MANN EYE CENTER PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MANN EYE INSTITUTE 401(K) PLAN
Measure | Date | Value |
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2022 : MANN EYE INSTITUTE 401(K) PLAN 2022 401k financial data |
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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 | $-1,270,877 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $451,676 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $347,902 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,777,805 |
Value of total assets at end of year | 2022-12-31 | $17,363,547 |
Value of total assets at beginning of year | 2022-12-31 | $19,086,100 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $103,774 |
Total interest from all sources | 2022-12-31 | $17,805 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $821,744 |
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 | $821,744 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
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 | $1,260,325 |
Participant contributions at end of year | 2022-12-31 | $415,435 |
Participant contributions at beginning of year | 2022-12-31 | $255,836 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $953 |
Other income not declared elsewhere | 2022-12-31 | $13 |
Total non interest bearing cash at end of year | 2022-12-31 | $20,653 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $5,047 |
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 | $-1,722,553 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $17,363,547 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $19,086,100 |
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 | $83,526 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $16,686,963 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $18,612,148 |
Interest on participant loans | 2022-12-31 | $17,805 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $240,496 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $213,069 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,892,444 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $4,200 |
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 | Yes |
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 | $516,527 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $347,902 |
Contract administrator fees | 2022-12-31 | $20,248 |
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 | TEMPLETON & COMPANY |
Accountancy firm EIN | 2022-12-31 | 141918990 |
2021 : MANN EYE INSTITUTE 401(K) PLAN 2021 401k financial data |
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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 | $4,146,932 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,337,226 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,051,967 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of total corrective distributions | 2021-12-31 | $156,146 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,569,904 |
Value of total assets at end of year | 2021-12-31 | $19,086,113 |
Value of total assets at beginning of year | 2021-12-31 | $16,276,407 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $129,113 |
Total interest from all sources | 2021-12-31 | $10,653 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $911,176 |
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 | $911,176 |
Administrative expenses professional fees incurred | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
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 | $1,116,325 |
Participant contributions at end of year | 2021-12-31 | $255,836 |
Participant contributions at beginning of year | 2021-12-31 | $191,875 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $41,499 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $0 |
Other income not declared elsewhere | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,809,706 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $19,086,113 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $16,276,407 |
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 | $121,576 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $18,617,208 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $15,974,668 |
Interest on participant loans | 2021-12-31 | $10,653 |
Interest earned on other investments | 2021-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $213,069 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $109,864 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,652,120 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $3,079 |
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 |
Assets. Invements in employer securities at end of year | 2021-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $0 |
Contributions received in cash from employer | 2021-12-31 | $412,080 |
Income. Dividends from common stock | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,051,967 |
Contract administrator fees | 2021-12-31 | $7,537 |
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 | TEMPLETON & COMPANY |
Accountancy firm EIN | 2021-12-31 | 141918990 |
2020 : MANN EYE INSTITUTE 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $13,335,320 |
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 | $3,589,871 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $648,784 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $593,213 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $10,155 |
Value of total corrective distributions | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $986,343 |
Value of total assets at end of year | 2020-12-31 | $16,276,407 |
Value of total assets at beginning of year | 2020-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $45,416 |
Total interest from all sources | 2020-12-31 | $9,563 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $608,904 |
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 | $608,904 |
Administrative expenses professional fees incurred | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | Yes |
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 | $777,233 |
Participant contributions at end of year | 2020-12-31 | $191,875 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $22,856 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $75 |
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 | $2,941,087 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $16,276,407 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $0 |
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 | $24,512 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $15,974,668 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $0 |
Interest on participant loans | 2020-12-31 | $9,563 |
Interest earned on other investments | 2020-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $109,864 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,984,551 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $510 |
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 | Yes |
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 | $186,254 |
Income. Dividends from common stock | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $593,213 |
Contract administrator fees | 2020-12-31 | $20,829 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | Yes |
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 | TEMPLETON & COMPANY, LLP |
Accountancy firm EIN | 2020-12-31 | 141918990 |