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ST. LUCIE EYE ASSOCIATES, P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameST. LUCIE EYE ASSOCIATES, P.A. PROFIT SHARING PLAN
Plan identification number 001

ST. LUCIE EYE ASSOCIATES, P.A. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

ST. LUCIE EYE ASSOCIATES, P.A. has sponsored the creation of one or more 401k plans.

Company Name:ST. LUCIE EYE ASSOCIATES, P.A.
Employer identification number (EIN):591224502
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. LUCIE EYE ASSOCIATES, P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01KENNETH LANGLEY2022-05-03
0012020-01-01KENNETH LANGLEY2021-06-22
0012019-01-01KEN LANGLEY2020-06-08 KEN LANGLEY2020-06-08
0012018-01-01KEN LANGLEY2019-07-30
0012017-01-01JESSICA JONES2018-07-26
0012016-01-01CHRISTOPHER CHANNON2017-07-13 CHRISTOPHER CHANNON2017-07-13
0012015-01-01CHRISTOPHER CHANNON2016-10-04
0012015-01-01CYNTHIA CLEVELAND2016-10-04 CHRISTOPHER CHANNON2016-10-04
0012014-01-01CHRISTOPHER CHANNON2015-07-21
0012013-01-01JOHN D. MALLONEE2015-06-08
0012012-01-01JOHN D. MALLONEE2013-06-27
0012011-01-01JOHN D. MALLONEE2012-06-11
0012009-01-01JOHN D. MALLONEE

Plan Statistics for ST. LUCIE EYE ASSOCIATES, P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for ST. LUCIE EYE ASSOCIATES, P.A. PROFIT SHARING PLAN

Measure Date Value
2009: ST. LUCIE EYE ASSOCIATES, P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0129
Total number of active participants reported on line 7a of the Form 55002009-01-0130
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0130
Number of participants with account balances2009-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ST. LUCIE EYE ASSOCIATES, P.A. PROFIT SHARING PLAN

Measure Date Value
2010 : ST. LUCIE EYE ASSOCIATES, P.A. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$284,854
Expenses. Total of all expenses incurred2010-12-31$75,918
Benefits paid (including direct rollovers)2010-12-31$65,261
Total plan assets at end of year2010-12-31$2,461,272
Total plan assets at beginning of year2010-12-31$2,252,336
Value of fidelity bond covering the plan2010-12-31$500,000
Other income received2010-12-31$214,854
Net income (gross income less expenses)2010-12-31$208,936
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,461,272
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,252,336
Assets. Value of participant loans2010-12-31$30,442
Total contributions received or receivable from employer(s)2010-12-31$70,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$10,657
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ST. LUCIE EYE ASSOCIATES, P.A. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ST. LUCIE EYE ASSOCIATES, P.A. PROFIT SHARING PLAN

2009: ST. LUCIE EYE ASSOCIATES, P.A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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