401k Plan data: FAMILY EYECARE ASSOCIATES, P.C. 401K PLAN plan

FAMILY EYECARE ASSOCIATES, P.C. 401K PLAN 401k Plan overview

Plan Name	FAMILY EYECARE ASSOCIATES, P.C. 401K PLAN
Plan identification number	001

FAMILY EYECARE ASSOCIATES, P.C. 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

SOUTHLAND EYE ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.

Company Name: SOUTHLAND EYE ASSOCIATES, P.C.

Employer identification number (EIN): 362908366

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY EYECARE ASSOCIATES, P.C. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 LOUIS L. LIPSHULTZ, O.D.
001 2013-01-01 LOUIS L. LIPSHULTZ, O.D.
001 2012-01-01 LOUIS L. LIPSHULTZ, O.D.
001 2011-01-01 LOUIS L. LIPSHULTZ, O.D.
001 2009-01-01 LOUIS L. LIPSHULTZ, O.D.
001 2008-01-01
001 2007-01-01 GREGORY KASH

Plan Statistics for FAMILY EYECARE ASSOCIATES, P.C. 401K PLAN

401k plan membership statisitcs for FAMILY EYECARE ASSOCIATES, P.C. 401K PLAN

Measure Date Value
2014: FAMILY EYECARE ASSOCIATES, P.C. 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: FAMILY EYECARE ASSOCIATES, P.C. 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: FAMILY EYECARE ASSOCIATES, P.C. 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: FAMILY EYECARE ASSOCIATES, P.C. 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: FAMILY EYECARE ASSOCIATES, P.C. 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 4
2007: FAMILY EYECARE ASSOCIATES, P.C. 401K PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 7
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 0
Total of all active and inactive participants 2007-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 7
Number of participants with account balances 2007-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0
Number of employers contributing to the scheme 2007-01-01 0

Measure	Date	Value
2014: FAMILY EYECARE ASSOCIATES, P.C. 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: FAMILY EYECARE ASSOCIATES, P.C. 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: FAMILY EYECARE ASSOCIATES, P.C. 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: FAMILY EYECARE ASSOCIATES, P.C. 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: FAMILY EYECARE ASSOCIATES, P.C. 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	4
2007: FAMILY EYECARE ASSOCIATES, P.C. 401K PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	7
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	0
Total of all active and inactive participants	2007-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	7
Number of participants with account balances	2007-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0
Number of employers contributing to the scheme	2007-01-01	0

Financial Data on FAMILY EYECARE ASSOCIATES, P.C. 401K PLAN

Measure	Date	Value
2014 : FAMILY EYECARE ASSOCIATES, P.C. 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$-13
Total plan assets at end of year	2014-12-31	$169
Total plan assets at beginning of year	2014-12-31	$182
Value of fidelity bond covering the plan	2014-12-31	$25,000
Other income received	2014-12-31	$-13
Net income (gross income less expenses)	2014-12-31	$-13
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$169
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$182
2013 : FAMILY EYECARE ASSOCIATES, P.C. 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$-576
Expenses. Total of all expenses incurred	2013-12-31	$1,524
Benefits paid (including direct rollovers)	2013-12-31	$1,524
Total plan assets at end of year	2013-12-31	$182
Total plan assets at beginning of year	2013-12-31	$2,282
Value of fidelity bond covering the plan	2013-12-31	$25,000
Other income received	2013-12-31	$-576
Net income (gross income less expenses)	2013-12-31	$-2,100
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$182
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,282
2012 : FAMILY EYECARE ASSOCIATES, P.C. 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$-122
Total plan assets at end of year	2012-12-31	$2,282
Total plan assets at beginning of year	2012-12-31	$2,404
Value of fidelity bond covering the plan	2012-12-31	$25,000
Other income received	2012-12-31	$-122
Net income (gross income less expenses)	2012-12-31	$-122
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,282
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,404
2011 : FAMILY EYECARE ASSOCIATES, P.C. 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$155
Expenses. Total of all expenses incurred	2011-12-31	$6,209
Benefits paid (including direct rollovers)	2011-12-31	$6,194
Total plan assets at end of year	2011-12-31	$2,404
Total plan assets at beginning of year	2011-12-31	$8,458
Value of fidelity bond covering the plan	2011-12-31	$25,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$15
Other income received	2011-12-31	$155
Net income (gross income less expenses)	2011-12-31	$-6,054
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,404
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$8,458
2010 : FAMILY EYECARE ASSOCIATES, P.C. 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,034
Expenses. Total of all expenses incurred	2010-12-31	$30
Total plan assets at end of year	2010-12-31	$8,458
Total plan assets at beginning of year	2010-12-31	$7,454
Value of fidelity bond covering the plan	2010-12-31	$25,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$30
Other income received	2010-12-31	$1,034
Net income (gross income less expenses)	2010-12-31	$1,004
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$8,458
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$7,454
2007 : FAMILY EYECARE ASSOCIATES, P.C. 401K PLAN 2007 401k financial data
Total income from all sources	2007-12-31	$1,154
Total plan assets at end of year	2007-12-31	$16,688
Total plan assets at beginning of year	2007-12-31	$15,534
Value of fidelity bond covering the plan	2007-12-31	$25,000
Other income received	2007-12-31	$1,154
Net income (gross income less expenses)	2007-12-31	$1,154
Net plan assets at end of year (total assets less liabilities)	2007-12-31	$16,688
Net plan assets at beginning of year (total assets less liabilities)	2007-12-31	$15,534

Form 5500 Responses for FAMILY EYECARE ASSOCIATES, P.C. 401K PLAN

2014: FAMILY EYECARE ASSOCIATES, P.C. 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FAMILY EYECARE ASSOCIATES, P.C. 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: FAMILY EYECARE ASSOCIATES, P.C. 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: FAMILY EYECARE ASSOCIATES, P.C. 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: FAMILY EYECARE ASSOCIATES, P.C. 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: FAMILY EYECARE ASSOCIATES, P.C. 401K PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2007: FAMILY EYECARE ASSOCIATES, P.C. 401K PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SOUTHLAND EYE ASSOCIATES, P.C.
Employer identification number (EIN):	362908366
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists

Plan id#	Filing Submission Date	Name of Administrator
001	2014-01-01	LOUIS L. LIPSHULTZ, O.D.
001	2013-01-01	LOUIS L. LIPSHULTZ, O.D.
001	2012-01-01	LOUIS L. LIPSHULTZ, O.D.
001	2011-01-01	LOUIS L. LIPSHULTZ, O.D.
001	2009-01-01	LOUIS L. LIPSHULTZ, O.D.
001	2008-01-01
001	2007-01-01	GREGORY KASH