401k Plan data: RETINA CENTER OF NEW JERSEY 401(K) PROFIT SHARING PLAN plan

RETINA CENTER OF NEW JERSEY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	RETINA CENTER OF NEW JERSEY 401(K) PROFIT SHARING PLAN
Plan identification number	001

RETINA CENTER OF NEW JERSEY 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EYE CENTERS OF AMERICA, LLC has sponsored the creation of one or more 401k plans.

Company Name: EYE CENTERS OF AMERICA, LLC

Employer identification number (EIN): 273654710

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Additional information about EYE CENTERS OF AMERICA, LLC

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services

Incorporation Date:

Company Identification Number: 0400374733

More information about EYE CENTERS OF AMERICA, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETINA CENTER OF NEW JERSEY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01 MICHAEL HIGGINS 2020-10-30
001 2018-01-01 MARTY HIGGINS 2019-11-27
001 2017-01-01 MARTY HIGGINS 2018-10-25
001 2016-01-01 MARTY HIGGINS 2017-08-29
001 2015-01-01 MARTY HIGGINS 2016-06-03
001 2014-01-01 MARTY HIGGINS 2015-09-29
001 2013-01-01 MARTY HIGGINS 2014-11-03
001 2012-01-01 RETINA CENTER OF NEW JERSEY LL 2013-08-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2020-01-01
001	2019-01-01	MICHAEL HIGGINS	2020-10-30
001	2018-01-01	MARTY HIGGINS	2019-11-27
001	2017-01-01	MARTY HIGGINS	2018-10-25
001	2016-01-01	MARTY HIGGINS	2017-08-29
001	2015-01-01	MARTY HIGGINS	2016-06-03
001	2014-01-01	MARTY HIGGINS	2015-09-29
001	2013-01-01	MARTY HIGGINS	2014-11-03
001	2012-01-01	RETINA CENTER OF NEW JERSEY LL	2013-08-06

Plan Statistics for RETINA CENTER OF NEW JERSEY 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for RETINA CENTER OF NEW JERSEY 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: RETINA CENTER OF NEW JERSEY 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 364
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 375
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 35
Total of all active and inactive participants 2023-01-01 410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 410
Number of participants with account balances 2023-01-01 252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: RETINA CENTER OF NEW JERSEY 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 300
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 329
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 29
Total of all active and inactive participants 2022-01-01 358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 358
Number of participants with account balances 2022-01-01 231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: RETINA CENTER OF NEW JERSEY 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 254
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 271
Number of retired or separated participants receiving benefits 2021-01-01 10
Number of other retired or separated participants entitled to future benefits 2021-01-01 15
Total of all active and inactive participants 2021-01-01 296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 296
Number of participants with account balances 2021-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: RETINA CENTER OF NEW JERSEY 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 192
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 247
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 249
Number of participants with account balances 2020-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0

Measure	Date	Value
2023: RETINA CENTER OF NEW JERSEY 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	364
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	375
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	35
Total of all active and inactive participants	2023-01-01	410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	410
Number of participants with account balances	2023-01-01	252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: RETINA CENTER OF NEW JERSEY 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	300
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	329
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	29
Total of all active and inactive participants	2022-01-01	358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	358
Number of participants with account balances	2022-01-01	231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: RETINA CENTER OF NEW JERSEY 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	254
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	271
Number of retired or separated participants receiving benefits	2021-01-01	10
Number of other retired or separated participants entitled to future benefits	2021-01-01	15
Total of all active and inactive participants	2021-01-01	296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	296
Number of participants with account balances	2021-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: RETINA CENTER OF NEW JERSEY 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	192
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	247
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	249
Number of participants with account balances	2020-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0

Financial Data on RETINA CENTER OF NEW JERSEY 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : RETINA CENTER OF NEW JERSEY 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources (including contributions)	2023-12-31	$3,474,079
Total of all expenses incurred	2023-12-31	$323,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$193,239
Expenses. Certain deemed distributions of participant loans	2023-12-31	$50,825
Value of total corrective distributions	2023-12-31	$22,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$2,160,852
Value of total assets at end of year	2023-12-31	$12,195,511
Value of total assets at beginning of year	2023-12-31	$9,045,144
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$57,307
Total interest from all sources	2023-12-31	$18,013
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$81,873
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$81,873
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,395,837
Participant contributions at end of year	2023-12-31	$159,044
Participant contributions at beginning of year	2023-12-31	$237,800
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$765,015
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$456
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$985
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$3,150,367
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$12,195,511
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$9,045,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$38,163
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$4,650,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$3,144,531
Interest on participant loans	2023-12-31	$14,346
Interest earned on other investments	2023-12-31	$3,558
Value of interest in common/collective trusts at end of year	2023-12-31	$7,039,894
Value of interest in common/collective trusts at beginning of year	2023-12-31	$5,370,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$10,868
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$5,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$5,956
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$109
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$334,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$284,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$547,739
Net investment gain or loss from common/collective trusts	2023-12-31	$665,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$193,239
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-12-31	No
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	GELTRUDE & CO, LLC
Accountancy firm EIN	2023-12-31	223363665
2022 : RETINA CENTER OF NEW JERSEY 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$4,736,307
Total of all expenses incurred	2022-12-31	$147,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$124,376
Expenses. Certain deemed distributions of participant loans	2022-12-31	$496
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$5,422,162
Value of total assets at end of year	2022-12-31	$9,045,144
Value of total assets at beginning of year	2022-12-31	$4,456,434
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$22,725
Total interest from all sources	2022-12-31	$9,309
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$57,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$57,855
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,035,082
Participant contributions at end of year	2022-12-31	$237,800
Participant contributions at beginning of year	2022-12-31	$133,792
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$4,387,073
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$985
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$5,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$4,588,710
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$9,045,144
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,456,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$17,105
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$3,144,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$4,169,453
Interest on participant loans	2022-12-31	$8,520
Interest earned on other investments	2022-12-31	$755
Value of interest in common/collective trusts at end of year	2022-12-31	$5,370,903
Value of interest in common/collective trusts at beginning of year	2022-12-31	$153,189
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$5,956
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$34
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$284,969
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-761,674
Net investment gain or loss from common/collective trusts	2022-12-31	$8,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$7
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$124,376
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	Yes
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	GELTRUDE & CO, LLC
Accountancy firm EIN	2022-12-31	223363665
2021 : RETINA CENTER OF NEW JERSEY 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$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	$2,004,270
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$354,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$284,022
Expenses. Certain deemed distributions of participant loans	2021-12-31	$3,666
Value of total corrective distributions	2021-12-31	$53,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,442,366
Value of total assets at end of year	2021-12-31	$4,456,434
Value of total assets at beginning of year	2021-12-31	$2,806,372
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$13,210
Total interest from all sources	2021-12-31	$7,404
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$167,926
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$167,926
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$281,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$820,990
Participant contributions at end of year	2021-12-31	$133,792
Participant contributions at beginning of year	2021-12-31	$114,765
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$61,976
Other income not declared elsewhere	2021-12-31	$47
Administrative expenses (other) incurred	2021-12-31	$13,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,650,062
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,456,434
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,806,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$4,169,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,435,971
Interest on participant loans	2021-12-31	$7,404
Value of interest in common/collective trusts at end of year	2021-12-31	$153,189
Value of interest in common/collective trusts at beginning of year	2021-12-31	$255,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$383,899
Net investment gain or loss from common/collective trusts	2021-12-31	$2,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$559,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$284,022
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	GELTRUDE & CO, LLC
Accountancy firm EIN	2021-12-31	223363665
2020 : RETINA CENTER OF NEW JERSEY 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$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	$1,137,014
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$286,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$255,004
Expenses. Certain deemed distributions of participant loans	2020-12-31	$83
Value of total corrective distributions	2020-12-31	$26,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$816,306
Value of total assets at end of year	2020-12-31	$2,806,372
Value of total assets at beginning of year	2020-12-31	$1,955,559
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$4,664
Total interest from all sources	2020-12-31	$8,118
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$66,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$66,315
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$196,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$457,388
Participant contributions at end of year	2020-12-31	$114,765
Participant contributions at beginning of year	2020-12-31	$133,036
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$358,918
Administrative expenses (other) incurred	2020-12-31	$4,664
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$850,813
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,806,372
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,955,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,435,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,356,722
Interest on participant loans	2020-12-31	$8,118
Value of interest in common/collective trusts at end of year	2020-12-31	$255,636
Value of interest in common/collective trusts at beginning of year	2020-12-31	$465,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$273,918
Net investment gain or loss from common/collective trusts	2020-12-31	$-27,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$255,004
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	GELTRUDE & CO, LLC
Accountancy firm EIN	2020-12-31	223049107

Form 5500 Responses for RETINA CENTER OF NEW JERSEY 401(K) PROFIT SHARING PLAN

2023: RETINA CENTER OF NEW JERSEY 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: RETINA CENTER OF NEW JERSEY 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: RETINA CENTER OF NEW JERSEY 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: RETINA CENTER OF NEW JERSEY 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

514030

Policy instance

Insurance contract or identification number	514030
Number of Individuals Covered	252
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

514030

Policy instance

Insurance contract or identification number	514030
Number of Individuals Covered	231
Insurance policy start date	2022-07-13
Insurance policy end date	2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	EYE CENTERS OF AMERICA, LLC
Employer identification number (EIN):	273654710
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number:	0400374733