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EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K) 401k Plan overview

Plan NameEYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K)
Plan identification number 001

EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K) Benefits

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

401k Sponsoring company profile

EYE PHYSICIANS & SURGEONS OF AUGUSTA PC has sponsored the creation of one or more 401k plans.

Company Name:EYE PHYSICIANS & SURGEONS OF AUGUSTA PC
Employer identification number (EIN):582425038
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01BRADLEY A. BERTRAM2023-10-09 BRADLEY A. BERTRAM2023-10-09
0012021-01-01
0012020-01-01BRADLEY A. BERTRAM2021-10-12 BRADLEY A. BERTRAM2021-10-12
0012020-01-01BRADLEY A. BERTRAM2021-10-12 BRADLEY A. BERTRAM2021-10-12
0012019-01-01
0012018-01-01BRADLEY A. BERTRAM2019-07-28 BRADLEY A. BERTRAM2019-07-28
0012017-01-01BRADLEY A. BERTRAM M.D.2018-03-09
0012016-01-01BRADLEY A. BERTRAM M.D.2017-05-19
0012015-01-01BRADLEY A. BERTRAM
0012014-01-01BRADLEY A. BERTRAM
0012013-01-01BRADLEY A. BERTRAM
0012012-01-01BRADLEY A. BERTRAM
0012011-01-01BRADLEY A. BERTRAM
0012009-01-01BRADLEY A. BERTRAM

Plan Statistics for EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K)

401k plan membership statisitcs for EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K)

Measure Date Value
2022: EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K) 2022 401k membership
Total participants, beginning-of-year2022-01-01132
Total number of active participants reported on line 7a of the Form 55002022-01-01113
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0114
Total of all active and inactive participants2022-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01131
Number of participants with account balances2022-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K) 2021 401k membership
Total participants, beginning-of-year2021-01-01138
Total number of active participants reported on line 7a of the Form 55002021-01-01109
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0119
Total of all active and inactive participants2021-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01131
Number of participants with account balances2021-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K) 2020 401k membership
Total participants, beginning-of-year2020-01-01125
Total number of active participants reported on line 7a of the Form 55002020-01-01119
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0110
Total of all active and inactive participants2020-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01133
Number of participants with account balances2020-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K) 2019 401k membership
Total participants, beginning-of-year2019-01-01116
Total number of active participants reported on line 7a of the Form 55002019-01-01108
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-019
Total of all active and inactive participants2019-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01121
Number of participants with account balances2019-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K) 2018 401k membership
Total participants, beginning-of-year2018-01-01108
Total number of active participants reported on line 7a of the Form 55002018-01-0197
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0114
Total of all active and inactive participants2018-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01116
Number of participants with account balances2018-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2015: EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K) 2015 401k membership
Total participants, beginning-of-year2015-01-0192
Total number of active participants reported on line 7a of the Form 55002015-01-0186
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01107
Number of participants with account balances2015-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K) 2014 401k membership
Total participants, beginning-of-year2014-01-0199
Total number of active participants reported on line 7a of the Form 55002014-01-0168
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0116
Total of all active and inactive participants2014-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-0188
Number of participants with account balances2014-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K) 2013 401k membership
Total participants, beginning-of-year2013-01-0199
Total number of active participants reported on line 7a of the Form 55002013-01-0175
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-0196
Number of participants with account balances2013-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K) 2012 401k membership
Total participants, beginning-of-year2012-01-0183
Total number of active participants reported on line 7a of the Form 55002012-01-0186
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-0199
Number of participants with account balances2012-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K) 2011 401k membership
Total participants, beginning-of-year2011-01-0176
Total number of active participants reported on line 7a of the Form 55002011-01-0185
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0197
Number of participants with account balances2011-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K) 2009 401k membership
Total participants, beginning-of-year2009-01-0186
Total number of active participants reported on line 7a of the Form 55002009-01-0169
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-0175
Total participants2009-01-0175
Number of participants with account balances2009-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K)

Measure Date Value
2022 : EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K) 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$-111,424
Total unrealized appreciation/depreciation of assets2022-12-31$-111,424
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,067,296
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,984,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,883,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$757,051
Value of total assets at end of year2022-12-31$8,941,135
Value of total assets at beginning of year2022-12-31$12,993,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$101,607
Total interest from all sources2022-12-31$11,902
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$1,402,500
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$700,000
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$421,202
Participant contributions at end of year2022-12-31$16,088
Participant contributions at beginning of year2022-12-31$23,792
Other income not declared elsewhere2022-12-31$26,386
Total non interest bearing cash at end of year2022-12-31$151,800
Total non interest bearing cash at beginning of year2022-12-31$16,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,052,111
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,941,135
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,993,246
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$101,607
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,094,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,006,528
Interest on participant loans2022-12-31$1,160
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$10,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,751,211
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$335,849
Employer contributions (assets) at end of year2022-12-31$109,830
Employer contributions (assets) at beginning of year2022-12-31$1,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,883,208
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$569,052
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$542,666
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SEROTTA MADDOCKS EVANS & CO., CPAS
Accountancy firm EIN2022-12-31581107697
2021 : EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K) 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$324,500
Total unrealized appreciation/depreciation of assets2021-12-31$324,500
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,502,918
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,523,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,425,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$820,755
Value of total assets at end of year2021-12-31$12,993,246
Value of total assets at beginning of year2021-12-31$12,013,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$97,465
Total interest from all sources2021-12-31$17,992
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Assets. Real estate other than employer real property at end of year2021-12-31$1,402,500
Assets. Real estate other than employer real property at beginning of year2021-12-31$1,078,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,078,000
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$424,982
Participant contributions at end of year2021-12-31$23,792
Participant contributions at beginning of year2021-12-31$16,790
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,278
Other income not declared elsewhere2021-12-31$100,978
Total non interest bearing cash at end of year2021-12-31$16,105
Total non interest bearing cash at beginning of year2021-12-31$63,514
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$979,568
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,993,246
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,013,678
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$97,465
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,006,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,413,097
Interest on participant loans2021-12-31$1,457
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$16,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,238,693
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$391,495
Employer contributions (assets) at end of year2021-12-31$1,655
Employer contributions (assets) at beginning of year2021-12-31$605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,425,885
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$542,666
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$441,672
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SEROTTA MADDOCKS EVANS & CO., CPAS
Accountancy firm EIN2021-12-31581107697
2020 : EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K) 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,869,669
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$175,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$114,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$674,701
Value of total assets at end of year2020-12-31$12,013,678
Value of total assets at beginning of year2020-12-31$10,319,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$60,829
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Assets. Real estate other than employer real property at end of year2020-12-31$1,078,000
Assets. Real estate other than employer real property at beginning of year2020-12-31$1,078,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,078,000
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$390,155
Participant contributions at end of year2020-12-31$16,790
Participant contributions at beginning of year2020-12-31$24,804
Other income not declared elsewhere2020-12-31$30
Administrative expenses (other) incurred2020-12-31$60,829
Total non interest bearing cash at end of year2020-12-31$63,514
