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EYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN 401k Plan overview

Plan NameEYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN
Plan identification number 001

EYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EYE ASSOCIATES OF SOUTHERN INDIANA has sponsored the creation of one or more 401k plans.

Company Name:EYE ASSOCIATES OF SOUTHERN INDIANA
Employer identification number (EIN):351995025
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BRADLEY BLACK
0012016-01-01BRADLEY BLACK2017-07-26
0012015-01-01BRADLEY BLACK2016-07-27
0012014-01-01BRADLEY BLACK2015-07-15
0012013-01-01BRADLEY BLACK2014-07-30
0012012-01-01DONNA MCAFEE
0012011-01-01BRADLEY BLACK
0012009-01-01BRADLEY BLACK

Plan Statistics for EYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN

401k plan membership statisitcs for EYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN

Measure Date Value
2023: EYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01186
Total number of active participants reported on line 7a of the Form 55002023-01-01167
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-0116
Total of all active and inactive participants2023-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01184
Number of participants with account balances2023-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: EYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01195
Total number of active participants reported on line 7a of the Form 55002022-01-01161
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0118
Total of all active and inactive participants2022-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01180
Number of participants with account balances2022-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: EYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01150
Total number of active participants reported on line 7a of the Form 55002021-01-01156
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0126
Total of all active and inactive participants2021-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01185
Number of participants with account balances2021-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: EYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01213
Total number of active participants reported on line 7a of the Form 55002020-01-0183
Number of retired or separated participants receiving benefits2020-01-0110
Number of other retired or separated participants entitled to future benefits2020-01-0137
Total of all active and inactive participants2020-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01130
Number of participants with account balances2020-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: EYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01159
Total number of active participants reported on line 7a of the Form 55002019-01-01190
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0116
Total of all active and inactive participants2019-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01206
Number of participants with account balances2019-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01151
Total number of active participants reported on line 7a of the Form 55002018-01-01150
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-019
Total of all active and inactive participants2018-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01159
Number of participants with account balances2018-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: EYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01133
Total number of active participants reported on line 7a of the Form 55002017-01-01142
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01151
Number of participants with account balances2017-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2012: EYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0196
Total number of active participants reported on line 7a of the Form 55002012-01-0167
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-0181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0181
Number of participants with account balances2012-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: EYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0198
Total number of active participants reported on line 7a of the Form 55002011-01-0169
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0133
Total of all active and inactive participants2011-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01102
Number of participants with account balances2011-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: EYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0164
Total number of active participants reported on line 7a of the Form 55002009-01-0150
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0165
Number of participants with account balances2009-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on EYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN

Measure Date Value
2023 : EYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$2,487,399
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$178,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$106,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$897,004
Value of total assets at end of year2023-12-31$10,856,129
Value of total assets at beginning of year2023-12-31$8,547,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$71,944
Total interest from all sources2023-12-31$1,494
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$257,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$257,147
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$750,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$590,225
Participant contributions at end of year2023-12-31$26,765
Participant contributions at beginning of year2023-12-31$20,397
Participant contributions at end of year2023-12-31$15,710
Participant contributions at beginning of year2023-12-31$19,594
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$11,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,309,062
Value of net assets at end of year (total assets less liabilities)2023-12-31$10,856,129
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$8,547,067
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$46,348
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$10,092,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$7,815,171
Interest on participant loans2023-12-31$1,494
Value of interest in common/collective trusts at end of year2023-12-31$697,170
Value of interest in common/collective trusts at beginning of year2023-12-31$677,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,326,205
Net investment gain or loss from common/collective trusts2023-12-31$5,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$294,806
Employer contributions (assets) at end of year2023-12-31$24,475
Employer contributions (assets) at beginning of year2023-12-31$14,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$106,393
Contract administrator fees2023-12-31$21,198
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2023-12-31560574444
2022 : EYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-837,295
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$297,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$228,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$804,239
Value of total assets at end of year2022-12-31$8,547,067
Value of total assets at beginning of year2022-12-31$9,681,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$68,650
Total interest from all sources2022-12-31$593
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$217,777
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$217,777
Administrative expenses professional fees incurred2022-12-31$1,196
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$750,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$523,881
Participant contributions at end of year2022-12-31$20,397
Participant contributions at beginning of year2022-12-31$4,072
Participant contributions at end of year2022-12-31$19,594
Participant contributions at beginning of year2022-12-31$18,320
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,134,889
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,547,067
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,681,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$37,490
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,815,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,057,210
Interest on participant loans2022-12-31$593
Value of interest in common/collective trusts at end of year2022-12-31$677,683
Value of interest in common/collective trusts at beginning of year2022-12-31$577,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,863,880
Net investment gain or loss from common/collective trusts2022-12-31$3,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$276,898
Employer contributions (assets) at end of year2022-12-31$14,222
Employer contributions (assets) at beginning of year2022-12-31$24,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$228,944
Contract administrator fees2022-12-31$29,964
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2022-12-31271235638
2021 : EYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,942,805
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$565,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$525,273
Value of total corrective distributions2021-12-31$4,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$703,634
Value of total assets at end of year2021-12-31$9,681,956
Value of total assets at beginning of year2021-12-31$8,304,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$35,508
Total interest from all sources2021-12-31$538
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$746,727
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$746,727
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$750,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$471,151
Participant contributions at end of year2021-12-31$4,072
Participant contributions at beginning of year2021-12-31$19,287
Participant contributions at end of year2021-12-31$18,320
Participant contributions at beginning of year2021-12-31$14,571
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,377,376
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,681,956
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,304,580
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,057,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,876,711
Interest on participant loans2021-12-31$538
Value of interest in common/collective trusts at end of year2021-12-31$577,653
Value of interest in common/collective trusts at beginning of year2021-12-31$387,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$487,874
Net investment gain or loss from common/collective trusts2021-12-31$4,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$232,483
Employer contributions (assets) at end of year2021-12-31$24,701
Employer contributions (assets) at beginning of year2021-12-31$6,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$525,273
Contract administrator fees2021-12-31$35,508
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2021-12-31271235638
2020 : EYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$1,857,617
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$706,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$677,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$705,783
Value of total assets at end of year2020-12-31$8,304,580
Value of total assets at beginning of year2020-12-31$7,153,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$29,588
Total interest from all sources2020-12-31$980
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$283,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$283,014
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$750,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$422,343
Participant contributions at end of year2020-12-31$19,287
Participant contributions at beginning of year2020-12-31$32,047
Participant contributions at end of year2020-12-31$14,571
Participant contributions at beginning of year2020-12-31$14,668
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$91,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,150,797
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,304,580
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,153,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,876,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,859,999
Interest on participant loans2020-12-31$980
Value of interest in common/collective trusts at end of year2020-12-31$387,171
Value of interest in common/collective trusts at beginning of year2020-12-31$227,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$861,952
Net investment gain or loss from common/collective trusts2020-12-31$5,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$192,311
Employer contributions (assets) at end of year2020-12-31$6,840
Employer contributions (assets) at beginning of year2020-12-31$20,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$677,232
Contract administrator fees2020-12-31$29,588
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2020-12-31271235638
2019 : EYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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 income from all sources (including contributions)2019-12-31$2,299,135
Total loss/gain on sale of assets2019-12-31$256,867
Total of all expenses incurred2019-12-31$1,026,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$986,486
Value of total corrective distributions2019-12-31$6,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$902,401
Value of total assets at end of year2019-12-31$7,153,783
Value of total assets at beginning of year2019-12-31$5,881,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$33,361
Total interest from all sources2019-12-31$1,364
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$266,398
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$266,398
Administrative expenses professional fees incurred2019-12-31$33,361
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$750,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$426,952
Participant contributions at end of year2019-12-31$32,047
Participant contributions at beginning of year2019-12-31$29,948
Participant contributions at end of year2019-12-31$14,668
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$250,521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,272,627
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,153,783
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,881,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,859,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,647,840
Interest on participant loans2019-12-31$1,364
Value of interest in common/collective trusts at end of year2019-12-31$227,050
Value of interest in common/collective trusts at beginning of year2019-12-31$203,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$867,525
Net investment gain or loss from common/collective trusts2019-12-31$4,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$224,928
Employer contributions (assets) at end of year2019-12-31$20,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$986,486
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$2,220,807
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,963,940
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2019-12-31271235638
2018 : EYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$370,528
Total loss/gain on sale of assets2018-12-31$72,455
Total of all expenses incurred2018-12-31$115,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$87,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$632,947
Value of total assets at end of year2018-12-31$5,881,156
Value of total assets at beginning of year2018-12-31$5,626,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$28,349
Total interest from all sources2018-12-31$898
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$346,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$346,205
Administrative expenses professional fees incurred2018-12-31$28,349
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$750,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$401,558
Participant contributions at end of year2018-12-31$29,948
Participant contributions at beginning of year2018-12-31$12,653
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$22,288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$254,645
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,881,156
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,626,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,647,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,434,793
Interest on participant loans2018-12-31$898
Value of interest in common/collective trusts at end of year2018-12-31$203,368
Value of interest in common/collective trusts at beginning of year2018-12-31$179,065
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-685,767
Net investment gain or loss from common/collective trusts2018-12-31$3,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$209,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$87,534
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$1,526,043
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,453,588
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2018-12-31271235638
2017 : EYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,465,483
Total loss/gain on sale of assets2017-12-31$540,543
Total of all expenses incurred2017-12-31$315,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$314,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$689,329
Value of total assets at end of year2017-12-31$5,626,511
Value of total assets at beginning of year2017-12-31$4,476,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,457
Total interest from all sources2017-12-31$535
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$206,028
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$206,028
Administrative expenses professional fees incurred2017-12-31$300
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$750,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$360,751
Participant contributions at end of year2017-12-31$12,653
Participant contributions at beginning of year2017-12-31$14,074
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$144,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,149,556
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,626,511
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,476,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$1,157
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,434,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,291,585
Interest on participant loans2017-12-31$535
Value of interest in common/collective trusts at end of year2017-12-31$179,065
Value of interest in common/collective trusts at beginning of year2017-12-31$171,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$28,477
Net investment gain or loss from common/collective trusts2017-12-31$571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$184,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$314,470
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$5,771,197
Aggregate carrying amount (costs) on sale of assets2017-12-31$5,230,654
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2017-12-31271235638
2012 : EYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$564,237
Expenses. Total of all expenses incurred2012-12-31$28,449
Benefits paid (including direct rollovers)2012-12-31$28,449
Total plan assets at end of year2012-12-31$2,810,017
Total plan assets at beginning of year2012-12-31$2,274,229
Value of fidelity bond covering the plan2012-12-31$300,000
Total contributions received or receivable from participants2012-12-31$215,888
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$296,931
Net income (gross income less expenses)2012-12-31$535,788
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,810,017
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,274,229
Assets. Value of participant loans2012-12-31$90,314
Total contributions received or receivable from employer(s)2012-12-31$51,418
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : EYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$205,289
Expenses. Total of all expenses incurred2011-12-31$40,242
Benefits paid (including direct rollovers)2011-12-31$40,242
Total plan assets at end of year2011-12-31$2,274,229
Total plan assets at beginning of year2011-12-31$2,109,182
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$225,551
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-76,974
Net income (gross income less expenses)2011-12-31$165,047
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,274,229
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,109,182
Assets. Value of participant loans2011-12-31$93,779
Total contributions received or receivable from employer(s)2011-12-31$56,712
2010 : EYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$445,987
Expenses. Total of all expenses incurred2010-12-31$126,892
Benefits paid (including direct rollovers)2010-12-31$126,892
Total plan assets at end of year2010-12-31$2,104,123
Total plan assets at beginning of year2010-12-31$1,785,028
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$201,530
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$192,191
Net income (gross income less expenses)2010-12-31$319,095
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,104,123
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,785,028
Assets. Value of participant loans2010-12-31$97,290
Total contributions received or receivable from employer(s)2010-12-31$52,266
2009 : EYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN

2023: EYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: EYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2012: EYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EYE ASSOCIATES OF SOUTHERN INDIANA 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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