401k Plan data: HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST plan

HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	001

HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

HEART OF AMERICA EYE CARE PA has sponsored the creation of one or more 401k plans.

Company Name: HEART OF AMERICA EYE CARE PA

Employer identification number (EIN): 480895010

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST

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
001 2019-01-01
001 2018-01-01 BRENDA C EDWARDS
001 2017-01-01 DOUGLAS M. ROSSIER 2018-06-29
001 2016-01-01 JODIANNE CARTER 2017-06-21
001 2015-01-01 JODIANNE CARTER
001 2014-01-01 JODIANNE T. CARTER
001 2013-01-01 JODIANNE CARTER
001 2012-01-01 HEART OF AMERICA EYE CARE PA
001 2011-01-01 JODIANNE CARTER
001 2010-01-01 MARTA JOHNSON 2011-10-14

Plan Statistics for HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 91
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 54
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 38
Total of all active and inactive participants 2022-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 92
Number of participants with account balances 2022-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 56
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 35
Total of all active and inactive participants 2021-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 91
Number of participants with account balances 2021-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 83
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 58
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 31
Total of all active and inactive participants 2020-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 89
Number of participants with account balances 2020-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 53
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 17
Total of all active and inactive participants 2019-01-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 70
Number of participants with account balances 2019-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 76
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 46
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 7
Total of all active and inactive participants 2018-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 53
Number of participants with account balances 2018-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2015: HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 30
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 5
Total of all active and inactive participants 2015-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 35
Number of participants with account balances 2015-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 24
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 8
Total of all active and inactive participants 2014-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 32
Number of participants with account balances 2014-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 25
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 9
Total of all active and inactive participants 2013-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 34
Number of participants with account balances 2013-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 52
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 54
Number of participants with account balances 2012-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 25
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 5
Total of all active and inactive participants 2011-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 30
Number of participants with account balances 2011-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2

Measure	Date	Value
2022: HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	54
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	38
Total of all active and inactive participants	2022-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	92
Number of participants with account balances	2022-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	56
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	35
Total of all active and inactive participants	2021-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	91
Number of participants with account balances	2021-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	83
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	58
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	31
Total of all active and inactive participants	2020-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	89
Number of participants with account balances	2020-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	53
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	17
Total of all active and inactive participants	2019-01-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	70
Number of participants with account balances	2019-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	76
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	46
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	7
Total of all active and inactive participants	2018-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	53
Number of participants with account balances	2018-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2015: HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	30
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	5
Total of all active and inactive participants	2015-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	35
Number of participants with account balances	2015-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	24
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	8
Total of all active and inactive participants	2014-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	32
Number of participants with account balances	2014-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	25
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	9
Total of all active and inactive participants	2013-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	34
Number of participants with account balances	2013-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	52
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	54
Number of participants with account balances	2012-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	25
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	5
Total of all active and inactive participants	2011-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	30
Number of participants with account balances	2011-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2