Total non interest bearing cash at beginning of year2020-12-31$48,175
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$1,693,860
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,013,678
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,319,818
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,413,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,607,065
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,194,938
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$284,546
Employer contributions (assets) at end of year2020-12-31$605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$114,980
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$441,672
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$561,774
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SEROTTA MADDOCKS EVANS & CO., CPAS
Accountancy firm EIN2020-12-31581107697
2019 : EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K) 2019 401k financial data
Total income from all sources2019-12-31$1,755,887
Expenses. Total of all expenses incurred2019-12-31$527,198
Benefits paid (including direct rollovers)2019-12-31$450,720
Total plan assets at end of year2019-12-31$10,319,818
Total plan assets at beginning of year2019-12-31$9,091,129
Value of fidelity bond covering the plan2019-12-31$1,600,000
Total contributions received or receivable from participants2019-12-31$364,899
Contributions received from other sources (not participants or employers)2019-12-31$11,116
Other income received2019-12-31$1,107,668
Net income (gross income less expenses)2019-12-31$1,228,689
Net plan assets at end of year (total assets less liabilities)2019-12-31$10,319,818
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$9,091,129
Assets. Value of participant loans2019-12-31$24,804
Assets. Value of real-estate (other than employer real property)2019-12-31$1,078,000
Total contributions received or receivable from employer(s)2019-12-31$272,204
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$76,478
2018 : EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K) 2018 401k financial data
Total income from all sources2018-12-31$539,498
Expenses. Total of all expenses incurred2018-12-31$388,380
Benefits paid (including direct rollovers)2018-12-31$305,775
Total plan assets at end of year2018-12-31$9,091,129
Total plan assets at beginning of year2018-12-31$8,940,011
Value of fidelity bond covering the plan2018-12-31$1,480,000
Total contributions received or receivable from participants2018-12-31$344,710
Contributions received from other sources (not participants or employers)2018-12-31$40,410
Other income received2018-12-31$-25,543
Net income (gross income less expenses)2018-12-31$151,118
Net plan assets at end of year (total assets less liabilities)2018-12-31$9,091,129
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$8,940,011
Assets. Value of participant loans2018-12-31$19,435
Assets. Value of real-estate (other than employer real property)2018-12-31$1,598,456
Total contributions received or receivable from employer(s)2018-12-31$179,921
Value of corrective distributions2018-12-31$23,877
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$58,728
2015 : EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K) 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$60
Total income from all sources2015-12-31$742,931
Expenses. Total of all expenses incurred2015-12-31$295,510
Benefits paid (including direct rollovers)2015-12-31$253,149
Total plan assets at end of year2015-12-31$7,151,903
Total plan assets at beginning of year2015-12-31$6,704,542
Value of fidelity bond covering the plan2015-12-31$2,378,602
Total contributions received or receivable from participants2015-12-31$249,823
Contributions received from other sources (not participants or employers)2015-12-31$4,134
Other income received2015-12-31$152,271
Net income (gross income less expenses)2015-12-31$447,421
Net plan assets at end of year (total assets less liabilities)2015-12-31$7,151,903
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$6,704,482
Assets. Value of participant loans2015-12-31$4,463
Assets. Value of real-estate (other than employer real property)2015-12-31$1,600,050
Total contributions received or receivable from employer(s)2015-12-31$336,703
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$42,361
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$53,750
2014 : EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K) 2014 401k financial data
Total plan liabilities at end of year2014-12-31$60
Total income from all sources2014-12-31$402,593
Expenses. Total of all expenses incurred2014-12-31$846,240
Benefits paid (including direct rollovers)2014-12-31$821,008
Total plan assets at end of year2014-12-31$6,704,542
Total plan assets at beginning of year2014-12-31$7,148,129
Value of fidelity bond covering the plan2014-12-31$1,951,000
Total contributions received or receivable from participants2014-12-31$165,446
Expenses. Other expenses not covered elsewhere2014-12-31$24,247
Other income received2014-12-31$161,027
Net income (gross income less expenses)2014-12-31$-443,647
Net plan assets at end of year (total assets less liabilities)2014-12-31$6,704,482
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$7,148,129
Assets. Value of participant loans2014-12-31$9,484
Assets. Value of real-estate (other than employer real property)2014-12-31$1,653,800
Total contributions received or receivable from employer(s)2014-12-31$76,120
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$985
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$70,000
2013 : EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K) 2013 401k financial data
Total income from all sources2013-12-31$1,441,874
Expenses. Total of all expenses incurred2013-12-31$1,081,647
Benefits paid (including direct rollovers)2013-12-31$1,054,913
Total plan assets at end of year2013-12-31$7,148,129
Total plan assets at beginning of year2013-12-31$6,787,902
Value of fidelity bond covering the plan2013-12-31$2,378,602
Total contributions received or receivable from participants2013-12-31$194,829
Expenses. Other expenses not covered elsewhere2013-12-31$5,020
Contributions received from other sources (not participants or employers)2013-12-31$8,546
Other income received2013-12-31$1,157,085
Net income (gross income less expenses)2013-12-31$360,227
Net plan assets at end of year (total assets less liabilities)2013-12-31$7,148,129
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$6,787,902
Assets. Value of participant loans2013-12-31$28,223
Assets. Value of real-estate (other than employer real property)2013-12-31$1,950,662
Total contributions received or receivable from employer(s)2013-12-31$81,414
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$21,714
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$70,000
2012 : EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K) 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$90
Total income from all sources2012-12-31$961,084
Expenses. Total of all expenses incurred2012-12-31$184,530
Benefits paid (including direct rollovers)2012-12-31$159,823
Total plan assets at end of year2012-12-31$6,787,902
Total plan assets at beginning of year2012-12-31$6,011,438
Value of fidelity bond covering the plan2012-12-31$2,300,000
Total contributions received or receivable from participants2012-12-31$212,623
Expenses. Other expenses not covered elsewhere2012-12-31$23,702
Contributions received from other sources (not participants or employers)2012-12-31$10,728
Other income received2012-12-31$643,620
Net income (gross income less expenses)2012-12-31$776,554
Net plan assets at end of year (total assets less liabilities)2012-12-31$6,787,902
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$6,011,348
Assets. Value of participant loans2012-12-31$28,933
Assets. Value of real-estate (other than employer real property)2012-12-31$1,944,690
Total contributions received or receivable from employer(s)2012-12-31$94,113
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,005
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$85,000
2011 : EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K) 2011 401k financial data
Total plan liabilities at end of year2011-12-31$90
Total plan liabilities at beginning of year2011-12-31$16,040
Total income from all sources2011-12-31$217,151
Expenses. Total of all expenses incurred2011-12-31$388,877
Benefits paid (including direct rollovers)2011-12-31$361,814
Total plan assets at end of year2011-12-31$6,011,438
Total plan assets at beginning of year2011-12-31$6,199,114
Value of fidelity bond covering the plan2011-12-31$2,378,602
Total contributions received or receivable from participants2011-12-31$219,257
Assets. Value of loans (other than to participants)2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$25,408
Contributions received from other sources (not participants or employers)2011-12-31$13,885
Other income received2011-12-31$-100,729
Net income (gross income less expenses)2011-12-31$-171,726
Net plan assets at end of year (total assets less liabilities)2011-12-31$6,011,348
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$6,183,074
Assets. Value of participant loans2011-12-31$29,787
Assets. Value of real-estate (other than employer real property)2011-12-31$1,956,010
Total contributions received or receivable from employer(s)2011-12-31$84,738
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,655
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K) 2010 401k financial data
Total plan liabilities at end of year2010-12-31$16,040
Total plan liabilities at beginning of year2010-12-31$89
Total income from all sources2010-12-31$254,098
Expenses. Total of all expenses incurred2010-12-31$542,962
Benefits paid (including direct rollovers)2010-12-31$514,387
Total plan assets at end of year2010-12-31$6,199,114
Total plan assets at beginning of year2010-12-31$6,472,027
Value of fidelity bond covering the plan2010-12-31$2,725,000
Total contributions received or receivable from participants2010-12-31$188,649
Assets. Value of loans (other than to participants)2010-12-31$99,082
Expenses. Other expenses not covered elsewhere2010-12-31$28,575
Other income received2010-12-31$-14,200
Net income (gross income less expenses)2010-12-31$-288,864
Net plan assets at end of year (total assets less liabilities)2010-12-31$6,183,074
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$6,471,938
Assets. Value of participant loans2010-12-31$37,335
Assets. Value of real-estate (other than employer real property)2010-12-31$1,951,820
Total contributions received or receivable from employer(s)2010-12-31$79,649
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K) 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K)

2022: EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K) 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K) 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K) 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K) 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K) 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2015: EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K) 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K) 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K) 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K) 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K) 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EYE PHYSICIANS & SURGEONS OF AUGUSTA, P.C. 401(K) 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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