401k Plan data: WATERTOWN EYE CENTER EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN plan

WATERTOWN EYE CENTER EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 401k Plan overview

Plan Name	WATERTOWN EYE CENTER EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN
Plan identification number	002

WATERTOWN EYE CENTER EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING 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.
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

WATERTOWN EYE CENTER has sponsored the creation of one or more 401k plans.

Company Name: WATERTOWN EYE CENTER

Employer identification number (EIN): 161098769

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WATERTOWN EYE CENTER EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 MICHAEL LEITERMAN 2023-09-27
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01 KEVIN J. DONOVAN 2017-10-12 KEVIN J. DONOVAN 2017-10-12
002 2015-01-01 KEVIN J. DONOVAN KEVIN J. DONOVAN 2016-10-13
002 2014-01-01 KEVIN J. DONOVAN KEVIN J. DONOVAN 2015-10-12
002 2013-01-01 KEVIN J. DONOVAN KEVIN J. DONOVAN 2014-10-15
002 2012-01-01 KEVIN J. DONOVAN 2013-10-14 KEVIN J. DONOVAN 2013-10-14
002 2011-01-01 NOAMAN SANNI 2012-10-12 NOAMAN SANNI 2012-10-12
002 2010-01-01 NOAMAN SANNI, M.D. 2011-10-13 NOAMAN SANNI, M.D. 2011-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	MICHAEL LEITERMAN	2023-09-27
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01	KEVIN J. DONOVAN	2017-10-12	KEVIN J. DONOVAN	2017-10-12
002	2015-01-01	KEVIN J. DONOVAN		KEVIN J. DONOVAN	2016-10-13
002	2014-01-01	KEVIN J. DONOVAN		KEVIN J. DONOVAN	2015-10-12
002	2013-01-01	KEVIN J. DONOVAN		KEVIN J. DONOVAN	2014-10-15
002	2012-01-01	KEVIN J. DONOVAN	2013-10-14	KEVIN J. DONOVAN	2013-10-14
002	2011-01-01	NOAMAN SANNI	2012-10-12	NOAMAN SANNI	2012-10-12
002	2010-01-01	NOAMAN SANNI, M.D.	2011-10-13	NOAMAN SANNI, M.D.	2011-10-13

Plan Statistics for WATERTOWN EYE CENTER EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN

401k plan membership statisitcs for WATERTOWN EYE CENTER EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN

Measure Date Value
2015: WATERTOWN EYE CENTER EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 66
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 13
Total of all active and inactive participants 2015-01-01 79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 79
Number of participants with account balances 2015-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: WATERTOWN EYE CENTER EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 67
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 50
Total of all active and inactive participants 2014-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 117
Number of participants with account balances 2014-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: WATERTOWN EYE CENTER EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 44
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 71
Total of all active and inactive participants 2013-01-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 115
Number of participants with account balances 2013-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4

Measure	Date	Value
2015: WATERTOWN EYE CENTER EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	66
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	13
Total of all active and inactive participants	2015-01-01	79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	79
Number of participants with account balances	2015-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: WATERTOWN EYE CENTER EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	67
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	50
Total of all active and inactive participants	2014-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	117
Number of participants with account balances	2014-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: WATERTOWN EYE CENTER EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	44
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	71
Total of all active and inactive participants	2013-01-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	115
Number of participants with account balances	2013-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4

Financial Data on WATERTOWN EYE CENTER EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN

Measure	Date	Value
2015 : WATERTOWN EYE CENTER EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$96
Total income from all sources (including contributions)	2015-12-31	$295,458
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$140,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$124,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$292,814
Value of total assets at end of year	2015-12-31	$1,944,392
Value of total assets at beginning of year	2015-12-31	$1,789,271
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$15,410
Total interest from all sources	2015-12-31	$28
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	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$250,000
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	$120,149
Participant contributions at end of year	2015-12-31	$2,161
Participant contributions at beginning of year	2015-12-31	$6,915
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$59,036
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$139
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$191
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$96
Administrative expenses (other) incurred	2015-12-31	$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	2015-12-31	No
Value of net income/loss	2015-12-31	$155,217
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,944,392
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,789,175
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 pooled separate accounts at end of year	2015-12-31	$1,824,831
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,666,998
Interest earned on other investments	2015-12-31	$28
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$11,173
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$15,091
Net investment gain/loss from pooled separate accounts	2015-12-31	$2,616
Net investment gain or loss from common/collective trusts	2015-12-31	$0
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	Yes
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	$113,629
Employer contributions (assets) at end of year	2015-12-31	$106,088
Employer contributions (assets) at beginning of year	2015-12-31	$100,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$124,831
Contract administrator fees	2015-12-31	$15,410
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	FITZGERALD, DEPIETRO & WOJNAS, CPAS
Accountancy firm EIN	2015-12-31	161163912
2014 : WATERTOWN EYE CENTER EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING 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	$96
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	$299,360
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$90,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$76,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$194,374
Value of total assets at end of year	2014-12-31	$1,789,274
Value of total assets at beginning of year	2014-12-31	$1,580,563
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$14,082
Total interest from all sources	2014-12-31	$0
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
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$250,000
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	$94,345
Participant contributions at end of year	2014-12-31	$6,915
Participant contributions at beginning of year	2014-12-31	$6,240
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$194
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$96
Administrative expenses (other) incurred	2014-12-31	$0
Total non interest bearing cash 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	$208,615
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,789,178
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,580,563
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 beginning of year	2014-12-31	$0
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,666,998
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$1,486,520
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$15,091
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$3,702
Net investment gain/loss from pooled separate accounts	2014-12-31	$104,986
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	$100,029
Employer contributions (assets) at end of year	2014-12-31	$100,076
Employer contributions (assets) at beginning of year	2014-12-31	$84,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$76,663
Contract administrator fees	2014-12-31	$14,082
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	FITZGERALD, DEPIETRO & WOJNAS, CPAS
Accountancy firm EIN	2014-12-31	161163912
2013 : WATERTOWN EYE CENTER EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING 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	$385,954
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$152,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$139,700
Value of total corrective distributions	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$164,107
Value of total assets at end of year	2013-12-31	$1,580,563
Value of total assets at beginning of year	2013-12-31	$1,347,490
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$13,181
Total interest from all sources	2013-12-31	$0
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
Administrative expenses professional fees incurred	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$250,000
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	$80,150
Participant contributions at end of year	2013-12-31	$6,240
Participant contributions at beginning of year	2013-12-31	$1,370
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$0
Total non interest bearing cash at end 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	$233,073
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,580,563
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,347,490
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	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$0
Value of interest in pooled separate accounts at end of year	2013-12-31	$1,486,520
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$1,267,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$3,702
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,115
Net investment gain/loss from pooled separate accounts	2013-12-31	$221,847
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	$83,957
Employer contributions (assets) at end of year	2013-12-31	$84,101
Employer contributions (assets) at beginning of year	2013-12-31	$77,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$139,700
Contract administrator fees	2013-12-31	$13,181
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	FITZGERALD, DEPIETRO & WOJNAS, CPAS
Accountancy firm EIN	2013-12-31	161163912

Form 5500 Responses for WATERTOWN EYE CENTER EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN

2015: WATERTOWN EYE CENTER EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WATERTOWN EYE CENTER EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WATERTOWN EYE CENTER EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

81072

Policy instance

Insurance contract or identification number	81072
Number of Individuals Covered	70
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $8,883
Total amount of fees paid to insurance company	USD $821
Commission paid to Insurance Broker	USD $8,883
Insurance broker organization code?	7
Amount paid for insurance broker fees	821
Insurance broker name	PINNACLE PLAN DESIGN, LLC

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

81072

Policy instance

Insurance contract or identification number	81072
Number of Individuals Covered	86
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $7,759
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $7,759
Insurance broker organization code?	7
Insurance broker name	RBC DAIN RAUSCHER

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

81072

Policy instance

Insurance contract or identification number	81072
Number of Individuals Covered	96
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $6,694
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,694
Insurance broker organization code?	7
Insurance broker name	RBC DAIN RAUSCHER

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	WATERTOWN EYE CENTER
Employer identification number (EIN):	161098769
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)