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UNIVERSITY OPTHALMOLOGY ASSOCIATES INC EMPLOYEES PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameUNIVERSITY OPTHALMOLOGY ASSOCIATES INC EMPLOYEES PROFIT SHARING PLAN AND TRUST
Plan identification number 001

UNIVERSITY OPTHALMOLOGY ASSOCIATES INC EMPLOYEES PROFIT SHARING PLAN AND TRUST 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

401k Sponsoring company profile

UNIVERSITY OPHTHALMOLOGY ASSOCIATE has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY OPHTHALMOLOGY ASSOCIATE
Employer identification number (EIN):341086185
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OPTHALMOLOGY ASSOCIATES INC EMPLOYEES PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012010-01-01WILLIAM E. BRUNER, M.D.
0012009-01-01WILLIAM STEWART
0012009-01-01WILLIAM E. BRUNER, M.D.
0012009-01-01WILLIAM E. BRUNER, M.D.

Plan Statistics for UNIVERSITY OPTHALMOLOGY ASSOCIATES INC EMPLOYEES PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for UNIVERSITY OPTHALMOLOGY ASSOCIATES INC EMPLOYEES PROFIT SHARING PLAN AND TRUST

Measure Date Value
2010: UNIVERSITY OPTHALMOLOGY ASSOCIATES INC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0118
Total number of active participants reported on line 7a of the Form 55002010-01-0119
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 participants2010-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0121
2009: UNIVERSITY OPTHALMOLOGY ASSOCIATES INC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0118
Total number of active participants reported on line 7a of the Form 55002009-01-0116
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0118

Financial Data on UNIVERSITY OPTHALMOLOGY ASSOCIATES INC EMPLOYEES PROFIT SHARING PLAN AND TRUST

Measure Date Value
2010 : UNIVERSITY OPTHALMOLOGY ASSOCIATES INC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$1,236,119
Expenses. Total of all expenses incurred2010-12-31$350
Total plan assets at end of year2010-12-31$8,967,158
Total plan assets at beginning of year2010-12-31$7,731,389
Value of fidelity bond covering the plan2010-12-31$300,000
Expenses. Other expenses not covered elsewhere2010-12-31$350
Other income received2010-12-31$1,140,119
Net income (gross income less expenses)2010-12-31$1,235,769
Net plan assets at end of year (total assets less liabilities)2010-12-31$8,967,158
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$7,731,389
Assets. Value of participant loans2010-12-31$27,520
Total contributions received or receivable from employer(s)2010-12-31$96,000
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$96,000
Amount contributed by the employer to the plan for this plan year2010-12-31$96,000
2009 : UNIVERSITY OPTHALMOLOGY ASSOCIATES INC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Minimum employer required contribution for this plan year2009-12-31$95,000
Amount contributed by the employer to the plan for this plan year2009-12-31$95,000

Form 5500 Responses for UNIVERSITY OPTHALMOLOGY ASSOCIATES INC EMPLOYEES PROFIT SHARING PLAN AND TRUST

2010: UNIVERSITY OPTHALMOLOGY ASSOCIATES INC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNIVERSITY OPTHALMOLOGY ASSOCIATES INC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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