CALLAHAN EYE CLINIC, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CALLAHAN EYE CLINIC, PC PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2016: CALLAHAN EYE CLINIC, PC PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-10-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 0 |
| Total of all active and inactive participants | 2016-10-01 | 0 |
| Total participants | 2016-10-01 | 0 |
| Number of participants with account balances | 2016-10-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-10-01 | 0 |
| 2015: CALLAHAN EYE CLINIC, PC PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-10-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 17 |
| Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 5 |
| Total of all active and inactive participants | 2015-10-01 | 22 |
| Total participants | 2015-10-01 | 22 |
| Number of participants with account balances | 2015-10-01 | 22 |
| 2014: CALLAHAN EYE CLINIC, PC PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-10-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 15 |
| Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 6 |
| Total of all active and inactive participants | 2014-10-01 | 21 |
| Total participants | 2014-10-01 | 21 |
| Number of participants with account balances | 2014-10-01 | 21 |
| 2013: CALLAHAN EYE CLINIC, PC PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-10-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 14 |
| Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 7 |
| Total of all active and inactive participants | 2013-10-01 | 21 |
| Total participants | 2013-10-01 | 21 |
| Number of participants with account balances | 2013-10-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-10-01 | 1 |
| 2012: CALLAHAN EYE CLINIC, PC PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-10-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 14 |
| Number of retired or separated participants receiving benefits | 2012-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 9 |
| Total of all active and inactive participants | 2012-10-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-10-01 | 0 |
| Total participants | 2012-10-01 | 23 |
| Number of participants with account balances | 2012-10-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-10-01 | 2 |
| 2011: CALLAHAN EYE CLINIC, PC PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-10-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 19 |
| Number of retired or separated participants receiving benefits | 2011-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 0 |
| Total of all active and inactive participants | 2011-10-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 0 |
| Total participants | 2011-10-01 | 19 |
| Number of participants with account balances | 2011-10-01 | 19 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 0 |
| 2009: CALLAHAN EYE CLINIC, PC PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-10-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 20 |
| Number of retired or separated participants receiving benefits | 2009-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 1 |
| Total of all active and inactive participants | 2009-10-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 0 |
| Total participants | 2009-10-01 | 21 |
| Number of participants with account balances | 2009-10-01 | 21 |
| Measure | Date | Value |
|---|
| 2017 : CALLAHAN EYE CLINIC, PC PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-09-30 | $25,615 |
| Expenses. Total of all expenses incurred | 2017-09-30 | $680,511 |
| Benefits paid (including direct rollovers) | 2017-09-30 | $679,386 |
| Total plan assets at end of year | 2017-09-30 | $0 |
| Total plan assets at beginning of year | 2017-09-30 | $654,896 |
| Value of fidelity bond covering the plan | 2017-09-30 | $66,000 |
| Total contributions received or receivable from participants | 2017-09-30 | $2,951 |
| Other income received | 2017-09-30 | $22,664 |
| Net income (gross income less expenses) | 2017-09-30 | $-654,896 |
| Net plan assets at end of year (total assets less liabilities) | 2017-09-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-09-30 | $654,896 |
| Total contributions received or receivable from employer(s) | 2017-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-09-30 | $1,125 |
| 2016 : CALLAHAN EYE CLINIC, PC PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-09-30 | $112,596 |
| Expenses. Total of all expenses incurred | 2016-09-30 | $29,886 |
| Benefits paid (including direct rollovers) | 2016-09-30 | $26,688 |
| Total plan assets at end of year | 2016-09-30 | $654,896 |
| Total plan assets at beginning of year | 2016-09-30 | $572,186 |
| Value of fidelity bond covering the plan | 2016-09-30 | $66,000 |
| Total contributions received or receivable from participants | 2016-09-30 | $38,581 |
| Other income received | 2016-09-30 | $52,971 |
| Net income (gross income less expenses) | 2016-09-30 | $82,710 |
| Net plan assets at end of year (total assets less liabilities) | 2016-09-30 | $654,896 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-09-30 | $572,186 |
| Total contributions received or receivable from employer(s) | 2016-09-30 | $21,044 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-09-30 | $3,198 |
| 2015 : CALLAHAN EYE CLINIC, PC PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-09-30 | $13,907 |
| Expenses. Total of all expenses incurred | 2015-09-30 | $45,114 |
| Benefits paid (including direct rollovers) | 2015-09-30 | $41,970 |
| Total plan assets at end of year | 2015-09-30 | $572,186 |
| Total plan assets at beginning of year | 2015-09-30 | $603,393 |
| Value of fidelity bond covering the plan | 2015-09-30 | $61,000 |
| Total contributions received or receivable from participants | 2015-09-30 | $15,740 |
| Other income received | 2015-09-30 | $-19,838 |
| Net income (gross income less expenses) | 2015-09-30 | $-31,207 |
| Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $572,186 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $603,393 |
| Total contributions received or receivable from employer(s) | 2015-09-30 | $18,005 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-09-30 | $3,144 |
| 2014 : CALLAHAN EYE CLINIC, PC PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-09-30 | $86,189 |
| Expenses. Total of all expenses incurred | 2014-09-30 | $3,166 |
| Total plan assets at end of year | 2014-09-30 | $603,393 |
| Total plan assets at beginning of year | 2014-09-30 | $520,370 |
| Value of fidelity bond covering the plan | 2014-09-30 | $150,000 |
| Total contributions received or receivable from participants | 2014-09-30 | $19,828 |
| Other income received | 2014-09-30 | $45,691 |
| Net income (gross income less expenses) | 2014-09-30 | $83,023 |
| Net plan assets at end of year (total assets less liabilities) | 2014-09-30 | $603,393 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-09-30 | $520,370 |
| Total contributions received or receivable from employer(s) | 2014-09-30 | $20,670 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-09-30 | $3,166 |
| 2013 : CALLAHAN EYE CLINIC, PC PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-09-30 | $98,063 |
| Expenses. Total of all expenses incurred | 2013-09-30 | $33,378 |
| Benefits paid (including direct rollovers) | 2013-09-30 | $30,500 |
| Total plan assets at end of year | 2013-09-30 | $520,370 |
| Total plan assets at beginning of year | 2013-09-30 | $455,685 |
| Value of fidelity bond covering the plan | 2013-09-30 | $150,000 |
| Total contributions received or receivable from participants | 2013-09-30 | $21,996 |
| Other income received | 2013-09-30 | $56,438 |
| Net income (gross income less expenses) | 2013-09-30 | $64,685 |
| Net plan assets at end of year (total assets less liabilities) | 2013-09-30 | $520,370 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-09-30 | $455,685 |
| Total contributions received or receivable from employer(s) | 2013-09-30 | $19,629 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-09-30 | $2,878 |
| 2012 : CALLAHAN EYE CLINIC, PC PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-09-30 | $118,186 |
| Expenses. Total of all expenses incurred | 2012-09-30 | $98,801 |
| Benefits paid (including direct rollovers) | 2012-09-30 | $95,724 |
| Total plan assets at end of year | 2012-09-30 | $455,685 |
| Total plan assets at beginning of year | 2012-09-30 | $436,300 |
| Value of fidelity bond covering the plan | 2012-09-30 | $100,000 |
| Total contributions received or receivable from participants | 2012-09-30 | $26,820 |
| Other income received | 2012-09-30 | $72,816 |
| Net income (gross income less expenses) | 2012-09-30 | $19,385 |
| Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $455,685 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-09-30 | $436,300 |
| Total contributions received or receivable from employer(s) | 2012-09-30 | $18,550 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-09-30 | $3,077 |
| 2011 : CALLAHAN EYE CLINIC, PC PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-09-30 | $33,508 |
| Expenses. Total of all expenses incurred | 2011-09-30 | $13,850 |
| Benefits paid (including direct rollovers) | 2011-09-30 | $6,649 |
| Total plan assets at end of year | 2011-09-30 | $436,300 |
| Total plan assets at beginning of year | 2011-09-30 | $416,642 |
| Value of fidelity bond covering the plan | 2011-09-30 | $100,000 |
| Total contributions received or receivable from participants | 2011-09-30 | $28,076 |
| Other income received | 2011-09-30 | $-13,253 |
| Net income (gross income less expenses) | 2011-09-30 | $19,658 |
| Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $436,300 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $416,642 |
| Total contributions received or receivable from employer(s) | 2011-09-30 | $18,685 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-09-30 | $7,201 |
| JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 13687 |
| Policy instance | 1 |
| Insurance contract or identification number | 13687 | | Number of Individuals Covered | 23 | | Insurance policy start date | 2015-10-01 | | Insurance policy end date | 2016-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 13687 |
| Policy instance | 1 |
| Insurance contract or identification number | 13687 | | Number of Individuals Covered | 21 | | Insurance policy start date | 2014-10-01 | | Insurance policy end date | 2015-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 13687 |
| Policy instance | 1 |
| Insurance contract or identification number | 13687 | | Number of Individuals Covered | 24 | | Insurance policy start date | 2013-10-01 | | Insurance policy end date | 2014-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 13687 |
| Policy instance | 1 |
| Insurance contract or identification number | 13687 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2012-10-01 | | Insurance policy end date | 2013-09-30 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Additional information about fees paid to insurance broker | BROKER COMMISSION 3 | | Insurance broker name | LINCOLN FINANCIAL ADVISORS CORP |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 13687 |
| Policy instance | 1 |
| Insurance contract or identification number | 13687 | | Number of Individuals Covered | 19 | | Insurance policy start date | 2011-10-01 | | Insurance policy end date | 2012-09-30 | | Total amount of commissions paid to insurance broker | USD $368 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 13687 |
| Policy instance | 1 |
| Insurance contract or identification number | 13687 | | Number of Individuals Covered | 19 | | Insurance policy start date | 2010-10-01 | | Insurance policy end date | 2011-09-30 | | Total amount of commissions paid to insurance broker | USD $4,794 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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