401k Plan data: PINNACLE EYE CARE 401K SAVINGS PLAN plan

PINNACLE EYE CARE 401K SAVINGS PLAN 401k Plan overview

Plan Name	PINNACLE EYE CARE 401K SAVINGS PLAN
Plan identification number	001

PINNACLE EYE CARE 401K SAVINGS 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

PINNACLE EYE CARE, INC. D/B/A VISION FIRST has sponsored the creation of one or more 401k plans.

Company Name: PINNACLE EYE CARE, INC. D/B/A VISION FIRST

Employer identification number (EIN): 752993005

NAIC Classification: 446130
NAIC Description: Optical Goods Stores

Additional information about PINNACLE EYE CARE, INC. D/B/A VISION FIRST

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 2000-05-26

Company Identification Number: 1158864

Legal Registered Office Address: 16695 LUCKY BELL LANE
-
AUBURN
United States of America (USA)
440230000

More information about PINNACLE EYE CARE, INC. D/B/A VISION FIRST

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PINNACLE EYE CARE 401K SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01 JOHN SCMITT 2021-10-11
001 2019-01-01 PAUL D WEDGE 2020-10-12
001 2018-01-01 PAUL D WEDGE 2019-10-14
001 2018-01-01 PAUL D WEDGE 2019-10-14
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 PAUL D WEDGE 2015-09-03
001 2013-01-01 PAUL D WEDGE 2014-09-19
001 2012-01-01 PAUL D WEDGE 2013-10-09
001 2011-01-01 PAUL D WEDGE 2012-07-26
001 2010-01-01 PAUL D WEDGE
001 2009-01-01 PAUL D WEDGE PAUL D WEDGE 2010-10-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01	JOHN SCMITT	2021-10-11
001	2019-01-01	PAUL D WEDGE	2020-10-12
001	2018-01-01	PAUL D WEDGE	2019-10-14
001	2018-01-01	PAUL D WEDGE	2019-10-14
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	PAUL D WEDGE	2015-09-03
001	2013-01-01	PAUL D WEDGE	2014-09-19
001	2012-01-01	PAUL D WEDGE	2013-10-09
001	2011-01-01	PAUL D WEDGE	2012-07-26
001	2010-01-01	PAUL D WEDGE
001	2009-01-01	PAUL D WEDGE		PAUL D WEDGE	2010-10-06

Plan Statistics for PINNACLE EYE CARE 401K SAVINGS PLAN

401k plan membership statisitcs for PINNACLE EYE CARE 401K SAVINGS PLAN

Measure Date Value
2022: PINNACLE EYE CARE 401K SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 210
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 183
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 25
Total of all active and inactive participants 2022-01-01 208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 208
Number of participants with account balances 2022-01-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PINNACLE EYE CARE 401K SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 141
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 19
Total of all active and inactive participants 2021-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 160
Number of participants with account balances 2021-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: PINNACLE EYE CARE 401K SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 119
Number of retired or separated participants receiving benefits 2020-01-01 6
Number of other retired or separated participants entitled to future benefits 2020-01-01 20
Total of all active and inactive participants 2020-01-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 146
Number of participants with account balances 2020-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PINNACLE EYE CARE 401K SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 155
Number of retired or separated participants receiving benefits 2019-01-01 4
Number of other retired or separated participants entitled to future benefits 2019-01-01 10
Total of all active and inactive participants 2019-01-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 170
Number of participants with account balances 2019-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PINNACLE EYE CARE 401K SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 142
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 10
Total of all active and inactive participants 2018-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 156
Number of participants with account balances 2018-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PINNACLE EYE CARE 401K SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 135
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 10
Total of all active and inactive participants 2017-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 148
Number of participants with account balances 2017-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PINNACLE EYE CARE 401K SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 115
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 9
Total of all active and inactive participants 2016-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 127
Number of participants with account balances 2016-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2010: PINNACLE EYE CARE 401K SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 89
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 5
Total of all active and inactive participants 2010-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 95
Number of participants with account balances 2010-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: PINNACLE EYE CARE 401K SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 98
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 5
Total of all active and inactive participants 2009-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 103
Number of participants with account balances 2009-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: PINNACLE EYE CARE 401K SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	210
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	183
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	25
Total of all active and inactive participants	2022-01-01	208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	208
Number of participants with account balances	2022-01-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PINNACLE EYE CARE 401K SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	141
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	19
Total of all active and inactive participants	2021-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	160
Number of participants with account balances	2021-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: PINNACLE EYE CARE 401K SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	119
Number of retired or separated participants receiving benefits	2020-01-01	6
Number of other retired or separated participants entitled to future benefits	2020-01-01	20
Total of all active and inactive participants	2020-01-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	146
Number of participants with account balances	2020-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PINNACLE EYE CARE 401K SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	155
Number of retired or separated participants receiving benefits	2019-01-01	4
Number of other retired or separated participants entitled to future benefits	2019-01-01	10
Total of all active and inactive participants	2019-01-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	170
Number of participants with account balances	2019-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PINNACLE EYE CARE 401K SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	142
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	10
Total of all active and inactive participants	2018-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	156
Number of participants with account balances	2018-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PINNACLE EYE CARE 401K SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	135
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	10
Total of all active and inactive participants	2017-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	148
Number of participants with account balances	2017-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PINNACLE EYE CARE 401K SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	115
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	9
Total of all active and inactive participants	2016-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	127
Number of participants with account balances	2016-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2010: PINNACLE EYE CARE 401K SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	89
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	5
Total of all active and inactive participants	2010-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	95
Number of participants with account balances	2010-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: PINNACLE EYE CARE 401K SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	98
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	5
Total of all active and inactive participants	2009-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	103
Number of participants with account balances	2009-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on PINNACLE EYE CARE 401K SAVINGS PLAN

Measure	Date	Value
2022 : PINNACLE EYE CARE 401K SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-555,883
Total of all expenses incurred	2022-12-31	$1,075,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$926,099
Expenses. Certain deemed distributions of participant loans	2022-12-31	$26,831
Value of total corrective distributions	2022-12-31	$108,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$533,567
Value of total assets at end of year	2022-12-31	$7,236,722
Value of total assets at beginning of year	2022-12-31	$8,868,065
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$14,498
Total interest from all sources	2022-12-31	$1,899
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$3,533
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	$3,533
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	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$400,118
Participant contributions at end of year	2022-12-31	$34,329
Participant contributions at beginning of year	2022-12-31	$69,988
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$2,827
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$133,449
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$18,910
Administrative expenses (other) incurred	2022-12-31	$14,498
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$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	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,631,343
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,236,722
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$8,868,065
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	$333,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$8,776,340
Interest on participant loans	2022-12-31	$1,899
Value of interest in common/collective trusts at end of year	2022-12-31	$5,486,905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,382,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,103,375
Net investment gain or loss from common/collective trusts	2022-12-31	$8,493
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	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$926,099
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	Yes
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
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MATHER & CO. CPAS, LLC
Accountancy firm EIN	2022-12-31	611210177
2021 : PINNACLE EYE CARE 401K SAVINGS PLAN 2021 401k financial data
Total transfer of assets to this plan	2021-12-31	$18,910
Total income from all sources (including contributions)	2021-12-31	$1,427,619
Total of all expenses incurred	2021-12-31	$215,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$128,682
Expenses. Certain deemed distributions of participant loans	2021-12-31	$5,463
Value of total corrective distributions	2021-12-31	$81,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$331,805
Value of total assets at end of year	2021-12-31	$8,868,065
Value of total assets at beginning of year	2021-12-31	$7,637,478
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$450
Total interest from all sources	2021-12-31	$3,929
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$502,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$450
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	$323,140
Participant contributions at end of year	2021-12-31	$69,988
Participant contributions at beginning of year	2021-12-31	$96,412
Participant contributions at end of year	2021-12-31	$2,827
Participant contributions at beginning of year	2021-12-31	$2,749
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$8,665
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$4,383
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$18,910
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$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	2021-12-31	No
Value of net income/loss	2021-12-31	$1,211,677
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$8,868,065
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,637,478
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	$8,776,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,538,317
Interest on participant loans	2021-12-31	$3,929
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$589,573
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	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Income. Dividends from common stock	2021-12-31	$502,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$124,299
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
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MATHER & CO. CPAS,LLC
Accountancy firm EIN	2021-12-31	611210177
2020 : PINNACLE EYE CARE 401K SAVINGS 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,423,565
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$234,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$132,886
Expenses. Certain deemed distributions of participant loans	2020-12-31	$3,579
Value of total corrective distributions	2020-12-31	$97,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$277,811
Value of total assets at end of year	2020-12-31	$7,637,478
Value of total assets at beginning of year	2020-12-31	$6,448,365
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$525
Total interest from all sources	2020-12-31	$5,081
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$202,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
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	$277,811
Participant contributions at end of year	2020-12-31	$96,412
Participant contributions at beginning of year	2020-12-31	$98,269
Participant contributions at end of year	2020-12-31	$2,749
Participant contributions at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$625
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	$1,189,113
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,637,478
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,448,365
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
Investment advisory and management fees	2020-12-31	$525
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,538,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,349,471
Interest on participant loans	2020-12-31	$5,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$938,137
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
Income. Dividends from common stock	2020-12-31	$202,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$132,886
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
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MATHER & CO. CPAS, LLC.
Accountancy firm EIN	2020-12-31	611210177
2019 : PINNACLE EYE CARE 401K SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
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	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
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	$1,404,225
Total income from all sources (including contributions)	2019-12-31	$1,404,225
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$267,021
Total of all expenses incurred	2019-12-31	$267,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$265,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$265,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$282,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$282,266
Value of total assets at end of year	2019-12-31	$6,448,365
Value of total assets at end of year	2019-12-31	$6,448,365
Value of total assets at beginning of year	2019-12-31	$5,311,161
Value of total assets at beginning of year	2019-12-31	$5,311,161
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,605
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,605
Total interest from all sources	2019-12-31	$4,783
Total interest from all sources	2019-12-31	$4,783
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$276,864
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$276,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
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	$276,864
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$276,864
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
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
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$282,266
Contributions received from participants	2019-12-31	$282,266
Participant contributions at end of year	2019-12-31	$98,269
Participant contributions at end of year	2019-12-31	$98,269
Participant contributions at beginning of year	2019-12-31	$98,136
Participant contributions at beginning of year	2019-12-31	$98,136
Participant contributions at end of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$625
Total non interest bearing cash at end of year	2019-12-31	$625
Total non interest bearing cash at beginning of year	2019-12-31	$338
Total non interest bearing cash at beginning of year	2019-12-31	$338
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
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	$1,137,204
Value of net income/loss	2019-12-31	$1,137,204
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,448,365
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,448,365
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,311,161
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,311,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
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	$6,349,471
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,349,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,212,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,212,687
Interest on participant loans	2019-12-31	$4,783
Interest on participant loans	2019-12-31	$4,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$840,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$840,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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
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
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$265,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$265,416
Contract administrator fees	2019-12-31	$1,605
Contract administrator fees	2019-12-31	$1,605
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MCM CPAS & ADVISORS LLP
Accountancy firm name	2019-12-31	MCM CPAS & ADVISORS LLP
Accountancy firm EIN	2019-12-31	271235638
Accountancy firm EIN	2019-12-31	271235638
2018 : PINNACLE EYE CARE 401K SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$42,525
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$309,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$304,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$308,658
Value of total assets at end of year	2018-12-31	$5,311,161
Value of total assets at beginning of year	2018-12-31	$5,577,892
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$5,215
Total interest from all sources	2018-12-31	$4,400
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$368,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$368,841
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$308,658
Participant contributions at end of year	2018-12-31	$98,136
Participant contributions at beginning of year	2018-12-31	$82,144
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$6,157
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$338
Total non interest bearing cash at beginning of year	2018-12-31	$334
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-266,731
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,311,161
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,577,892
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,212,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,489,257
Interest on participant loans	2018-12-31	$4,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-639,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$304,041
Contract administrator fees	2018-12-31	$5,215
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MCM CPAS & ADVISORS LLP
Accountancy firm EIN	2018-12-31	271235638
2017 : PINNACLE EYE CARE 401K SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,213,398
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$113,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$111,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$347,703
Value of total assets at end of year	2017-12-31	$5,577,892
Value of total assets at beginning of year	2017-12-31	$4,477,830
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,242
Total interest from all sources	2017-12-31	$3,510
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$267,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$267,640
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$347,703
Participant contributions at end of year	2017-12-31	$82,144
Participant contributions at beginning of year	2017-12-31	$83,212
Participant contributions at end of year	2017-12-31	$6,157
Participant contributions at beginning of year	2017-12-31	$5,638
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Total non interest bearing cash at end of year	2017-12-31	$334
Total non interest bearing cash at beginning of year	2017-12-31	$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	2017-12-31	No
Value of net income/loss	2017-12-31	$1,100,062
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,577,892
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,477,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$5,489,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$4,388,980
Interest on participant loans	2017-12-31	$3,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$594,545
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$111,094
Contract administrator fees	2017-12-31	$2,242
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MCM CPAS & ADVISORS LLP
Accountancy firm EIN	2017-12-31	271235638
2016 : PINNACLE EYE CARE 401K SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$2,834
Total income from all sources (including contributions)	2016-12-31	$640,149
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$265,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$202,217
Value of total corrective distributions	2016-12-31	$60,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$346,161
Value of total assets at end of year	2016-12-31	$4,477,830
Value of total assets at beginning of year	2016-12-31	$4,106,391
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,862
Total interest from all sources	2016-12-31	$3,563
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$164,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$164,152
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$400,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$346,161
Participant contributions at end of year	2016-12-31	$83,212
Participant contributions at beginning of year	2016-12-31	$100,598
Participant contributions at end of year	2016-12-31	$5,638
Participant contributions at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$2,834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$374,273
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,477,830
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,103,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$4,388,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,005,793
Interest on participant loans	2016-12-31	$3,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$126,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$202,217
Contract administrator fees	2016-12-31	$2,862
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN	2016-12-31	271235638
2010 : PINNACLE EYE CARE 401K SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$430,255
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$77,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$77,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$274,013
Value of total assets at end of year	2010-12-31	$1,930,888
Value of total assets at beginning of year	2010-12-31	$1,578,525
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$135
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$21,887
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$21,887
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$200,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$220,862
Participant contributions at end of year	2010-12-31	$9,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$352,363
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,930,888
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,578,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$135
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,918,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,249,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$328,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$328,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$134,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$53,151
Employer contributions (assets) at end of year	2010-12-31	$2,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$77,757
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN	2010-12-31	271235638
2009 : PINNACLE EYE CARE 401K SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PINNACLE EYE CARE 401K SAVINGS PLAN

2022: PINNACLE EYE CARE 401K SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PINNACLE EYE CARE 401K SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PINNACLE EYE CARE 401K SAVINGS 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: PINNACLE EYE CARE 401K SAVINGS 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
2018: PINNACLE EYE CARE 401K SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PINNACLE EYE CARE 401K SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PINNACLE EYE CARE 401K SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2010: PINNACLE EYE CARE 401K SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PINNACLE EYE CARE 401K SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

516140-01

Policy instance

Insurance contract or identification number	516140-01
Number of Individuals Covered	62
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $3,126
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,563
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	INVESTMENT ADVISING
Insurance broker organization code?	3

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Company Name:	PINNACLE EYE CARE, INC. D/B/A VISION FIRST
Employer identification number (EIN):	752993005
NAIC Classification:	446130
NAIC Description:	Optical Goods Stores

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	2000-05-26
Company Identification Number:	1158864
Legal Registered Office Address:	16695 LUCKY BELL LANE - AUBURN United States of America (USA) 440230000