Plan Name | SOARES OCULAR SURGERY, P. C. SAFE HARBOR 401(K) PROFIT-SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | SOARES OCULAR SURGERY, P.C. |
Employer identification number (EIN): | 208163934 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about SOARES OCULAR SURGERY, P.C.
Jurisdiction of Incorporation: | Vermont Secretary of State Corporations Division |
Incorporation Date: | 2007-01-01 |
Company Identification Number: | 128003 |
Legal Registered Office Address: |
43 SKY VIEW RD. RANDOLPH CTR. United States of America (USA) 05061 |
More information about SOARES OCULAR SURGERY, P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | LAURA SOARES | 2022-08-15 | LAURA SOARES | 2022-08-15 |
001 | 2021-01-01 | LAURA SOARES | 2022-07-21 | LAURA SOARES | 2022-07-21 |
001 | 2020-01-01 | LAURA SOARES | 2021-03-06 | LAURA SOARES | 2021-03-06 |
001 | 2019-01-01 | LAURA SOARES | 2020-03-02 | LAURA SOARES | 2020-03-02 |
001 | 2018-01-01 | LAURA SOARES | 2019-04-18 | LAURA SOARES | 2019-04-18 |
001 | 2017-01-01 | LAURA SOARES | 2018-05-02 | LAURA SOARES | 2018-05-02 |
001 | 2016-01-01 | LAURA SOARES | 2017-07-12 | LAURA SOARES | 2017-07-12 |
001 | 2015-01-01 | LAURA A SOARES | |||
001 | 2014-01-01 | LAURA A SOARES | |||
001 | 2013-01-01 | LAURA A. SOARES | |||
001 | 2012-01-01 | LAURA A. SOARES | |||
001 | 2011-01-01 | LAURA A. SOARES | |||
001 | 2009-01-01 | CHRIS J. SOARES |
Measure | Date | Value |
---|---|---|
2015: SOARES OCULAR SURGERY, P. C. SAFE HARBOR 401(K) PROFIT-SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
Total of all active and inactive participants | 2015-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 6 |
Number of participants with account balances | 2015-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: SOARES OCULAR SURGERY, P. C. SAFE HARBOR 401(K) PROFIT-SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 3 |
Total of all active and inactive participants | 2014-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 8 |
Number of participants with account balances | 2014-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: SOARES OCULAR SURGERY, P. C. SAFE HARBOR 401(K) PROFIT-SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 4 |
Total of all active and inactive participants | 2013-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 8 |
Number of participants with account balances | 2013-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: SOARES OCULAR SURGERY, P. C. SAFE HARBOR 401(K) PROFIT-SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 6 |
Number of participants with account balances | 2012-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: SOARES OCULAR SURGERY, P. C. SAFE HARBOR 401(K) PROFIT-SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 6 |
Number of participants with account balances | 2011-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: SOARES OCULAR SURGERY, P. C. SAFE HARBOR 401(K) PROFIT-SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 5 |
Number of participants with account balances | 2009-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2015 : SOARES OCULAR SURGERY, P. C. SAFE HARBOR 401(K) PROFIT-SHARING PLAN 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $51,799 |
Expenses. Total of all expenses incurred | 2015-12-31 | $2,416 |
Benefits paid (including direct rollovers) | 2015-12-31 | $2,401 |
Total plan assets at end of year | 2015-12-31 | $950,385 |
Total plan assets at beginning of year | 2015-12-31 | $901,002 |
Value of fidelity bond covering the plan | 2015-12-31 | $150,000 |
Total contributions received or receivable from participants | 2015-12-31 | $26,500 |
Other income received | 2015-12-31 | $-24,180 |
Net income (gross income less expenses) | 2015-12-31 | $49,383 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $950,385 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $901,002 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $49,479 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $15 |
2014 : SOARES OCULAR SURGERY, P. C. SAFE HARBOR 401(K) PROFIT-SHARING PLAN 2014 401k financial data | ||
Total income from all sources | 2014-12-31 | $158,700 |
Expenses. Total of all expenses incurred | 2014-12-31 | $79,147 |
Benefits paid (including direct rollovers) | 2014-12-31 | $79,082 |
Total plan assets at end of year | 2014-12-31 | $901,002 |
Total plan assets at beginning of year | 2014-12-31 | $821,449 |
