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EYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING PLAN 401k Plan overview

Plan NameEYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING PLAN
Plan identification number 004

EYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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 NORTHWEST, PC has sponsored the creation of one or more 401k plans.

Company Name:EYE ASSOCIATES NORTHWEST, PC
Employer identification number (EIN):911610832
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01ADAM CHAMBERS2024-03-26
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01BECKY DEDERER
0042016-01-01BECKY DEDERER
0042015-01-01BECKY DEDERER
0042014-01-01BECKY DEDERER
0042013-01-01JOHN THOMAS
0042012-01-01JOHN THOMAS
0042011-01-01JOHN THOMAS
0042009-01-01JOHN THOMAS

Plan Statistics for EYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING PLAN

401k plan membership statisitcs for EYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING PLAN

Measure Date Value
2021: EYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01195
Total number of active participants reported on line 7a of the Form 55002021-01-0121
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01143
Total of all active and inactive participants2021-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01164
Number of participants with account balances2021-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0136
2020: EYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01179
Total number of active participants reported on line 7a of the Form 55002020-01-01108
Number of retired or separated participants receiving benefits2020-01-0111
Number of other retired or separated participants entitled to future benefits2020-01-0176
Total of all active and inactive participants2020-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01195
Number of participants with account balances2020-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0124
2019: EYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01172
Total number of active participants reported on line 7a of the Form 55002019-01-0193
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-0170
Total of all active and inactive participants2019-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01168
Number of participants with account balances2019-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0123
2018: EYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01164
Total number of active participants reported on line 7a of the Form 55002018-01-01101
Number of retired or separated participants receiving benefits2018-01-0158
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01159
Number of participants with account balances2018-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0129
2017: EYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01159
Total number of active participants reported on line 7a of the Form 55002017-01-01124
Number of retired or separated participants receiving benefits2017-01-0140
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01164
Number of participants with account balances2017-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0113
2016: EYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01158
Total number of active participants reported on line 7a of the Form 55002016-01-01120
Number of retired or separated participants receiving benefits2016-01-0139
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01159
Number of participants with account balances2016-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0115
2015: EYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01141
Total number of active participants reported on line 7a of the Form 55002015-01-01119
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0132
Total of all active and inactive participants2015-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01151
Number of participants with account balances2015-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: EYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01135
Total number of active participants reported on line 7a of the Form 55002014-01-01112
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0129
Total of all active and inactive participants2014-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01141
Number of participants with account balances2014-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: EYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01133
Total number of active participants reported on line 7a of the Form 55002013-01-01112
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01135
Number of participants with account balances2013-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: EYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01129
Total number of active participants reported on line 7a of the Form 55002012-01-01110
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0123
Total of all active and inactive participants2012-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01133
Number of participants with account balances2012-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: EYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01137
Total number of active participants reported on line 7a of the Form 55002011-01-01112
Number of retired or separated participants receiving benefits2011-01-0117
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01129
Number of participants with account balances2011-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2009: EYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01149
Total number of active participants reported on line 7a of the Form 55002009-01-01112
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0149
Total of all active and inactive participants2009-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01161
Number of participants with account balances2009-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING PLAN

