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EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameEYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN
Plan identification number 001

EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EYE CLINIC OF WISCONSIN S.C. has sponsored the creation of one or more 401k plans.

Company Name:EYE CLINIC OF WISCONSIN S.C.
Employer identification number (EIN):391093716
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01AMBER SPERL
0012016-01-01TODD TOPPEN
0012015-01-01COURTNEY COSTA
0012014-01-01COURTNEY COSTA
0012013-01-01COURTNEY COSTA
0012012-01-01SARAH HULL
0012011-01-01SCOTT DOESCHER
0012010-01-01SHARON LONG
0012009-01-01SHARON LONG

Plan Statistics for EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN

401k plan membership statisitcs for EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN

Measure Date Value
2022: EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01251
Total number of active participants reported on line 7a of the Form 55002022-01-01222
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0133
Total of all active and inactive participants2022-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01259
Number of participants with account balances2022-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01238
Total number of active participants reported on line 7a of the Form 55002021-01-01194
Number of retired or separated participants receiving benefits2021-01-0112
Number of other retired or separated participants entitled to future benefits2021-01-0145
Total of all active and inactive participants2021-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01251
Number of participants with account balances2021-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0117
2020: EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01227
Total number of active participants reported on line 7a of the Form 55002020-01-01202
Number of retired or separated participants receiving benefits2020-01-0111
Number of other retired or separated participants entitled to future benefits2020-01-0131
Total of all active and inactive participants2020-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01244
Number of participants with account balances2020-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0116
2019: EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01220
Total number of active participants reported on line 7a of the Form 55002019-01-01199
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-0124
Total of all active and inactive participants2019-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01228
Number of participants with account balances2019-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01180
Total number of active participants reported on line 7a of the Form 55002018-01-01179
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0139
Total of all active and inactive participants2018-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01220
Number of participants with account balances2018-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01199
Total number of active participants reported on line 7a of the Form 55002017-01-01180
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0125
Total of all active and inactive participants2017-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01205
Number of participants with account balances2017-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01203
Total number of active participants reported on line 7a of the Form 55002016-01-01177
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0122
Total of all active and inactive participants2016-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01199
Number of participants with account balances2016-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01193
Total number of active participants reported on line 7a of the Form 55002015-01-01176
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0127
Total of all active and inactive participants2015-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01203
Number of participants with account balances2015-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01178
Total number of active participants reported on line 7a of the Form 55002014-01-01166
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0127
Total of all active and inactive participants2014-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01193
Number of participants with account balances2014-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01141
Total number of active participants reported on line 7a of the Form 55002013-01-01155
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01178
Number of participants with account balances2013-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01146
Total number of active participants reported on line 7a of the Form 55002012-01-01120
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0121
Total of all active and inactive participants2012-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01141
Number of participants with account balances2012-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01145
Total number of active participants reported on line 7a of the Form 55002011-01-01130
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0116
Total of all active and inactive participants2011-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01146
Number of participants with account balances2011-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01148
Total number of active participants reported on line 7a of the Form 55002010-01-01123
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0122
Total of all active and inactive participants2010-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01145
Number of participants with account balances2010-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01145
Total number of active participants reported on line 7a of the Form 55002009-01-01125
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0123
Total of all active and inactive participants2009-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01148
Number of participants with account balances2009-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN

Measure Date Value
2022 : EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,480,391
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,328,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,224,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,670,415
Value of total assets at end of year2022-12-31$24,098,698
Value of total assets at beginning of year2022-12-31$28,907,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$103,478
Total interest from all sources2022-12-31$5,896
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$560,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$560,963
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$712,686
Participant contributions at end of year2022-12-31$132,746
Participant contributions at beginning of year2022-12-31$118,215
Participant contributions at end of year2022-12-31$56,163
Participant contributions at beginning of year2022-12-31$3,106
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,452,925
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,861,674
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$17,815
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$11,773
Total non interest bearing cash at end of year2022-12-31$21,423
Total non interest bearing cash at beginning of year2022-12-31$25,954
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,808,619
Value of net assets at end of year (total assets less liabilities)2022-12-31$24,098,698
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$28,907,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$48,673
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$18,072,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$21,661,580
Interest on participant loans2022-12-31$5,896
Value of interest in common/collective trusts at end of year2022-12-31$3,422,826
Value of interest in common/collective trusts at beginning of year2022-12-31$4,325,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,800,879
Net investment gain or loss from common/collective trusts2022-12-31$71,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$939,914
Employer contributions (assets) at end of year2022-12-31$939,914
Employer contributions (assets) at beginning of year2022-12-31$911,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,224,750
Contract administrator fees2022-12-31$54,805
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HAWKINS ASH CPAS, LLP
Accountancy firm EIN2022-12-31390912608
2021 : EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,359,482
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,642,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,543,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,000,132
Value of total assets at end of year2021-12-31$28,907,317
Value of total assets at beginning of year2021-12-31$29,190,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$99,384
Total interest from all sources2021-12-31$5,049
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,580,087
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,580,087
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$676,969
Participant contributions at end of year2021-12-31$118,215
Participant contributions at beginning of year2021-12-31$64,268
Participant contributions at end of year2021-12-31$3,106
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,861,674
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,603,673
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$410,842
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$15,246
Total non interest bearing cash at end of year2021-12-31$25,954
Total non interest bearing cash at beginning of year2021-12-31$756,839
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-283,146
Value of net assets at end of year (total assets less liabilities)2021-12-31$28,907,317
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$29,190,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$64,183
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$21,661,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$20,950,317
Interest on participant loans2021-12-31$5,049
Value of interest in common/collective trusts at end of year2021-12-31$4,325,414
Value of interest in common/collective trusts at beginning of year2021-12-31$4,856,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,681,534
Net investment gain or loss from common/collective trusts2021-12-31$77,434
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$912,321
Employer contributions (assets) at end of year2021-12-31$911,374
Employer contributions (assets) at beginning of year2021-12-31$958,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,543,244
Contract administrator fees2021-12-31$35,201
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HAWKINS ASH CPAS, LLP
Accountancy firm EIN2021-12-31390912608
2020 : EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,350,646
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,237,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,144,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,758,519
Value of total assets at end of year2020-12-31$29,190,463
Value of total assets at beginning of year2020-12-31$26,077,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$93,238
Total interest from all sources2020-12-31$4,821
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$304,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$304,095
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$761,489
Participant contributions at end of year2020-12-31$64,268
Participant contributions at beginning of year2020-12-31$98,046
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,603,673
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,316,588
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$38,230
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$13,573
Total non interest bearing cash at end of year2020-12-31$756,839
Total non interest bearing cash at beginning of year2020-12-31$30,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,112,743
Value of net assets at end of year (total assets less liabilities)2020-12-31$29,190,463
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$26,077,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$57,380
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$20,950,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,290,150
Interest on participant loans2020-12-31$4,770
Value of interest in common/collective trusts at end of year2020-12-31$4,856,566
Value of interest in common/collective trusts at beginning of year2020-12-31$4,515,326
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$51
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,172,802
Net investment gain or loss from common/collective trusts2020-12-31$96,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$958,800
Employer contributions (assets) at end of year2020-12-31$958,800
Employer contributions (assets) at beginning of year2020-12-31$827,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,144,665
Contract administrator fees2020-12-31$35,858
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HAWKINS ASH CPAS, LLP
Accountancy firm EIN2020-12-31390912608
2019 : EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,423,067
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,067,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,965,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,542,672
Value of total assets at end of year2019-12-31$26,077,720
Value of total assets at beginning of year2019-12-31$22,722,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$102,089
Total interest from all sources2019-12-31$5,672
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$569,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$569,464
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$645,953
Participant contributions at end of year2019-12-31$98,046
Participant contributions at beginning of year2019-12-31$118,346
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,316,588
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,052,379
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$69,485
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$144,048
Total non interest bearing cash at end of year2019-12-31$30,376
Total non interest bearing cash at beginning of year2019-12-31$3,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,355,193
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,077,720
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,722,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$53,726
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,290,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,735,779
Interest on participant loans2019-12-31$5,317
Value of interest in common/collective trusts at end of year2019-12-31$4,515,326
Value of interest in common/collective trusts at beginning of year2019-12-31$4,132,654
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,068,929
Net investment gain or loss from common/collective trusts2019-12-31$92,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$827,234
Employer contributions (assets) at end of year2019-12-31$827,234
Employer contributions (assets) at beginning of year2019-12-31$680,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,965,785
Contract administrator fees2019-12-31$48,363
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HERMANS & ASSOCIATES, CPA'S, S.C.
Accountancy firm EIN2019-12-31391421794
2018 : EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$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$523,865
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,823,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,731,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,286,298
Value of total assets at end of year2018-12-31$22,722,527
Value of total assets at beginning of year2018-12-31$27,021,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$91,704
Total interest from all sources2018-12-31$6,599
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$455,758
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$455,758
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$580,718
Participant contributions at end of year2018-12-31$118,346
Participant contributions at beginning of year2018-12-31$159,922
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,052,379
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$4,466,019
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$25,441
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$129,148
Total non interest bearing cash at end of year2018-12-31$3,232
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,299,246
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,722,527
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$27,021,773
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$55,209
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$16,735,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,865,254
Interest on participant loans2018-12-31$6,599
Value of interest in common/collective trusts at end of year2018-12-31$4,132,654
Value of interest in common/collective trusts at beginning of year2018-12-31$2,892,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,417,263
Net investment gain or loss from common/collective trusts2018-12-31$63,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$680,139
Employer contributions (assets) at end of year2018-12-31$680,137
Employer contributions (assets) at beginning of year2018-12-31$637,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,731,407
Contract administrator fees2018-12-31$36,495
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HERMANS & ASSOCIATES, CPA'S, S.C.
Accountancy firm EIN2018-12-31391421794
2017 : EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$225
Total income from all sources (including contributions)2017-12-31$4,750,285
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$972,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$870,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,235,860
Value of total assets at end of year2017-12-31$27,021,773
Value of total assets at beginning of year2017-12-31$23,244,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$102,669
Total interest from all sources2017-12-31$7,178
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$731,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$731,312
Administrative expenses professional fees incurred2017-12-31$13,973
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$595,393
Participant contributions at end of year2017-12-31$159,922
Participant contributions at beginning of year2017-12-31$187,238
Assets. Other investments not covered elsewhere at end of year2017-12-31$4,466,019
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$3,720,830
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,601
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$225
Other income not declared elsewhere2017-12-31$618,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,777,429
Value of net assets at end of year (total assets less liabilities)2017-12-31$27,021,773
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$23,244,344
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$62,798
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$18,865,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$16,098,800
Interest on participant loans2017-12-31$7,178
Value of interest in common/collective trusts at end of year2017-12-31$2,892,712
Value of interest in common/collective trusts at beginning of year2017-12-31$2,544,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,116,488
Net investment gain or loss from common/collective trusts2017-12-31$40,598
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$637,866
Employer contributions (assets) at end of year2017-12-31$637,866
Employer contributions (assets) at beginning of year2017-12-31$693,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$870,187
Contract administrator fees2017-12-31$25,898
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WIPFLI LLP
Accountancy firm EIN2017-12-31390758449
2016 : EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$225
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$49,580
Total income from all sources (including contributions)2016-12-31$2,823,520
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$488,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$401,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,319,421
Value of total assets at end of year2016-12-31$23,244,569
Value of total assets at beginning of year2016-12-31$20,958,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$86,527
Total interest from all sources2016-12-31$7,470
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$526,920
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$526,920
Administrative expenses professional fees incurred2016-12-31$12,441
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$581,483
Participant contributions at end of year2016-12-31$187,238
Participant contributions at beginning of year2016-12-31$170,331
Assets. Other investments not covered elsewhere at end of year2016-12-31$3,720,830
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$3,316,484
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$44,827
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$225
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$49,580
Other income not declared elsewhere2016-12-31$269,717
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$49,580
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,335,056
Value of net assets at end of year (total assets less liabilities)2016-12-31$23,244,344
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$20,909,288
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$55,576
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$16,098,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,528,568
Interest on participant loans2016-12-31$7,470
Value of interest in common/collective trusts at end of year2016-12-31$2,544,590
Value of interest in common/collective trusts at beginning of year2016-12-31$2,217,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$668,451
Net investment gain or loss from common/collective trusts2016-12-31$31,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$693,111
Employer contributions (assets) at end of year2016-12-31$693,111
Employer contributions (assets) at beginning of year2016-12-31$676,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$401,937
Contract administrator fees2016-12-31$18,510
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WIPFLI LLP
Accountancy firm EIN2016-12-31390758449
2015 : EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$49,580
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,095,865
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$232,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$148,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,231,114
Value of total assets at end of year2015-12-31$20,958,868
Value of total assets at beginning of year2015-12-31$20,046,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$84,497
Total interest from all sources2015-12-31$5,568
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$853,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$853,610
Administrative expenses professional fees incurred2015-12-31$11,797
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$554,986
Participant contributions at end of year2015-12-31$170,331
Participant contributions at beginning of year2015-12-31$136,639
Assets. Other investments not covered elsewhere at end of year2015-12-31$3,316,484
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$3,213,969
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$49,580
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$-29,890
Total non interest bearing cash at end of year2015-12-31$49,580
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$863,087
Value of net assets at end of year (total assets less liabilities)2015-12-31$20,909,288
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,046,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$52,909
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$14,528,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,899,469
Interest on participant loans2015-12-31$5,568
Value of interest in common/collective trusts at end of year2015-12-31$2,217,777
Value of interest in common/collective trusts at beginning of year2015-12-31$2,127,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-989,815
Net investment gain or loss from common/collective trusts2015-12-31$25,278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$676,128
Employer contributions (assets) at end of year2015-12-31$676,128
Employer contributions (assets) at beginning of year2015-12-31$668,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$148,281
Contract administrator fees2015-12-31$19,791
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WIPFLI LLP
Accountancy firm EIN2015-12-31390758449
2014 : EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,570,619
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$853,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$767,157
Expenses. Certain deemed distributions of participant loans2014-12-31$4,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,323,127
Value of total assets at end of year2014-12-31$20,046,201
Value of total assets at beginning of year2014-12-31$18,329,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$81,695
Total interest from all sources2014-12-31$4,637
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$876,525
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$876,525
Administrative expenses professional fees incurred2014-12-31$11,087
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$561,553
Participant contributions at end of year2014-12-31$136,639
Participant contributions at beginning of year2014-12-31$101,648
Assets. Other investments not covered elsewhere at end of year2014-12-31$3,213,969
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$2,848,230
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$93,396
Other income not declared elsewhere2014-12-31$236,871
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,717,006
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,046,201
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,329,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$54,001
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,899,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,836,077
Interest on participant loans2014-12-31$4,637
Value of interest in common/collective trusts at end of year2014-12-31$2,127,946
Value of interest in common/collective trusts at beginning of year2014-12-31$1,913,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$108,568
Net investment gain or loss from common/collective trusts2014-12-31$20,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$668,178
Employer contributions (assets) at end of year2014-12-31$668,178
Employer contributions (assets) at beginning of year2014-12-31$629,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$767,157
Contract administrator fees2014-12-31$16,607
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WIPFLI LLP
Accountancy firm EIN2014-12-31390758449
2013 : EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,145,522
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$274,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$210,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,181,617
Value of total assets at end of year2013-12-31$18,329,195
Value of total assets at beginning of year2013-12-31$14,458,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$64,292
Total interest from all sources2013-12-31$4,943
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$518,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$518,953
Administrative expenses professional fees incurred2013-12-31$8,238
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$515,800
Participant contributions at end of year2013-12-31$101,648
Participant contributions at beginning of year2013-12-31$126,666
Assets. Other investments not covered elsewhere at end of year2013-12-31$2,848,230
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$2,334,201
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$36,326
Other income not declared elsewhere2013-12-31$484,233
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,870,597
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,329,195
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,458,598
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$44,028
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,836,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,489,295
Interest on participant loans2013-12-31$4,943
Value of interest in common/collective trusts at end of year2013-12-31$1,913,749
Value of interest in common/collective trusts at beginning of year2013-12-31$1,931,696
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,930,338
Net investment gain or loss from common/collective trusts2013-12-31$25,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$629,491
Employer contributions (assets) at end of year2013-12-31$629,491
Employer contributions (assets) at beginning of year2013-12-31$576,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$210,633
Contract administrator fees2013-12-31$12,026
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WIPFLI LLP
Accountancy firm EIN2013-12-31390758449
2012 : EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,819,767
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,599,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,527,325
