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COVENTRY EYE CARE PROFIT SHARING PLAN 401k Plan overview

Plan NameCOVENTRY EYE CARE PROFIT SHARING PLAN
Plan identification number 001

COVENTRY EYE CARE PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LTR EYE, INC. has sponsored the creation of one or more 401k plans.

Company Name:LTR EYE, INC.
Employer identification number (EIN):050495132
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COVENTRY EYE CARE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01THOMAS LINER2024-07-03
0012022-01-01THOMAS LINER2023-07-12
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01THOMAS LINER
0012014-01-01THOMAS LINER
0012013-01-01THOMAS LINER
0012012-01-01THOMAS LINER
0012011-01-01THOMAS W. LINER
0012009-01-01THOMAS LINER, OD

Financial Data on COVENTRY EYE CARE PROFIT SHARING PLAN

Measure Date Value
2025 : COVENTRY EYE CARE PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-07-190
Total expenses incurred by plan in this plan year2025-07-192312969
Net assets as of the end of the plan year2025-07-192673440
Total assets as of the beginning of the plan year2025-07-194739237
Value of plan covered by a fidelity bond2025-07-19500000
Other income to plan in this plan year2025-07-19247172
Plan net income in this plan year2025-07-19-2065797
Net assets as of the end of the plan year2025-07-192673440
Net assets as of the beginning of the plan year2025-07-194739237
Fees paid to broker by Benefit Provider2025-07-1910288
2024 : COVENTRY EYE CARE PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-030
Total liabilities as of the end of the plan year2024-07-030
Total liabilities as of the beginning of the plan year2024-07-030
Total expenses incurred by plan in this plan year2024-07-032124
Net assets as of the end of the plan year2024-07-034739237
Total assets as of the beginning of the plan year2024-07-034498678
Value of plan covered by a fidelity bond2024-07-03500000
Participant contributions to plan in this plan year2024-07-030
Other expenses paid from plan in this plan year2024-07-030
Other contributions to plan in this plan year2024-07-030
Other income to plan in this plan year2024-07-03207179
Plan net income in this plan year2024-07-03240559
Net assets as of the end of the plan year2024-07-034739237
Net assets as of the beginning of the plan year2024-07-034498678
Employer contributions to plan in this plan year2024-07-0335504
Fees paid to broker by Benefit Provider2024-07-0311418
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-03200
2022 : COVENTRY EYE CARE PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-170
Net assets as of the end of the plan year2022-06-174836383
Total assets as of the beginning of the plan year2022-06-174587863
Value of plan covered by a fidelity bond2022-06-17500000
Other income to plan in this plan year2022-06-17121491
Plan net income in this plan year2022-06-17248520
Net assets as of the end of the plan year2022-06-174836383
Net assets as of the beginning of the plan year2022-06-174587863
Employer contributions to plan in this plan year2022-06-17127029
Fees paid to broker by Benefit Provider2022-06-1711332
2015 : COVENTRY EYE CARE PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$126,271
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$3,322,681
Total plan assets at beginning of year2015-12-31$3,196,410
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-1,807
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$126,271
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,322,681
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,196,410
Total contributions received or receivable from employer(s)2015-12-31$128,078
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : COVENTRY EYE CARE PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$277,983
Expenses. Total of all expenses incurred2014-12-31$74,637
Benefits paid (including direct rollovers)2014-12-31$74,637
Total plan assets at end of year2014-12-31$3,196,410
Total plan assets at beginning of year2014-12-31$2,993,064
Value of fidelity bond covering the plan2014-12-31$125,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$152,511
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$203,346
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,196,410
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,993,064
Total contributions received or receivable from employer(s)2014-12-31$125,472
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : COVENTRY EYE CARE PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$262,302
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$2,993,064
Total plan assets at beginning of year2013-12-31$2,730,762
Value of fidelity bond covering the plan2013-12-31$125,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$138,956
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$262,302
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,993,064
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,730,762
Total contributions received or receivable from employer(s)2013-12-31$123,346
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : COVENTRY EYE CARE PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$409,892
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$2,730,762
Total plan assets at beginning of year2012-12-31$2,320,870
Value of fidelity bond covering the plan2012-12-31$125,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$139,449
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$409,892
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,730,762
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,320,870
Total contributions received or receivable from employer(s)2012-12-31$270,443
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : COVENTRY EYE CARE PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$236,046
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$2,320,870
Total plan assets at beginning of year2011-12-31$2,084,824
Value of fidelity bond covering the plan2011-12-31$125,000
Total contributions received or receivable from participants2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$98,984
Net income (gross income less expenses)2011-12-31$236,046
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,320,870
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,084,824
Total contributions received or receivable from employer(s)2011-12-31$137,062
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : COVENTRY EYE CARE PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$353,588
Expenses. Total of all expenses incurred2010-12-31$3,343
Benefits paid (including direct rollovers)2010-12-31$3,343
Total plan assets at end of year2010-12-31$2,084,824
Total plan assets at beginning of year2010-12-31$1,734,579
Value of fidelity bond covering the plan2010-12-31$125,000
Other income received2010-12-31$216,489
Net income (gross income less expenses)2010-12-31$350,245
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,084,824
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,734,579
Total contributions received or receivable from employer(s)2010-12-31$137,099

Form 5500 Responses for COVENTRY EYE CARE PROFIT SHARING PLAN

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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873730
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873730
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873730
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873730
Policy instance 1

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