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KEYSTONE EYE ASSOCIATES, LLC PLAN 401k Plan overview

Plan NameKEYSTONE EYE ASSOCIATES, LLC PLAN
Plan identification number 001

KEYSTONE EYE ASSOCIATES, LLC PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.

401k Sponsoring company profile

KEYSTONE EYE ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name:KEYSTONE EYE ASSOCIATES, LLC
Employer identification number (EIN):200864522
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about KEYSTONE EYE ASSOCIATES, LLC

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 3196440

More information about KEYSTONE EYE ASSOCIATES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEYSTONE EYE ASSOCIATES, LLC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01LISA KRESZ
0012017-01-01LISA KRESZ
0012016-01-01LISA KRESZ
0012015-01-01LISA KRESZ
0012014-01-01LISA KRESZ
0012013-01-01LISA KRESZ
0012012-01-01SYLVIA SILVERMAN
0012011-01-01SYLVIA SILVERMAN

Plan Statistics for KEYSTONE EYE ASSOCIATES, LLC PLAN

401k plan membership statisitcs for KEYSTONE EYE ASSOCIATES, LLC PLAN

Measure Date Value
2022: KEYSTONE EYE ASSOCIATES, LLC PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0126
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
2021: KEYSTONE EYE ASSOCIATES, LLC PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0132
Total number of active participants reported on line 7a of the Form 55002021-01-0119
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-016
Total of all active and inactive participants2021-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-0126
Number of participants with account balances2021-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: KEYSTONE EYE ASSOCIATES, LLC PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0134
Total number of active participants reported on line 7a of the Form 55002020-01-0124
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-017
Total of all active and inactive participants2020-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-0132
Number of participants with account balances2020-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: KEYSTONE EYE ASSOCIATES, LLC PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0133
Total number of active participants reported on line 7a of the Form 55002019-01-0128
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-015
Total of all active and inactive participants2019-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-0134
Number of participants with account balances2019-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: KEYSTONE EYE ASSOCIATES, LLC PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0137
Total number of active participants reported on line 7a of the Form 55002018-01-0124
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-0133
Number of participants with account balances2018-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: KEYSTONE EYE ASSOCIATES, LLC PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0128
Total number of active participants reported on line 7a of the Form 55002017-01-0125
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0111
Total of all active and inactive participants2017-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-0137
Number of participants with account balances2017-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: KEYSTONE EYE ASSOCIATES, LLC PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0150
Total number of active participants reported on line 7a of the Form 55002016-01-0122
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-015
Total of all active and inactive participants2016-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-0128
Number of participants with account balances2016-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: KEYSTONE EYE ASSOCIATES, LLC PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0158
Total number of active participants reported on line 7a of the Form 55002015-01-0120
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0129
Total of all active and inactive participants2015-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-0150
Number of participants with account balances2015-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: KEYSTONE EYE ASSOCIATES, LLC PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0157
Total number of active participants reported on line 7a of the Form 55002014-01-0116
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0140
Total of all active and inactive participants2014-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-0158
Number of participants with account balances2014-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: KEYSTONE EYE ASSOCIATES, LLC PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0148
Total number of active participants reported on line 7a of the Form 55002013-01-0117
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0137
Total of all active and inactive participants2013-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-0156
Number of participants with account balances2013-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: KEYSTONE EYE ASSOCIATES, LLC PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0162
Total number of active participants reported on line 7a of the Form 55002012-01-0127
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0137
Total of all active and inactive participants2012-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-0166
Number of participants with account balances2012-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: KEYSTONE EYE ASSOCIATES, LLC PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0167
Total number of active participants reported on line 7a of the Form 55002011-01-0136
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0129
Total of all active and inactive participants2011-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0165
Number of participants with account balances2011-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on KEYSTONE EYE ASSOCIATES, LLC PLAN

Measure Date Value
2022 : KEYSTONE EYE ASSOCIATES, LLC PLAN 2022 401k financial data
Transfers to/from the plan2022-06-28$0
Total plan liabilities at end of year2022-06-28$0
Total plan liabilities at beginning of year2022-06-28$0
Total income from all sources2022-06-28$-58,097
Expenses. Total of all expenses incurred2022-06-28$3,011,226
Benefits paid (including direct rollovers)2022-06-28$3,012,587
Total plan assets at end of year2022-06-28$0
Total plan assets at beginning of year2022-06-28$3,069,323
Value of fidelity bond covering the plan2022-06-28$400,000
Total contributions received or receivable from participants2022-06-28$0
Expenses. Other expenses not covered elsewhere2022-06-28$0
Contributions received from other sources (not participants or employers)2022-06-28$0
Other income received2022-06-28$-103,613
Noncash contributions received2022-06-28$0
Net income (gross income less expenses)2022-06-28$-3,069,323
Net plan assets at end of year (total assets less liabilities)2022-06-28$0
Net plan assets at beginning of year (total assets less liabilities)2022-06-28$3,069,323
Assets. Value of participant loans2022-06-28$0
Total contributions received or receivable from employer(s)2022-06-28$45,516
Value of certain deemed distributions of participant loans2022-06-28$-2,084
Value of corrective distributions2022-06-28$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-06-28$723
2021 : KEYSTONE EYE ASSOCIATES, LLC PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$388,721
Expenses. Total of all expenses incurred2021-12-31$85,050
Benefits paid (including direct rollovers)2021-12-31$81,907
Total plan assets at end of year2021-12-31$3,069,323
Total plan assets at beginning of year2021-12-31$2,765,652
Value of fidelity bond covering the plan2021-12-31$400,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$117,729
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$216,164
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$303,671
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,069,323
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,765,652
Assets. Value of participant loans2021-12-31$3,000
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$54,828
Value of certain deemed distributions of participant loans2021-12-31$2,118
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$1,025
2020 : KEYSTONE EYE ASSOCIATES, LLC PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$476,948
Expenses. Total of all expenses incurred2020-12-31$144,514
Benefits paid (including direct rollovers)2020-12-31$138,791
Total plan assets at end of year2020-12-31$2,765,652
Total plan assets at beginning of year2020-12-31$2,433,218
Value of fidelity bond covering the plan2020-12-31$400,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$122,841
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$291,218
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$332,434
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,765,652
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,433,218
Assets. Value of participant loans2020-12-31$2,453
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$62,889
Value of certain deemed distributions of participant loans2020-12-31$5,236
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$487
2019 : KEYSTONE EYE ASSOCIATES, LLC PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$453,817
Expenses. Total of all expenses incurred2019-12-31$33,956
Benefits paid (including direct rollovers)2019-12-31$33,735
Total plan assets at end of year2019-12-31$2,433,218
Total plan assets at beginning of year2019-12-31$2,013,357
Value of fidelity bond covering the plan2019-12-31$400,000
Total contributions received or receivable from participants2019-12-31$114,916
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$288,787
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$419,861
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,433,218
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,013,357
Assets. Value of participant loans2019-12-31$9,044
Total contributions received or receivable from employer(s)2019-12-31$50,114
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$221
2018 : KEYSTONE EYE ASSOCIATES, LLC PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$34,007
Expenses. Total of all expenses incurred2018-12-31$91,278
Benefits paid (including direct rollovers)2018-12-31$91,233
Total plan assets at end of year2018-12-31$2,013,357
Total plan assets at beginning of year2018-12-31$2,070,628
Value of fidelity bond covering the plan2018-12-31$400,000
Total contributions received or receivable from participants2018-12-31$90,476
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-86,439
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-57,271
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,013,357
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,070,628
Assets. Value of participant loans2018-12-31$168
Total contributions received or receivable from employer(s)2018-12-31$29,970
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$45
2017 : KEYSTONE EYE ASSOCIATES, LLC PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$318,966
Expenses. Total of all expenses incurred2017-12-31$69,015
Benefits paid (including direct rollovers)2017-12-31$68,868
Total plan assets at end of year2017-12-31$2,070,628
Total plan assets at beginning of year2017-12-31$1,820,677
Value of fidelity bond covering the plan2017-12-31$400,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$62,382
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$222,189
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$249,951
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,070,628
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,820,677
Assets. Value of participant loans2017-12-31$1,652
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$34,395
Value of certain deemed distributions of participant loans2017-12-31$28
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$119
2016 : KEYSTONE EYE ASSOCIATES, LLC PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$185,034
Expenses. Total of all expenses incurred2016-12-31$110,640
Benefits paid (including direct rollovers)2016-12-31$110,615
Total plan assets at end of year2016-12-31$1,820,677
Total plan assets at beginning of year2016-12-31$1,746,283
Value of fidelity bond covering the plan2016-12-31$400,000
Total contributions received or receivable from participants2016-12-31$64,072
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$82,955
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$74,394
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,820,677
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,746,283
Assets. Value of participant loans2016-12-31$2,474
Total contributions received or receivable from employer(s)2016-12-31$38,007
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$25
2015 : KEYSTONE EYE ASSOCIATES, LLC 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$91,620
Expenses. Total of all expenses incurred2015-12-31$1,193,593
Benefits paid (including direct rollovers)2015-12-31$1,193,210
Total plan assets at end of year2015-12-31$1,746,283
Total plan assets at beginning of year2015-12-31$2,848,256
Value of fidelity bond covering the plan2015-12-31$400,000
Total contributions received or receivable from participants2015-12-31$54,143
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$5,082
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-1,101,973
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,746,283
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,848,256
Assets. Value of participant loans2015-12-31$4,552
Total contributions received or receivable from employer(s)2015-12-31$32,395
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$383
2014 : KEYSTONE EYE ASSOCIATES, LLC PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$242,575
Expenses. Total of all expenses incurred2014-12-31$195,630
Benefits paid (including direct rollovers)2014-12-31$195,176
Total plan assets at end of year2014-12-31$2,848,256
Total plan assets at beginning of year2014-12-31$2,801,311
Value of fidelity bond covering the plan2014-12-31$400,000
Total contributions received or receivable from participants2014-12-31$55,048
Expenses. Other expenses not covered elsewhere2014-12-31$454
Contributions received from other sources (not participants or employers)2014-12-31$950
Other income received2014-12-31$141,802
Net income (gross income less expenses)2014-12-31$46,945
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,848,256
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,801,311
Assets. Value of participant loans2014-12-31$14,906
Total contributions received or receivable from employer(s)2014-12-31$44,775
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : KEYSTONE EYE ASSOCIATES, LLC PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$9
Total income from all sources2013-12-31$539,355
Expenses. Total of all expenses incurred2013-12-31$202,020
Benefits paid (including direct rollovers)2013-12-31$201,062
Total plan assets at end of year2013-12-31$2,801,311
Total plan assets at beginning of year2013-12-31$2,463,967
Value of fidelity bond covering the plan2013-12-31$400,000
Total contributions received or receivable from participants2013-12-31$60,463
Expenses. Other expenses not covered elsewhere2013-12-31$958
Contributions received from other sources (not participants or employers)2013-12-31$11,165
Other income received2013-12-31$407,631
Net income (gross income less expenses)2013-12-31$337,335
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,801,311
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,463,967
Assets. Value of participant loans2013-12-31$16,150
Total contributions received or receivable from employer(s)2013-12-31$60,096
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : KEYSTONE EYE ASSOCIATES, LLC PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$22
Total income from all sources2012-12-31$365,560
Expenses. Total of all expenses incurred2012-12-31$44,122
Benefits paid (including direct rollovers)2012-12-31$43,374
Total plan assets at end of year2012-12-31$2,463,967
Total plan assets at beginning of year2012-12-31$2,142,507
Value of fidelity bond covering the plan2012-12-31$400,000
Total contributions received or receivable from participants2012-12-31$123,612
Expenses. Other expenses not covered elsewhere2012-12-31$748
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$179,698
Net income (gross income less expenses)2012-12-31$321,438
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,463,967
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,142,507
Assets. Value of participant loans2012-12-31$33,008
Total contributions received or receivable from employer(s)2012-12-31$62,250
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : KEYSTONE EYE ASSOCIATES, LLC PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$157,639
Expenses. Total of all expenses incurred2011-12-31$82,521
Benefits paid (including direct rollovers)2011-12-31$81,836
Total plan assets at end of year2011-12-31$2,142,507
Total plan assets at beginning of year2011-12-31$2,067,389
Value of fidelity bond covering the plan2011-12-31$400,000
Total contributions received or receivable from participants2011-12-31$124,416
Expenses. Other expenses not covered elsewhere2011-12-31$685
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-36,414
Net income (gross income less expenses)2011-12-31$75,118
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,142,507
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,067,389
Assets. Value of participant loans2011-12-31$40,063
Total contributions received or receivable from employer(s)2011-12-31$69,637
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : KEYSTONE EYE ASSOCIATES, LLC PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$285,858
Expenses. Total of all expenses incurred2010-12-31$243,011
Benefits paid (including direct rollovers)2010-12-31$242,587
Total plan assets at end of year2010-12-31$2,067,389
Total plan assets at beginning of year2010-12-31$2,024,542
Value of fidelity bond covering the plan2010-12-31$400,000
Total contributions received or receivable from participants2010-12-31$123,264
Expenses. Other expenses not covered elsewhere2010-12-31$424
Contributions received from other sources (not participants or employers)2010-12-31$7,712
Other income received2010-12-31$154,882
Net income (gross income less expenses)2010-12-31$42,847
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,067,389
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,024,542
Assets. Value of participant loans2010-12-31$24,903
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0

Form 5500 Responses for KEYSTONE EYE ASSOCIATES, LLC PLAN

2022: KEYSTONE EYE ASSOCIATES, LLC PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KEYSTONE EYE ASSOCIATES, LLC PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KEYSTONE EYE ASSOCIATES, LLC PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KEYSTONE EYE ASSOCIATES, LLC PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KEYSTONE EYE ASSOCIATES, LLC PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KEYSTONE EYE ASSOCIATES, LLC PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KEYSTONE EYE ASSOCIATES, LLC PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KEYSTONE EYE ASSOCIATES, LLC 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: KEYSTONE EYE ASSOCIATES, LLC 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
2013: KEYSTONE EYE ASSOCIATES, LLC 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
2012: KEYSTONE EYE ASSOCIATES, LLC 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
2011: KEYSTONE EYE ASSOCIATES, LLC 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-820610
Policy instance 1
Insurance contract or identification numberGA-820610
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $4,120
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,120
Amount paid for insurance broker fees0
Insurance broker nameLINCOLN INVESTMENT PLANNING INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-820610
Policy instance 1
Insurance contract or identification numberGA-820610
Number of Individuals Covered58
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,482
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,482
Insurance broker organization code?3
Insurance broker nameLINCOLN INVESTMENT PLANNING INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-820610
Policy instance 1
Insurance contract or identification numberGA-820610
Number of Individuals Covered53
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,694
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,694
Insurance broker organization code?3
Insurance broker nameLINCOLN INVESTMENT PLANNING
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-820610
Policy instance 1
Insurance contract or identification numberGA-820610
Number of Individuals Covered29
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,379
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,244
Insurance broker organization code?3
Insurance broker nameCAPITAL ANALYSTS INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-820610
Policy instance 1
Insurance contract or identification numberGA-820610
Number of Individuals Covered65
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,396
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-820610
Policy instance 1
Insurance contract or identification numberGA-820610
Number of Individuals Covered69
Insurance policy start date2010-03-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $31,824
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,824
Insurance broker organization code?3
Insurance broker nameCAPITAL ANALYSTS INC

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