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MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 401k Plan overview

Plan NameMORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA
Plan identification number 001

MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MORGANTON EYE PHYSICIANS, P.A. has sponsored the creation of one or more 401k plans.

Company Name:MORGANTON EYE PHYSICIANS, P.A.
Employer identification number (EIN):561109834
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KENNETH BONFIELD2023-10-10 KENNETH BONFIELD2023-10-10
0012021-01-01KENNETH BONFIELD2022-10-07 KENNETH BONFIELD2022-10-07
0012020-01-01KENNETH BONFIELD2021-10-13
0012019-01-01KENNETH BONFIELD2020-10-14
0012018-01-01KENNETH BONFIELD2019-09-26
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01STEPHEN SCOTT
0012011-01-01STEPHEN SCOTT
0012009-01-01STEPHEN SCOTT

Plan Statistics for MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA

401k plan membership statisitcs for MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA

Measure Date Value
2022: MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 2022 401k membership
Total participants, beginning-of-year2022-01-01164
Total number of active participants reported on line 7a of the Form 55002022-01-01131
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-0112
Total of all active and inactive participants2022-01-01151
Total participants2022-01-01151
Number of participants with account balances2022-01-01131
2021: MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 2021 401k membership
Total participants, beginning-of-year2021-01-01174
Total number of active participants reported on line 7a of the Form 55002021-01-01148
Number of retired or separated participants receiving benefits2021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-015
Total of all active and inactive participants2021-01-01164
Total participants2021-01-01164
Number of participants with account balances2021-01-01140
2020: MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 2020 401k membership
Total participants, beginning-of-year2020-01-01187
Total number of active participants reported on line 7a of the Form 55002020-01-01158
Number of retired or separated participants receiving benefits2020-01-019
Number of other retired or separated participants entitled to future benefits2020-01-017
Total of all active and inactive participants2020-01-01174
Total participants2020-01-01174
Number of participants with account balances2020-01-01144
2019: MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 2019 401k membership
Total participants, beginning-of-year2019-01-01191
Total number of active participants reported on line 7a of the Form 55002019-01-01149
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0110
Total of all active and inactive participants2019-01-01161
Total participants2019-01-01161
Number of participants with account balances2019-01-01149
2018: MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 2018 401k membership
Total participants, beginning-of-year2018-01-01190
Total number of active participants reported on line 7a of the Form 55002018-01-01185
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-015
Total of all active and inactive participants2018-01-01191
Total participants2018-01-01191
Number of participants with account balances2018-01-01142
2017: MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 2017 401k membership
Total participants, beginning-of-year2017-01-01190
Total number of active participants reported on line 7a of the Form 55002017-01-01135
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-01145
Total participants2017-01-01145
Number of participants with account balances2017-01-01145
2016: MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 2016 401k membership
Total participants, beginning-of-year2016-01-01169
Total number of active participants reported on line 7a of the Form 55002016-01-01140
Number of retired or separated participants receiving benefits2016-01-0113
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-01156
Total participants2016-01-01156
Number of participants with account balances2016-01-01142
2015: MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 2015 401k membership
Total participants, beginning-of-year2015-01-01150
Total number of active participants reported on line 7a of the Form 55002015-01-01169
Number of other retired or separated participants entitled to future benefits2015-01-018
Total of all active and inactive participants2015-01-01177
Total participants2015-01-01177
Number of participants with account balances2015-01-01142
2014: MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 2014 401k membership
Total participants, beginning-of-year2014-01-01155
Total number of active participants reported on line 7a of the Form 55002014-01-01142
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-01150
Total participants2014-01-01150
Number of participants with account balances2014-01-01150
2013: MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 2013 401k membership
Total participants, beginning-of-year2013-01-01160
Total number of active participants reported on line 7a of the Form 55002013-01-01141
Number of retired or separated participants receiving benefits2013-01-018
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01155
Number of participants with account balances2013-01-01155
2012: MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 2012 401k membership
Total participants, beginning-of-year2012-01-01151
Total number of active participants reported on line 7a of the Form 55002012-01-01145
Number of retired or separated participants receiving benefits2012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01160
Number of participants with account balances2012-01-01153
2011: MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 2011 401k membership
Total participants, beginning-of-year2011-01-01153
Total number of active participants reported on line 7a of the Form 55002011-01-01130
Number of retired or separated participants receiving benefits2011-01-017
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-01151
Total participants2011-01-01151
Number of participants with account balances2011-01-01151
2009: MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 2009 401k membership
Total participants, beginning-of-year2009-01-01150
Total number of active participants reported on line 7a of the Form 55002009-01-01142
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-01146
Total participants2009-01-01146
Number of participants with account balances2009-01-01146

Financial Data on MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA

Measure Date Value
2022 : MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-4,393,009
Total unrealized appreciation/depreciation of assets2022-12-31$-4,393,009
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,060,221
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$26,024
Total income from all sources (including contributions)2022-12-31$-2,619,474
Total loss/gain on sale of assets2022-12-31$318,886
Total of all expenses incurred2022-12-31$5,692,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,628,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,033,413
Value of total assets at end of year2022-12-31$24,381,377
Value of total assets at beginning of year2022-12-31$30,659,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$63,790
Total interest from all sources2022-12-31$76,719
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$344,517
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$676,738
Participant contributions at end of year2022-12-31$73,598
Participant contributions at beginning of year2022-12-31$63,547
Assets. Other investments not covered elsewhere at end of year2022-12-31$187,314
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$420,476
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$7,375
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$7,497
Liabilities. Value of operating payables at end of year2022-12-31$22,294
Liabilities. Value of operating payables at beginning of year2022-12-31$25,945
Total non interest bearing cash at end of year2022-12-31$8,845
Total non interest bearing cash at beginning of year2022-12-31$7,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,311,835
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,321,156
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$30,632,991
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$63,790
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,435,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$21,421,975
Value of interest in common/collective trusts at end of year2022-12-31$1,733,195
Value of interest in common/collective trusts at beginning of year2022-12-31$1,624,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,234,048
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,107,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,107,888
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$76,719
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$356,675
Employer contributions (assets) at end of year2022-12-31$76,488
Employer contributions (assets) at beginning of year2022-12-31$70,794
Income. Dividends from common stock2022-12-31$344,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,628,571
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$1,146,924
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$497,874
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$4,478,572
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$5,436,858
Liabilities. Value of benefit claims payable at end of year2022-12-31$2,037,927
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$79
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
Aggregate proceeds on sale of assets2022-12-31$318,886
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DAVIDSON, HOLLAND, WHITESELL & CO.
Accountancy firm EIN2022-12-31561706742
2021 : MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$3,544,102
Total unrealized appreciation/depreciation of assets2021-12-31$3,544,102
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$26,024
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$490,460
Total income from all sources (including contributions)2021-12-31$5,827,308
Total loss/gain on sale of assets2021-12-31$802,977
Total of all expenses incurred2021-12-31$2,860,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,776,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,027,889
Value of total assets at end of year2021-12-31$30,659,015
Value of total assets at beginning of year2021-12-31$28,156,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$84,174
Total interest from all sources2021-12-31$79,051
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$373,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$664,051
Participant contributions at end of year2021-12-31$63,547
Participant contributions at beginning of year2021-12-31$43,839
Assets. Other investments not covered elsewhere at end of year2021-12-31$420,476
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$300,610
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$7,497
Liabilities. Value of operating payables at end of year2021-12-31$25,945
Liabilities. Value of operating payables at beginning of year2021-12-31$25,391
Total non interest bearing cash at end of year2021-12-31$7,284
Total non interest bearing cash at beginning of year2021-12-31$91,731
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$2,966,813
Value of net assets at end of year (total assets less liabilities)2021-12-31$30,632,991
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$27,666,178
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$84,174
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$21,421,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$20,813,707
Value of interest in common/collective trusts at end of year2021-12-31$1,624,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,107,888
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,063,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,063,967
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$79,051
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$363,838
Employer contributions (assets) at end of year2021-12-31$70,794
Employer contributions (assets) at beginning of year2021-12-31$38,926
Income. Dividends from common stock2021-12-31$373,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,776,321
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$497,874
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$556,949
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$5,436,858
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$5,246,909
Liabilities. Value of benefit claims payable at end of year2021-12-31$79
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$465,069
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
Aggregate proceeds on sale of assets2021-12-31$802,977
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DAVIDSON, HOLLAND, WHITESELL & CO.
Accountancy firm EIN2021-12-31561706742
2020 : MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$3,049,999
Total unrealized appreciation/depreciation of assets2020-12-31$3,049,999
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$490,460
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$63,910
Total income from all sources (including contributions)2020-12-31$4,612,571
Total loss/gain on sale of assets2020-12-31$427,363
Total of all expenses incurred2020-12-31$4,316,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,234,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$899,258
Value of total assets at end of year2020-12-31$28,156,639
Value of total assets at beginning of year2020-12-31$27,434,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$82,415
Total interest from all sources2020-12-31$32,063
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$203,888
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$109,181
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$583,365
Participant contributions at end of year2020-12-31$43,839
Participant contributions at beginning of year2020-12-31$36,124
Assets. Other investments not covered elsewhere at end of year2020-12-31$300,610
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$156,671
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$362
Liabilities. Value of operating payables at end of year2020-12-31$25,391
Liabilities. Value of operating payables at beginning of year2020-12-31$26,067
Total non interest bearing cash at end of year2020-12-31$91,731
Total non interest bearing cash at beginning of year2020-12-31$8,925
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$296,043
Value of net assets at end of year (total assets less liabilities)2020-12-31$27,666,179
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$27,370,136
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$82,415
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$20,813,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,359,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,063,967
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,044,231
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,044,231
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$32,063
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$315,893
Employer contributions (assets) at end of year2020-12-31$38,926
Employer contributions (assets) at beginning of year2020-12-31$62,434
Income. Dividends from common stock2020-12-31$203,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,234,113
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$556,949
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$700,047
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$5,246,909
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$4,956,748
Liabilities. Value of benefit claims payable at end of year2020-12-31$465,069
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$37,481
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
Aggregate proceeds on sale of assets2020-12-31$427,363
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SMITH MILLER & BUFF CPA PA
Accountancy firm EIN2020-12-31561394468
2019 : MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,913,219
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,913,219
Total unrealized appreciation/depreciation of assets2019-12-31$3,913,219
Total unrealized appreciation/depreciation of assets2019-12-31$3,913,219
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$63,910
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$63,910
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$23,584
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$23,584
Total income from all sources (including contributions)2019-12-31$6,096,472
Total income from all sources (including contributions)2019-12-31$6,096,472
Total loss/gain on sale of assets2019-12-31$680,840
Total loss/gain on sale of assets2019-12-31$680,840
Total of all expenses incurred2019-12-31$1,642,234
Total of all expenses incurred2019-12-31$1,642,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,558,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,558,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$994,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$994,915
Value of total assets at end of year2019-12-31$27,434,046
Value of total assets at end of year2019-12-31$27,434,046
Value of total assets at beginning of year2019-12-31$22,939,482
Value of total assets at beginning of year2019-12-31$22,939,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$83,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$83,350
Total interest from all sources2019-12-31$60,454
Total interest from all sources2019-12-31$60,454
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$447,044
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$447,044
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$109,181
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$109,181
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$648,267
Contributions received from participants2019-12-31$648,267
Participant contributions at end of year2019-12-31$36,124
Participant contributions at end of year2019-12-31$36,124
Participant contributions at beginning of year2019-12-31$30,271
Participant contributions at beginning of year2019-12-31$30,271
Assets. Other investments not covered elsewhere at end of year2019-12-31$156,671
Assets. Other investments not covered elsewhere at end of year2019-12-31$156,671
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$191,128
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$191,128
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$362
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$362
Liabilities. Value of operating payables at end of year2019-12-31$26,067
Liabilities. Value of operating payables at end of year2019-12-31$26,067
Liabilities. Value of operating payables at beginning of year2019-12-31$23,584
Liabilities. Value of operating payables at beginning of year2019-12-31$23,584
Total non interest bearing cash at end of year2019-12-31$8,925
Total non interest bearing cash at end of year2019-12-31$8,925
Total non interest bearing cash at beginning of year2019-12-31$23,778
Total non interest bearing cash at beginning of year2019-12-31$23,778
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
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$4,454,238
Value of net income/loss2019-12-31$4,454,238
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,370,136
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,370,136
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,915,898
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,915,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$108,508
Assets. partnership/joint venture interests at beginning of year2019-12-31$108,508
Investment advisory and management fees2019-12-31$83,350
Investment advisory and management fees2019-12-31$83,350
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,359,685
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,359,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,452,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,452,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,044,231
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,387,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,387,840
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,387,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,387,840
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$60,454
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$60,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$346,648
Contributions received in cash from employer2019-12-31$346,648
Employer contributions (assets) at end of year2019-12-31$62,434
Employer contributions (assets) at end of year2019-12-31$62,434
Employer contributions (assets) at beginning of year2019-12-31$56,332
Employer contributions (assets) at beginning of year2019-12-31$56,332
Income. Dividends from common stock2019-12-31$447,044
Income. Dividends from common stock2019-12-31$447,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,558,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,558,884
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$700,047
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$700,047
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$521,850
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$521,850
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$4,956,748
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$4,956,748
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$4,167,597
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$4,167,597
Liabilities. Value of benefit claims payable at end of year2019-12-31$37,481
Liabilities. Value of benefit claims payable at end of year2019-12-31$37,481
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$680,840
Aggregate proceeds on sale of assets2019-12-31$680,840
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31SMITH MILLER & BUFF CPA PA
Accountancy firm name2019-12-31SMITH MILLER & BUFF CPA PA
Accountancy firm EIN2019-12-31561394468
Accountancy firm EIN2019-12-31561394468
2018 : MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-3,058,445
Total unrealized appreciation/depreciation of assets2018-12-31$-3,058,445
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$23,584
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$74,319
Total income from all sources (including contributions)2018-12-31$-1,060,735
Total loss/gain on sale of assets2018-12-31$619,018
Total of all expenses incurred2018-12-31$578,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$491,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$955,540
Value of total assets at end of year2018-12-31$22,939,482
Value of total assets at beginning of year2018-12-31$24,629,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$86,889
Total interest from all sources2018-12-31$41,565
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$381,587
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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 period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$623,730
Participant contributions at end of year2018-12-31$30,271
Assets. Other investments not covered elsewhere at end of year2018-12-31$191,128
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$164,651
Liabilities. Value of operating payables at end of year2018-12-31$23,584
Liabilities. Value of operating payables at beginning of year2018-12-31$25,003
Total non interest bearing cash at end of year2018-12-31$23,778
Total non interest bearing cash at beginning of year2018-12-31$158,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,638,982
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,915,898
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,554,880
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
Assets. partnership/joint venture interests at end of year2018-12-31$108,508
Assets. partnership/joint venture interests at beginning of year2018-12-31$116,553
Investment advisory and management fees2018-12-31$86,889
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$16,452,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,207,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,387,840
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,255,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,255,798
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$41,565
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$331,810
Employer contributions (assets) at end of year2018-12-31$56,332
Employer contributions (assets) at beginning of year2018-12-31$45,738
Income. Dividends from common stock2018-12-31$381,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$491,358
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$521,850
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$128,190
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$4,167,597
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$4,552,717
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$49,316
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
Aggregate proceeds on sale of assets2018-12-31$619,018
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31SMITH MILLER BUFF CPA PA
Accountancy firm EIN2018-12-31561394468
2017 : MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$3,543,896
Total unrealized appreciation/depreciation of assets2017-12-31$3,543,896
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$74,319
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,566,092
Total income from all sources (including contributions)2017-12-31$5,723,660
Total loss/gain on sale of assets2017-12-31$813,508
Total of all expenses incurred2017-12-31$6,884,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,803,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$926,209
Value of total assets at end of year2017-12-31$24,629,199
Value of total assets at beginning of year2017-12-31$27,281,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$81,074
Total interest from all sources2017-12-31$33,189
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$406,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$17,824
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$600,553
Participant contributions at beginning of year2017-12-31$5,473
Assets. Other investments not covered elsewhere at end of year2017-12-31$164,651
Liabilities. Value of operating payables at end of year2017-12-31$25,003
Liabilities. Value of operating payables at beginning of year2017-12-31$22,409
Total non interest bearing cash at end of year2017-12-31$158,216
Total non interest bearing cash at beginning of year2017-12-31$49,118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-1,160,568
Value of net assets at end of year (total assets less liabilities)2017-12-31$24,554,880
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$25,715,448
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
Assets. partnership/joint venture interests at end of year2017-12-31$116,553
Assets. partnership/joint venture interests at beginning of year2017-12-31$139,745
Investment advisory and management fees2017-12-31$81,074
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$18,207,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,483,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,255,798
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$730,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$730,014
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$33,189
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$125,946
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$325,656
Employer contributions (assets) at end of year2017-12-31$45,738
Employer contributions (assets) at beginning of year2017-12-31$30,495
Income. Dividends from common stock2017-12-31$406,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,803,154
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$128,190
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$310,977
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$4,552,717
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$8,388,807
Liabilities. Value of benefit claims payable at end of year2017-12-31$49,316
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$1,543,683
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
Aggregate proceeds on sale of assets2017-12-31$813,508
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31SMITH MILLER BUFF CPA PA
Accountancy firm EIN2017-12-31561394468
2016 : MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,762,892
Total unrealized appreciation/depreciation of assets2016-12-31$1,762,892
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,566,092
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$24,143
Total income from all sources (including contributions)2016-12-31$3,440,297
Total loss/gain on sale of assets2016-12-31$182,153
Total of all expenses incurred2016-12-31$7,239,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,166,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$980,764
Value of total assets at end of year2016-12-31$27,281,540
Value of total assets at beginning of year2016-12-31$29,538,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$72,891
Total interest from all sources2016-12-31$27,660
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$486,828
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$17,824
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$639,924
Participant contributions at end of year2016-12-31$5,473
Participant contributions at beginning of year2016-12-31$44,190
Liabilities. Value of operating payables at end of year2016-12-31$22,409
Liabilities. Value of operating payables at beginning of year2016-12-31$24,143
Total non interest bearing cash at end of year2016-12-31$49,118
Total non interest bearing cash at beginning of year2016-12-31$22,309
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-3,799,407
Value of net assets at end of year (total assets less liabilities)2016-12-31$25,715,448
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$29,514,855
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
Assets. partnership/joint venture interests at end of year2016-12-31$139,745
Investment advisory and management fees2016-12-31$72,891
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,483,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$20,490,964
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$730,014
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,043,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,043,559
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$27,660
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$125,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$123,851
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$340,840
Employer contributions (assets) at end of year2016-12-31$30,495
Employer contributions (assets) at beginning of year2016-12-31$40,314
Income. Dividends from common stock2016-12-31$486,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,166,813
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$310,977
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$170,802
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$8,388,807
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$7,603,009
Liabilities. Value of benefit claims payable at end of year2016-12-31$1,543,683
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
Aggregate proceeds on sale of assets2016-12-31$182,153
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31SMITH MILLER BUFF CPA PA
Accountancy firm EIN2016-12-31561394468
2015 : MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-2,225,616
Total unrealized appreciation/depreciation of assets2015-12-31$-2,225,616
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$24,143
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$28,757
Total income from all sources (including contributions)2015-12-31$-214,466
Total loss/gain on sale of assets2015-12-31$463,776
Total of all expenses incurred2015-12-31$2,418,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,338,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,002,256
Value of total assets at end of year2015-12-31$29,538,998
Value of total assets at beginning of year2015-12-31$32,176,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$79,904
Total interest from all sources2015-12-31$28,035
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$517,083
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$653,069
Participant contributions at end of year2015-12-31$44,190
Participant contributions at beginning of year2015-12-31$62,543
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$31,208
Liabilities. Value of operating payables at end of year2015-12-31$24,143
Liabilities. Value of operating payables at beginning of year2015-12-31$28,757
Total non interest bearing cash at end of year2015-12-31$22,309
Total non interest bearing cash at beginning of year2015-12-31$1,126,381
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,632,651
Value of net assets at end of year (total assets less liabilities)2015-12-31$29,514,855
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$32,147,506
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
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$3
Investment advisory and management fees2015-12-31$79,904
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$20,490,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,924,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,043,559
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,006,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,006,805
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$28,035
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$123,851
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$178,034
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$349,187
Employer contributions (assets) at end of year2015-12-31$40,314
Employer contributions (assets) at beginning of year2015-12-31$64,407
Income. Dividends from common stock2015-12-31$517,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,338,281
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$170,802
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$1,352,823
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$7,603,009
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$9,429,824
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
Aggregate proceeds on sale of assets2015-12-31$463,776
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31SMITH MILLER BUFF CPA PA
Accountancy firm EIN2015-12-31561394468
2014 : MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$123,898
Total unrealized appreciation/depreciation of assets2014-12-31$123,898
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$28,757
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$29,004
Total income from all sources (including contributions)2014-12-31$2,295,733
Total loss/gain on sale of assets2014-12-31$374,869
Total of all expenses incurred2014-12-31$4,368,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,266,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,005,521
Value of total assets at end of year2014-12-31$32,176,263
Value of total assets at beginning of year2014-12-31$34,249,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$102,161
Total interest from all sources2014-12-31$3,684
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$787,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$5,323
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$650,865
Participant contributions at end of year2014-12-31$62,543
Participant contributions at beginning of year2014-12-31$63,126
Assets. Other investments not covered elsewhere at end of year2014-12-31$31,208
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$10,950
Liabilities. Value of operating payables at end of year2014-12-31$28,757
Liabilities. Value of operating payables at beginning of year2014-12-31$29,004
Total non interest bearing cash at end of year2014-12-31$1,126,381
Total non interest bearing cash at beginning of year2014-12-31$390,441
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-2,072,728
Value of net assets at end of year (total assets less liabilities)2014-12-31$32,147,506
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$34,220,234
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
Assets. partnership/joint venture interests at end of year2014-12-31$3
Investment advisory and management fees2014-12-31$102,161
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$18,924,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$15,897,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,006,805
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,482,921
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,482,921
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$3,684
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$178,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$260,158
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$354,656
Employer contributions (assets) at end of year2014-12-31$64,407
Employer contributions (assets) at beginning of year2014-12-31$60,036
Income. Dividends from common stock2014-12-31$787,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,266,300
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$1,352,823
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$1,103,947
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$9,429,824
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$14,974,594
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
Aggregate proceeds on sale of assets2014-12-31$374,869
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31SMITH MILLER BUFF CPA PA
Accountancy firm EIN2014-12-31561394468
2013 : MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$5,555,368
Total unrealized appreciation/depreciation of assets2013-12-31$5,555,368
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$29,004
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$27,542
Total income from all sources (including contributions)2013-12-31$7,099,009
Total of all expenses incurred2013-12-31$878,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$766,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$952,368
Value of total assets at end of year2013-12-31$34,249,238
Value of total assets at beginning of year2013-12-31$28,027,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$111,997
Total interest from all sources2013-12-31$8,609
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$582,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$5,323
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$609,306
Participant contributions at end of year2013-12-31$63,126
Participant contributions at beginning of year2013-12-31$29,114
Assets. Other investments not covered elsewhere at end of year2013-12-31$10,950
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$10,325
Liabilities. Value of operating payables at end of year2013-12-31$29,004
Liabilities. Value of operating payables at beginning of year2013-12-31$27,542
Total non interest bearing cash at end of year2013-12-31$390,441
Total non interest bearing cash at beginning of year2013-12-31$545,238
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$6,220,166
Value of net assets at end of year (total assets less liabilities)2013-12-31$34,220,234
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$28,000,068
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$111,997
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$15,897,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,603,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,482,921
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,017,536
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,017,536
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$8,609
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$260,158
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$220,610
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$343,062
Employer contributions (assets) at end of year2013-12-31$60,036
Employer contributions (assets) at beginning of year2013-12-31$50,591
Income. Dividends from common stock2013-12-31$582,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$766,846
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$1,103,947
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$940,143
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$14,974,594
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$12,611,049
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31SMITH MILLER BUFF CPA PA
Accountancy firm EIN2013-12-31561394468
2012 : MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,824,311
Total unrealized appreciation/depreciation of assets2012-12-31$2,824,311
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$27,542
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$68,114
Total income from all sources (including contributions)2012-12-31$4,269,001
Total of all expenses incurred2012-12-31$201,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$91,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$892,835
Value of total assets at end of year2012-12-31$28,027,610
Value of total assets at beginning of year2012-12-31$24,000,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$109,604
Total interest from all sources2012-12-31$2,495
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$549,360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$574,191
Participant contributions at end of year2012-12-31$29,114
Participant contributions at beginning of year2012-12-31$18,764
Assets. Other investments not covered elsewhere at end of year2012-12-31$10,325
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$8,800
Liabilities. Value of operating payables at end of year2012-12-31$27,542
Liabilities. Value of operating payables at beginning of year2012-12-31$24,644
Total non interest bearing cash at end of year2012-12-31$545,238
Total non interest bearing cash at beginning of year2012-12-31$857,043
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$4,067,961
Value of net assets at end of year (total assets less liabilities)2012-12-31$28,000,068
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$23,932,107
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$109,604
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,603,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,030,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,017,536
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,407,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,407,819
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,495
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$220,610
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$318,644
Employer contributions (assets) at end of year2012-12-31$50,591
Employer contributions (assets) at beginning of year2012-12-31$55,203
Income. Dividends from common stock2012-12-31$549,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$91,436
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$940,143
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$684,257
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$12,611,049
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$7,937,342
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$43,470
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31SMITH MILLER BUFF CPA, PA
Accountancy firm EIN2012-12-31561394468
2011 : MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,594,910
Total unrealized appreciation/depreciation of assets2011-12-31$-1,594,910
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$68,114
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$374,908
Total income from all sources (including contributions)2011-12-31$-263,676
Total of all expenses incurred2011-12-31$176,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$77,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$888,158
Value of total assets at end of year2011-12-31$24,000,221
Value of total assets at beginning of year2011-12-31$24,747,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$99,331
Total interest from all sources2011-12-31$4,725
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$438,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$567,428
Participant contributions at end of year2011-12-31$18,764
Participant contributions at beginning of year2011-12-31$16,441
Assets. Other investments not covered elsewhere at end of year2011-12-31$8,800
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$10,250
Liabilities. Value of operating payables at end of year2011-12-31$24,644
Liabilities. Value of operating payables at beginning of year2011-12-31$25,566
Total non interest bearing cash at end of year2011-12-31$857,043
Total non interest bearing cash at beginning of year2011-12-31$772,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-440,084
Value of net assets at end of year (total assets less liabilities)2011-12-31$23,932,107
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$24,372,191
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$99,331
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$13,030,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,834,295
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,407,819
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,062,348
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,062,348
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$4,725
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$320,730
Employer contributions (assets) at end of year2011-12-31$55,203
Employer contributions (assets) at beginning of year2011-12-31$22,048
Income. Dividends from common stock2011-12-31$438,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$77,077
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$684,257
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$616,519
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$7,937,342
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$10,412,748
Liabilities. Value of benefit claims payable at end of year2011-12-31$43,470
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$349,342
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31SMITH MILLER & BUFF CPA, PA
Accountancy firm EIN2011-12-31561394468
2010 : MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,232,676
Total unrealized appreciation/depreciation of assets2010-12-31$2,232,676
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$374,908
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$44,693
Total income from all sources (including contributions)2010-12-31$3,534,830
Total of all expenses incurred2010-12-31$442,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$349,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$874,061
Value of total assets at end of year2010-12-31$24,747,099
Value of total assets at beginning of year2010-12-31$21,325,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$93,653
Total interest from all sources2010-12-31$21,775
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$406,318
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$560,201
Participant contributions at end of year2010-12-31$16,441
Participant contributions at beginning of year2010-12-31$24,766
Assets. Other investments not covered elsewhere at end of year2010-12-31$10,250
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$10,100
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$316
Liabilities. Value of operating payables at end of year2010-12-31$25,566
Liabilities. Value of operating payables at beginning of year2010-12-31$24,128
Total non interest bearing cash at end of year2010-12-31$772,450
Total non interest bearing cash at beginning of year2010-12-31$206,606
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$3,091,835
Value of net assets at end of year (total assets less liabilities)2010-12-31$24,372,191
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$21,280,356
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$93,653
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,834,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,037,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,062,348
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,314,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,314,543
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$21,775
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$313,860
Employer contributions (assets) at end of year2010-12-31$22,048
Employer contributions (assets) at beginning of year2010-12-31$33,071
Income. Dividends from common stock2010-12-31$406,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$349,342
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$616,519
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$750,588
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$10,412,748
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$8,947,708
Liabilities. Value of benefit claims payable at end of year2010-12-31$349,342
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$20,565
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31SMITH MILLER & BUFF CPA, PA
Accountancy firm EIN2010-12-31561394468

Form 5500 Responses for MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA

2022: MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number1102361088
Policy instance 1
Insurance contract or identification number1102361088
Number of Individuals Covered1
Insurance policy end date2017-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number1102361070
Policy instance 2
Insurance contract or identification number1102361070
Number of Individuals Covered1
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $120
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees120
Insurance broker organization code?4
Insurance broker nameEDWARD JONES/CAROL HARTIS
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number1102361088
Policy instance 1
Insurance contract or identification number1102361088
Number of Individuals Covered1
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $744
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees744
Insurance broker organization code?4
Insurance broker nameEDWARD JONES/CAROL HARTIS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number8153395
Policy instance 4
Insurance contract or identification number8153395
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $519
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees519
Insurance broker organization code?4
Insurance broker nameEDWARD JONES/CAROL HARTIS
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number1102361070
Policy instance 3
Insurance contract or identification number1102361070
Number of Individuals Covered1
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $110
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees110
Insurance broker organization code?4
Insurance broker nameEDWARD JONES/CAROL HARTIS
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number1102361088
Policy instance 2
Insurance contract or identification number1102361088
Number of Individuals Covered1
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $555
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees555
Insurance broker organization code?4
Insurance broker nameEDWARD JONES/CAROL HARTIS
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number1102335033
Policy instance 1
Insurance contract or identification number1102335033
Number of Individuals Covered1
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $606
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees606
Insurance broker organization code?4
Insurance broker nameEDWARD JONES/CAROL HARTIS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number8153395
Policy instance 4
Insurance contract or identification number8153395
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $128
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $128
Insurance broker organization code?4
Insurance broker nameEDWARD JONES/CAROL HARTIS
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number1102361070
Policy instance 3
Insurance contract or identification number1102361070
Number of Individuals Covered1
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Insurance broker organization code?4
Insurance broker nameEDWARD JONES/TERRY D ESKIND
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number1102361088
Policy instance 2
Insurance contract or identification number1102361088
Number of Individuals Covered1
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?4
Insurance broker nameEDWARD JONES/CAROL HARTIS
METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )
Policy contract number1102335033
Policy instance 1
Insurance contract or identification number1102335033
Number of Individuals Covered1
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?4
Insurance broker nameEDWARD JONES/CAROL HARTIS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number8153395
Policy instance 4
Insurance contract or identification number8153395
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $118
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $118
Insurance broker organization code?4
Insurance broker nameEDWARD JONES/CAROL HARTIS
METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )
Policy contract number1102361070
Policy instance 3
Insurance contract or identification number1102361070
Number of Individuals Covered1
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?4
Insurance broker nameEDWARD JONES/TERRY D ESKIND
METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )
Policy contract number1102361088
Policy instance 2
Insurance contract or identification number1102361088
Number of Individuals Covered1
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?4
Insurance broker nameEDWARD JONES/CAROL HARTIS
METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )
Policy contract number1102335033
Policy instance 1
Insurance contract or identification number1102335033
Number of Individuals Covered1
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?4
Insurance broker nameEDWARD JONES/CAROL HARTIS

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