401k Plan data: MARCO OPHTHALMIC, INC 401(K) PROFIT SHARING PLAN & TRUST plan

MARCO OPHTHALMIC, INC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	MARCO OPHTHALMIC, INC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	001

MARCO OPHTHALMIC, INC 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

MARCO OPHTHALMIC, INC has sponsored the creation of one or more 401k plans.

Company Name: MARCO OPHTHALMIC, INC

Employer identification number (EIN): 591200000

NAIC Classification: 339110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARCO OPHTHALMIC, INC 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-04-01 JEFF PERRYE 2019-09-10
001 2018-04-01 JEFF PERRYE 2019-07-10
001 2017-04-01 JEFF PERRYE 2018-08-03
001 2016-04-01 JEFF PERRYE 2017-08-14
001 2015-04-01 JEFF PERRYE 2016-09-26
001 2014-04-01 JEFF PERRYE 2015-09-01
001 2013-04-01 DAVID GURVIS 2014-10-27
001 2012-04-01 DAVID MARCO DAVID MARCO 2013-08-05
001 2011-04-01 DAVID MARCO DAVID MARCO 2013-02-01
001 2010-04-01 DAVID A. MARCO DAVID A. MARCO 2011-12-02
001 2009-04-01 DAVID MARCO DAVID MARCO 2010-12-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-04-01	JEFF PERRYE	2019-09-10
001	2018-04-01	JEFF PERRYE	2019-07-10
001	2017-04-01	JEFF PERRYE	2018-08-03
001	2016-04-01	JEFF PERRYE	2017-08-14
001	2015-04-01	JEFF PERRYE	2016-09-26
001	2014-04-01	JEFF PERRYE	2015-09-01
001	2013-04-01	DAVID GURVIS	2014-10-27
001	2012-04-01	DAVID MARCO		DAVID MARCO	2013-08-05
001	2011-04-01	DAVID MARCO		DAVID MARCO	2013-02-01
001	2010-04-01	DAVID A. MARCO		DAVID A. MARCO	2011-12-02
001	2009-04-01	DAVID MARCO		DAVID MARCO	2010-12-28

Plan Statistics for MARCO OPHTHALMIC, INC 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for MARCO OPHTHALMIC, INC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2012: MARCO OPHTHALMIC, INC 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-04-01 69
Total number of active participants reported on line 7a of the Form 5500 2012-04-01 66
Number of retired or separated participants receiving benefits 2012-04-01 2
Number of other retired or separated participants entitled to future benefits 2012-04-01 9
Total of all active and inactive participants 2012-04-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-04-01 0
Total participants 2012-04-01 77
Number of participants with account balances 2012-04-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-04-01 0
2011: MARCO OPHTHALMIC, INC 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-04-01 73
Total number of active participants reported on line 7a of the Form 5500 2011-04-01 59
Number of retired or separated participants receiving benefits 2011-04-01 1
Number of other retired or separated participants entitled to future benefits 2011-04-01 9
Total of all active and inactive participants 2011-04-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-04-01 0
Total participants 2011-04-01 69
Number of participants with account balances 2011-04-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-04-01 3
2010: MARCO OPHTHALMIC, INC 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-04-01 70
Total number of active participants reported on line 7a of the Form 5500 2010-04-01 57
Number of retired or separated participants receiving benefits 2010-04-01 1
Number of other retired or separated participants entitled to future benefits 2010-04-01 11
Total of all active and inactive participants 2010-04-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-04-01 0
Total participants 2010-04-01 69
Number of participants with account balances 2010-04-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-04-01 5
2009: MARCO OPHTHALMIC, INC 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-04-01 72
Total number of active participants reported on line 7a of the Form 5500 2009-04-01 61
Number of retired or separated participants receiving benefits 2009-04-01 1
Number of other retired or separated participants entitled to future benefits 2009-04-01 5
Total of all active and inactive participants 2009-04-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-04-01 0
Total participants 2009-04-01 67
Number of participants with account balances 2009-04-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-04-01 1

Measure	Date	Value
2012: MARCO OPHTHALMIC, INC 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-04-01	69
Total number of active participants reported on line 7a of the Form 5500	2012-04-01	66
Number of retired or separated participants receiving benefits	2012-04-01	2
Number of other retired or separated participants entitled to future benefits	2012-04-01	9
Total of all active and inactive participants	2012-04-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-04-01	0
Total participants	2012-04-01	77
Number of participants with account balances	2012-04-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-04-01	0
2011: MARCO OPHTHALMIC, INC 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-04-01	73
Total number of active participants reported on line 7a of the Form 5500	2011-04-01	59
Number of retired or separated participants receiving benefits	2011-04-01	1
Number of other retired or separated participants entitled to future benefits	2011-04-01	9
Total of all active and inactive participants	2011-04-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-04-01	0
Total participants	2011-04-01	69
Number of participants with account balances	2011-04-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-04-01	3
2010: MARCO OPHTHALMIC, INC 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-04-01	70
Total number of active participants reported on line 7a of the Form 5500	2010-04-01	57
Number of retired or separated participants receiving benefits	2010-04-01	1
Number of other retired or separated participants entitled to future benefits	2010-04-01	11
Total of all active and inactive participants	2010-04-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-04-01	0
Total participants	2010-04-01	69
Number of participants with account balances	2010-04-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-04-01	5
2009: MARCO OPHTHALMIC, INC 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-04-01	72
Total number of active participants reported on line 7a of the Form 5500	2009-04-01	61
Number of retired or separated participants receiving benefits	2009-04-01	1
Number of other retired or separated participants entitled to future benefits	2009-04-01	5
Total of all active and inactive participants	2009-04-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-04-01	0
Total participants	2009-04-01	67
Number of participants with account balances	2009-04-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-04-01	1

Financial Data on MARCO OPHTHALMIC, INC 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2013 : MARCO OPHTHALMIC, INC 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-03-31	$1,194,396
Expenses. Total of all expenses incurred	2013-03-31	$95,154
Benefits paid (including direct rollovers)	2013-03-31	$94,151
Total plan assets at end of year	2013-03-31	$7,049,405
Total plan assets at beginning of year	2013-03-31	$5,950,163
Value of fidelity bond covering the plan	2013-03-31	$500,000
Total contributions received or receivable from participants	2013-03-31	$264,372
Other income received	2013-03-31	$636,035
Net income (gross income less expenses)	2013-03-31	$1,099,242
Net plan assets at end of year (total assets less liabilities)	2013-03-31	$7,049,405
Net plan assets at beginning of year (total assets less liabilities)	2013-03-31	$5,950,163
Assets. Value of participant loans	2013-03-31	$100,955
Total contributions received or receivable from employer(s)	2013-03-31	$293,989
Expenses. Administrative service providers (salaries,fees and commissions)	2013-03-31	$1,003
2012 : MARCO OPHTHALMIC, INC 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan	2012-03-31	$170,661
Total income from all sources	2012-03-31	$603,310
Expenses. Total of all expenses incurred	2012-03-31	$289,571
Benefits paid (including direct rollovers)	2012-03-31	$287,082
Total plan assets at end of year	2012-03-31	$5,950,163
Total plan assets at beginning of year	2012-03-31	$5,465,763
Value of fidelity bond covering the plan	2012-03-31	$300,000
Total contributions received or receivable from participants	2012-03-31	$259,614
Other income received	2012-03-31	$87,592
Net income (gross income less expenses)	2012-03-31	$313,739
Net plan assets at end of year (total assets less liabilities)	2012-03-31	$5,950,163
Net plan assets at beginning of year (total assets less liabilities)	2012-03-31	$5,465,763
Assets. Value of participant loans	2012-03-31	$143,116
Total contributions received or receivable from employer(s)	2012-03-31	$256,104
Expenses. Administrative service providers (salaries,fees and commissions)	2012-03-31	$2,489
2011 : MARCO OPHTHALMIC, INC 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Transfers to/from the plan	2011-03-31	$10,119
Total income from all sources	2011-03-31	$878,366
Expenses. Total of all expenses incurred	2011-03-31	$39,615
Benefits paid (including direct rollovers)	2011-03-31	$37,085
Total plan assets at end of year	2011-03-31	$5,465,763
Total plan assets at beginning of year	2011-03-31	$4,616,893
Value of fidelity bond covering the plan	2011-03-31	$300,000
Total contributions received or receivable from participants	2011-03-31	$277,935
Other income received	2011-03-31	$368,087
Net income (gross income less expenses)	2011-03-31	$838,751
Net plan assets at end of year (total assets less liabilities)	2011-03-31	$5,465,763
Net plan assets at beginning of year (total assets less liabilities)	2011-03-31	$4,616,893
Assets. Value of participant loans	2011-03-31	$132,366
Total contributions received or receivable from employer(s)	2011-03-31	$232,344
Expenses. Administrative service providers (salaries,fees and commissions)	2011-03-31	$2,530

Form 5500 Responses for MARCO OPHTHALMIC, INC 401(K) PROFIT SHARING PLAN & TRUST

2012: MARCO OPHTHALMIC, INC 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-04-01	Type of plan entity	Single employer plan
2012-04-01	Submission has been amended	No
2012-04-01	This submission is the final filing	No
2012-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-04-01	Plan is a collectively bargained plan	No
2012-04-01	Plan funding arrangement – Insurance	Yes
2012-04-01	Plan funding arrangement – Trust	Yes
2012-04-01	Plan benefit arrangement – Insurance	Yes
2012-04-01	Plan benefit arrangement - Trust	Yes
2011: MARCO OPHTHALMIC, INC 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-04-01	Type of plan entity	Single employer plan
2011-04-01	Submission has been amended	Yes
2011-04-01	This submission is the final filing	No
2011-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-04-01	Plan is a collectively bargained plan	No
2011-04-01	Plan funding arrangement – Insurance	Yes
2011-04-01	Plan funding arrangement – Trust	Yes
2011-04-01	Plan benefit arrangement – Insurance	Yes
2011-04-01	Plan benefit arrangement - Trust	Yes
2010: MARCO OPHTHALMIC, INC 401(K) PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-04-01	Type of plan entity	Single employer plan
2010-04-01	Submission has been amended	No
2010-04-01	This submission is the final filing	No
2010-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-04-01	Plan is a collectively bargained plan	No
2010-04-01	Plan funding arrangement – Insurance	Yes
2010-04-01	Plan funding arrangement – Trust	Yes
2010-04-01	Plan benefit arrangement – Insurance	Yes
2010-04-01	Plan benefit arrangement - Trust	Yes
2009: MARCO OPHTHALMIC, INC 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-04-01	Type of plan entity	Single employer plan
2009-04-01	Submission has been amended	No
2009-04-01	This submission is the final filing	No
2009-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-04-01	Plan is a collectively bargained plan	No
2009-04-01	Plan funding arrangement – Insurance	Yes
2009-04-01	Plan funding arrangement – Trust	Yes
2009-04-01	Plan benefit arrangement – Insurance	Yes
2009-04-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

93882

Policy instance

Insurance contract or identification number	93882
Insurance policy start date	2012-04-01
Insurance policy end date	2013-03-31
Total amount of commissions paid to insurance broker	USD $12,223
Total amount of fees paid to insurance company	USD $375
Commission paid to Insurance Broker	USD $12,223
Insurance broker organization code?	3
Amount paid for insurance broker fees	375
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	BLISS CONSULTANTS, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

93882

Policy instance

Insurance contract or identification number	93882
Number of Individuals Covered	64
Insurance policy start date	2011-04-01
Insurance policy end date	2012-03-31
Total amount of commissions paid to insurance broker	USD $11,740
Total amount of fees paid to insurance company	USD $1,925

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

93882

Policy instance

Insurance contract or identification number	93882
Number of Individuals Covered	60
Insurance policy start date	2010-04-01
Insurance policy end date	2011-03-31
Total amount of commissions paid to insurance broker	USD $9,540
Total amount of fees paid to insurance company	USD $2,050

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Company Name:	MARCO OPHTHALMIC, INC
Employer identification number (EIN):	591200000
NAIC Classification:	339110