Expenses. Certain deemed distributions of participant loans2012-12-31$9,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,154,042
Value of total assets at end of year2012-12-31$14,458,598
Value of total assets at beginning of year2012-12-31$13,238,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$63,050
Total interest from all sources2012-12-31$4,969
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$280,726
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$280,726
Administrative expenses professional fees incurred2012-12-31$9,711
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$502,616
Participant contributions at end of year2012-12-31$126,666
Participant contributions at beginning of year2012-12-31$118,269
Assets. Other investments not covered elsewhere at end of year2012-12-31$2,334,201
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,949,027
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$74,686
Other income not declared elsewhere2012-12-31$276,342
Total non interest bearing cash at beginning of year2012-12-31$111
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,220,045
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,458,598
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,238,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$39,410
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,489,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,296,049
Interest on participant loans2012-12-31$4,969
Value of interest in common/collective trusts at end of year2012-12-31$1,931,696
Value of interest in common/collective trusts at beginning of year2012-12-31$1,362,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,078,231
Net investment gain or loss from common/collective trusts2012-12-31$25,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$576,740
Employer contributions (assets) at end of year2012-12-31$576,740
Employer contributions (assets) at beginning of year2012-12-31$512,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,527,325
Contract administrator fees2012-12-31$13,929
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WIPFLI LLP
Accountancy firm EIN2012-12-31390758449
2011 : EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$123
Total income from all sources (including contributions)2011-12-31$979,747
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$597,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$564,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$963,170
Value of total assets at end of year2011-12-31$13,238,553
Value of total assets at beginning of year2011-12-31$12,856,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$33,641
Total interest from all sources2011-12-31$4,154
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$252,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$252,151
Administrative expenses professional fees incurred2011-12-31$18,241
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$450,784
Participant contributions at end of year2011-12-31$118,269
Participant contributions at beginning of year2011-12-31$95,566
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,949,027
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$2,084,892
Other income not declared elsewhere2011-12-31$-12,352
Liabilities. Value of operating payables at beginning of year2011-12-31$123
Total non interest bearing cash at end of year2011-12-31$111
Total non interest bearing cash at beginning of year2011-12-31$118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$381,994
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,238,553
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,856,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$15,400
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,296,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,104,539
Interest on participant loans2011-12-31$4,154
Value of interest in common/collective trusts at end of year2011-12-31$1,362,711
Value of interest in common/collective trusts at beginning of year2011-12-31$1,044,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-249,422
Net investment gain or loss from common/collective trusts2011-12-31$22,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$512,386
Employer contributions (assets) at end of year2011-12-31$512,386
Employer contributions (assets) at beginning of year2011-12-31$526,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$564,112
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WIPFLI LLP
Accountancy firm EIN2011-12-31390758449
2010 : EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$123
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$60
Total income from all sources (including contributions)2010-12-31$2,294,447
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$381,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$360,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$974,242
Value of total assets at end of year2010-12-31$12,856,682
Value of total assets at beginning of year2010-12-31$10,943,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$20,770
Total interest from all sources2010-12-31$3,094
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$207,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$207,572
Administrative expenses professional fees incurred2010-12-31$10,113
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$447,256
Participant contributions at end of year2010-12-31$95,566
Participant contributions at beginning of year2010-12-31$41,168
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$2,084,892
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,738,499
Other income not declared elsewhere2010-12-31$232,372
Liabilities. Value of operating payables at end of year2010-12-31$123
Liabilities. Value of operating payables at beginning of year2010-12-31$60
Total non interest bearing cash at end of year2010-12-31$118
Total non interest bearing cash at beginning of year2010-12-31$93
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,912,794
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,856,559
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,943,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$10,657
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,104,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,101,774
Interest on participant loans2010-12-31$3,094
Value of interest in common/collective trusts at end of year2010-12-31$1,044,581
Value of interest in common/collective trusts at beginning of year2010-12-31$542,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$856,008
Net investment gain or loss from common/collective trusts2010-12-31$21,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$526,986
Employer contributions (assets) at end of year2010-12-31$526,986
Employer contributions (assets) at beginning of year2010-12-31$519,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$360,883
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WIPFLI LLP
Accountancy firm EIN2010-12-31390758449
2009 : EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN

2022: EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EYE CLINIC OF WISCONSIN S.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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