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ROBERT L. EVANS, O.D. & MARILYN A. CARTER, O.D. A PROFESSIONAL CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 401k Plan overview

Plan NameROBERT L. EVANS, O.D. & MARILYN A. CARTER, O.D. A PROFESSIONAL CORPORATION EMPLOYEE WELFARE BENEFIT PLAN
Plan identification number 501

ROBERT L. EVANS, O.D. & MARILYN A. CARTER, O.D. A PROFESSIONAL CORPORATION EMPLOYEE WELFARE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Severance pay

401k Sponsoring company profile

ROBERT L. EVANS, O.D. & MARILYN A. CARTER, O.D., APC has sponsored the creation of one or more 401k plans.

Company Name:ROBERT L. EVANS, O.D. & MARILYN A. CARTER, O.D., APC
Employer identification number (EIN):953526313
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT L. EVANS, O.D. & MARILYN A. CARTER, O.D. A PROFESSIONAL CORPORATION EMPLOYEE WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01
5012022-01-01
5012021-01-01
5012021-01-01
5012020-01-01
5012019-01-01ROBERT L. EVANS, O.D.2020-10-13
5012018-01-01ROBERT L. EVANS, O.D.2019-04-23
5012017-01-01ROBERT L. EVANS, O.D.2018-06-08
5012016-01-01ROBERT L. EVANS, O.D.2017-03-17
5012015-01-01ROBERT L. EVANS, O.D.2016-02-19
5012014-01-01ROBERT L. EVANS, O.D.2015-03-27
5012013-01-01ROBERT L. EVANS, O.D.2014-03-18
5012012-01-01ROBERT L. EVANS, O.D.2013-04-19
5012011-01-01ROBERT L. EVANS, O.D.2012-04-10
5012010-01-01ROBERT L. EVANS, O.D.2011-05-24

Financial Data on ROBERT L. EVANS, O.D. & MARILYN A. CARTER, O.D. A PROFESSIONAL CORPORATION EMPLOYEE WELFARE BENEFIT PLAN

Measure Date Value
2025 : ROBERT L. EVANS, O.D. & MARILYN A. CARTER, O.D. A PROFESSIONAL CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-06-240
Total liabilities as of the beginning of the plan year2025-06-240
Total expenses incurred by plan in this plan year2025-06-240
Net assets as of the end of the plan year2025-06-2492203
Total assets as of the beginning of the plan year2025-06-2493591
Participant contributions to plan in this plan year2025-06-240
Other contributions to plan in this plan year2025-06-240
Other income to plan in this plan year2025-06-24-1388
Plan net income in this plan year2025-06-24-1388
Net assets as of the end of the plan year2025-06-2492203
Net assets as of the beginning of the plan year2025-06-2493591
Employer contributions to plan in this plan year2025-06-240
2024 : ROBERT L. EVANS, O.D. & MARILYN A. CARTER, O.D. A PROFESSIONAL CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-07-170
Total liabilities as of the beginning of the plan year2024-07-170
Total expenses incurred by plan in this plan year2024-07-170
Net assets as of the end of the plan year2024-07-1793591
Total assets as of the beginning of the plan year2024-07-1794311
Participant contributions to plan in this plan year2024-07-170
Other contributions to plan in this plan year2024-07-170
Other income to plan in this plan year2024-07-17-720
Plan net income in this plan year2024-07-17-720
Net assets as of the end of the plan year2024-07-1793591
Net assets as of the beginning of the plan year2024-07-1794311
Employer contributions to plan in this plan year2024-07-170
2023 : ROBERT L. EVANS, O.D. & MARILYN A. CARTER, O.D. A PROFESSIONAL CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 2023 401k financial data
Total liabilities as of the end of the plan year2023-07-180
Total liabilities as of the beginning of the plan year2023-07-180
Total expenses incurred by plan in this plan year2023-07-18491029
Net assets as of the end of the plan year2023-07-1894366
Total assets as of the beginning of the plan year2023-07-18304414
Participant contributions to plan in this plan year2023-07-180
Other contributions to plan in this plan year2023-07-180
Other income to plan in this plan year2023-07-18280981
Plan net income in this plan year2023-07-18-210048
Net assets as of the end of the plan year2023-07-1894366
Net assets as of the beginning of the plan year2023-07-18304414
Employer contributions to plan in this plan year2023-07-180

Potentially related plans

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