401k Plan data: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN plan

EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN
Plan identification number	003

EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) 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.

401k Sponsoring company profile

EVERETT & HURITE OPHTHALMIC ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: EVERETT & HURITE OPHTHALMIC ASSOCIATION

Employer identification number (EIN): 251253504

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 MARC HOFFMAN
003 2016-01-01 MARC HOFFMAN
003 2015-01-01 MARC HOFFMAN
003 2014-01-01 MARC HOFFMAN
003 2013-01-01 MARC HOFFMAN
003 2012-01-01 MARC HOFFMAN
003 2011-01-01 MARC HOFFMAN
003 2010-01-01 MARC HOFFMAN
003 2009-01-01 MARC HOFFMAN MARC HOFFMAN 2010-10-14

Plan Statistics for EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 84
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 48
Total of all active and inactive participants 2022-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 132
Number of participants with account balances 2022-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 12
2021: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 89
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 32
Total of all active and inactive participants 2021-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 121
Number of participants with account balances 2021-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 6
2020: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 80
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 36
Total of all active and inactive participants 2020-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 116
Number of participants with account balances 2020-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 11
2019: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 87
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 19
Total of all active and inactive participants 2019-01-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 106
Number of participants with account balances 2019-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 4
2018: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 74
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 24
Total of all active and inactive participants 2018-01-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 98
Number of participants with account balances 2018-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 5
2017: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 68
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 37
Total of all active and inactive participants 2017-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 105
Number of participants with account balances 2017-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 9
2016: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 78
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 26
Total of all active and inactive participants 2016-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 104
Number of participants with account balances 2016-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4
2015: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 80
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 25
Total of all active and inactive participants 2015-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 105
Number of participants with account balances 2015-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 79
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 28
Total of all active and inactive participants 2014-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 107
Number of participants with account balances 2014-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 76
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 24
Total of all active and inactive participants 2013-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 100
Number of participants with account balances 2013-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 71
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 35
Total of all active and inactive participants 2012-01-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 106
Number of participants with account balances 2012-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 65
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 32
Total of all active and inactive participants 2011-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 97
Number of participants with account balances 2011-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2010: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 72
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 25
Total of all active and inactive participants 2010-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 97
Number of participants with account balances 2010-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 7
2009: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 90
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 76
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 13
Total of all active and inactive participants 2009-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 89
Number of participants with account balances 2009-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2022: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	84
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	48
Total of all active and inactive participants	2022-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	132
Number of participants with account balances	2022-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	12
2021: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	89
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	32
Total of all active and inactive participants	2021-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	121
Number of participants with account balances	2021-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	6
2020: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	80
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	36
Total of all active and inactive participants	2020-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	116
Number of participants with account balances	2020-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	11
2019: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	87
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	19
Total of all active and inactive participants	2019-01-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	106
Number of participants with account balances	2019-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	4
2018: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	74
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	24
Total of all active and inactive participants	2018-01-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	98
Number of participants with account balances	2018-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	5
2017: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	68
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	37
Total of all active and inactive participants	2017-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	105
Number of participants with account balances	2017-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	9
2016: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	78
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	26
Total of all active and inactive participants	2016-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	104
Number of participants with account balances	2016-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4
2015: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	80
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	25
Total of all active and inactive participants	2015-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	105
Number of participants with account balances	2015-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	79
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	28
Total of all active and inactive participants	2014-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	107
Number of participants with account balances	2014-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	76
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	24
Total of all active and inactive participants	2013-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	100
