CENTER FOR SIGHT EVA I LIANG MD PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CENTER FOR SIGHT EVA I LIANG MD PC 401(K) PLAN
401k plan membership statisitcs for CENTER FOR SIGHT EVA I LIANG MD PC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023 : CENTER FOR SIGHT EVA I LIANG MD PC 401(K) PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total transfer of assets to this plan | 2023-12-31 | $0 |
| Total transfer of assets from this plan | 2023-12-31 | $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 | $1,055,203 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $169,641 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $154,287 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $856 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $672,841 |
| Value of total assets at end of year | 2023-12-31 | $2,948,269 |
| Value of total assets at beginning of year | 2023-12-31 | $2,062,707 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $14,498 |
| Total interest from all sources | 2023-12-31 | $8,100 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $61,702 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $61,702 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $207,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $480,419 |
| Participant contributions at end of year | 2023-12-31 | $150,365 |
| Participant contributions at beginning of year | 2023-12-31 | $115,128 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $14,917 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $885,562 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $2,948,269 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,062,707 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $2,774,459 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $1,834,280 |
| Interest on participant loans | 2023-12-31 | $8,100 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $23,445 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $113,299 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $308,847 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $3,713 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $177,505 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $154,287 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | BD & ASSOCIATES |
| Accountancy firm EIN | 2023-12-31 | 274279115 |
| 2022 : CENTER FOR SIGHT EVA I LIANG MD PC 401(K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total transfer of assets to this plan | 2022-12-31 | $0 |
| Total transfer of assets from this plan | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $281,591 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $86,916 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $75,713 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $144 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $615,672 |
| Value of total assets at end of year | 2022-12-31 | $2,062,707 |
| Value of total assets at beginning of year | 2022-12-31 | $1,868,032 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $11,059 |
| Total interest from all sources | 2022-12-31 | $2,491 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $44,017 |
| 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 | $44,017 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $187,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $437,695 |
| Participant contributions at end of year | 2022-12-31 | $115,128 |
| Participant contributions at beginning of year | 2022-12-31 | $29,157 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $4,403 |
| Administrative expenses (other) incurred | 2022-12-31 | $11,059 |
| 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 | $194,675 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,062,707 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,868,032 |
| 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 | $1,834,280 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,746,389 |
| Interest on participant loans | 2022-12-31 | $2,491 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $113,299 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $92,486 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-381,848 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $1,259 |
| 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 | $173,574 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $75,713 |
| 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 | BD & ASSOCIATES |
| Accountancy firm EIN | 2022-12-31 | 274279115 |
| 2021 : CENTER FOR SIGHT EVA I LIANG MD PC 401(K) PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total transfer of assets to this plan | 2021-12-31 | $0 |
| Total transfer of assets from this plan | 2021-12-31 | $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 | $763,346 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $88,530 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $78,422 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $1,162 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $557,074 |
| Value of total assets at end of year | 2021-12-31 | $1,868,032 |
| Value of total assets at beginning of year | 2021-12-31 | $1,193,216 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $8,946 |
| Total interest from all sources | 2021-12-31 | $1,491 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $45,017 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $45,017 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $120,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $406,955 |
| Participant contributions at end of year | 2021-12-31 | $29,157 |
| Participant contributions at beginning of year | 2021-12-31 | $20,736 |
| Other income not declared elsewhere | 2021-12-31 | $82 |
| Administrative expenses (other) incurred | 2021-12-31 | $8,946 |
| 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 | $674,816 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,868,032 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,193,216 |
| 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 | $1,746,389 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,170,102 |
| Interest on participant loans | 2021-12-31 | $1,491 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $92,486 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $2,378 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $159,524 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $158 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $150,119 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $78,422 |
| 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 | BD & ASSOCIATES |
| Accountancy firm EIN | 2021-12-31 | 274279115 |
