401k Plan data: OSSIP OPTOMETRY 401(K) SAVINGS PLAN plan

OSSIP OPTOMETRY 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	OSSIP OPTOMETRY 401(K) SAVINGS PLAN
Plan identification number	001

OSSIP OPTOMETRY 401(K) SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

OSSIP OPTOMETRY P.C. has sponsored the creation of one or more 401k plans.

Company Name: OSSIP OPTOMETRY P.C.

Employer identification number (EIN): 351788258

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OSSIP OPTOMETRY 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 RYAN DABELOW RYAN DABELOW 2019-03-21
001 2017-01-01 RYAN DABELOW RYAN DABELOW 2018-10-11
001 2016-01-01 RYAN DABELOW RYAN DABELOW 2017-10-13
001 2015-01-01 RYAN DABELOW RYAN DABELOW 2016-10-17
001 2014-01-01 RYAN DABELOW RYAN DABELOW 2015-10-14
001 2013-01-01 RYAN DABELOW RYAN DABELOW 2014-10-14
001 2012-01-01 RYAN DABELOW RYAN DABELOW 2013-10-15
001 2011-01-01 KATHY LONG KATHY LONG 2012-10-15
001 2009-01-01 KATHY LONG
001 2009-01-01 KATHY LONG KATHY LONG 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	RYAN DABELOW	RYAN DABELOW	2019-03-21
001	2017-01-01	RYAN DABELOW	RYAN DABELOW	2018-10-11
001	2016-01-01	RYAN DABELOW	RYAN DABELOW	2017-10-13
001	2015-01-01	RYAN DABELOW	RYAN DABELOW	2016-10-17
001	2014-01-01	RYAN DABELOW	RYAN DABELOW	2015-10-14
001	2013-01-01	RYAN DABELOW	RYAN DABELOW	2014-10-14
001	2012-01-01	RYAN DABELOW	RYAN DABELOW	2013-10-15
001	2011-01-01	KATHY LONG	KATHY LONG	2012-10-15
001	2009-01-01	KATHY LONG
001	2009-01-01	KATHY LONG	KATHY LONG	2010-10-15

Plan Statistics for OSSIP OPTOMETRY 401(K) SAVINGS PLAN

401k plan membership statisitcs for OSSIP OPTOMETRY 401(K) SAVINGS PLAN

Measure Date Value
2018: OSSIP OPTOMETRY 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 410
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: OSSIP OPTOMETRY 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 446
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 281
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 129
Total of all active and inactive participants 2017-01-01 410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 410
Number of participants with account balances 2017-01-01 326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: OSSIP OPTOMETRY 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 581
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 347
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 88
Total of all active and inactive participants 2016-01-01 435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 435
Number of participants with account balances 2016-01-01 314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: OSSIP OPTOMETRY 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 507
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 403
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 43
Total of all active and inactive participants 2015-01-01 446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 446
Number of participants with account balances 2015-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: OSSIP OPTOMETRY 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 477
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 413
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 37
Total of all active and inactive participants 2014-01-01 450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 450
Number of participants with account balances 2014-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: OSSIP OPTOMETRY 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 404
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 385
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 34
Total of all active and inactive participants 2013-01-01 419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 419
Number of participants with account balances 2013-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: OSSIP OPTOMETRY 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 297
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 303
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 31
Total of all active and inactive participants 2012-01-01 334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 334
Number of participants with account balances 2012-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: OSSIP OPTOMETRY 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 168
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 12
Total of all active and inactive participants 2011-01-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 180
Number of participants with account balances 2011-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: OSSIP OPTOMETRY 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 107
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 11
Total of all active and inactive participants 2009-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 118
Number of participants with account balances 2009-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2018: OSSIP OPTOMETRY 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	410
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: OSSIP OPTOMETRY 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	446
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	281
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	129
Total of all active and inactive participants	2017-01-01	410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	410
Number of participants with account balances	2017-01-01	326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: OSSIP OPTOMETRY 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	581
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	347
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	88
Total of all active and inactive participants	2016-01-01	435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	435
Number of participants with account balances	2016-01-01	314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: OSSIP OPTOMETRY 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	507
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	403
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	43
Total of all active and inactive participants	2015-01-01	446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	446
Number of participants with account balances	2015-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: OSSIP OPTOMETRY 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	477
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	413
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	37
Total of all active and inactive participants	2014-01-01	450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	450
Number of participants with account balances	2014-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: OSSIP OPTOMETRY 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	404
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	385
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	34
Total of all active and inactive participants	2013-01-01	419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	419
Number of participants with account balances	2013-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: OSSIP OPTOMETRY 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	297
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	303
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	31
Total of all active and inactive participants	2012-01-01	334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	334
Number of participants with account balances	2012-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: OSSIP OPTOMETRY 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	168
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	12
Total of all active and inactive participants	2011-01-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	180
Number of participants with account balances	2011-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: OSSIP OPTOMETRY 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	107
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	11
Total of all active and inactive participants	2009-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	118
Number of participants with account balances	2009-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on OSSIP OPTOMETRY 401(K) SAVINGS PLAN

Measure	Date	Value
2018 : OSSIP OPTOMETRY 401(K) SAVINGS PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$522,954
Total of all expenses incurred	2018-12-31	$4,073,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,012,655
Expenses. Certain deemed distributions of participant loans	2018-12-31	$10,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$437,393
Value of total assets at end of year	2018-12-31	$0
Value of total assets at beginning of year	2018-12-31	$3,550,678
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$50,688
Total interest from all sources	2018-12-31	$953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$300,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$437,393
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$33,723
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Assets. Loans (other than to participants) at end of year	2018-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-3,550,678
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,550,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$18,366
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,516,955
Interest on participant loans	2018-12-31	$1,198
Interest earned on other investments	2018-12-31	$-245
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$84,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,012,655
Contract administrator fees	2018-12-31	$32,322
Did the plan have assets held for investment	2018-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BKD
Accountancy firm EIN	2018-12-31	440160260
2017 : OSSIP OPTOMETRY 401(K) SAVINGS PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$3,114
Total income from all sources (including contributions)	2017-12-31	$1,109,918
Total of all expenses incurred	2017-12-31	$250,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$201,994
Expenses. Certain deemed distributions of participant loans	2017-12-31	$16,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$682,383
Value of total assets at end of year	2017-12-31	$3,550,678
Value of total assets at beginning of year	2017-12-31	$2,693,960
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$31,967
Total interest from all sources	2017-12-31	$1,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$300,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$644,674
Participant contributions at end of year	2017-12-31	$33,723
Participant contributions at beginning of year	2017-12-31	$20,044
Participant contributions at end of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$37,709
Assets. Loans (other than to participants) at end of year	2017-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$3,114
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$859,832
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,550,678
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,690,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,516,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,673,916
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$0
Interest on participant loans	2017-12-31	$1,148
Interest earned on other investments	2017-12-31	$483
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$425,904
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$201,994
Contract administrator fees	2017-12-31	$31,967
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BKD
Accountancy firm EIN	2017-12-31	440160260
2016 : OSSIP OPTOMETRY 401(K) SAVINGS PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$3,114
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$5,037
Total income from all sources (including contributions)	2016-12-31	$727,185
Total of all expenses incurred	2016-12-31	$359,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$350,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$630,468
Value of total assets at end of year	2016-12-31	$2,693,960
Value of total assets at beginning of year	2016-12-31	$2,328,146
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$9,297
Total interest from all sources	2016-12-31	$1,092
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$50,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$513,642
Participant contributions at end of year	2016-12-31	$20,044
Participant contributions at beginning of year	2016-12-31	$19,359
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$840
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$116,826
Assets. Loans (other than to participants) at end of year	2016-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$3,114
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$5,037
Other income not declared elsewhere	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$367,737
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,690,846
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,323,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$9,297
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,673,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$0
Value of interest in pooled separate accounts at end of year	2016-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$2,307,947
Interest on participant loans	2016-12-31	$1,092
Interest earned on other investments	2016-12-31	$0
Net investment gain/loss from pooled separate accounts	2016-12-31	$95,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$350,151
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BKD
Accountancy firm EIN	2016-12-31	440160260
2015 : OSSIP OPTOMETRY 401(K) SAVINGS PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$5,037
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$5,036
Total income from all sources (including contributions)	2015-12-31	$354,003
Total of all expenses incurred	2015-12-31	$144,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$129,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$379,036
Value of total assets at end of year	2015-12-31	$2,328,146
Value of total assets at beginning of year	2015-12-31	$2,118,692
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$14,962
Total interest from all sources	2015-12-31	$1,016
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$250
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$361,036
Participant contributions at end of year	2015-12-31	$19,359
Participant contributions at beginning of year	2015-12-31	$18,632
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$840
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$2,360
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$18,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$5,037
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$5,036
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$209,453
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,323,109
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,113,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$2,307,947
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$2,097,700
Interest on participant loans	2015-12-31	$1,009
Interest earned on other investments	2015-12-31	$7
Net investment gain/loss from pooled separate accounts	2015-12-31	$-26,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$129,588
Contract administrator fees	2015-12-31	$14,712
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BKD
Accountancy firm EIN	2015-12-31	440160260
2014 : OSSIP OPTOMETRY 401(K) SAVINGS PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$5,036
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$4,979
Total income from all sources (including contributions)	2014-12-31	$473,975
Total of all expenses incurred	2014-12-31	$226,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$209,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$384,097
Value of total assets at end of year	2014-12-31	$2,118,692
Value of total assets at beginning of year	2014-12-31	$1,870,864
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$16,628
Total interest from all sources	2014-12-31	$1,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$750
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$251,827
Participant contributions at end of year	2014-12-31	$18,632
Participant contributions at beginning of year	2014-12-31	$41,156
Participant contributions at beginning of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$2,360
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$842
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$132,270
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$5,036
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$4,979
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$247,771
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,113,656
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,865,885
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$2,097,700
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$1,828,866
Interest on participant loans	2014-12-31	$1,128
Interest earned on other investments	2014-12-31	$11
Net investment gain/loss from pooled separate accounts	2014-12-31	$88,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$209,576
Contract administrator fees	2014-12-31	$15,878
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	PETROW, LEEMHUIS VINCENT & KANE, PC
Accountancy firm EIN	2014-12-31	263503647
2013 : OSSIP OPTOMETRY 401(K) SAVINGS PLAN 2013 401k financial data
Total transfer of assets to this plan	2013-12-31	$38,656
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$4,979
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$6,557
Total income from all sources (including contributions)	2013-12-31	$535,039
Total of all expenses incurred	2013-12-31	$298,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$274,125
Value of total corrective distributions	2013-12-31	$8,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$268,658
Value of total assets at end of year	2013-12-31	$1,870,864
Value of total assets at beginning of year	2013-12-31	$1,597,093
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$15,740
Total interest from all sources	2013-12-31	$1,689
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$875
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$268,658
Participant contributions at end of year	2013-12-31	$41,156
Participant contributions at beginning of year	2013-12-31	$10,033
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$6,354
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$842
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$1,578
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$4,979
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$6,557
Administrative expenses (other) incurred	2013-12-31	$54
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$236,693
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,865,885
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,590,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$1,828,866
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$1,579,128
Interest on participant loans	2013-12-31	$1,687
Interest earned on other investments	2013-12-31	$2
Net investment gain/loss from pooled separate accounts	2013-12-31	$264,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$274,125
Contract administrator fees	2013-12-31	$14,811
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	PETROW, LEEMHUIS VINCENT & KANE, PC
Accountancy firm EIN	2013-12-31	263503647
2012 : OSSIP OPTOMETRY 401(K) SAVINGS PLAN 2012 401k financial data
Total transfer of assets to this plan	2012-12-31	$615,192
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$6,557
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$5,775
Total income from all sources (including contributions)	2012-12-31	$342,874
Total of all expenses incurred	2012-12-31	$237,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$215,418
Expenses. Certain deemed distributions of participant loans	2012-12-31	$2,337
Value of total corrective distributions	2012-12-31	$4,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$209,224
Value of total assets at end of year	2012-12-31	$1,597,093
Value of total assets at beginning of year	2012-12-31	$875,387
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$14,547
Total interest from all sources	2012-12-31	$706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$3,250
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$151,768
Participant contributions at end of year	2012-12-31	$10,033
Participant contributions at beginning of year	2012-12-31	$19,094
Participant contributions at end of year	2012-12-31	$6,354
Participant contributions at beginning of year	2012-12-31	$5,820
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$1,578
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$3,671
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$57,456
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$6,557
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$5,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$105,732
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,590,536
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$869,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$1,579,128
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$846,802
Interest on participant loans	2012-12-31	$706
Net investment gain/loss from pooled separate accounts	2012-12-31	$132,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$215,418
Contract administrator fees	2012-12-31	$11,297
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	PETROW, LEEMHUIS VINCENT & KANE, PC
Accountancy firm EIN	2012-12-31	263503647
2011 : OSSIP OPTOMETRY 401(K) SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$5,775
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$8,029
Total income from all sources (including contributions)	2011-12-31	$106,372
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$235,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$216,936
Value of total corrective distributions	2011-12-31	$8,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$134,805
Value of total assets at end of year	2011-12-31	$875,387
Value of total assets at beginning of year	2011-12-31	$1,006,716
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$10,482
Total interest from all sources	2011-12-31	$1,007
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$80,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$134,805
Participant contributions at end of year	2011-12-31	$19,094
Participant contributions at beginning of year	2011-12-31	$13,392
Participant contributions at end of year	2011-12-31	$5,820
Participant contributions at beginning of year	2011-12-31	$3,508
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$3,671
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$5,144
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$5,775
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$8,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-129,075
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$869,612
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$998,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$750
Value of interest in pooled separate accounts at end of year	2011-12-31	$846,802
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$984,672
Income. Interest from loans (other than to participants)	2011-12-31	$1,007
Net investment gain/loss from pooled separate accounts	2011-12-31	$-29,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$216,936
Contract administrator fees	2011-12-31	$9,732
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	KATZ, SAPPER & MILLER
Accountancy firm EIN	2011-12-31	351090346
2010 : OSSIP OPTOMETRY 401(K) SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$8,029
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$5,755
Total income from all sources (including contributions)	2010-12-31	$259,783
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$57,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$48,569
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$136,558
Value of total assets at end of year	2010-12-31	$1,006,716
Value of total assets at beginning of year	2010-12-31	$802,370
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$9,142
Total interest from all sources	2010-12-31	$780
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$250
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$80,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$122,387
Participant contributions at end of year	2010-12-31	$13,392
Participant contributions at beginning of year	2010-12-31	$8,308
Participant contributions at end of year	2010-12-31	$3,508
Participant contributions at beginning of year	2010-12-31	$8,483
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$5,144
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$3,523
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$14,171
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$8,029
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$5,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$202,072
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$998,687
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$796,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$984,672
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$782,056
Interest on participant loans	2010-12-31	$780
Net investment gain/loss from pooled separate accounts	2010-12-31	$122,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$48,569
Contract administrator fees	2010-12-31	$8,892
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	KATZ, SAPPER & MILLER
Accountancy firm EIN	2010-12-31	351090346
2009 : OSSIP OPTOMETRY 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for OSSIP OPTOMETRY 401(K) SAVINGS PLAN

2018: OSSIP OPTOMETRY 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: OSSIP OPTOMETRY 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: OSSIP OPTOMETRY 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: OSSIP OPTOMETRY 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: OSSIP OPTOMETRY 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: OSSIP OPTOMETRY 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: OSSIP OPTOMETRY 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: OSSIP OPTOMETRY 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: OSSIP OPTOMETRY 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

49178

Policy instance

Insurance contract or identification number	49178
Number of Individuals Covered	133
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $11,191
Total amount of fees paid to insurance company	USD $250
Commission paid to Insurance Broker	USD $11,191
Insurance broker organization code?	4
Amount paid for insurance broker fees	250
Additional information about fees paid to insurance broker	SERVICES RENDERED
Insurance broker name	PARAGON TPA GROUP, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

49178

Policy instance

Insurance contract or identification number	49178
Number of Individuals Covered	133
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Commission paid to Insurance Broker	USD $9,701
Insurance broker organization code?	4
Amount paid for insurance broker fees	78
Additional information about fees paid to insurance broker	SERVICES RENDERED
Insurance broker name	PARAGON TPA GROUP, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

49178

Policy instance

Insurance contract or identification number	49178
Number of Individuals Covered	124
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $8,394
Total amount of fees paid to insurance company	USD $3,299
Commission paid to Insurance Broker	USD $8,394
Insurance broker organization code?	4
Amount paid for insurance broker fees	3299
Additional information about fees paid to insurance broker	SERVICES RENDERED
Insurance broker name	PARAGON TPA GROUP, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

49178

Policy instance

Insurance contract or identification number	49178
Number of Individuals Covered	117
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $5,508
Total amount of fees paid to insurance company	USD $555
Commission paid to Insurance Broker	USD $5,508
Insurance broker organization code?	4
Amount paid for insurance broker fees	555
Additional information about fees paid to insurance broker	SERVICES RENDERED
Insurance broker name	PARAGON TPA GROUP, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

49178

Policy instance

Insurance contract or identification number	49178
Number of Individuals Covered	57
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $4,819
Total amount of fees paid to insurance company	USD $480

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

49178

Policy instance

Insurance contract or identification number	49178
Number of Individuals Covered	54
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $4,181
Total amount of fees paid to insurance company	USD $438
Commission paid to Insurance Broker	USD $1,150
Insurance broker organization code?	4
Amount paid for insurance broker fees	438
Additional information about fees paid to insurance broker	SERVICES RENDERED
Insurance broker name	PLANNING CORP OF AMERICA

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Company Name:	OSSIP OPTOMETRY P.C.
Employer identification number (EIN):	351788258
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists