401k Plan data: UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST plan

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

Plan Name	UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST
Plan identification number	002

UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 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

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 Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 WILLIAM E. BRUNER, M.D.
002 2016-01-01 WILLIAM E. BRUNER, M.D.
002 2015-01-01 WILLIAM E. BRUNER, M.D.
002 2014-01-01 WILLIAM E. BRUNER, M.D.
002 2013-01-01 WILLIAM E. BRUNER, M.D.
002 2012-01-01 WILLIAM E. BRUNER, M.D.
002 2011-01-01 WILLIAM 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
2020: UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
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 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 20
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 21
Number of participants with account balances 2019-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 22
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 20
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 24
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 20
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 1
Total of all active and inactive participants 2015-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 21
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 21
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 1
Total of all active and inactive participants 2014-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 22
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 20
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 1
Total of all active and inactive participants 2013-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 21
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 18
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 2
Total of all active and inactive participants 2012-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 20
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 19
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 2
Total of all active and inactive participants 2011-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 21
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2020: UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
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	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	20
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	21
Number of participants with account balances	2019-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	22
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	20
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	24
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	20
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	1
Total of all active and inactive participants	2015-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	21
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	21
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	1
Total of all active and inactive participants	2014-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	22
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	20
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	1
Total of all active and inactive participants	2013-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	21
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	18
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	2
Total of all active and inactive participants	2012-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	20
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	19
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	2
Total of all active and inactive participants	2011-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	21
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

