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OPHTHALMIC ASSOCIATES, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameOPHTHALMIC ASSOCIATES, P.C. PROFIT SHARING PLAN
Plan identification number 004

OPHTHALMIC ASSOCIATES, P.C. 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.
  • 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

OPHTHALMIC ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.

Company Name:OPHTHALMIC ASSOCIATES, P.C.
Employer identification number (EIN):060915040
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OPHTHALMIC ASSOCIATES, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01
0042016-01-01
0042015-01-01
0042014-01-01
0042013-01-01
0042012-01-01EDWARD A. PULICE, MD2013-07-18 EDWARD A. PULICE, MD2013-07-18
0042011-01-01JOHN SIMSES, M.D.2012-07-17 JOHN SIMSES, M.D.2012-07-17
0042010-01-01EDWARD J. PULICE, M.D. EDWARD J. PULICE, M.D.2011-07-19
0042009-01-01JOHN SIMSES

Plan Statistics for OPHTHALMIC ASSOCIATES, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for OPHTHALMIC ASSOCIATES, P.C. PROFIT SHARING PLAN

Measure Date Value
2010: OPHTHALMIC ASSOCIATES, P.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0120
Total number of active participants reported on line 7a of the Form 55002010-01-0118
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0120
Number of participants with account balances2010-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: OPHTHALMIC ASSOCIATES, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0120
Total number of active participants reported on line 7a of the Form 55002009-01-0120
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0120
Number of participants with account balances2009-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on OPHTHALMIC ASSOCIATES, P.C. PROFIT SHARING PLAN

Measure Date Value
2010 : OPHTHALMIC ASSOCIATES, P.C. PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$463,804
Expenses. Total of all expenses incurred2010-12-31$100,000
Benefits paid (including direct rollovers)2010-12-31$100,000
Total plan assets at end of year2010-12-31$3,820,290
Total plan assets at beginning of year2010-12-31$3,456,486
Value of fidelity bond covering the plan2010-12-31$382,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$0
Noncash contributions received2010-12-31$317,996
Net income (gross income less expenses)2010-12-31$363,804
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,820,290
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,456,486
Total contributions received or receivable from employer(s)2010-12-31$145,808
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for OPHTHALMIC ASSOCIATES, P.C. PROFIT SHARING PLAN

2010: OPHTHALMIC ASSOCIATES, P.C. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: OPHTHALMIC ASSOCIATES, P.C. 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number157212558
Policy instance 1
Insurance contract or identification number157212558
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $18,535
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Commission paid to Insurance BrokerUSD $18,535
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameDANIEL ANDRIANO

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