Logo

EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 401k Plan overview

Plan NameEYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN
Plan identification number 002

EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

EYE ASSOCIATES OF WINCHESTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:EYE ASSOCIATES OF WINCHESTER, INC.
Employer identification number (EIN):541343260
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Additional information about EYE ASSOCIATES OF WINCHESTER, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1985-11-08
Company Identification Number: 0278128
Legal Registered Office Address: 1845 PLAZA DRIVE

WINCHESTER
United States of America (USA)
22601

More information about EYE ASSOCIATES OF WINCHESTER, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DR. NANCY EISELE
0022016-01-01
0022014-01-01DR. NANCY EISELE
0022013-01-01DR. NANCY EISELE
0022012-01-01NANCY EISELE
0022011-01-01NANCY EISELE, MD2012-06-07
0022010-01-01NANCY EISELE, MD2011-07-05

Plan Statistics for EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN

401k plan membership statisitcs for EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN

Measure Date Value
2022: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets2022-12-311,781,644
Acturial value of plan assets2022-12-311,781,644
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-3111
Fundng target for terminated vested participants2022-12-3194,628
Active participant vested funding target2022-12-312,046,482
Number of active participants2022-12-3110
Total funding liabilities for active participants2022-12-312,046,482
Total participant count2022-12-3121
Total funding target for all participants2022-12-312,141,110
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-312,868
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-312,868
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-3179
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3180
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-3180
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3180
Total employer contributions2022-12-31446,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31430,910
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31126,808
Net shortfall amortization installment of oustanding balance2022-12-31359,550
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31160,035
Additional cash requirement2022-12-31160,035
Contributions allocatedtoward minimum required contributions for current year2022-12-31430,910
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets2021-12-311,861,696
Acturial value of plan assets2021-12-311,861,696
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-318
Fundng target for terminated vested participants2021-12-3130,180
Active participant vested funding target2021-12-311,806,918
Number of active participants2021-12-3111
Total funding liabilities for active participants2021-12-311,806,918
Total participant count2021-12-3119
Total funding target for all participants2021-12-311,837,098
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-312,868
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-312,868
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-312,868
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-312,868
Total employer contributions2021-12-31177,079
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31171,030
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31195,549
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31173,964
Prefunding balance elected to use to offset funding requirement2021-12-313,013
Additional cash requirement2021-12-31170,951
Contributions allocatedtoward minimum required contributions for current year2021-12-31171,030
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets2020-12-311,750,545
Acturial value of plan assets2020-12-311,750,545
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-316
Fundng target for terminated vested participants2020-12-3116,720
Active participant vested funding target2020-12-311,540,210
Number of active participants2020-12-3112
Total funding liabilities for active participants2020-12-311,540,210
Total participant count2020-12-3118
Total funding target for all participants2020-12-311,556,930
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31177,499
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31177,499
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-313,179
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-313,071
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31193,818
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31203
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-31203
Contributions allocatedtoward minimum required contributions for current year2020-12-313,071
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-12-311,363,462
Acturial value of plan assets2019-12-311,363,462
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-313
Fundng target for terminated vested participants2019-12-319,907
Active participant vested funding target2019-12-311,251,192
Number of active participants2019-12-3116
Total funding liabilities for active participants2019-12-311,251,192
Total participant count2019-12-3119
Total funding target for all participants2019-12-311,261,099
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-3148,823
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3148,823
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31271,350
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31262,247
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31187,111
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3184,748
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3184,748
Contributions allocatedtoward minimum required contributions for current year2019-12-31262,247
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-31920,438
Acturial value of plan assets2018-12-31920,438
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-313
Fundng target for terminated vested participants2018-12-319,108
Active participant vested funding target2018-12-31997,364
Number of active participants2018-12-3114
Total funding liabilities for active participants2018-12-31997,364
Total participant count2018-12-3117
Total funding target for all participants2018-12-311,006,472
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3147,596
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3147,596
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31250,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31240,678
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31177,810
Net shortfall amortization installment of oustanding balance2018-12-3186,034
Total funding amount beforereflecting carryover/prefunding balances2018-12-31191,855
Additional cash requirement2018-12-31191,855
Contributions allocatedtoward minimum required contributions for current year2018-12-31240,678
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-12-31835,756
Acturial value of plan assets2017-12-31835,756
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-313
Fundng target for terminated vested participants2017-12-318,326
Active participant vested funding target2017-12-31764,883
Number of active participants2017-12-319
Total funding liabilities for active participants2017-12-31764,883
Total participant count2017-12-3112
Total funding target for all participants2017-12-31773,209
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3153,088
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3153,088
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31158,281
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31152,211
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31167,162
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31104,615
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31104,615
Contributions allocatedtoward minimum required contributions for current year2017-12-31152,211
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0110
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets2016-12-31649,369
Acturial value of plan assets2016-12-31649,369
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-313
Fundng target for terminated vested participants2016-12-317,608
Active participant vested funding target2016-12-31593,717
Number of active participants2016-12-315
Total funding liabilities for active participants2016-12-31593,717
Total participant count2016-12-318
Total funding target for all participants2016-12-31601,325
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3153,363
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3153,363
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31129,137
Total employee contributions2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31124,097
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31119,053
Total funding amount beforereflecting carryover/prefunding balances2016-12-3171,009
Additional cash requirement2016-12-3171,009
Contributions allocatedtoward minimum required contributions for current year2016-12-31124,097
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-019
Total number of active participants reported on line 7a of the Form 55002016-01-017
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2014: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN

Measure Date Value
2017 : EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$223,265
Expenses. Total of all expenses incurred2017-12-31$7,733
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$994,038
Total plan assets at beginning of year2017-12-31$778,506
Value of fidelity bond covering the plan2017-12-31$200,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$64,984
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$215,532
Net plan assets at end of year (total assets less liabilities)2017-12-31$994,038
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$778,506
Total contributions received or receivable from employer(s)2017-12-31$158,281
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$7,733
2016 : EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2016 401k financial data
Total income from all sources2016-12-31$164,692
Expenses. Total of all expenses incurred2016-12-31$5,409
Total plan assets at end of year2016-12-31$778,506
Total plan assets at beginning of year2016-12-31$619,223
Value of fidelity bond covering the plan2016-12-31$150,000
Other income received2016-12-31$35,555
Net income (gross income less expenses)2016-12-31$159,283
Net plan assets at end of year (total assets less liabilities)2016-12-31$778,506
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$619,223
Total contributions received or receivable from employer(s)2016-12-31$129,137
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$5,409
2014 : EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2014 401k financial data
Total income from all sources2014-12-31$148,697
Expenses. Total of all expenses incurred2014-12-31$2,350
Total plan assets at end of year2014-12-31$448,123
Total plan assets at beginning of year2014-12-31$301,776
Value of fidelity bond covering the plan2014-12-31$150,000
Other income received2014-12-31$19,159
Net income (gross income less expenses)2014-12-31$146,347
Net plan assets at end of year (total assets less liabilities)2014-12-31$448,123
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$301,776
Total contributions received or receivable from employer(s)2014-12-31$129,538
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,350
2013 : EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2013 401k financial data
Total income from all sources2013-12-31$139,441
Expenses. Total of all expenses incurred2013-12-31$448
Total plan assets at end of year2013-12-31$301,776
Total plan assets at beginning of year2013-12-31$162,783
Value of fidelity bond covering the plan2013-12-31$150,000
Other income received2013-12-31$7,142
Net income (gross income less expenses)2013-12-31$138,993
Net plan assets at end of year (total assets less liabilities)2013-12-31$301,776
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$162,783
Total contributions received or receivable from employer(s)2013-12-31$132,299
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$448
2012 : EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2012 401k financial data
Total income from all sources2012-12-31$162,783
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$162,783
Total plan assets at beginning of year2012-12-31$0
Value of fidelity bond covering the plan2012-12-31$150,000
Net income (gross income less expenses)2012-12-31$162,783
Net plan assets at end of year (total assets less liabilities)2012-12-31$162,783
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$162,783

Form 5500 Responses for EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN

2017: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2014: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EYE ASSOCIATES OF WINCHESTER, INC. CASH BALANCE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1