Measure Date Value
2021 : EYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,909,535
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,023,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,978,146
Expenses. Certain deemed distributions of participant loans2021-12-31$27,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,080,647
Value of total assets at end of year2021-12-31$20,466,606
Value of total assets at beginning of year2021-12-31$18,580,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$18,600
Total interest from all sources2021-12-31$4,448
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,132,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,132,572
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$521,675
Participant contributions at end of year2021-12-31$101,435
Participant contributions at beginning of year2021-12-31$166,794
Participant contributions at end of year2021-12-31$3,880
Participant contributions at beginning of year2021-12-31$6,800
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$38,392
Administrative expenses (other) incurred2021-12-31$18,600
Total non interest bearing cash at end of year2021-12-31$50
Total non interest bearing cash at beginning of year2021-12-31$22,641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,885,692
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,466,606
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,580,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$19,417,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,741,989
Interest on participant loans2021-12-31$4,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$576,835
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,371,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,371,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,691,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$520,580
Employer contributions (assets) at end of year2021-12-31$366,619
Employer contributions (assets) at beginning of year2021-12-31$271,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,978,146
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HELLAM VARON & CO. INC PS
Accountancy firm EIN2021-12-31911223179
2020 : EYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,498,985
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,331,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,303,746
Expenses. Certain deemed distributions of participant loans2020-12-31$10,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$990,758
Value of total assets at end of year2020-12-31$18,580,914
Value of total assets at beginning of year2020-12-31$16,413,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$16,989
Total interest from all sources2020-12-31$7,352
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$653,573
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$653,573
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$425,734
Participant contributions at end of year2020-12-31$166,794
Participant contributions at beginning of year2020-12-31$160,553
Participant contributions at end of year2020-12-31$6,800
Participant contributions at beginning of year2020-12-31$11,156
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$165,461
Administrative expenses (other) incurred2020-12-31$16,989
Total non interest bearing cash at end of year2020-12-31$22,641
Total non interest bearing cash at beginning of year2020-12-31$9,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,167,887
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,580,914
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,413,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,741,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,662,359
Interest on participant loans2020-12-31$7,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,371,134
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,231,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,231,725
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,847,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$399,563
Employer contributions (assets) at end of year2020-12-31$271,556
Employer contributions (assets) at beginning of year2020-12-31$337,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,303,746
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HELLAM VARON & CO. INC PS
Accountancy firm EIN2020-12-31911223179
2019 : EYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,067,916
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,026,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$980,732
Expenses. Certain deemed distributions of participant loans2019-12-31$30,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$928,380
Value of total assets at end of year2019-12-31$16,413,027
Value of total assets at beginning of year2019-12-31$13,371,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,226
Total interest from all sources2019-12-31$18,651
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$592,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$592,193
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$452,612
Participant contributions at end of year2019-12-31$160,553
Participant contributions at beginning of year2019-12-31$133,454
Participant contributions at end of year2019-12-31$11,156
Participant contributions at beginning of year2019-12-31$9,956
Administrative expenses (other) incurred2019-12-31$15,226
Total non interest bearing cash at end of year2019-12-31$9,738
Total non interest bearing cash at beginning of year2019-12-31$257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,041,521
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,413,027
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,371,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,662,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,432,959
Interest on participant loans2019-12-31$7,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,231,725
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$393,427
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$393,427
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$11,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,528,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$475,768
Employer contributions (assets) at end of year2019-12-31$337,496
Employer contributions (assets) at beginning of year2019-12-31$401,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$980,732
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HELLAM VARON & CO. INC PS
Accountancy firm EIN2019-12-31911223179
2018 : EYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$478,469
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,856,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,807,228
Expenses. Certain deemed distributions of participant loans2018-12-31$42,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,168,233
Value of total assets at end of year2018-12-31$13,371,506
Value of total assets at beginning of year2018-12-31$15,749,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,050
Total interest from all sources2018-12-31$6,584
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$770,777
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$770,777
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$493,739
Participant contributions at end of year2018-12-31$133,454
Participant contributions at beginning of year2018-12-31$109,604
Participant contributions at end of year2018-12-31$9,956
Participant contributions at beginning of year2018-12-31$17,795
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$118,748
Total non interest bearing cash at end of year2018-12-31$257
Total non interest bearing cash at beginning of year2018-12-31$204
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,377,816
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,371,506
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,749,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,432,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,879,443
Interest on participant loans2018-12-31$6,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$393,427
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$328,413
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$328,413
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,467,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$555,746
Employer contributions (assets) at end of year2018-12-31$401,453
Employer contributions (assets) at beginning of year2018-12-31$413,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,807,228
Contract administrator fees2018-12-31$7,050
