| Plan Name | EYE CARE PROFESSIONALS OF WNY 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | EYE CARE PROFESSIONALS OF WESTERN NEW YORK, LLP |
| Employer identification number (EIN): | 161563965 |
| NAIC Classification: | 621320 |
| NAIC Description: | Offices of Optometrists |
Additional information about EYE CARE PROFESSIONALS OF WESTERN NEW YORK, LLP
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 1999-03-02 |
| Company Identification Number: | 2351598 |
| Legal Registered Office Address: |
5500 MAIN STREET SUITE 102 WILLIAMSVILLE United States of America (USA) 14221 |
More information about EYE CARE PROFESSIONALS OF WESTERN NEW YORK, LLP
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 | ||||
| 001 | 2014-01-01 | PATTI LEONARD | 2015-06-15 | ||
| 001 | 2013-01-01 | PATTI LEONARD | 2014-07-24 | ||
| 001 | 2012-01-01 | PATTI LEONARD | |||
| 001 | 2011-01-01 | PATTI LEONARD | |||
| 001 | 2010-01-01 | PATTI LEONARD | |||
| 001 | 2009-01-01 | PATTI LEONARD |
| Measure | Date | Value |
|---|---|---|
| 2025 : EYE CARE PROFESSIONALS OF WNY 401(K) PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-07-22 | 205694 |
| Net assets as of the end of the plan year | 2025-07-22 | 10274836 |
| Total assets as of the beginning of the plan year | 2025-07-22 | 8543492 |
| Value of plan covered by a fidelity bond | 2025-07-22 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-22 | 222614 |
| Other contributions to plan in this plan year | 2025-07-22 | 93322 |
| Other income to plan in this plan year | 2025-07-22 | 1536745 |
| Plan net income in this plan year | 2025-07-22 | 1731344 |
| Net assets as of the end of the plan year | 2025-07-22 | 10274836 |
| Net assets as of the beginning of the plan year | 2025-07-22 | 8543492 |
| Employer contributions to plan in this plan year | 2025-07-22 | 84357 |
| Fees paid to broker by Benefit Provider | 2025-07-22 | 5493 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-22 | 41099 |
| 2024 : EYE CARE PROFESSIONALS OF WNY 401(K) PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-06-26 | 423719 |
| Net assets as of the end of the plan year | 2024-06-26 | 8543492 |
| Total assets as of the beginning of the plan year | 2024-06-26 | 7169250 |
| Value of plan covered by a fidelity bond | 2024-06-26 | 750000 |
| Participant contributions to plan in this plan year | 2024-06-26 | 204484 |
| Other contributions to plan in this plan year | 2024-06-26 | 23567 |
| Other income to plan in this plan year | 2024-06-26 | 1482511 |
| Plan net income in this plan year | 2024-06-26 | 1374242 |
| Net assets as of the end of the plan year | 2024-06-26 | 8543492 |
| Net assets as of the beginning of the plan year | 2024-06-26 | 7169250 |
| Employer contributions to plan in this plan year | 2024-06-26 | 87399 |
| Fees paid to broker by Benefit Provider | 2024-06-26 | 4508 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-26 | 33308 |
| 2012 : EYE CARE PROFESSIONALS OF WNY 401(K) PLAN 2012 401k financial data | ||
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $1,827 |
| Total income from all sources | 2012-12-31 | $323,178 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $9,086 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $1,395,000 |
| Total plan assets at beginning of year | 2012-12-31 | $1,082,735 |
| Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $100,691 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $171,491 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $314,092 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,395,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,080,908 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $50,996 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $9,086 |
| 2011 : EYE CARE PROFESSIONALS OF WNY 401(K) PLAN 2011 401k financial data | ||
| Total plan liabilities at end of year | 2011-12-31 | $1,827 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $43,166 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $19,477 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $8,723 |
| Total plan assets at end of year | 2011-12-31 | $1,082,735 |
| Total plan assets at beginning of year | 2011-12-31 | $1,057,219 |
| Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $53,452 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-44,637 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $23,689 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,080,908 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,057,219 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $34,351 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $10,754 |
| 2010 : EYE CARE PROFESSIONALS OF WNY 401(K) PLAN 2010 401k financial data | ||
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $307,696 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $15,843 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $6,983 |
| Total plan assets at end of year | 2010-12-31 | $1,057,219 |
| Total plan assets at beginning of year | 2010-12-31 | $765,366 |
| Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $77,422 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $43,944 |
| Other income received | 2010-12-31 | $140,900 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $291,853 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,057,219 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $765,366 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $45,430 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $8,860 |
| 2009 : EYE CARE PROFESSIONALS OF WNY 401(K) PLAN 2009 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2012: EYE CARE PROFESSIONALS OF WNY 401(K) PLAN 2012 form 5500 responses | ||
|---|---|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: EYE CARE PROFESSIONALS OF WNY 401(K) PLAN 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: EYE CARE PROFESSIONALS OF WNY 401(K) PLAN 2010 form 5500 responses | ||
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: EYE CARE PROFESSIONALS OF WNY 401(K) PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) | |
| Policy contract number | 80301 |
| Policy instance | 1 |
| JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) | |
| Policy contract number | 80301 |
| Policy instance | 1 |
| JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) | |
| Policy contract number | 80301 |
| Policy instance | 1 |