Value of fidelity bond covering the plan | 2014-12-31 | $150,000 |
Total contributions received or receivable from participants | 2014-12-31 | $27,682 |
Other income received | 2014-12-31 | $79,284 |
Net income (gross income less expenses) | 2014-12-31 | $79,553 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $901,002 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $821,449 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $51,734 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $65 |
2013 : SOARES OCULAR SURGERY, P. C. SAFE HARBOR 401(K) PROFIT-SHARING PLAN 2013 401k financial data | ||
Total income from all sources | 2013-12-31 | $254,540 |
Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $821,449 |
Total plan assets at beginning of year | 2013-12-31 | $566,909 |
Value of fidelity bond covering the plan | 2013-12-31 | $150,000 |
Total contributions received or receivable from participants | 2013-12-31 | $33,798 |
Other income received | 2013-12-31 | $171,817 |
Net income (gross income less expenses) | 2013-12-31 | $254,540 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $821,449 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $566,909 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $48,925 |
2012 : SOARES OCULAR SURGERY, P. C. SAFE HARBOR 401(K) PROFIT-SHARING PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $148,345 |
Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
Total plan assets at end of year | 2012-12-31 | $566,909 |
Total plan assets at beginning of year | 2012-12-31 | $418,564 |
Value of fidelity bond covering the plan | 2012-12-31 | $150,000 |
Total contributions received or receivable from participants | 2012-12-31 | $27,359 |
Other income received | 2012-12-31 | $71,308 |
Net income (gross income less expenses) | 2012-12-31 | $148,345 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $566,909 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $418,564 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $49,678 |
2011 : SOARES OCULAR SURGERY, P. C. SAFE HARBOR 401(K) PROFIT-SHARING PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $57,436 |
Expenses. Total of all expenses incurred | 2011-12-31 | $10 |
Total plan assets at end of year | 2011-12-31 | $418,564 |
Total plan assets at beginning of year | 2011-12-31 | $361,138 |
Value of fidelity bond covering the plan | 2011-12-31 | $150,000 |
Total contributions received or receivable from participants | 2011-12-31 | $36,313 |
Other income received | 2011-12-31 | $-24,965 |
Net income (gross income less expenses) | 2011-12-31 | $57,426 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $418,564 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $361,138 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $46,088 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $10 |
2010 : SOARES OCULAR SURGERY, P. C. SAFE HARBOR 401(K) PROFIT-SHARING PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $144,960 |
Expenses. Total of all expenses incurred | 2010-12-31 | $10 |
Total plan assets at end of year | 2010-12-31 | $361,138 |
Total plan assets at beginning of year | 2010-12-31 | $216,188 |
Value of fidelity bond covering the plan | 2010-12-31 | $150,000 |
Total contributions received or receivable from participants | 2010-12-31 | $46,732 |
Other income received | 2010-12-31 | $48,388 |
Net income (gross income less expenses) | 2010-12-31 | $144,950 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $361,138 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $216,188 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $49,840 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $10 |
2015: SOARES OCULAR SURGERY, P. C. SAFE HARBOR 401(K) PROFIT-SHARING PLAN 2015 form 5500 responses | ||
---|---|---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: SOARES OCULAR SURGERY, P. C. SAFE HARBOR 401(K) PROFIT-SHARING PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: SOARES OCULAR SURGERY, P. C. SAFE HARBOR 401(K) PROFIT-SHARING PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: SOARES OCULAR SURGERY, P. C. SAFE HARBOR 401(K) PROFIT-SHARING PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: SOARES OCULAR SURGERY, P. C. SAFE HARBOR 401(K) PROFIT-SHARING PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SOARES OCULAR SURGERY, P. C. SAFE HARBOR 401(K) PROFIT-SHARING PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |