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PALATINE VISION CENTER LLC 401 K PLAN 401k Plan overview

Plan NamePALATINE VISION CENTER LLC 401 K PLAN
Plan identification number 002

PALATINE VISION CENTER LLC 401 K PLAN Benefits

401k Plan TypeDefined 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

PALATINE VISION CENTER LLC has sponsored the creation of one or more 401k plans.

Company Name:PALATINE VISION CENTER LLC
Employer identification number (EIN):363999835
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PALATINE VISION CENTER LLC 401 K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MORRIS S. LEHRFELD2024-04-04
0022022-01-01MORRIS S. LEHRFELD2023-05-09
0022021-01-01MORRIS S. LEHRFELD2022-04-07
0022020-01-01MORRIS S. LEHRFELD2021-05-05
0022019-01-01MORRIS S. LEHRFELD2020-04-14
0022018-01-01MORRIS S. LEHRFELD2019-06-15
0022017-01-01MORRIS S. LEHRFELD2018-03-15
0022016-01-01MORRIS S. LEHRFELD
0022015-01-01MORRIS S. LEHRFELD
0022014-01-01MORRIS S. LEHRFELD
0022013-01-01MORRIS S. LEHRFELD
0022012-01-01MORRIS S. LEHRFELD2013-04-16
0022011-01-01MORRIS S. LEHRFELD2012-07-17
0022010-01-01MORRIS S. LEHRFELD2011-09-30

Financial Data on PALATINE VISION CENTER LLC 401 K PLAN

Measure Date Value
2016 : PALATINE VISION CENTER LLC 401 K PLAN 2016 401k financial data
Total income from all sources2016-12-31$105,776
Expenses. Total of all expenses incurred2016-12-31$262,297
Benefits paid (including direct rollovers)2016-12-31$259,243
Total plan assets at end of year2016-12-31$988,721
Total plan assets at beginning of year2016-12-31$1,145,242
Value of fidelity bond covering the plan2016-12-31$150,000
Total contributions received or receivable from participants2016-12-31$51,030
Contributions received from other sources (not participants or employers)2016-12-31$3,758
Other income received2016-12-31$22,325
Net income (gross income less expenses)2016-12-31$-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 loans2016-12-31$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 securities2016-12-31$0
2015 : PALATINE VISION CENTER LLC 401 K PLAN 2015 401k financial data
Total income from all sources2015-12-31$21,789
Expenses. Total of all expenses incurred2015-12-31$4
Total plan assets at end of year2015-12-31$1,145,242
Total plan assets at beginning of year2015-12-31$1,123,457
Value of fidelity bond covering the plan2015-12-31$150,000
Total contributions received or receivable from participants2015-12-31$29,074
Other income received2015-12-31$-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 loans2015-12-31$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 securities2015-12-31$0
2014 : PALATINE VISION CENTER LLC 401 K PLAN 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$72,887
Expenses. Total of all expenses incurred2014-12-31$44,273
Benefits paid (including direct rollovers)2014-12-31$44,236
Total plan assets at end of year2014-12-31$1,123,457
Total plan assets at beginning of year2014-12-31$1,094,843
Value of fidelity bond covering the plan2014-12-31$150,000
Total contributions received or receivable from participants2014-12-31$27,586
Other income received2014-12-31$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 loans2014-12-31$37
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : PALATINE VISION CENTER LLC 401 K PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$248,560
Expenses. Total of all expenses incurred2013-12-31$3,192
Total plan assets at end of year2013-12-31$1,094,843
Total plan assets at beginning of year2013-12-31$849,475
Value of fidelity bond covering the plan2013-12-31$125,000
Total contributions received or receivable from participants2013-12-31$50,456
Other income received2013-12-31$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 loans2013-12-31$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 securities2013-12-31$0

Form 5500 Responses for PALATINE VISION CENTER LLC 401 K PLAN

2016: PALATINE VISION CENTER LLC 401 K PLAN 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 - TrustYes
2015: PALATINE VISION CENTER LLC 401 K PLAN 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 - TrustYes
2014: PALATINE VISION CENTER LLC 401 K PLAN 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 - TrustYes
2013: PALATINE VISION CENTER LLC 401 K PLAN 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96796
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96796
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96796
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96796
Policy instance 1

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