Number of participants with account balances	2013-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	71
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	35
Total of all active and inactive participants	2012-01-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	106
Number of participants with account balances	2012-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	65
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	32
Total of all active and inactive participants	2011-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	97
Number of participants with account balances	2011-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2010: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	72
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	25
Total of all active and inactive participants	2010-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	97
Number of participants with account balances	2010-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	7
2009: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	90
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	76
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	13
Total of all active and inactive participants	2009-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	89
Number of participants with account balances	2009-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,227,087
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$702,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$671,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$920,209
Value of total assets at end of year	2022-12-31	$11,929,917
Value of total assets at beginning of year	2022-12-31	$13,859,119
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$30,999
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$436,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$436,829
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$600,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$380,448
Participant contributions at end of year	2022-12-31	$220
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$148,198
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$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	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,929,202
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$11,929,917
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$13,859,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$30,999
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$11,167,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$13,158,058
Value of interest in common/collective trusts at end of year	2022-12-31	$370,066
Value of interest in common/collective trusts at beginning of year	2022-12-31	$358,700
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$35,014
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,584,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$391,563
Employer contributions (assets) at end of year	2022-12-31	$392,449
Employer contributions (assets) at beginning of year	2022-12-31	$307,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$671,116
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	GROSSMAN, YANAK & FORD
Accountancy firm EIN	2022-12-31	251638525
2021 : EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,245,225
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,252,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,219,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$815,276
Value of total assets at end of year	2021-12-31	$13,859,119
Value of total assets at beginning of year	2021-12-31	$12,866,153
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$33,212
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$321,384
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$321,384
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$600,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$363,779
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$4,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$992,966
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$13,859,119
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$12,866,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$33,212
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$13,158,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$12,156,767
Value of interest in common/collective trusts at end of year	2021-12-31	$358,700
Value of interest in common/collective trusts at beginning of year	2021-12-31	$323,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$35,014
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$34,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,108,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$447,347
Employer contributions (assets) at end of year	2021-12-31	$307,347
Employer contributions (assets) at beginning of year	2021-12-31	$351,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,219,047
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	GROSSMAN, YANAK & FORD
Accountancy firm EIN	2021-12-31	251638525
2020 : EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$2,011,100
Expenses. Total of all expenses incurred	2020-12-31	$4,724,151
Benefits paid (including direct rollovers)	2020-12-31	$4,691,778
Total plan assets at end of year	2020-12-31	$12,866,153
Total plan assets at beginning of year	2020-12-31	$15,579,204
Value of fidelity bond covering the plan	2020-12-31	$600,000
Total contributions received or receivable from participants	2020-12-31	$348,285
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$1,243,064
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$-2,713,051
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$12,866,153
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$15,579,204
Total contributions received or receivable from employer(s)	2020-12-31	$419,751
Value of certain deemed distributions of participant loans	2020-12-31	$32,373
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$3,468,580
Expenses. Total of all expenses incurred	2019-12-31	$1,359,121
Benefits paid (including direct rollovers)	2019-12-31	$1,343,240
Total plan assets at end of year	2019-12-31	$15,579,204
Total plan assets at beginning of year	2019-12-31	$13,469,745
Value of fidelity bond covering the plan	2019-12-31	$600,000
Total contributions received or receivable from participants	2019-12-31	$333,597
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$4,663,443
Other income received	2019-12-31	$-1,937,051
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$2,109,459
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$15,579,204
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$13,469,745
Total contributions received or receivable from employer(s)	2019-12-31	$408,591
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$15,881
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-1,639,804
Expenses. Total of all expenses incurred	2018-12-31	$967,440
Benefits paid (including direct rollovers)	2018-12-31	$962,363
Total plan assets at end of year	2018-12-31	$13,469,745
Total plan assets at beginning of year	2018-12-31	$16,076,989
Value of fidelity bond covering the plan	2018-12-31	$600,000
Total contributions received or receivable from participants	2018-12-31	$358,539
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-2,368,900
Net income (gross income less expenses)	2018-12-31	$-2,607,244
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$13,469,745
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$16,076,989
Total contributions received or receivable from employer(s)	2018-12-31	$370,557
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$5,077
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$2,991,300
Expenses. Total of all expenses incurred	2017-12-31	$1,877,234
Benefits paid (including direct rollovers)	2017-12-31	$1,854,823
Total plan assets at end of year	2017-12-31	$16,076,989
Total plan assets at beginning of year	2017-12-31	$14,962,923
Value of fidelity bond covering the plan	2017-12-31	$600,000
Total contributions received or receivable from participants	2017-12-31	$288,021
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$6,703
Other income received	2017-12-31	$2,492,032
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$1,114,066
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$16,076,989
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$14,962,923
Total contributions received or receivable from employer(s)	2017-12-31	$204,544
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$22,411
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$698,588
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$1,247,749
Expenses. Total of all expenses incurred	2016-12-31	$1,099,677
Benefits paid (including direct rollovers)	2016-12-31	$1,085,173
Total plan assets at end of year	2016-12-31	$14,962,923
Total plan assets at beginning of year	2016-12-31	$14,116,263
Value of fidelity bond covering the plan	2016-12-31	$600,000
Total contributions received or receivable from participants	2016-12-31	$278,606
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$199,546
Other income received	2016-12-31	$412,787
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$148,072
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$14,962,923
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$14,116,263
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$82,102
Total contributions received or receivable from employer(s)	2016-12-31	$356,810
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$14,504
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$640,991
Expenses. Total of all expenses incurred	2015-12-31	$2,473,768
Benefits paid (including direct rollovers)	2015-12-31	$2,455,884
Total plan assets at end of year	2015-12-31	$14,116,263
Total plan assets at beginning of year	2015-12-31	$15,949,040
Value of fidelity bond covering the plan	2015-12-31	$600,000
Total contributions received or receivable from participants	2015-12-31	$281,555
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$47,507
Other income received	2015-12-31	$86,190
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-1,832,777
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$14,116,263
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$15,949,040
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$96,749
Total contributions received or receivable from employer(s)	2015-12-31	$225,739
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$17,884
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$1,392,500
Expenses. Total of all expenses incurred	2014-12-31	$1,774,444
Benefits paid (including direct rollovers)	2014-12-31	$1,758,406
Total plan assets at end of year	2014-12-31	$15,949,040
Total plan assets at beginning of year	2014-12-31	$16,330,984
Value of fidelity bond covering the plan	2014-12-31	$600,000
Total contributions received or receivable from participants	2014-12-31	$260,802
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$53,000
Other income received	2014-12-31	$862,913
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-381,944
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$15,949,040
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$16,330,984
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$94,338
Total contributions received or receivable from employer(s)	2014-12-31	$215,785
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$16,038
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$2,671,817
Expenses. Total of all expenses incurred	2013-12-31	$3,971,936
Benefits paid (including direct rollovers)	2013-12-31	$3,956,497
Total plan assets at end of year	2013-12-31	$16,330,984
Total plan assets at beginning of year	2013-12-31	$17,631,103
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$212,664
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$2,222,497
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-1,300,119
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$16,330,984
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$17,631,103
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$1,008,336
Total contributions received or receivable from employer(s)	2013-12-31	$236,656
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$15,439
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$1,524,356
Expenses. Total of all expenses incurred	2012-12-31	$1,520,489
Benefits paid (including direct rollovers)	2012-12-31	$1,501,453
Total plan assets at end of year	2012-12-31	$17,631,103
Total plan assets at beginning of year	2012-12-31	$17,627,236
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$200,961
Contributions received from other sources (not participants or employers)	2012-12-31	$14,686
Other income received	2012-12-31	$1,167,960
Net income (gross income less expenses)	2012-12-31	$3,867
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$17,631,103
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$17,627,236
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$2,088,085
Total contributions received or receivable from employer(s)	2012-12-31	$140,749
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	$19,036
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$412,863
Expenses. Total of all expenses incurred	2011-12-31	$724,608
Benefits paid (including direct rollovers)	2011-12-31	$698,155
Total plan assets at end of year	2011-12-31	$17,627,236
Total plan assets at beginning of year	2011-12-31	$17,938,981
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$194,662
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$3,678
Other income received	2011-12-31	$-50,398
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-311,745
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$17,627,236
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$17,938,981
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$2,052,145
Total contributions received or receivable from employer(s)	2011-12-31	$264,921
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	$26,453
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2010 401k financial data
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	$2,243,643
Expenses. Total of all expenses incurred	2010-12-31	$1,173,240
Benefits paid (including direct rollovers)	2010-12-31	$1,150,429
Total plan assets at end of year	2010-12-31	$17,938,981
Total plan assets at beginning of year	2010-12-31	$16,868,578
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$193,792
Expenses. Other expenses not covered elsewhere	2010-12-31	$22,811
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$1,784,680
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$1,070,403
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$17,938,981
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$16,868,578
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$1,474,823
Total contributions received or receivable from employer(s)	2010-12-31	$265,171
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	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING 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

Form 5500 Responses for EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN

2022: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING 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 – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

335818-01

Policy instance

Insurance contract or identification number	335818-01
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

335818-01

Policy instance

Insurance contract or identification number	335818-01
Number of Individuals Covered	8
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

335818-01

Policy instance

Insurance contract or identification number	335818-01
Number of Individuals Covered	8
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

335818-01

Policy instance

Insurance contract or identification number	335818-01
Number of Individuals Covered	8
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

335818-01

Policy instance

Insurance contract or identification number	335818-01
Number of Individuals Covered	3
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $25
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $25
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

335818-01

Policy instance

Insurance contract or identification number	335818-01
Number of Individuals Covered	3
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $321
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $321
Insurance broker organization code?	3
Insurance broker name	WILLIAM BEALE - LPL FINANCIAL LLC

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Company Name:	EVERETT & HURITE OPHTHALMIC ASSOCIATION
Employer identification number (EIN):	251253504
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)