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FAMILY EYECARE OF LOCKPORT 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameFAMILY EYECARE OF LOCKPORT 401(K) PROFIT SHARING PLAN
Plan identification number 001

FAMILY EYECARE OF LOCKPORT 401(K) PROFIT SHARING PLAN Benefits

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

FAMILY EYE CARE OF LOCKPORT has sponsored the creation of one or more 401k plans.

Company Name:FAMILY EYE CARE OF LOCKPORT
Employer identification number (EIN):201356955
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY EYECARE OF LOCKPORT 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01CHARLES MCKENZIE CHARLES MCKENZIE2019-07-15
0012017-01-01CHARLES MCKENZIE CHARLES MCKENZIE2019-02-26
0012016-01-01CHARLES MCKENZIE CHARLES MCKENZIE2018-03-29
0012015-01-01DEBI BERG
0012014-01-01
0012013-01-01DEBI BERG
0012012-01-01DEBI BERG
0012011-01-01CHARLES MCKENZIE
0012009-01-01CHARLES MCKENZIE

Plan Statistics for FAMILY EYECARE OF LOCKPORT 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for FAMILY EYECARE OF LOCKPORT 401(K) PROFIT SHARING PLAN

Measure Date Value
2018: FAMILY EYECARE OF LOCKPORT 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0111
Total number of active participants reported on line 7a of the Form 55002018-01-0110
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0112
Number of participants with account balances2018-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FAMILY EYECARE OF LOCKPORT 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-019
Total number of active participants reported on line 7a of the Form 55002017-01-017
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0111
Number of participants with account balances2017-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: FAMILY EYECARE OF LOCKPORT 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-019
Number of participants with account balances2016-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FAMILY EYECARE OF LOCKPORT 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-018
Total of all active and inactive participants2015-01-018
Total participants2015-01-018
Number of participants with account balances2015-01-018
2014: FAMILY EYECARE OF LOCKPORT 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-019
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-019
Total participants2014-01-019
Number of participants with account balances2014-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FAMILY EYECARE OF LOCKPORT 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-017
Total of all active and inactive participants2013-01-017
Total participants2013-01-017
Number of participants with account balances2013-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: FAMILY EYECARE OF LOCKPORT 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-017
Total of all active and inactive participants2012-01-017
Total participants2012-01-017
Number of participants with account balances2012-01-017
2011: FAMILY EYECARE OF LOCKPORT 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-016
Total of all active and inactive participants2011-01-016
Total participants2011-01-016
Number of participants with account balances2011-01-016
2009: FAMILY EYECARE OF LOCKPORT 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-016
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 participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on FAMILY EYECARE OF LOCKPORT 401(K) PROFIT SHARING PLAN