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HELLAM VARON & CO. INC PS
Accountancy firm EIN2018-12-31911223179
2017 : EYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,556,095
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,355,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,353,140
Expenses. Certain deemed distributions of participant loans2017-12-31$2,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,073,192
Value of total assets at end of year2017-12-31$15,749,322
Value of total assets at beginning of year2017-12-31$14,548,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$5,205
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$704,939
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$704,939
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$508,265
Participant contributions at end of year2017-12-31$109,604
Participant contributions at beginning of year2017-12-31$111,951
Participant contributions at end of year2017-12-31$17,795
Participant contributions at beginning of year2017-12-31$15,522
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$941
Total non interest bearing cash at end of year2017-12-31$204
Total non interest bearing cash at beginning of year2017-12-31$577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,200,902
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,749,322
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,548,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,879,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,405,138
Interest on participant loans2017-12-31$5,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$328,413
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$629,991
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$629,991
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,772,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$563,986
Employer contributions (assets) at end of year2017-12-31$413,863
Employer contributions (assets) at beginning of year2017-12-31$385,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,353,140
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HELLAM VARON & CO. INC PS
Accountancy firm EIN2017-12-31911223179
2016 : EYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,462,610
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$8,479,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,463,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,060,395
Value of total assets at end of year2016-12-31$14,548,420
Value of total assets at beginning of year2016-12-31$20,564,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,100
Total interest from all sources2016-12-31$5,168
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$418,933
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$418,933
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$486,999
Participant contributions at end of year2016-12-31$111,951
Participant contributions at beginning of year2016-12-31$125,441
Participant contributions at end of year2016-12-31$15,522
Participant contributions at beginning of year2016-12-31$10,459
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$35,308
Other income not declared elsewhere2016-12-31$4,653
Total non interest bearing cash at end of year2016-12-31$577
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-6,016,464
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,548,420
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$20,564,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,405,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,610,774
Income. Interest from loans (other than to participants)2016-12-31$5,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$629,991
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$767,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$767,553
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$973,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$538,088
Employer contributions (assets) at end of year2016-12-31$385,241
Employer contributions (assets) at beginning of year2016-12-31$50,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,463,974
Contract administrator fees2016-12-31$15,100
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HELLAM VARON & CO. INC PS
Accountancy firm EIN2016-12-31911223179
2015 : EYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,281,901
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,138,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,120,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,049,352
Value of total assets at end of year2015-12-31$20,564,884
Value of total assets at beginning of year2015-12-31$22,421,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,834
Total interest from all sources2015-12-31$6,557
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$543,296
Participant contributions at end of year2015-12-31$125,441
Participant contributions at beginning of year2015-12-31$176,104
Participant contributions at end of year2015-12-31$10,459
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$619,390
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,671
Other income not declared elsewhere2015-12-31$5,591
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,856,469
Value of net assets at end of year (total assets less liabilities)2015-12-31$20,564,884
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$22,421,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$19,610,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$20,878,499
Interest on participant loans2015-12-31$6,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$767,553
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$734,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$734,967
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$48
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$220,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$501,385
Employer contributions (assets) at end of year2015-12-31$50,657
Employer contributions (assets) at beginning of year2015-12-31$12,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,120,536
Contract administrator fees2015-12-31$17,834
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HELLAM VARON & CO. INC. PS
Accountancy firm EIN2015-12-31911223179
2014 : EYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,530,804
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,560,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,542,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,000,439
Value of total assets at end of year2014-12-31$22,421,353
Value of total assets at beginning of year2014-12-31$22,450,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,367
Total interest from all sources2014-12-31$6,593
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$495,299
Participant contributions at end of year2014-12-31$176,104
Participant contributions at beginning of year2014-12-31$133,219
Assets. Other investments not covered elsewhere at end of year2014-12-31$619,390
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$592,607
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,466
Other income not declared elsewhere2014-12-31$6,630
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-29,455
Value of net assets at end of year (total assets less liabilities)2014-12-31$22,421,353
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,450,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$20,878,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$20,814,863
Interest on participant loans2014-12-31$6,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$734,967
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$855,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$855,896
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,517,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$503,674
Employer contributions (assets) at end of year2014-12-31$12,393
Employer contributions (assets) at beginning of year2014-12-31$54,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,542,892
Contract administrator fees2014-12-31$17,367
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HELLAM VARON & CO. INC. PS
Accountancy firm EIN2014-12-31911223179
2013 : EYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,947,430
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$652,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$637,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,231,315
Value of total assets at end of year2013-12-31$22,450,808
Value of total assets at beginning of year2013-12-31$18,156,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,933
Total interest from all sources2013-12-31$6,521
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$525,807
Participant contributions at end of year2013-12-31$133,219
Participant contributions at beginning of year2013-12-31$188,977
Assets. Other investments not covered elsewhere at end of year2013-12-31$592,607
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$527,805
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$139,167
Other income not declared elsewhere2013-12-31$1,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,294,519
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,450,808
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,156,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$20,814,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$16,410,662
Interest on participant loans2013-12-31$6,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$855,896
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$985,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$985,693
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$66
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,708,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$566,341
Employer contributions (assets) at end of year2013-12-31$54,223
Employer contributions (assets) at beginning of year2013-12-31$43,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$637,978
Contract administrator fees2013-12-31$14,933
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HELLAM VARON & CO. INC. PS
Accountancy firm EIN2013-12-31911223179
2012 : EYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,822,738
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$561,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$538,529
Expenses. Certain deemed distributions of participant loans2012-12-31$9,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,136,403
Value of total assets at end of year2012-12-31$18,156,289
Value of total assets at beginning of year2012-12-31$15,894,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,540
Total interest from all sources2012-12-31$6,483
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$528,236
Participant contributions at end of year2012-12-31$188,977
Participant contributions at beginning of year2012-12-31$102,184
Assets. Other investments not covered elsewhere at end of year2012-12-31$527,805
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$458,068
Other income not declared elsewhere2012-12-31$34,809
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,261,594
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,156,289
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,894,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$16,410,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,278,062
Interest on participant loans2012-12-31$6,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$985,693
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,027,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,027,574
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$61
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,645,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$608,167
Employer contributions (assets) at end of year2012-12-31$43,152
Employer contributions (assets) at beginning of year2012-12-31$28,807
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$538,529
Contract administrator fees2012-12-31$13,540
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HELLAM VARON & CO. INC. PS
Accountancy firm EIN2012-12-31911223179
2011 : EYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,248,886
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$387,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$362,200
Expenses. Certain deemed distributions of participant loans2011-12-31$14,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,121,949
Value of total assets at end of year2011-12-31$15,894,695
Value of total assets at beginning of year2011-12-31$15,033,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,480
Total interest from all sources2011-12-31$5,185
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$527,119
Participant contributions at end of year2011-12-31$102,184
Participant contributions at beginning of year2011-12-31$101,883
Assets. Other investments not covered elsewhere at end of year2011-12-31$458,068
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$24,711
Other income not declared elsewhere2011-12-31$-31,619
Administrative expenses (other) incurred2011-12-31$51
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$861,483
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,894,695
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,033,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,278,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,660,912
Interest on participant loans2011-12-31$5,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,027,574
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,221,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,221,852
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$153,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$594,830
Employer contributions (assets) at end of year2011-12-31$28,807
Employer contributions (assets) at beginning of year2011-12-31$23,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$362,200
Contract administrator fees2011-12-31$10,429
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HELLAM VARON & CO. INC. PS
Accountancy firm EIN2011-12-31911223179
2010 : EYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,699,997
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,353,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,338,759
Expenses. Certain deemed distributions of participant loans2010-12-31$2,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,086,847
Value of total assets at end of year2010-12-31$15,033,212
Value of total assets at beginning of year2010-12-31$16,686,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,450
Total interest from all sources2010-12-31$4,533
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$504,473
Participant contributions at end of year2010-12-31$101,883
Participant contributions at beginning of year2010-12-31$81,899
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$300
Assets. Other investments not covered elsewhere at end of year2010-12-31$24,711
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$6,115
Other income not declared elsewhere2010-12-31$1,487
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$7,380
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-1,653,147
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,033,212
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,686,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$13,660,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,200,294
Interest on participant loans2010-12-31$4,295
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$7,254,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,221,852
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,099,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,099,751
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,309,968
Net investment gain or loss from common/collective trusts2010-12-31$297,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$576,259
Employer contributions (assets) at end of year2010-12-31$23,854
Employer contributions (assets) at beginning of year2010-12-31$42,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,338,759
Contract administrator fees2010-12-31$11,450
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HELLAM VARON & CO. INC. PS
Accountancy firm EIN2010-12-31911223179
2009 : EYE ASSOCIATES NORTHWEST, PC 401 (K) 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 EYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING PLAN

2021: EYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING 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 NORTHWEST, PC 401 (K) PROFIT SHARING 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
2015: EYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING 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 NORTHWEST, PC 401 (K) PROFIT SHARING 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 NORTHWEST, PC 401 (K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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
2011: EYE ASSOCIATES NORTHWEST, PC 401 (K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EYE ASSOCIATES NORTHWEST, PC 401 (K) 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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