Value of operating payables at end of year	2013-12-31	$0
Liabilities. Value of operating payables at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,188,606
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,161,032
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,972,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$5,341,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$4,330,004
Interest on participant loans	2013-12-31	$1,767
Value of interest in common/collective trusts at end of year	2013-12-31	$451,421
Value of interest in common/collective trusts at beginning of year	2013-12-31	$264,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$886,164
Net investment gain or loss from common/collective trusts	2013-12-31	$3,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$299,482
Employer contributions (assets) at end of year	2013-12-31	$329,482
Employer contributions (assets) at beginning of year	2013-12-31	$270,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$771,867
Contract administrator fees	2013-12-31	$12,762
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	JONES & ROTH, P.C.
Accountancy firm EIN	2013-12-31	930819646
2012 : OREGON EYE ASSOCIATES, LLP EMPLOYEE SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
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	$1,282,751
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$311,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$300,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$661,490
Value of total assets at end of year	2012-12-31	$4,972,426
Value of total assets at beginning of year	2012-12-31	$4,000,975
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$10,871
Total interest from all sources	2012-12-31	$3,625
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$498,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$389,543
Participant contributions at end of year	2012-12-31	$93,671
Participant contributions at beginning of year	2012-12-31	$84,007
Participant contributions at end of year	2012-12-31	$13,882
Participant contributions at beginning of year	2012-12-31	$39,888
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$971,451
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,972,426
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,000,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$4,330,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,713,413
Interest on participant loans	2012-12-31	$3,625
Value of interest in common/collective trusts at end of year	2012-12-31	$264,229
Value of interest in common/collective trusts at beginning of year	2012-12-31	$163,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$614,259
Net investment gain or loss from common/collective trusts	2012-12-31	$3,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$270,640
Employer contributions (assets) at end of year	2012-12-31	$270,640
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$300,429
Contract administrator fees	2012-12-31	$10,871
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	JONES & ROTH, P.C.
Accountancy firm EIN	2012-12-31	930819646
2011 : OREGON EYE ASSOCIATES, LLP EMPLOYEE SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$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	$86,324
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$654,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$648,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$323,431
Value of total assets at end of year	2011-12-31	$4,000,975
Value of total assets at beginning of year	2011-12-31	$4,568,676
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$5,598
Total interest from all sources	2011-12-31	$958
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$401,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$323,431
Participant contributions at end of year	2011-12-31	$84,007
Participant contributions at end of year	2011-12-31	$39,888
Participant contributions at beginning of year	2011-12-31	$19,654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-567,701
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,000,975
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,568,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$3,713,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$4,549,022
Interest on participant loans	2011-12-31	$958
Value of interest in common/collective trusts at end of year	2011-12-31	$163,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-238,934
Net investment gain or loss from common/collective trusts	2011-12-31	$869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$648,427
Contract administrator fees	2011-12-31	$5,598
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	JONES & ROTH, P.C.
Accountancy firm EIN	2011-12-31	930819646

Form 5500 Responses for OREGON EYE ASSOCIATES, LLP EMPLOYEE SAVINGS PLAN

2021: OREGON EYE ASSOCIATES, LLP EMPLOYEE SAVINGS 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: OREGON EYE ASSOCIATES, LLP EMPLOYEE SAVINGS 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: OREGON EYE ASSOCIATES, LLP EMPLOYEE SAVINGS 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: OREGON EYE ASSOCIATES, LLP EMPLOYEE SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
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: OREGON EYE ASSOCIATES, LLP EMPLOYEE SAVINGS 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
2016: OREGON EYE ASSOCIATES, LLP EMPLOYEE SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: OREGON EYE ASSOCIATES, LLP EMPLOYEE SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: OREGON EYE ASSOCIATES, LLP EMPLOYEE SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: OREGON EYE ASSOCIATES, LLP EMPLOYEE SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: OREGON EYE ASSOCIATES, LLP EMPLOYEE SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: OREGON EYE ASSOCIATES, LLP EMPLOYEE SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	OREGON EYE ASSOCIATES LLP
Employer identification number (EIN):	930908135
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)