401k Plan data: EAR-TRONICS HEARING HEALTHCARE CENTERS 401(K) RETIREMENT PLAN plan

EAR-TRONICS HEARING HEALTHCARE CENTERS 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	EAR-TRONICS HEARING HEALTHCARE CENTERS 401(K) RETIREMENT PLAN
Plan identification number	001

EAR-TRONICS HEARING HEALTHCARE CENTERS 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

EAR-TRONICS, INC. has sponsored the creation of one or more 401k plans.

Company Name: EAR-TRONICS, INC.

Employer identification number (EIN): 592688484

NAIC Classification: 621340
NAIC Description: Offices of Physical, Occupational and Speech Therapists, and Audiologists

Additional information about EAR-TRONICS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1986-06-26

Company Identification Number: M34327

Legal Registered Office Address: 7181 COLLEGE PARKWAY

FORT MYERS

33907

More information about EAR-TRONICS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EAR-TRONICS HEARING HEALTHCARE CENTERS 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01 WENDY KUO 2024-01-17
001 2021-07-01 WENDY KUO 2023-01-17
001 2020-07-01 WENDY KUO 2022-04-12
001 2019-07-01 WENDY KUO 2020-11-02
001 2018-07-01 WENDY KUO 2020-04-02
001 2017-07-01 WENDY KUO 2018-10-09
001 2016-07-01 WENDY KUO 2017-11-17
001 2015-07-01 WENDY KUO 2016-12-07
001 2014-07-01 WENDY KUO 2015-11-05
001 2013-07-01 WENDY KUO 2014-10-02
001 2012-07-01 WENDY KUO 2014-01-17
001 2011-07-01 LARRY HOOPER
001 2009-07-01 LARRY HOOPER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-07-01	WENDY KUO	2024-01-17
001	2021-07-01	WENDY KUO	2023-01-17
001	2020-07-01	WENDY KUO	2022-04-12
001	2019-07-01	WENDY KUO	2020-11-02
001	2018-07-01	WENDY KUO	2020-04-02
001	2017-07-01	WENDY KUO	2018-10-09
001	2016-07-01	WENDY KUO	2017-11-17
001	2015-07-01	WENDY KUO	2016-12-07
001	2014-07-01	WENDY KUO	2015-11-05
001	2013-07-01	WENDY KUO	2014-10-02
001	2012-07-01	WENDY KUO	2014-01-17
001	2011-07-01	LARRY HOOPER
001	2009-07-01	LARRY HOOPER

Plan Statistics for EAR-TRONICS HEARING HEALTHCARE CENTERS 401(K) RETIREMENT PLAN

401k plan membership statisitcs for EAR-TRONICS HEARING HEALTHCARE CENTERS 401(K) RETIREMENT PLAN

Measure Date Value
2011: EAR-TRONICS HEARING HEALTHCARE CENTERS 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 10
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 3
Total of all active and inactive participants 2011-07-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 13
Number of participants with account balances 2011-07-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 1
2009: EAR-TRONICS HEARING HEALTHCARE CENTERS 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 8
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 1
Total of all active and inactive participants 2009-07-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 9
Number of participants with account balances 2009-07-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2011: EAR-TRONICS HEARING HEALTHCARE CENTERS 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	10
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	3
Total of all active and inactive participants	2011-07-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	13
Number of participants with account balances	2011-07-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	1
2009: EAR-TRONICS HEARING HEALTHCARE CENTERS 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	8
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	1
Total of all active and inactive participants	2009-07-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	9
Number of participants with account balances	2009-07-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on EAR-TRONICS HEARING HEALTHCARE CENTERS 401(K) RETIREMENT PLAN

Measure	Date	Value
2012 : EAR-TRONICS HEARING HEALTHCARE CENTERS 401(K) RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan	2012-06-30	$39
Total income from all sources	2012-06-30	$29,864
Expenses. Total of all expenses incurred	2012-06-30	$14,870
Benefits paid (including direct rollovers)	2012-06-30	$14,870
Total plan assets at end of year	2012-06-30	$579,135
Total plan assets at beginning of year	2012-06-30	$564,102
Value of fidelity bond covering the plan	2012-06-30	$265,000
Total contributions received or receivable from participants	2012-06-30	$35,869
Expenses. Other expenses not covered elsewhere	2012-06-30	$0
Contributions received from other sources (not participants or employers)	2012-06-30	$0
Other income received	2012-06-30	$-10,409
Net income (gross income less expenses)	2012-06-30	$14,994
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$579,135
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$564,102
Assets. Value of participant loans	2012-06-30	$0
Total contributions received or receivable from employer(s)	2012-06-30	$4,404
Value of certain deemed distributions of participant loans	2012-06-30	$0
Value of corrective distributions	2012-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2012-06-30	$0
Minimum employer required contribution for this plan year	2012-06-30	$0
Amount contributed by the employer to the plan for this plan year	2012-06-30	$0
2011 : EAR-TRONICS HEARING HEALTHCARE CENTERS 401(K) RETIREMENT PLAN 2011 401k financial data
Transfers to/from the plan	2011-06-30	$0
Total income from all sources	2011-06-30	$169,504
Expenses. Total of all expenses incurred	2011-06-30	$5,556
Benefits paid (including direct rollovers)	2011-06-30	$5,556
Total plan assets at end of year	2011-06-30	$564,102
Total plan assets at beginning of year	2011-06-30	$400,154
Value of fidelity bond covering the plan	2011-06-30	$265,000
Total contributions received or receivable from participants	2011-06-30	$38,694
Expenses. Other expenses not covered elsewhere	2011-06-30	$0
Contributions received from other sources (not participants or employers)	2011-06-30	$0
Other income received	2011-06-30	$125,979
Net income (gross income less expenses)	2011-06-30	$163,948
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$564,102
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$400,154
Assets. Value of participant loans	2011-06-30	$0
Total contributions received or receivable from employer(s)	2011-06-30	$4,831
Value of certain deemed distributions of participant loans	2011-06-30	$0
Value of corrective distributions	2011-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2011-06-30	$0
Minimum employer required contribution for this plan year	2011-06-30	$0
Amount contributed by the employer to the plan for this plan year	2011-06-30	$0
2010 : EAR-TRONICS HEARING HEALTHCARE CENTERS 401(K) RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan	2010-06-30	$0
Total income from all sources	2010-06-30	$97,741
Expenses. Total of all expenses incurred	2010-06-30	$1,711
Benefits paid (including direct rollovers)	2010-06-30	$1,331
Total plan assets at end of year	2010-06-30	$400,154
Total plan assets at beginning of year	2010-06-30	$304,124
Value of fidelity bond covering the plan	2010-06-30	$265,000
Total contributions received or receivable from participants	2010-06-30	$41,669
Expenses. Other expenses not covered elsewhere	2010-06-30	$380
Contributions received from other sources (not participants or employers)	2010-06-30	$0
Other income received	2010-06-30	$51,635
Net income (gross income less expenses)	2010-06-30	$96,030
Net plan assets at end of year (total assets less liabilities)	2010-06-30	$400,154
Net plan assets at beginning of year (total assets less liabilities)	2010-06-30	$304,124
Assets. Value of participant loans	2010-06-30	$0
Total contributions received or receivable from employer(s)	2010-06-30	$4,437
Value of certain deemed distributions of participant loans	2010-06-30	$0
Value of corrective distributions	2010-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2010-06-30	$0
Minimum employer required contribution for this plan year	2010-06-30	$0
Amount contributed by the employer to the plan for this plan year	2010-06-30	$0

Form 5500 Responses for EAR-TRONICS HEARING HEALTHCARE CENTERS 401(K) RETIREMENT PLAN

2011: EAR-TRONICS HEARING HEALTHCARE CENTERS 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2009: EAR-TRONICS HEARING HEALTHCARE CENTERS 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	Yes
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-026657

Policy instance

Insurance contract or identification number	GA-026657
Number of Individuals Covered	10
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $950
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-026657

Policy instance

Insurance contract or identification number	GA-026657
Number of Individuals Covered	11
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $912
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	EAR-TRONICS, INC.
Employer identification number (EIN):	592688484
NAIC Classification:	621340
NAIC Description:	Offices of Physical, Occupational and Speech Therapists, and Audiologists

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1986-06-26
Company Identification Number:	M34327
Legal Registered Office Address:	7181 COLLEGE PARKWAY FORT MYERS 33907