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

Measure	Date	Value
2020 : UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$280,798
Expenses. Total of all expenses incurred	2020-12-31	$8,598,252
Benefits paid (including direct rollovers)	2020-12-31	$8,598,252
Total plan assets at end of year	2020-12-31	$0
Total plan assets at beginning of year	2020-12-31	$8,317,454
Value of fidelity bond covering the plan	2020-12-31	$300,000
Other income received	2020-12-31	$240,798
Net income (gross income less expenses)	2020-12-31	$-8,317,454
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$8,317,454
Assets. Value of participant loans	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$40,000
2019 : UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$1,840,780
Expenses. Total of all expenses incurred	2019-12-31	$26,333
Benefits paid (including direct rollovers)	2019-12-31	$26,333
Total plan assets at end of year	2019-12-31	$8,317,454
Total plan assets at beginning of year	2019-12-31	$6,503,007
Value of fidelity bond covering the plan	2019-12-31	$300,000
Other income received	2019-12-31	$1,730,780
Net income (gross income less expenses)	2019-12-31	$1,814,447
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$8,317,454
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$6,503,007
Assets. Value of participant loans	2019-12-31	$27,815
Total contributions received or receivable from employer(s)	2019-12-31	$110,000
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$110,000
Amount contributed by the employer to the plan for this plan year	2019-12-31	$110,000
2018 : UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-366,327
Expenses. Total of all expenses incurred	2018-12-31	$37,454
Benefits paid (including direct rollovers)	2018-12-31	$37,454
Total plan assets at end of year	2018-12-31	$6,503,007
Total plan assets at beginning of year	2018-12-31	$6,906,788
Value of fidelity bond covering the plan	2018-12-31	$300,000
Other income received	2018-12-31	$-467,227
Net income (gross income less expenses)	2018-12-31	$-403,781
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$6,503,007
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$6,906,788
Assets. Value of participant loans	2018-12-31	$31,197
Total contributions received or receivable from employer(s)	2018-12-31	$100,900
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$100,900
Amount contributed by the employer to the plan for this plan year	2018-12-31	$100,900
2017 : UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$1,025,388
Expenses. Total of all expenses incurred	2017-12-31	$121,535
Benefits paid (including direct rollovers)	2017-12-31	$121,065
Total plan assets at end of year	2017-12-31	$6,906,788
Total plan assets at beginning of year	2017-12-31	$6,002,935
Value of fidelity bond covering the plan	2017-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$470
Other income received	2017-12-31	$915,388
Net income (gross income less expenses)	2017-12-31	$903,853
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$6,906,788
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$6,002,935
Assets. Value of participant loans	2017-12-31	$10,968
Total contributions received or receivable from employer(s)	2017-12-31	$110,000
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$110,000
Amount contributed by the employer to the plan for this plan year	2017-12-31	$110,000
2016 : UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$678,305
Expenses. Total of all expenses incurred	2016-12-31	$82,341
Benefits paid (including direct rollovers)	2016-12-31	$81,966
Total plan assets at end of year	2016-12-31	$6,002,935
Total plan assets at beginning of year	2016-12-31	$5,406,971
Value of fidelity bond covering the plan	2016-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$375
Other income received	2016-12-31	$568,305
Net income (gross income less expenses)	2016-12-31	$595,964
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$6,002,935
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,406,971
Assets. Value of participant loans	2016-12-31	$50,478
Total contributions received or receivable from employer(s)	2016-12-31	$110,000
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$110,000
Amount contributed by the employer to the plan for this plan year	2016-12-31	$110,000
2015 : UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$302,622
Expenses. Total of all expenses incurred	2015-12-31	$8,324,615
Benefits paid (including direct rollovers)	2015-12-31	$8,324,290
Total plan assets at end of year	2015-12-31	$5,406,971
Total plan assets at beginning of year	2015-12-31	$13,428,964
Value of fidelity bond covering the plan	2015-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$325
Other income received	2015-12-31	$192,622
Net income (gross income less expenses)	2015-12-31	$-8,021,993
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,406,971
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$13,428,964
Assets. Value of participant loans	2015-12-31	$23,844
Total contributions received or receivable from employer(s)	2015-12-31	$110,000
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$110,000
Amount contributed by the employer to the plan for this plan year	2015-12-31	$110,000
2014 : UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$1,378,809
Expenses. Total of all expenses incurred	2014-12-31	$107,667
Benefits paid (including direct rollovers)	2014-12-31	$107,212
Total plan assets at end of year	2014-12-31	$13,428,964
Total plan assets at beginning of year	2014-12-31	$12,157,822
Value of fidelity bond covering the plan	2014-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$455
Other income received	2014-12-31	$1,268,809
Net income (gross income less expenses)	2014-12-31	$1,271,142
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$13,428,964
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$12,157,822
Assets. Value of participant loans	2014-12-31	$26,093
Total contributions received or receivable from employer(s)	2014-12-31	$110,000
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$110,000
Amount contributed by the employer to the plan for this plan year	2014-12-31	$110,000
2013 : UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$2,807,636
Expenses. Total of all expenses incurred	2013-12-31	$820,431
Benefits paid (including direct rollovers)	2013-12-31	$819,951
Total plan assets at end of year	2013-12-31	$12,157,822
Total plan assets at beginning of year	2013-12-31	$10,170,617
Value of fidelity bond covering the plan	2013-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$480
Other income received	2013-12-31	$2,712,636
Net income (gross income less expenses)	2013-12-31	$1,987,205
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$12,157,822
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$10,170,617
Assets. Value of participant loans	2013-12-31	$12,642
Total contributions received or receivable from employer(s)	2013-12-31	$95,000
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$95,000
Amount contributed by the employer to the plan for this plan year	2013-12-31	$95,000
2012 : UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$1,486,317
Expenses. Total of all expenses incurred	2012-12-31	$425
Total plan assets at end of year	2012-12-31	$10,170,617
Total plan assets at beginning of year	2012-12-31	$8,684,725
Value of fidelity bond covering the plan	2012-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$425
Other income received	2012-12-31	$1,391,317
Net income (gross income less expenses)	2012-12-31	$1,485,892
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$10,170,617
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$8,684,725
Assets. Value of participant loans	2012-12-31	$14,366
Total contributions received or receivable from employer(s)	2012-12-31	$95,000
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$95,000
Amount contributed by the employer to the plan for this plan year	2012-12-31	$95,000
2011 : UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$-282,028
Expenses. Total of all expenses incurred	2011-12-31	$405
Total plan assets at end of year	2011-12-31	$8,684,725
Total plan assets at beginning of year	2011-12-31	$8,967,158
Value of fidelity bond covering the plan	2011-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$405
Other income received	2011-12-31	$-377,028
Net income (gross income less expenses)	2011-12-31	$-282,433
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$8,684,725
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$8,967,158
Assets. Value of participant loans	2011-12-31	$21,956
Total contributions received or receivable from employer(s)	2011-12-31	$95,000
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$95,000
Amount contributed by the employer to the plan for this plan year	2011-12-31	$95,000

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

2020: UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UNIVERSITY OPTHALMOLOGY ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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