Measure Date Value
2018 : FAMILY EYECARE OF LOCKPORT 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total income from all sources2018-12-31$55,023
Expenses. Total of all expenses incurred2018-12-31$2,894
Benefits paid (including direct rollovers)2018-12-31$2,639
Total plan assets at end of year2018-12-31$254,049
Total plan assets at beginning of year2018-12-31$201,920
Total contributions received or receivable from participants2018-12-31$53,235
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-4,768
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$52,129
Net plan assets at end of year (total assets less liabilities)2018-12-31$254,049
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$201,920
Assets. Value of participant loans2018-12-31$1,974
Total contributions received or receivable from employer(s)2018-12-31$6,556
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$255
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : FAMILY EYECARE OF LOCKPORT 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total income from all sources2017-12-31$62,029
Expenses. Total of all expenses incurred2017-12-31$3,627
Benefits paid (including direct rollovers)2017-12-31$3,552
Total plan assets at end of year2017-12-31$201,920
Total plan assets at beginning of year2017-12-31$143,518
Total contributions received or receivable from participants2017-12-31$43,130
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$12,870
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$58,402
Net plan assets at end of year (total assets less liabilities)2017-12-31$201,920
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$143,518
Assets. Value of participant loans2017-12-31$2,664
Total contributions received or receivable from employer(s)2017-12-31$6,029
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$75
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : FAMILY EYECARE OF LOCKPORT 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total income from all sources2016-12-31$28,326
Expenses. Total of all expenses incurred2016-12-31$85
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$143,518
Total plan assets at beginning of year2016-12-31$115,277
Total contributions received or receivable from participants2016-12-31$19,630
Expenses. Other expenses not covered elsewhere2016-12-31$85
Other income received2016-12-31$5,052
Net income (gross income less expenses)2016-12-31$28,241
Net plan assets at end of year (total assets less liabilities)2016-12-31$143,518
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$115,277
Assets. Value of participant loans2016-12-31$3,354
Total contributions received or receivable from employer(s)2016-12-31$3,644
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : FAMILY EYECARE OF LOCKPORT 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$16,634
Expenses. Total of all expenses incurred2015-12-31$36,970
Benefits paid (including direct rollovers)2015-12-31$36,920
Total plan assets at end of year2015-12-31$115,277
Total plan assets at beginning of year2015-12-31$135,613
Total contributions received or receivable from participants2015-12-31$13,810
Contributions received from other sources (not participants or employers)2015-12-31$1,299
Other income received2015-12-31$-2,124
Net income (gross income less expenses)2015-12-31$-20,336
Net plan assets at end of year (total assets less liabilities)2015-12-31$115,277
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$135,613
Total contributions received or receivable from employer(s)2015-12-31$3,649
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$50
2014 : FAMILY EYECARE OF LOCKPORT 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$19,375
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$135,613
Total plan assets at beginning of year2014-12-31$116,238
Total contributions received or receivable from participants2014-12-31$10,235
Other income received2014-12-31$3,918
Net income (gross income less expenses)2014-12-31$19,375
Net plan assets at end of year (total assets less liabilities)2014-12-31$135,613
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$116,238
Total contributions received or receivable from employer(s)2014-12-31$5,222
2013 : FAMILY EYECARE OF LOCKPORT 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$28,977
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$116,238
Total plan assets at beginning of year2013-12-31$87,261
Total contributions received or receivable from participants2013-12-31$9,850
Other income received2013-12-31$13,755
Net income (gross income less expenses)2013-12-31$28,977
Net plan assets at end of year (total assets less liabilities)2013-12-31$116,238
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$87,261
Total contributions received or receivable from employer(s)2013-12-31$5,372
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : FAMILY EYECARE OF LOCKPORT 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$2,859
Total plan assets at end of year2012-12-31$87,261
Total plan assets at beginning of year2012-12-31$84,402
Total contributions received or receivable from participants2012-12-31$720
Other income received2012-12-31$867
Net income (gross income less expenses)2012-12-31$2,859
Net plan assets at end of year (total assets less liabilities)2012-12-31$87,261
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$84,402
Total contributions received or receivable from employer(s)2012-12-31$1,272
2011 : FAMILY EYECARE OF LOCKPORT 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$15,021
Total plan assets at end of year2011-12-31$66,650
Total plan assets at beginning of year2011-12-31$51,629
Total contributions received or receivable from participants2011-12-31$11,140
Other income received2011-12-31$-536
Net income (gross income less expenses)2011-12-31$15,021
Net plan assets at end of year (total assets less liabilities)2011-12-31$66,650
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$51,629
Total contributions received or receivable from employer(s)2011-12-31$4,417
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : FAMILY EYECARE OF LOCKPORT 401(K) 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$15,100
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$51,629
Total plan assets at beginning of year2010-12-31$36,529
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$5,875
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$15,100
Net plan assets at end of year (total assets less liabilities)2010-12-31$51,629
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$36,529
Total contributions received or receivable from employer(s)2010-12-31$9,225
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : FAMILY EYECARE OF LOCKPORT 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 FAMILY EYECARE OF LOCKPORT 401(K) PROFIT SHARING PLAN

2018: FAMILY EYECARE OF LOCKPORT 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: FAMILY EYECARE OF LOCKPORT 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: FAMILY EYECARE OF LOCKPORT 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: FAMILY EYECARE OF LOCKPORT 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: FAMILY EYECARE OF LOCKPORT 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: FAMILY EYECARE OF LOCKPORT 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: FAMILY EYECARE OF LOCKPORT 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: FAMILY EYECARE OF LOCKPORT 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: FAMILY EYECARE OF LOCKPORT 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
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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