Financial Data on HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2022 : HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-389,062
Expenses. Total of all expenses incurred	2022-12-31	$107,855
Benefits paid (including direct rollovers)	2022-12-31	$91,131
Total plan assets at end of year	2022-12-31	$4,855,610
Total plan assets at beginning of year	2022-12-31	$5,352,527
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$244,880
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$1,768
Other income received	2022-12-31	$-746,898
Net income (gross income less expenses)	2022-12-31	$-496,917
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,855,610
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,352,527
Assets. Value of participant loans	2022-12-31	$8,961
Total contributions received or receivable from employer(s)	2022-12-31	$111,188
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$16,724
2021 : HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,009,051
Expenses. Total of all expenses incurred	2021-12-31	$391,801
Benefits paid (including direct rollovers)	2021-12-31	$374,970
Total plan assets at end of year	2021-12-31	$5,352,527
Total plan assets at beginning of year	2021-12-31	$4,735,277
Value of fidelity bond covering the plan	2021-12-31	$473,528
Total contributions received or receivable from participants	2021-12-31	$220,046
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$134
Other income received	2021-12-31	$680,823
Net income (gross income less expenses)	2021-12-31	$617,250
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,352,527
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,735,277
Assets. Value of participant loans	2021-12-31	$17,900
Total contributions received or receivable from employer(s)	2021-12-31	$108,048
Value of certain deemed distributions of participant loans	2021-12-31	$327
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$16,504
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2021-12-31	$0
Minimum employer required contribution for this plan year	2021-12-31	$0
Amount contributed by the employer to the plan for this plan year	2021-12-31	$0
2020 : HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,592,043
Expenses. Total of all expenses incurred	2020-12-31	$194,893
Benefits paid (including direct rollovers)	2020-12-31	$182,932
Total plan assets at end of year	2020-12-31	$4,735,277
Total plan assets at beginning of year	2020-12-31	$3,338,127
Value of fidelity bond covering the plan	2020-12-31	$333,813
Total contributions received or receivable from participants	2020-12-31	$201,210
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$805,609
Other income received	2020-12-31	$506,157
Net income (gross income less expenses)	2020-12-31	$1,397,150
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,735,277
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,338,127
Assets. Value of participant loans	2020-12-31	$11,903
Total contributions received or receivable from employer(s)	2020-12-31	$79,067
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$11,961
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2020-12-31	$0
Minimum employer required contribution for this plan year	2020-12-31	$0
Amount contributed by the employer to the plan for this plan year	2020-12-31	$0
2019 : HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$846,893
Expenses. Total of all expenses incurred	2019-12-31	$37,832
Benefits paid (including direct rollovers)	2019-12-31	$31,017
Total plan assets at end of year	2019-12-31	$3,338,127
Total plan assets at beginning of year	2019-12-31	$2,529,066
Value of fidelity bond covering the plan	2019-12-31	$252,907
Total contributions received or receivable from participants	2019-12-31	$169,315
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$29,070
Other income received	2019-12-31	$589,531
Net income (gross income less expenses)	2019-12-31	$809,061
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,338,127
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,529,066
Assets. Value of participant loans	2019-12-31	$20,165
Total contributions received or receivable from employer(s)	2019-12-31	$58,977
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$6,815
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$0
Amount contributed by the employer to the plan for this plan year	2019-12-31	$0
2018 : HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$215,575
Expenses. Total of all expenses incurred	2018-12-31	$106,101
Benefits paid (including direct rollovers)	2018-12-31	$101,072
Total plan assets at end of year	2018-12-31	$2,529,066
Total plan assets at beginning of year	2018-12-31	$2,419,592
Value of fidelity bond covering the plan	2018-12-31	$250,000
Total contributions received or receivable from participants	2018-12-31	$143,184
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$1,715
Other income received	2018-12-31	$-119,373
Net income (gross income less expenses)	2018-12-31	$109,474
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,529,066
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,419,592
Assets. Value of participant loans	2018-12-31	$23,022
Total contributions received or receivable from employer(s)	2018-12-31	$190,049
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$5,029
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$0
Amount contributed by the employer to the plan for this plan year	2018-12-31	$0
2015 : HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$71,963
Expenses. Total of all expenses incurred	2015-12-31	$516,884
Benefits paid (including direct rollovers)	2015-12-31	$503,265
Total plan assets at end of year	2015-12-31	$2,478,599
Total plan assets at beginning of year	2015-12-31	$2,923,520
Value of fidelity bond covering the plan	2015-12-31	$0
Total contributions received or receivable from participants	2015-12-31	$105,290
Expenses. Other expenses not covered elsewhere	2015-12-31	$310
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-72,319
Net income (gross income less expenses)	2015-12-31	$-444,921
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,478,599
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,923,520
Assets. Value of participant loans	2015-12-31	$30,546
Total contributions received or receivable from employer(s)	2015-12-31	$38,992
Value of certain deemed distributions of participant loans	2015-12-31	$8,899
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$4,410
2014 : HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$260,481
Expenses. Total of all expenses incurred	2014-12-31	$23,875
Benefits paid (including direct rollovers)	2014-12-31	$11,629
Total plan assets at end of year	2014-12-31	$2,923,520
Total plan assets at beginning of year	2014-12-31	$2,686,914
Value of fidelity bond covering the plan	2014-12-31	$0
Total contributions received or receivable from participants	2014-12-31	$100,067
Contributions received from other sources (not participants or employers)	2014-12-31	$9,598
Other income received	2014-12-31	$109,709
Net income (gross income less expenses)	2014-12-31	$236,606
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,923,520
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,686,914
Assets. Value of participant loans	2014-12-31	$59,682
Total contributions received or receivable from employer(s)	2014-12-31	$41,107
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$12,246
2013 : HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$250,713
Expenses. Total of all expenses incurred	2013-12-31	$134,718
Benefits paid (including direct rollovers)	2013-12-31	$123,246
Total plan assets at end of year	2013-12-31	$2,686,914
Total plan assets at beginning of year	2013-12-31	$2,570,919
Value of fidelity bond covering the plan	2013-12-31	$0
Total contributions received or receivable from participants	2013-12-31	$79,443
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$128,694
Net income (gross income less expenses)	2013-12-31	$115,995
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,686,914
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,570,919
Assets. Value of participant loans	2013-12-31	$52,376
Total contributions received or receivable from employer(s)	2013-12-31	$42,576
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$11,472
2012 : HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$373,238
Expenses. Total of all expenses incurred	2012-12-31	$399,522
Benefits paid (including direct rollovers)	2012-12-31	$387,260
Total plan assets at end of year	2012-12-31	$2,294,209
Total plan assets at beginning of year	2012-12-31	$2,320,493
Value of fidelity bond covering the plan	2012-12-31	$0
Total contributions received or receivable from participants	2012-12-31	$87,127
Expenses. Other expenses not covered elsewhere	2012-12-31	$7,552
Contributions received from other sources (not participants or employers)	2012-12-31	$4,198
Other income received	2012-12-31	$243,041
Net income (gross income less expenses)	2012-12-31	$-26,284
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,294,209
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,320,493
Assets. Value of participant loans	2012-12-31	$88,610
Total contributions received or receivable from employer(s)	2012-12-31	$38,872
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,710
2011 : HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$195,012
Expenses. Total of all expenses incurred	2011-12-31	$187,161
Benefits paid (including direct rollovers)	2011-12-31	$147,886
Total plan assets at end of year	2011-12-31	$2,320,506
Total plan assets at beginning of year	2011-12-31	$2,312,655
Value of fidelity bond covering the plan	2011-12-31	$231,270
Total contributions received or receivable from participants	2011-12-31	$165,903
Contributions received from other sources (not participants or employers)	2011-12-31	$44,554
Other income received	2011-12-31	$-31,868
Net income (gross income less expenses)	2011-12-31	$7,851
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,320,506
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,312,655
Assets. Value of participant loans	2011-12-31	$75,899
Total contributions received or receivable from employer(s)	2011-12-31	$16,423
Value of certain deemed distributions of participant loans	2011-12-31	$28,266
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$11,009

Form 5500 Responses for HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST

2022: HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 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: HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 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: HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 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
2015: HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HEART OF AMERICA EYECARE PA 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

27155

Policy instance

Insurance contract or identification number	27155
Number of Individuals Covered	48
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of fees paid to insurance company	USD $1,262
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	1262
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5
Insurance broker name	SOUTHEASTERN EMPLOYEE BENEFIT

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

27155

Policy instance

Insurance contract or identification number	27155
Number of Individuals Covered	48
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,092
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Amount paid for insurance broker fees	1092
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5
Insurance broker name	SOUTHEASTERN EMPLOYEE BENEFITS

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

27155

Policy instance

Insurance contract or identification number	27155
Number of Individuals Covered	48
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $5,142
Total amount of fees paid to insurance company	USD $2,676
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	HEART OF AMERICA EYE CARE PA
Employer identification number (EIN):	480895010
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services