401k Plan data: WYSE EYECARE SC PROFIT SHARING 401K PLAN plan

WYSE EYECARE SC PROFIT SHARING 401K PLAN 401k Plan overview

Plan Name	WYSE EYECARE SC PROFIT SHARING 401K PLAN
Plan identification number	001

WYSE EYECARE SC PROFIT SHARING 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WYSE EYECARE, S.C. has sponsored the creation of one or more 401k plans.

Company Name: WYSE EYECARE, S.C.

Employer identification number (EIN): 270240474

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WYSE EYECARE SC PROFIT SHARING 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 TAMARA WYSE 2023-09-25
001 2021-01-01 TAMARA WYSE 2022-06-29
001 2020-01-01 TAMARA WYSE, M.D. 2021-10-13
001 2019-01-01 TAMARA WYSE 2020-10-11
001 2018-01-01 TAMARA WYSE 2019-10-15
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 TAMARA WYSE 2013-07-23
001 2011-01-01 TAMARA WYSE 2012-07-25
001 2010-01-01 TAMARA WYSE 2011-06-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	TAMARA WYSE	2023-09-25
001	2021-01-01	TAMARA WYSE	2022-06-29
001	2020-01-01	TAMARA WYSE, M.D.	2021-10-13
001	2019-01-01	TAMARA WYSE	2020-10-11
001	2018-01-01	TAMARA WYSE	2019-10-15
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	TAMARA WYSE	2013-07-23
001	2011-01-01	TAMARA WYSE	2012-07-25
001	2010-01-01	TAMARA WYSE	2011-06-22

Plan Statistics for WYSE EYECARE SC PROFIT SHARING 401K PLAN

401k plan membership statisitcs for WYSE EYECARE SC PROFIT SHARING 401K PLAN

Measure Date Value
2017: WYSE EYECARE SC PROFIT SHARING 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 16
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 0
Total of all active and inactive participants 2017-01-01 16
Total participants 2017-01-01 16
Number of participants with account balances 2017-01-01 16
2016: WYSE EYECARE SC PROFIT SHARING 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 15
Total of all active and inactive participants 2016-01-01 15
Total participants 2016-01-01 15
Number of participants with account balances 2016-01-01 15

Measure	Date	Value
2017: WYSE EYECARE SC PROFIT SHARING 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	16
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	0
Total of all active and inactive participants	2017-01-01	16
Total participants	2017-01-01	16
Number of participants with account balances	2017-01-01	16
2016: WYSE EYECARE SC PROFIT SHARING 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	15
Total of all active and inactive participants	2016-01-01	15
Total participants	2016-01-01	15
Number of participants with account balances	2016-01-01	15

Financial Data on WYSE EYECARE SC PROFIT SHARING 401K PLAN

Measure	Date	Value
2017 : WYSE EYECARE SC PROFIT SHARING 401K PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$127,925
Expenses. Total of all expenses incurred	2017-12-31	$268,110
Benefits paid (including direct rollovers)	2017-12-31	$260,367
Total plan assets at end of year	2017-12-31	$810,309
Total plan assets at beginning of year	2017-12-31	$950,494
Value of fidelity bond covering the plan	2017-12-31	$100,000
Total contributions received or receivable from participants	2017-12-31	$28,571
Other income received	2017-12-31	$60,209
Net income (gross income less expenses)	2017-12-31	$-140,185
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$810,309
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$950,494
Total contributions received or receivable from employer(s)	2017-12-31	$39,145
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$7,743
2016 : WYSE EYECARE SC PROFIT SHARING 401K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$136,189
Expenses. Total of all expenses incurred	2016-12-31	$7,163
Total plan assets at end of year	2016-12-31	$950,494
Total plan assets at beginning of year	2016-12-31	$821,468
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$51,394
Other income received	2016-12-31	$50,297
Net income (gross income less expenses)	2016-12-31	$129,026
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$950,494
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$821,468
Total contributions received or receivable from employer(s)	2016-12-31	$34,498
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$7,163

Form 5500 Responses for WYSE EYECARE SC PROFIT SHARING 401K PLAN

2017: WYSE EYECARE SC PROFIT SHARING 401K 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WYSE EYECARE SC PROFIT SHARING 401K 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

METLIFE INVESTORS (National Association of Insurance Commissioners NAIC id number: 80950 )

Policy contract number

943918

Policy instance

Insurance contract or identification number	943918
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $7,743
Amount paid for insurance broker fees	7743
Insurance broker organization code?	3
Insurance broker name	NEW ENGLAND SECURITITE CORPORATION

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Company Name:	WYSE EYECARE, S.C.
Employer identification number (EIN):	270240474
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists