401k Plan data: OPHTHALMIC PARTNERS, PA 401(K) PLAN plan

OPHTHALMIC PARTNERS, PA 401(K) PLAN 401k Plan overview

Plan Name	OPHTHALMIC PARTNERS, PA 401(K) PLAN
Plan identification number	001

OPHTHALMIC PARTNERS, PA 401(K) 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.
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

OPHTHALMIC PARTNERS, PA has sponsored the creation of one or more 401k plans.

Company Name: OPHTHALMIC PARTNERS, PA

Employer identification number (EIN): 752664866

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OPHTHALMIC PARTNERS, PA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 MY LE
001 2023-01-01
001 2023-01-01 MY LE
001 2022-01-01
001 2022-01-01
001 2022-01-01 MY LE
001 2021-01-01
001 2021-01-01 MY LE
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01 MY LE 2019-10-07
001 2017-01-01 MY LE 2018-10-05
001 2016-01-01 DR. BRIAN FLOWERS 2017-09-28
001 2015-01-01 DR. BRIAN FLOWERS 2016-09-16
001 2014-01-01 JOHANNA JONES 2015-10-14 DR. BRIAN FLOWERS 2015-10-14
001 2013-01-01 JOHANNA JONES
001 2012-01-01 JOHANNA JONES

Plan Statistics for OPHTHALMIC PARTNERS, PA 401(K) PLAN

401k plan membership statisitcs for OPHTHALMIC PARTNERS, PA 401(K) PLAN

Measure Date Value
2023: OPHTHALMIC PARTNERS, PA 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 99
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 11
Total of all active and inactive participants 2023-01-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 110
Number of participants with account balances 2023-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: OPHTHALMIC PARTNERS, PA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 87
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 16
Total of all active and inactive participants 2022-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 103
Number of participants with account balances 2022-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: OPHTHALMIC PARTNERS, PA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 98
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 14
Total of all active and inactive participants 2021-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 112
Number of participants with account balances 2021-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: OPHTHALMIC PARTNERS, PA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 96
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 13
Total of all active and inactive participants 2020-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 109
Number of participants with account balances 2020-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: OPHTHALMIC PARTNERS, PA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 127
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 16
Total of all active and inactive participants 2019-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 143
Number of participants with account balances 2019-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2013: OPHTHALMIC PARTNERS, PA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 98
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 87
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 91
Total participants 2013-01-01 91
Number of participants with account balances 2013-01-01 76
2012: OPHTHALMIC PARTNERS, PA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 93
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 98
Number of participants with account balances 2012-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2023: OPHTHALMIC PARTNERS, PA 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	99
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	11
Total of all active and inactive participants	2023-01-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	110
Number of participants with account balances	2023-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: OPHTHALMIC PARTNERS, PA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	87
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	16
Total of all active and inactive participants	2022-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	103
Number of participants with account balances	2022-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: OPHTHALMIC PARTNERS, PA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	98
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	14
Total of all active and inactive participants	2021-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	112
Number of participants with account balances	2021-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: OPHTHALMIC PARTNERS, PA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	96
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	13
Total of all active and inactive participants	2020-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	109
Number of participants with account balances	2020-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: OPHTHALMIC PARTNERS, PA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	127
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	16
Total of all active and inactive participants	2019-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	143
Number of participants with account balances	2019-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2013: OPHTHALMIC PARTNERS, PA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	98
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	87
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	91
Total participants	2013-01-01	91
Number of participants with account balances	2013-01-01	76
2012: OPHTHALMIC PARTNERS, PA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	93
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	98
Number of participants with account balances	2012-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on OPHTHALMIC PARTNERS, PA 401(K) PLAN

Measure	Date	Value
2023 : OPHTHALMIC PARTNERS, PA 401(K) PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$3,140,607
Expenses. Total of all expenses incurred	2023-12-31	$211,619
Benefits paid (including direct rollovers)	2023-12-31	$176,932
Total plan assets at end of year	2023-12-31	$10,333,247
Total plan assets at beginning of year	2023-12-31	$7,404,259
Value of fidelity bond covering the plan	2023-12-31	$270,000
Total contributions received or receivable from participants	2023-12-31	$438,171
Contributions received from other sources (not participants or employers)	2023-12-31	$950,372
Other income received	2023-12-31	$1,533,723
Net income (gross income less expenses)	2023-12-31	$2,928,988
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$10,333,247
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$7,404,259
Assets. Value of participant loans	2023-12-31	$108,455
Total contributions received or receivable from employer(s)	2023-12-31	$218,341
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$34,687
2022 : OPHTHALMIC PARTNERS, PA 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
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	$12,369
Total income from all sources (including contributions)	2022-12-31	$-1,451,185
Total loss/gain on sale of assets	2022-12-31	$91,769
Total of all expenses incurred	2022-12-31	$1,639,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,600,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$533,820
Value of total assets at end of year	2022-12-31	$7,404,259
Value of total assets at beginning of year	2022-12-31	$10,507,181
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$39,107
Total interest from all sources	2022-12-31	$6,083
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$132,744
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$132,744
Administrative expenses professional fees incurred	2022-12-31	$39,107
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$394,166
Participant contributions at end of year	2022-12-31	$154,817
Participant contributions at beginning of year	2022-12-31	$115,806
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$2,012
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$388
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$12,369
Total non interest bearing cash at end of year	2022-12-31	$11,741
Total non interest bearing cash at beginning of year	2022-12-31	$12,369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,090,553
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,404,259
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$10,494,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$6,563,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$8,738,759
Interest on participant loans	2022-12-31	$6,083
Value of interest in common/collective trusts at end of year	2022-12-31	$207,673
Value of interest in common/collective trusts at beginning of year	2022-12-31	$294,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$20,730
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$232,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$232,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,212,850
Net investment gain or loss from common/collective trusts	2022-12-31	$-2,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$139,654
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$60,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,600,261
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$444,187
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$1,052,767
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$5,021,989
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$4,930,220
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WEAVER AND TIDWELL, LLP
Accountancy firm EIN	2022-12-31	750786316
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$12,369
Total income from all sources (including contributions)	2022-01-01	$-1,451,185
Total loss/gain on sale of assets	2022-01-01	$91,769
Total of all expenses incurred	2022-01-01	$1,639,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$1,600,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$533,820
Value of total assets at end of year	2022-01-01	$7,404,259
Value of total assets at beginning of year	2022-01-01	$10,507,181
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$39,107
Total interest from all sources	2022-01-01	$6,083
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$132,744
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$132,744
Administrative expenses professional fees incurred	2022-01-01	$39,107
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$500,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$394,166
Participant contributions at end of year	2022-01-01	$154,817
Participant contributions at beginning of year	2022-01-01	$115,806
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-01-01	$2,012
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-01-01	$388
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-01-01	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-01-01	$12,369
Total non interest bearing cash at end of year	2022-01-01	$11,741
Total non interest bearing cash at beginning of year	2022-01-01	$12,369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$-3,090,553
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$7,404,259
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$10,494,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$6,563,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$8,738,759
Interest on participant loans	2022-01-01	$6,083
Value of interest in common/collective trusts at end of year	2022-01-01	$207,673
Value of interest in common/collective trusts at beginning of year	2022-01-01	$294,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-01-01	$20,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-2,212,850
Net investment gain or loss from common/collective trusts	2022-01-01	$-2,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$139,654
Employer contributions (assets) at end of year	2022-01-01	$0
Employer contributions (assets) at beginning of year	2022-01-01	$60,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$1,600,261
Assets. Corporate common stocks other than exployer securities at end of year	2022-01-01	$444,187
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-01-01	$1,052,767
Did the plan have assets held for investment	2022-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Aggregate proceeds on sale of assets	2022-01-01	$5,021,989
Aggregate carrying amount (costs) on sale of assets	2022-01-01	$4,930,220
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	WEAVER AND TIDWELL, LLP
Accountancy firm EIN	2022-01-01	750786316
2021 : OPHTHALMIC PARTNERS, PA 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$12,369
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$21,486
Total income from all sources (including contributions)	2021-12-31	$1,624,934
Total loss/gain on sale of assets	2021-12-31	$1,779,026
Total of all expenses incurred	2021-12-31	$238,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$197,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$592,679
Value of total assets at end of year	2021-12-31	$10,504,756
Value of total assets at beginning of year	2021-12-31	$9,127,167
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$40,405
Total interest from all sources	2021-12-31	$5,109
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$173,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$173,432
Administrative expenses professional fees incurred	2021-12-31	$40,405
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$390,713
Participant contributions at end of year	2021-12-31	$113,697
Participant contributions at beginning of year	2021-12-31	$108,477
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$5,441
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$2,642
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$12,369
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$21,486
Total non interest bearing cash at end of year	2021-12-31	$12,369
Total non interest bearing cash at beginning of year	2021-12-31	$21,486
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,386,706
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$10,492,387
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,105,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$8,738,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,676,831
Interest on participant loans	2021-12-31	$5,109
Value of interest in common/collective trusts at end of year	2021-12-31	$294,452
Value of interest in common/collective trusts at beginning of year	2021-12-31	$216,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$232,640
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$55,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$55,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$-924,752
Net investment gain or loss from common/collective trusts	2021-12-31	$-560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$196,525
Employer contributions (assets) at end of year	2021-12-31	$60,000
Employer contributions (assets) at beginning of year	2021-12-31	$60,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$197,823
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$1,052,767
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$985,506
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$5,528,903
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$3,749,877
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WEAVER AND TIDWELL, LLP
Accountancy firm EIN	2021-12-31	750786316
2020 : OPHTHALMIC PARTNERS, PA 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$21,486
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$11,742
Total income from all sources (including contributions)	2020-12-31	$2,047,587
Total loss/gain on sale of assets	2020-12-31	$319,499
Total of all expenses incurred	2020-12-31	$155,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$122,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$554,630
Value of total assets at end of year	2020-12-31	$9,127,167
Value of total assets at beginning of year	2020-12-31	$7,225,554
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$33,232
Total interest from all sources	2020-12-31	$5,469
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$194,996
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$192,140
Administrative expenses professional fees incurred	2020-12-31	$33,232
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$375,720
Participant contributions at end of year	2020-12-31	$108,477
Participant contributions at beginning of year	2020-12-31	$113,572
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$2,642
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$2,220
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$21,486
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$11,742
Total non interest bearing cash at end of year	2020-12-31	$21,486
Total non interest bearing cash at beginning of year	2020-12-31	$12,263
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,891,869
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,105,681
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,213,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,676,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,508,650
Interest on participant loans	2020-12-31	$5,469
Value of interest in common/collective trusts at end of year	2020-12-31	$216,725
Value of interest in common/collective trusts at beginning of year	2020-12-31	$124,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$55,500
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$132,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$132,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$971,619
Net investment gain or loss from common/collective trusts	2020-12-31	$1,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$178,910
Employer contributions (assets) at end of year	2020-12-31	$60,000
Employer contributions (assets) at beginning of year	2020-12-31	$60,000
Income. Dividends from common stock	2020-12-31	$2,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$122,486
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$985,506
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$272,194
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$2,572,925
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$2,253,426
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	WEAVER AND TIDWELL, LLP
Accountancy firm EIN	2020-12-31	750786316
2019 : OPHTHALMIC PARTNERS, PA 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$11,742
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,670,196
Total loss/gain on sale of assets	2019-12-31	$86,358
Total of all expenses incurred	2019-12-31	$165,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$136,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$518,003
Value of total assets at end of year	2019-12-31	$7,165,554
Value of total assets at beginning of year	2019-12-31	$5,649,407
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$29,310
Total interest from all sources	2019-12-31	$5,471
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$140,593
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$134,727
Administrative expenses professional fees incurred	2019-12-31	$29,310
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$352,923
Participant contributions at end of year	2019-12-31	$113,572
Participant contributions at beginning of year	2019-12-31	$117,659
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$2,220
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$1,245
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$11,742
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$12,263
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,504,405
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,153,812
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,649,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,508,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,854,754
Interest on participant loans	2019-12-31	$5,471
Value of interest in common/collective trusts at end of year	2019-12-31	$124,368
Value of interest in common/collective trusts at beginning of year	2019-12-31	$375,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$132,287
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$21,917
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$21,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$922,169
Net investment gain or loss from common/collective trusts	2019-12-31	$-2,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$165,080
Employer contributions (assets) at end of year	2019-12-31	$60,000
Employer contributions (assets) at beginning of year	2019-12-31	$32,400
Income. Dividends from common stock	2019-12-31	$5,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$136,481
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$272,194
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$278,495
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$1,626,160
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$1,539,802
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WEAVER AND TIDWELL, LLP
Accountancy firm EIN	2019-12-31	750786317
2013 : OPHTHALMIC PARTNERS, PA 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,627,058
Expenses. Total of all expenses incurred	2013-12-31	$154,058
Benefits paid (including direct rollovers)	2013-12-31	$142,397
Total plan assets at end of year	2013-12-31	$3,219,822
Total plan assets at beginning of year	2013-12-31	$1,746,822
Value of fidelity bond covering the plan	2013-12-31	$270,000
Total contributions received or receivable from participants	2013-12-31	$316,079
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$745,235
Other income received	2013-12-31	$414,166
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$1,473,000
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,219,822
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,746,822
Assets. Value of participant loans	2013-12-31	$81,964
Total contributions received or receivable from employer(s)	2013-12-31	$151,578
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$11,661
2012 : OPHTHALMIC PARTNERS, PA 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$1,448,670
Total income from all sources	2012-12-31	$479,894
Expenses. Total of all expenses incurred	2012-12-31	$181,742
Benefits paid (including direct rollovers)	2012-12-31	$172,423
Total plan assets at end of year	2012-12-31	$1,746,822
Total plan assets at beginning of year	2012-12-31	$0
Value of fidelity bond covering the plan	2012-12-31	$270,000
Total contributions received or receivable from participants	2012-12-31	$229,197
Contributions received from other sources (not participants or employers)	2012-12-31	$29,312
Other income received	2012-12-31	$103,956
Net income (gross income less expenses)	2012-12-31	$298,152
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,746,822
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Assets. Value of participant loans	2012-12-31	$93,905
Total contributions received or receivable from employer(s)	2012-12-31	$117,429
Value of certain deemed distributions of participant loans	2012-12-31	$2,461
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$6,858
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for OPHTHALMIC PARTNERS, PA 401(K) PLAN

2023: OPHTHALMIC PARTNERS, PA 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: OPHTHALMIC PARTNERS, PA 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: OPHTHALMIC PARTNERS, PA 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: OPHTHALMIC PARTNERS, PA 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: OPHTHALMIC PARTNERS, PA 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2013: OPHTHALMIC PARTNERS, PA 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: OPHTHALMIC PARTNERS, PA 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	OPHTHALMIC PARTNERS, PA
Employer identification number (EIN):	752664866
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	MY LE
001	2023-01-01
001	2023-01-01	MY LE
001	2022-01-01
001	2022-01-01
001	2022-01-01	MY LE
001	2021-01-01
001	2021-01-01	MY LE
001	2020-01-01
001	2020-01-01
001	2019-01-01
001	2019-01-01
001	2018-01-01	MY LE	2019-10-07
001	2017-01-01	MY LE	2018-10-05
001	2016-01-01	DR. BRIAN FLOWERS	2017-09-28
001	2015-01-01	DR. BRIAN FLOWERS	2016-09-16
001	2014-01-01	JOHANNA JONES	2015-10-14	DR. BRIAN FLOWERS	2015-10-14
001	2013-01-01	JOHANNA JONES
001	2012-01-01	JOHANNA JONES