PALATINE VISION CENTER LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PALATINE VISION CENTER LLC 401 K PLAN
Measure | Date | Value |
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2016: PALATINE VISION CENTER LLC 401 K PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 15 |
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 | 1 |
Total of all active and inactive participants | 2016-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 16 |
Number of participants with account balances | 2016-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: PALATINE VISION CENTER LLC 401 K PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 12 |
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 | 2 |
Total of all active and inactive participants | 2015-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 14 |
Number of participants with account balances | 2015-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: PALATINE VISION CENTER LLC 401 K PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 13 |
Number of participants with account balances | 2014-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: PALATINE VISION CENTER LLC 401 K PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 12 |
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 | 3 |
Total of all active and inactive participants | 2013-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 15 |
Number of participants with account balances | 2013-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
Measure | Date | Value |
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2016 : PALATINE VISION CENTER LLC 401 K PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $105,776 |
Expenses. Total of all expenses incurred | 2016-12-31 | $262,297 |
Benefits paid (including direct rollovers) | 2016-12-31 | $259,243 |
Total plan assets at end of year | 2016-12-31 | $988,721 |
Total plan assets at beginning of year | 2016-12-31 | $1,145,242 |
Value of fidelity bond covering the plan | 2016-12-31 | $150,000 |
Total contributions received or receivable from participants | 2016-12-31 | $51,030 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $3,758 |
Other income received | 2016-12-31 | $22,325 |
Net income (gross income less expenses) | 2016-12-31 | $-156,521 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $988,721 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,145,242 |
Assets. Value of participant loans | 2016-12-31 | $15,148 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $28,663 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $3,054 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : PALATINE VISION CENTER LLC 401 K PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $21,789 |
Expenses. Total of all expenses incurred | 2015-12-31 | $4 |
Total plan assets at end of year | 2015-12-31 | $1,145,242 |
Total plan assets at beginning of year | 2015-12-31 | $1,123,457 |
Value of fidelity bond covering the plan | 2015-12-31 | $150,000 |
Total contributions received or receivable from participants | 2015-12-31 | $29,074 |
Other income received | 2015-12-31 | $-25,669 |
Net income (gross income less expenses) | 2015-12-31 | $21,785 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,145,242 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,123,457 |
Assets. Value of participant loans | 2015-12-31 | $11,133 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $18,384 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $4 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : PALATINE VISION CENTER LLC 401 K PLAN 2014 401k financial data |
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Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $72,887 |
Expenses. Total of all expenses incurred | 2014-12-31 | $44,273 |
Benefits paid (including direct rollovers) | 2014-12-31 | $44,236 |
Total plan assets at end of year | 2014-12-31 | $1,123,457 |
Total plan assets at beginning of year | 2014-12-31 | $1,094,843 |
Value of fidelity bond covering the plan | 2014-12-31 | $150,000 |
Total contributions received or receivable from participants | 2014-12-31 | $27,586 |
Other income received | 2014-12-31 | $24,125 |
Net income (gross income less expenses) | 2014-12-31 | $28,614 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,123,457 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,094,843 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $21,176 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $37 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : PALATINE VISION CENTER LLC 401 K PLAN 2013 401k financial data |
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Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $248,560 |
Expenses. Total of all expenses incurred | 2013-12-31 | $3,192 |
Total plan assets at end of year | 2013-12-31 | $1,094,843 |
Total plan assets at beginning of year | 2013-12-31 | $849,475 |
Value of fidelity bond covering the plan | 2013-12-31 | $125,000 |
Total contributions received or receivable from participants | 2013-12-31 | $50,456 |
Other income received | 2013-12-31 | $170,657 |
Net income (gross income less expenses) | 2013-12-31 | $245,368 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,094,843 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $849,475 |
Assets. Value of participant loans | 2013-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $27,447 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $3,192 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2016: PALATINE VISION CENTER LLC 401 K PLAN 2016 form 5500 responses |
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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 - Trust | Yes |
2015: PALATINE VISION CENTER LLC 401 K PLAN 2015 form 5500 responses |
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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 - Trust | Yes |
2014: PALATINE VISION CENTER LLC 401 K PLAN 2014 form 5500 responses |
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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 - Trust | Yes |
2013: PALATINE VISION CENTER LLC 401 K PLAN 2013 form 5500 responses |
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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 |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 96796 |
Policy instance | 1 |
Insurance contract or identification number | 96796 | Number of Individuals Covered | 11 | Insurance policy start date | 2016-01-01 | Insurance policy end date | 2016-12-31 | Total amount of commissions paid to insurance broker | USD $3,626 | Total amount of fees paid to insurance company | USD $509 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | Yes | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,626 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 509 | Additional information about fees paid to insurance broker | THIRD PARTY ADMINISTRATOR FEES | Insurance broker name | HUNTER BENEFITS CONSULTING GROUP |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 96796 |
Policy instance | 1 |
Insurance contract or identification number | 96796 | Number of Individuals Covered | 10 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $4,545 | Total amount of fees paid to insurance company | USD $572 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | Yes | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,545 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 572 | Additional information about fees paid to insurance broker | THIRD PARTY ADMINISTRATOR FEES | Insurance broker name | HUNTER BENEFITS CONSULTING GROUP |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 96796 |
Policy instance | 1 |
Insurance contract or identification number | 96796 | Number of Individuals Covered | 12 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $4,355 | Total amount of fees paid to insurance company | USD $545 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | Yes | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,355 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 545 | Additional information about fees paid to insurance broker | THIRD PARTY ADMINISTRATOR FEES | Insurance broker name | HUNTER BENEFITS CONSULTING GROUP |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 96796 |
Policy instance | 1 |
Insurance contract or identification number | 96796 | Number of Individuals Covered | 15 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $3,710 | Total amount of fees paid to insurance company | USD $465 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | Yes | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,710 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | BROKER SERVICES | Insurance broker organization code? | 3 | Insurance broker name | HUNTER BENEFITS CONSULTING GROUP |
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