401k Plan data: SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN plan

SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN
Plan identification number	002

SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN 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.
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.
Plan covering Self-Employed individuals.
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

SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. has sponsored the creation of one or more 401k plans.

Company Name: SOUTH TEXAS EYE CONSULTANTS, P.L.L.C.

Employer identification number (EIN): 742746727

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 THOMAS DIETZE 2024-02-20
002 2022-01-01 THOMAS DIETZE 2023-02-09
002 2021-01-01 THOMAS DIETZE 2022-02-22
002 2020-01-01 THOMAS DIETZE 2021-06-08
002 2019-01-01 THOMAS DIETZE 2020-09-30
002 2018-01-01 THOMAS DIETZE 2019-09-09
002 2017-01-01 THOMAS DIETZE 2018-05-10
002 2016-01-01 THOMAS DIETZE 2017-08-16
002 2015-01-01 THOMAS DIETZE MD 2016-07-05
002 2014-01-01 NORMA REYES 2015-05-12
002 2013-01-01 NORMA REYES
002 2012-01-01 THOMAS DIETZE MD
002 2011-01-01 THOMAS DIETZE MD
002 2010-01-01 THOMAS DIETZE MD
002 2009-01-01 THOMAS DIETZE MD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	THOMAS DIETZE	2024-02-20
002	2022-01-01	THOMAS DIETZE	2023-02-09
002	2021-01-01	THOMAS DIETZE	2022-02-22
002	2020-01-01	THOMAS DIETZE	2021-06-08
002	2019-01-01	THOMAS DIETZE	2020-09-30
002	2018-01-01	THOMAS DIETZE	2019-09-09
002	2017-01-01	THOMAS DIETZE	2018-05-10
002	2016-01-01	THOMAS DIETZE	2017-08-16
002	2015-01-01	THOMAS DIETZE MD	2016-07-05
002	2014-01-01	NORMA REYES	2015-05-12
002	2013-01-01	NORMA REYES
002	2012-01-01	THOMAS DIETZE MD
002	2011-01-01	THOMAS DIETZE MD
002	2010-01-01	THOMAS DIETZE MD
002	2009-01-01	THOMAS DIETZE MD

Plan Statistics for SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN

401k plan membership statisitcs for SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN

Measure Date Value
2013: SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 35
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 3
Total of all active and inactive participants 2013-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 38
Number of participants with account balances 2013-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 34
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 1
Total of all active and inactive participants 2012-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 35
Number of participants with account balances 2012-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 35
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 1
Total of all active and inactive participants 2011-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 36
Number of participants with account balances 2011-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2010: SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 33
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 35
Number of participants with account balances 2010-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 26
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 29
Number of participants with account balances 2009-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2013: SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	35
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	3
Total of all active and inactive participants	2013-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	38
Number of participants with account balances	2013-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	34
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	1
Total of all active and inactive participants	2012-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	35
Number of participants with account balances	2012-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	35
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	1
Total of all active and inactive participants	2011-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	36
Number of participants with account balances	2011-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2010: SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	33
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	35
Number of participants with account balances	2010-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	26
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	29
Number of participants with account balances	2009-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN

Measure	Date	Value
2013 : SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$558,125
Expenses. Total of all expenses incurred	2013-12-31	$45,847
Benefits paid (including direct rollovers)	2013-12-31	$44,145
Total plan assets at end of year	2013-12-31	$3,890,153
Total plan assets at beginning of year	2013-12-31	$3,377,875
Value of fidelity bond covering the plan	2013-12-31	$1,100,000
Assets. Value of loans (other than to participants)	2013-12-31	$40,972
Expenses. Other expenses not covered elsewhere	2013-12-31	$1,534
Other income received	2013-12-31	$394,084
Net income (gross income less expenses)	2013-12-31	$512,278
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,890,153
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,377,875
Assets. Value of participant loans	2013-12-31	$27,340
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$648,529
Total contributions received or receivable from employer(s)	2013-12-31	$164,041
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$168
2012 : SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$409,401
Expenses. Total of all expenses incurred	2012-12-31	$361,636
Benefits paid (including direct rollovers)	2012-12-31	$357,380
Total plan assets at end of year	2012-12-31	$3,377,875
Total plan assets at beginning of year	2012-12-31	$3,330,110
Value of fidelity bond covering the plan	2012-12-31	$1,100,000
Assets. Value of loans (other than to participants)	2012-12-31	$125,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$4,083
Other income received	2012-12-31	$249,375
Net income (gross income less expenses)	2012-12-31	$47,765
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,377,875
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,330,110
Assets. Value of participant loans	2012-12-31	$25,275
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$536,578
Total contributions received or receivable from employer(s)	2012-12-31	$160,026
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$173
2011 : SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$127,185
Expenses. Total of all expenses incurred	2011-12-31	$34,991
Benefits paid (including direct rollovers)	2011-12-31	$30,951
Total plan assets at end of year	2011-12-31	$3,330,110
Total plan assets at beginning of year	2011-12-31	$3,237,916
Value of fidelity bond covering the plan	2011-12-31	$1,100,000
Assets. Value of loans (other than to participants)	2011-12-31	$325,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$3,876
Other income received	2011-12-31	$-67,519
Net income (gross income less expenses)	2011-12-31	$92,194
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,330,110
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,237,916
Assets. Value of participant loans	2011-12-31	$13,083
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$575,355
Total contributions received or receivable from employer(s)	2011-12-31	$194,704
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$164
2010 : SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$277,899
Expenses. Total of all expenses incurred	2010-12-31	$27,707
Benefits paid (including direct rollovers)	2010-12-31	$10,279
Total plan assets at end of year	2010-12-31	$3,237,916
Total plan assets at beginning of year	2010-12-31	$2,987,724
Value of fidelity bond covering the plan	2010-12-31	$1,100,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$3,107
Other income received	2010-12-31	$74,212
Net income (gross income less expenses)	2010-12-31	$250,192
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,237,916
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,987,724
Assets. Value of participant loans	2010-12-31	$10,507
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$668,490
Total contributions received or receivable from employer(s)	2010-12-31	$203,687
Value of certain deemed distributions of participant loans	2010-12-31	$14,321

Form 5500 Responses for SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN

2013: SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN 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: SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN 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: SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN 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
2010: SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-819441

Policy instance

Insurance contract or identification number	GA-819441
Number of Individuals Covered	28
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $966
Total amount of fees paid to insurance company	USD $168
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $966
Insurance broker organization code?	3
Amount paid for insurance broker fees	168
Additional information about fees paid to insurance broker	ADMINISTRATIVE ALLOWANCE
Insurance broker name	SOUTH TEXAS ADMINISTRATORS, INC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-819441

Policy instance

Insurance contract or identification number	GA-819441
Number of Individuals Covered	35
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $1,034
Total amount of fees paid to insurance company	USD $173
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,034
Insurance broker organization code?	3
Amount paid for insurance broker fees	173
Additional information about fees paid to insurance broker	ADMINISTRATIVE ALLOWANCE
Insurance broker name	SOUTH TEXAS ADMINISTRATORS, INC.

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-819441

Policy instance

Insurance contract or identification number	GA-819441
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $959
Total amount of fees paid to insurance company	USD $164
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-819441

Policy instance

Insurance contract or identification number	GA-819441
Number of Individuals Covered	35
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $2,639
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,639
Insurance broker organization code?	3
Insurance broker name	PREFERRED PRODUCT NETWORK, INC

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Company Name:	SOUTH TEXAS EYE CONSULTANTS, P.L.L.C.
Employer identification number (EIN):	742746727
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists