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GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 401k Plan overview

Plan NameGEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST
Plan identification number 001

GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GEORGIA EYE INSTITUTE OF THE SE LLC has sponsored the creation of one or more 401k plans.

Company Name:GEORGIA EYE INSTITUTE OF THE SE LLC
Employer identification number (EIN):300489823
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01KATHY HEGAN2023-02-09
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01KATHY HEGAN
0012016-01-01KATHY HEGAN
0012015-01-01KATHY HEGAN
0012014-01-01KATHY HEGAN
0012013-01-01KATHY HEGAN KATHY HEGAN2014-10-14
0012012-01-01KATHERINE HEGAN
0012011-01-01KATHY HEGAN
0012010-01-01KATHY HEGAN
0012009-01-01KATHY HEGAN

Plan Statistics for GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST

401k plan membership statisitcs for GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST

Measure Date Value
2022: GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01291
Total number of active participants reported on line 7a of the Form 55002022-01-01244
Number of retired or separated participants receiving benefits2022-01-0118
Number of other retired or separated participants entitled to future benefits2022-01-0163
Total of all active and inactive participants2022-01-01325
Total participants2022-01-01325
Number of participants with account balances2022-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01286
Total number of active participants reported on line 7a of the Form 55002021-01-01195
Number of retired or separated participants receiving benefits2021-01-0124
Number of other retired or separated participants entitled to future benefits2021-01-0171
Total of all active and inactive participants2021-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01290
Number of participants with account balances2021-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01287
Total number of active participants reported on line 7a of the Form 55002020-01-01226
Number of retired or separated participants receiving benefits2020-01-0115
Number of other retired or separated participants entitled to future benefits2020-01-0143
Total of all active and inactive participants2020-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01284
Number of participants with account balances2020-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01275
Total number of active participants reported on line 7a of the Form 55002019-01-01250
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-0130
Total of all active and inactive participants2019-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01286
Number of participants with account balances2019-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01260
Total number of active participants reported on line 7a of the Form 55002018-01-01245
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-0121
Total of all active and inactive participants2018-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01272
Number of participants with account balances2018-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01239
Total number of active participants reported on line 7a of the Form 55002017-01-01229
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0127
Total of all active and inactive participants2017-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01256
Number of participants with account balances2017-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01236
Total number of active participants reported on line 7a of the Form 55002016-01-01225
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0113
Total of all active and inactive participants2016-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01243
Number of participants with account balances2016-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01223
Total number of active participants reported on line 7a of the Form 55002015-01-01220
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01231
Number of participants with account balances2015-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01182
Total number of active participants reported on line 7a of the Form 55002014-01-01198
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01204
Number of participants with account balances2014-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01186
Total number of active participants reported on line 7a of the Form 55002013-01-01183
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01201
Number of participants with account balances2013-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01176
Total number of active participants reported on line 7a of the Form 55002012-01-01173
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0113
Total of all active and inactive participants2012-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01186
Number of participants with account balances2012-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01154
Total number of active participants reported on line 7a of the Form 55002011-01-01161
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0115
Total of all active and inactive participants2011-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01176
Number of participants with account balances2011-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01117
Total number of active participants reported on line 7a of the Form 55002010-01-01146
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-018
Total of all active and inactive participants2010-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01154
Number of participants with account balances2010-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01107
Total number of active participants reported on line 7a of the Form 55002009-01-01107
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01114
Number of participants with account balances2009-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST

Measure Date Value
2022 : GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,599
Total income from all sources (including contributions)2022-12-31$-1,727,623
Total of all expenses incurred2022-12-31$1,431,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,431,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,022,800
Value of total assets at end of year2022-12-31$13,434,616
Value of total assets at beginning of year2022-12-31$16,587,918
Total interest from all sources2022-12-31$13,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$631,243
Participant contributions at end of year2022-12-31$210,582
Participant contributions at beginning of year2022-12-31$287,774
Participant contributions at end of year2022-12-31$622
Participant contributions at beginning of year2022-12-31$2,856
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$54,246
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$45,022
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$5,599
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,158,901
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,429,017
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,587,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,912,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,982,996
Interest on participant loans2022-12-31$10,232
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,780
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$238,897
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$289,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,763,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$337,311
Employer contributions (assets) at end of year2022-12-31$72,423
Employer contributions (assets) at beginning of year2022-12-31$24,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,386,256
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HANCOCK ASKEW & CO.
Accountancy firm EIN2022-12-31580662558
2021 : GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$10,415
Total income from all sources (including contributions)2021-12-31$3,058,363
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,079,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,068,622
Value of total corrective distributions2021-12-31$10,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,215,107
Value of total assets at end of year2021-12-31$16,587,918
Value of total assets at beginning of year2021-12-31$14,619,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$13,585
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$57,926
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$759,556
Participant contributions at end of year2021-12-31$287,774
Participant contributions at beginning of year2021-12-31$247,122
Participant contributions at end of year2021-12-31$2,856
Participant contributions at beginning of year2021-12-31$1,955
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$51,745
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$10,415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,979,326
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,587,918
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,608,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,982,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,073,901
Interest on participant loans2021-12-31$13,208
Income. Interest from loans (other than to participants)2021-12-31$13,208
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$377
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$289,327
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,276,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,829,671
Net investment gain/loss from pooled separate accounts2021-12-31$1,829,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$403,806
Employer contributions (assets) at end of year2021-12-31$24,965
Employer contributions (assets) at beginning of year2021-12-31$19,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,068,622
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HANCOCK ASKEW
Accountancy firm EIN2021-12-31580662558
2020 : GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$10,415
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,438
Total income from all sources (including contributions)2020-12-31$2,693,217
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$714,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$673,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,078,049
Value of total assets at end of year2020-12-31$14,599,734
Value of total assets at beginning of year2020-12-31$12,613,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$40,144
Total interest from all sources2020-12-31$11,998
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$658,858
Participant contributions at end of year2020-12-31$247,122
Participant contributions at beginning of year2020-12-31$248,282
Participant contributions at end of year2020-12-31$1,955
Participant contributions at beginning of year2020-12-31$1,520
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$76,113
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$10,415
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$3,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,979,199
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,589,319
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,610,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,073,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,088,534
Interest on participant loans2020-12-31$11,998
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,276,685
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$275,222
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,603,170
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$343,078
Employer contributions (assets) at end of year2020-12-31$71
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$673,874
Contract administrator fees2020-12-31$40,144
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HANCOCK ASKEW
Accountancy firm EIN2020-12-31580662558
2019 : GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,438
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,438
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$11,268
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$11,268
Total income from all sources (including contributions)2019-12-31$3,245,714
Total income from all sources (including contributions)2019-12-31$3,245,714
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$289,648
Total of all expenses incurred2019-12-31$289,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$242,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$242,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,200,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,200,262
Value of total assets at end of year2019-12-31$12,613,558
Value of total assets at end of year2019-12-31$12,613,558
Value of total assets at beginning of year2019-12-31$9,665,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$47,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$47,192
Total interest from all sources2019-12-31$12,606
Total interest from all sources2019-12-31$12,606
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$750,824
Contributions received from participants2019-12-31$750,824
Participant contributions at end of year2019-12-31$248,282
Participant contributions at end of year2019-12-31$248,282
Participant contributions at beginning of year2019-12-31$204,512
Participant contributions at beginning of year2019-12-31$204,512
Participant contributions at end of year2019-12-31$1,520
Participant contributions at end of year2019-12-31$1,520
Participant contributions at beginning of year2019-12-31$1,084
Participant contributions at beginning of year2019-12-31$1,084
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$36,999
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$36,999
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$3,438
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$3,438
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$11,268
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$11,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,956,066
Value of net income/loss2019-12-31$2,956,066
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,610,120
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,610,120
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,654,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,088,534
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,088,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,206,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,206,002
Interest on participant loans2019-12-31$12,606
Interest on participant loans2019-12-31$12,606
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$275,222
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$275,222
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$245,341
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$245,341
Net investment gain/loss from pooled separate accounts2019-12-31$2,032,846
Net investment gain/loss from pooled separate accounts2019-12-31$2,032,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$412,439
Contributions received in cash from employer2019-12-31$412,439
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$8,383
Employer contributions (assets) at beginning of year2019-12-31$8,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$242,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$242,456
Contract administrator fees2019-12-31$47,192
Contract administrator fees2019-12-31$47,192
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HANCOCK ASKEW
Accountancy firm name2019-12-31HANCOCK ASKEW
Accountancy firm EIN2019-12-31580662558
Accountancy firm EIN2019-12-31580662558
2018 : GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$11,268
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,351
Total income from all sources (including contributions)2018-12-31$420,468
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$702,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$645,350
Expenses. Certain deemed distributions of participant loans2018-12-31$14,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,069,104
Value of total assets at end of year2018-12-31$9,665,322
Value of total assets at beginning of year2018-12-31$9,943,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$42,966
Total interest from all sources2018-12-31$7,311
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$675,219
Participant contributions at end of year2018-12-31$204,512
Participant contributions at beginning of year2018-12-31$198,590
Participant contributions at end of year2018-12-31$1,084
Participant contributions at beginning of year2018-12-31$143
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$37,969
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$11,268
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$7,351
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-281,879
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,654,054
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,935,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,206,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,504,677
Interest on participant loans2018-12-31$10,567
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$-3,256
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$245,341
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$239,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-655,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$355,916
Employer contributions (assets) at end of year2018-12-31$8,383
Employer contributions (assets) at beginning of year2018-12-31$32
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$645,350
Contract administrator fees2018-12-31$42,966
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HANCOCK ASKEW & CO, LLP
Accountancy firm EIN2018-12-31580662558
2017 : GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,351
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$14,738
Total income from all sources (including contributions)2017-12-31$2,298,100
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$438,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$423,896
Expenses. Certain deemed distributions of participant loans2017-12-31$9,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,051,699
Value of total assets at end of year2017-12-31$9,943,284
Value of total assets at beginning of year2017-12-31$8,091,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,909
Total interest from all sources2017-12-31$9,667
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$676,208
Participant contributions at end of year2017-12-31$198,590
Participant contributions at beginning of year2017-12-31$206,964
Participant contributions at end of year2017-12-31$143
Participant contributions at beginning of year2017-12-31$1,020
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$9,682
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$7,351
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$14,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,859,356
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,935,933
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,076,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,504,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,661,394
Interest on participant loans2017-12-31$9,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$239,842
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$221,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,236,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$365,809
Employer contributions (assets) at end of year2017-12-31$32
Employer contributions (assets) at beginning of year2017-12-31$67
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$423,896
Contract administrator fees2017-12-31$4,909
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HANCOCK ASKEW & CO., LLP
Accountancy firm EIN2017-12-31580662558
2016 : GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$14,738
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,299
Total income from all sources (including contributions)2016-12-31$1,159,722
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$217,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$205,570
Expenses. Certain deemed distributions of participant loans2016-12-31$3,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$997,700
Value of total assets at end of year2016-12-31$8,091,315
Value of total assets at beginning of year2016-12-31$7,141,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,986
Total interest from all sources2016-12-31$9,013
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$642,650
Participant contributions at end of year2016-12-31$206,964
Participant contributions at beginning of year2016-12-31$169,283
Participant contributions at end of year2016-12-31$1,020
Participant contributions at beginning of year2016-12-31$72
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$14,738
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$7,299
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$942,116
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,076,577
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,134,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,875,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,964,207
Interest on participant loans2016-12-31$9,013
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$8,165
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$8,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$8,198
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$153,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$355,050
Employer contributions (assets) at end of year2016-12-31$67
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$205,570
Contract administrator fees2016-12-31$8,986
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HANCOCK ASKEW & CO., LLP
Accountancy firm EIN2016-12-31580662558
2015 : GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$7,299
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$864,569
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$135,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$125,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$895,465
Value of total assets at end of year2015-12-31$7,141,760
Value of total assets at beginning of year2015-12-31$6,405,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,008
Total interest from all sources2015-12-31$7,669
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$571,706
Participant contributions at end of year2015-12-31$169,283
Participant contributions at beginning of year2015-12-31$139,974
Participant contributions at end of year2015-12-31$72
Participant contributions at beginning of year2015-12-31$5,477
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$30,096
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$7,299
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$728,927
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,134,461
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,405,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,964,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,251,832
Interest on participant loans2015-12-31$7,669
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$8,198
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$8,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$8,251
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-38,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$293,663
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$125,634
Contract administrator fees2015-12-31$10,008
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HANCOCK ASKEW & CO., LLP
Accountancy firm EIN2015-12-31580662558
2014 : GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,628,121
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$209,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$209,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,287,571
Value of total assets at end of year2014-12-31$6,405,534
Value of total assets at beginning of year2014-12-31$4,987,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$225
Total interest from all sources2014-12-31$6,360
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$9,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$9,287
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$463,035
Participant contributions at end of year2014-12-31$139,974
Participant contributions at beginning of year2014-12-31$164,509
Participant contributions at end of year2014-12-31$5,477
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$597,047
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$8,293
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$1,418,154
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,405,534
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,987,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,251,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,523,964
Interest on participant loans2014-12-31$6,360
Interest earned on other investments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$273,076
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$8,251
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$25,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$25,831
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$324,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$227,489
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$201,449
Contract administrator fees2014-12-31$225
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HANCOCK ASKEW & CO., LLP
Accountancy firm EIN2014-12-31580662558
2013 : GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,431,204
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$318,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$314,620
Expenses. Certain deemed distributions of participant loans2013-12-31$23
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$800,978
Value of total assets at end of year2013-12-31$4,987,380
Value of total assets at beginning of year2013-12-31$3,874,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,700
Total interest from all sources2013-12-31$5,056
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$200,993
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$200,993
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$388,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$507,431
Participant contributions at end of year2013-12-31$164,509
Participant contributions at beginning of year2013-12-31$93,584
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$21,835
Administrative expenses (other) incurred2013-12-31$3,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,112,861
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,987,380
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,874,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,523,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,455,303
Interest on participant loans2013-12-31$5,056
Value of interest in common/collective trusts at end of year2013-12-31$273,076
Value of interest in common/collective trusts at beginning of year2013-12-31$178,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$25,831
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$146,702
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$146,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$382,055
Net investment gain or loss from common/collective trusts2013-12-31$42,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$271,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$314,620
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HANCOCK ASKEW & CO
Accountancy firm EIN2013-12-31580662558
2012 : GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,077,353
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$121,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$118,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$702,799
Value of total assets at end of year2012-12-31$3,874,519
Value of total assets at beginning of year2012-12-31$2,918,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,475
Total interest from all sources2012-12-31$3,295
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$94,908
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$94,908
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$292,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$462,238
Participant contributions at end of year2012-12-31$93,584
Participant contributions at beginning of year2012-12-31$76,749
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,033
Other income not declared elsewhere2012-12-31$2
Administrative expenses (other) incurred2012-12-31$3,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$955,708
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,874,519
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,918,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,455,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,611,601
Interest on participant loans2012-12-31$3,295
Value of interest in common/collective trusts at end of year2012-12-31$178,930
Value of interest in common/collective trusts at beginning of year2012-12-31$100,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$146,702
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$130,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$130,217
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$261,772
Net investment gain or loss from common/collective trusts2012-12-31$14,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$239,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$118,170
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HANCOCK ASKEW & CO
Accountancy firm EIN2012-12-31580662558
2011 : GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,868
Total income from all sources (including contributions)2011-12-31$647,433
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$100,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$94,171
Value of total corrective distributions2011-12-31$3,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$623,740
Value of total assets at end of year2011-12-31$2,918,811
Value of total assets at beginning of year2011-12-31$2,380,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,450
Total interest from all sources2011-12-31$2,067
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$57,582
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$57,582
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$238,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$399,160
Participant contributions at end of year2011-12-31$76,749
Participant contributions at beginning of year2011-12-31$55,825
Participant contributions at beginning of year2011-12-31$14,276
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$25,547
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$8,868
Administrative expenses (other) incurred2011-12-31$2,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$547,147
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,918,811
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,371,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,611,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,149,738
Interest on participant loans2011-12-31$2,067
Value of interest in common/collective trusts at end of year2011-12-31$100,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$130,217
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$151,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-36,422
Net investment gain or loss from common/collective trusts2011-12-31$466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$199,033
Employer contributions (assets) at beginning of year2011-12-31$8,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$94,171
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HANCOCK ASKEW & CO
Accountancy firm EIN2011-12-31580662558
2010 : GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$4,867
Total unrealized appreciation/depreciation of assets2010-12-31$4,867
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$8,868
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$15,813
Total income from all sources (including contributions)2010-12-31$968,850
Total loss/gain on sale of assets2010-12-31$-740
Total of all expenses incurred2010-12-31$186,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$182,630
Expenses. Certain deemed distributions of participant loans2010-12-31$3,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$708,588
Value of total assets at end of year2010-12-31$2,380,532
Value of total assets at beginning of year2010-12-31$1,605,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$363
Total interest from all sources2010-12-31$1,884
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$41,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$41,522
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$350,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$396,553
Participant contributions at end of year2010-12-31$55,825
Participant contributions at beginning of year2010-12-31$37,302
Participant contributions at end of year2010-12-31$14,276
Participant contributions at beginning of year2010-12-31$26,742
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$112,113
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$59
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$8,868
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$782,064
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,371,664
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,589,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,149,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,409,876
Interest on participant loans2010-12-31$1,884
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$151,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$121,867
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$212,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$199,922
Employer contributions (assets) at end of year2010-12-31$8,833
Employer contributions (assets) at beginning of year2010-12-31$9,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$182,630
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$363
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$15,813
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$552,397
Aggregate carrying amount (costs) on sale of assets2010-12-31$553,137
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ADAMS, BROWN, BERAN & BALL CHTD.
Accountancy firm EIN2010-12-31481040139
2009 : GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST

2022: GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 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
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 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: GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 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
2014-01-01Plan benefit arrangement - TrustYes
2013: GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 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
2011-01-01Plan benefit arrangement - TrustYes
2010: GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GEORGIA EYE INSTITUTE OF THE SE, LLC EMPLOYEE SAVINGS TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number453-80097
Policy instance 1
Insurance contract or identification number453-80097
Number of Individuals Covered223
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number453-80097
Policy instance 1
Insurance contract or identification number453-80097
Number of Individuals Covered195
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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?Yes
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number453-80097
Policy instance 1
Insurance contract or identification number453-80097
Number of Individuals Covered236
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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?Yes
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number453-80097
Policy instance 1
Insurance contract or identification number453-80097
Number of Individuals Covered232
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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?Yes
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number453-80097
Policy instance 1
Insurance contract or identification number453-80097
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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?Yes
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number453-80097
Policy instance 1
Insurance contract or identification number453-80097
Number of Individuals Covered196
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $630
Total amount of fees paid to insurance companyUSD $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 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 $630
Insurance broker organization code?3
Insurance broker nameSECURIAN FINANCIAL SERVICES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number453-80097
Policy instance 1
Insurance contract or identification number453-80097
Number of Individuals Covered183
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $892
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?Yes
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 $892
Insurance broker organization code?3
Insurance broker nameSECURIAN FINANCIAL SERVICES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number453-80097
Policy instance 1
Insurance contract or identification number453-80097
Number of Individuals Covered138
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $891
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?Yes
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 $891
Insurance broker organization code?3
Insurance broker nameSECURIAN FINANCIAL SERVICES
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67861
Policy instance 1
Insurance contract or identification number67861
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-01-07
Total amount of commissions paid to insurance brokerUSD $0
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?Yes
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67861
Policy instance 1
Insurance contract or identification number67861
Number of Individuals Covered6
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $348
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 Administration1
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 $348
Insurance broker organization code?3
Insurance broker nameRICHARD K LANE

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