TRIAD EYE INSTITUTE, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TRIAD EYE MEDICAL CLINIC 401(K) PS PLAN
Measure | Date | Value |
---|
2022 : TRIAD EYE MEDICAL CLINIC 401(K) PS PLAN 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $-9,588 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $291,934 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $265,959 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $632,714 |
Value of total assets at end of year | 2022-12-31 | $3,230,358 |
Value of total assets at beginning of year | 2022-12-31 | $3,531,880 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $25,975 |
Total interest from all sources | 2022-12-31 | $2,229 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $66,641 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $66,641 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $350,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $404,352 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-301,522 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $3,230,358 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,531,880 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $16,093 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $3,080,993 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $3,465,332 |
Interest on participant loans | 2022-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $149,365 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $66,548 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $66,548 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $2,229 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-711,172 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $228,362 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $265,959 |
Contract administrator fees | 2022-12-31 | $9,882 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BRISCOE, BURKE & GRIGSBY, LLP |
Accountancy firm EIN | 2022-12-31 | 731293012 |
2021 : TRIAD EYE MEDICAL CLINIC 401(K) PS PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $1,032,148 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $141,683 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $117,518 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $592,279 |
Value of total assets at end of year | 2021-12-31 | $3,531,880 |
Value of total assets at beginning of year | 2021-12-31 | $2,641,415 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $24,165 |
Total interest from all sources | 2021-12-31 | $12 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $53,621 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $53,621 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $350,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $352,961 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $24,955 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $890,465 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,531,880 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,641,415 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $14,755 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $3,465,332 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,587,645 |
Interest on participant loans | 2021-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $66,548 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $53,770 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $53,770 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $12 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $386,236 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $214,363 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $117,518 |
Contract administrator fees | 2021-12-31 | $9,410 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
Accountancy firm name | 2021-12-31 | BRISCOE, BURKE & GRIGSBY, LLP |
Accountancy firm EIN | 2021-12-31 | 731293012 |
2020 : TRIAD EYE MEDICAL CLINIC 401(K) PS PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $821,090 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $432,021 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $412,283 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $434,005 |
Value of total assets at end of year | 2020-12-31 | $2,641,415 |
Value of total assets at beginning of year | 2020-12-31 | $2,252,346 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $19,738 |
Total interest from all sources | 2020-12-31 | $137 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $38,037 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $38,037 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $350,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $268,608 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $389,069 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,641,415 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,252,346 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $10,926 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $2,587,645 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $2,240,846 |
Interest on participant loans | 2020-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $53,770 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $11,500 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $11,500 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $137 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $348,911 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $165,397 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $412,283 |
Contract administrator fees | 2020-12-31 | $8,812 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | BRISCOE, BURKE & GRIGSBY, LLP |
Accountancy firm EIN | 2020-12-31 | 731293012 |
2019 : TRIAD EYE MEDICAL CLINIC 401(K) PS PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 | $866,801 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $67,797 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $50,942 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $472,475 |
Value of total assets at end of year | 2019-12-31 | $2,252,346 |
Value of total assets at beginning of year | 2019-12-31 | $1,453,342 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $16,855 |
Total interest from all sources | 2019-12-31 | $165 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $43,871 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $43,871 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $350,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $281,010 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $18,088 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $799,004 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,252,346 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,453,342 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $8,757 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,240,846 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,449,312 |
Interest on participant loans | 2019-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $11,500 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $4,030 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $4,030 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $165 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $350,290 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $173,377 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $50,942 |
Contract administrator fees | 2019-12-31 | $8,098 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BRISCOE, BURKE & GRIGSBY, LLP |
Accountancy firm EIN | 2019-12-31 | 731293012 |
2018 : TRIAD EYE MEDICAL CLINIC 401(K) PS PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 | $300,098 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $435,627 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $419,942 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $389,957 |
Value of total assets at end of year | 2018-12-31 | $1,453,342 |
Value of total assets at beginning of year | 2018-12-31 | $1,588,871 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $15,685 |
Total interest from all sources | 2018-12-31 | $20 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $33,414 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $33,414 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $350,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $242,769 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-135,529 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,453,342 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,588,871 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $7,711 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $1,449,312 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,588,871 |
Interest on participant loans | 2018-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $4,030 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $20 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-123,293 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $147,188 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $419,942 |
Contract administrator fees | 2018-12-31 | $7,974 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BRISCOE, BURKE & GRIGSBY, LLP |
Accountancy firm EIN | 2018-12-31 | 731293012 |