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TAMPA EYE CLINIC PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameTAMPA EYE CLINIC PROFIT SHARING PLAN & TRUST
Plan identification number 004

TAMPA EYE CLINIC PROFIT SHARING PLAN & TRUST 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.

401k Sponsoring company profile

TAMPA EYE CLINIC AND ASSOCIATES, P. A. has sponsored the creation of one or more 401k plans.

Company Name:TAMPA EYE CLINIC AND ASSOCIATES, P. A.
Employer identification number (EIN):593395383
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAMPA EYE CLINIC PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01
0042022-01-01
0042021-01-01
0042020-01-01
0042020-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01
0042016-01-01
0042015-01-01AARON BOWMAN
0042014-01-01AARON BOWMAN
0042013-01-01AARON BOWMAN
0042012-01-01AARON BOWMAN
0042011-01-01AARON BOWMAN

Plan Statistics for TAMPA EYE CLINIC PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for TAMPA EYE CLINIC PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: TAMPA EYE CLINIC PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-06-1782
Total number of particpants at end of year2025-06-1788
Number of Participants With Account Balances2025-06-1788
2024: TAMPA EYE CLINIC PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-07-0296
Total number of particpants at end of year2024-07-0273
Number of Participants With Account Balances2024-07-0273
2015: TAMPA EYE CLINIC PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0181
Total number of active participants reported on line 7a of the Form 55002015-01-0165
Number of other retired or separated participants entitled to future benefits2015-01-0113
Total of all active and inactive participants2015-01-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0178
Number of participants with account balances2015-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: TAMPA EYE CLINIC PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0175
Total number of active participants reported on line 7a of the Form 55002014-01-0166
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-0181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0181
Number of participants with account balances2014-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TAMPA EYE CLINIC PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0174
Total number of active participants reported on line 7a of the Form 55002013-01-0166
Number of retired or separated participants receiving benefits2013-01-018
Total of all active and inactive participants2013-01-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-0175
Number of participants with account balances2013-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: TAMPA EYE CLINIC PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0178
Total number of active participants reported on line 7a of the Form 55002012-01-0165
Number of retired or separated participants receiving benefits2012-01-019
Total of all active and inactive participants2012-01-0174
Total participants2012-01-0174
Number of participants with account balances2012-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: TAMPA EYE CLINIC PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0173
Total number of active participants reported on line 7a of the Form 55002011-01-0166
Number of retired or separated participants receiving benefits2011-01-0112
Total of all active and inactive participants2011-01-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0178
Number of participants with account balances2011-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017

Financial Data on TAMPA EYE CLINIC PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : TAMPA EYE CLINIC PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total liabilities as of the end of the plan year2025-06-170
Total liabilities as of the beginning of the plan year2025-06-170
Total expenses incurred by plan in this plan year2025-06-172787132
Net assets as of the end of the plan year2025-06-179884812
Total assets as of the beginning of the plan year2025-06-1710449865
Value of plan covered by a fidelity bond2025-06-17500000
Participant contributions to plan in this plan year2025-06-17236809
Other income to plan in this plan year2025-06-171822635
Plan net income in this plan year2025-06-17-565053
Net assets as of the end of the plan year2025-06-179884812
Net assets as of the beginning of the plan year2025-06-1710449865
Value of contributions failed to transmitted timely2025-06-175540
Employer contributions to plan in this plan year2025-06-17162635
Fees paid to broker by Benefit Provider2025-06-1710922
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-1756951
2024 : TAMPA EYE CLINIC PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-02471016
Net assets as of the end of the plan year2024-07-0210449865
Total assets as of the beginning of the plan year2024-07-028869314
Value of plan covered by a fidelity bond2024-07-02500000
Participant contributions to plan in this plan year2024-07-02263268
Other income to plan in this plan year2024-07-021598829
Plan net income in this plan year2024-07-021580551
Net assets as of the end of the plan year2024-07-0210449865
Net assets as of the beginning of the plan year2024-07-028869314
Employer contributions to plan in this plan year2024-07-02189470
Fees paid to broker by Benefit Provider2024-07-0210110
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-0252639
2015 : TAMPA EYE CLINIC PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$675,555
Expenses. Total of all expenses incurred2015-12-31$3,150,760
Benefits paid (including direct rollovers)2015-12-31$3,124,334
Total plan assets at end of year2015-12-31$8,562,523
Total plan assets at beginning of year2015-12-31$11,037,728
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$189,336
Other income received2015-12-31$249,492
Net income (gross income less expenses)2015-12-31$-2,475,205
Net plan assets at end of year (total assets less liabilities)2015-12-31$8,562,523
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$11,037,728
Total contributions received or receivable from employer(s)2015-12-31$236,727
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$26,426
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : TAMPA EYE CLINIC PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$1,044,099
Expenses. Total of all expenses incurred2014-12-31$649,218
Benefits paid (including direct rollovers)2014-12-31$608,434
Total plan assets at end of year2014-12-31$11,037,728
Total plan assets at beginning of year2014-12-31$10,642,847
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$190,784
Other income received2014-12-31$610,447
Net income (gross income less expenses)2014-12-31$394,881
Net plan assets at end of year (total assets less liabilities)2014-12-31$11,037,728
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$10,642,847
Total contributions received or receivable from employer(s)2014-12-31$242,868
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$40,784
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : TAMPA EYE CLINIC PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$1,588,529
Expenses. Total of all expenses incurred2013-12-31$684,129
Benefits paid (including direct rollovers)2013-12-31$645,998
Total plan assets at end of year2013-12-31$10,642,847
Total plan assets at beginning of year2013-12-31$9,738,447
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$191,847
Other income received2013-12-31$1,165,805
Net income (gross income less expenses)2013-12-31$904,400
Net plan assets at end of year (total assets less liabilities)2013-12-31$10,642,847
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$9,738,447
Total contributions received or receivable from employer(s)2013-12-31$230,877
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$38,131
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : TAMPA EYE CLINIC PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$1,406,430
Expenses. Total of all expenses incurred2012-12-31$599,310
Benefits paid (including direct rollovers)2012-12-31$561,367
Total plan assets at end of year2012-12-31$9,738,447
Total plan assets at beginning of year2012-12-31$8,931,327
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$175,557
Other income received2012-12-31$1,005,032
Net income (gross income less expenses)2012-12-31$807,120
Net plan assets at end of year (total assets less liabilities)2012-12-31$9,738,447
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$8,931,327
Total contributions received or receivable from employer(s)2012-12-31$225,841
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$37,943
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : TAMPA EYE CLINIC PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$708,424
Expenses. Total of all expenses incurred2011-12-31$706,845
Benefits paid (including direct rollovers)2011-12-31$673,626
Total plan assets at end of year2011-12-31$8,931,327
Total plan assets at beginning of year2011-12-31$8,929,748
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$177,893
Contributions received from other sources (not participants or employers)2011-12-31$33,819
Other income received2011-12-31$257,708
Net income (gross income less expenses)2011-12-31$1,579
Net plan assets at end of year (total assets less liabilities)2011-12-31$8,931,327
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$8,929,748
Total contributions received or receivable from employer(s)2011-12-31$239,004
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$33,219
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : TAMPA EYE CLINIC PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$1,161,265
Expenses. Total of all expenses incurred2010-12-31$1,911,237
Benefits paid (including direct rollovers)2010-12-31$1,871,648
Total plan assets at end of year2010-12-31$8,821,794
Total plan assets at beginning of year2010-12-31$9,571,766
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$185,122
Other income received2010-12-31$760,167
Net income (gross income less expenses)2010-12-31$-749,972
Net plan assets at end of year (total assets less liabilities)2010-12-31$8,821,794
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$9,571,766
Assets. Value of real-estate (other than employer real property)2010-12-31$25,000
Total contributions received or receivable from employer(s)2010-12-31$215,976
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$39,589

Form 5500 Responses for TAMPA EYE CLINIC PROFIT SHARING PLAN & TRUST

2015: TAMPA EYE CLINIC PROFIT SHARING PLAN & TRUST 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TAMPA EYE CLINIC PROFIT SHARING PLAN & TRUST 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TAMPA EYE CLINIC PROFIT SHARING PLAN & TRUST 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TAMPA EYE CLINIC PROFIT SHARING PLAN & TRUST 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TAMPA EYE CLINIC PROFIT SHARING PLAN & TRUST 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68136 )
Policy contract numberPR3503185
Policy instance 3
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberE1874421 E18744
Policy instance 2
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number102392
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number102392
Policy instance 3
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberE1874421 E18744
Policy instance 1
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68136 )
Policy contract numberPR3503185
Policy instance 2
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberE1874421 E18744
Policy instance 1
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68136 )
Policy contract numberPR3503185
Policy instance 2
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number102392
Policy instance 3
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberE1874421
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number102392
Policy instance 4
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE0987583
Policy instance 3
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68136 )
Policy contract numberPR3503185
Policy instance 2
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHK760
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number102392
Policy instance 2
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68136 )
Policy contract numberPR3503185
Policy instance 3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE0987583
Policy instance 4
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE0987583
Policy instance 1

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