401k Plan data: 20/20 EYE PHYSICIANS OF INDIANA, PC EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST plan

20/20 EYE PHYSICIANS OF INDIANA, PC EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	20/20 EYE PHYSICIANS OF INDIANA, PC EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST
Plan identification number	001

20/20 EYE PHYSICIANS OF INDIANA, PC EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined 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.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

20/20 EYE PHYSICIANS OF INDIANA, PC has sponsored the creation of one or more 401k plans.

Company Name: 20/20 EYE PHYSICIANS OF INDIANA, PC

Employer identification number (EIN): 351770916

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 20/20 EYE PHYSICIANS OF INDIANA, PC EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 THAD COWARD 2024-07-10
001 2022-01-01 THAD COWARD 2023-06-29
001 2021-01-01 THAD COWARD 2022-05-31
001 2020-01-01 THAD COWARD 2021-09-15
001 2019-01-01 THAD COWARD 2020-10-05
001 2018-01-01 DANIEL ROBINSON 2019-10-03
001 2017-01-01 DANIEL ROBINSON 2018-10-05
001 2016-01-01 DANIEL ROBINSON 2017-10-11
001 2015-01-01 DANIEL ROBINSON 2016-10-14
001 2014-01-01 DANIEL ROBINSON 2015-10-13
001 2013-01-01 DANIEL ROBINSON 2014-10-10
001 2012-01-01 PAUL A. FRASCELLA
001 2011-01-01 PAUL A. FRASCELLA
001 2009-01-01 DANIEL ROBINSON, MD DANIEL ROBINSON, MD 2010-10-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	THAD COWARD	2024-07-10
001	2022-01-01	THAD COWARD	2023-06-29
001	2021-01-01	THAD COWARD	2022-05-31
001	2020-01-01	THAD COWARD	2021-09-15
001	2019-01-01	THAD COWARD	2020-10-05
001	2018-01-01	DANIEL ROBINSON	2019-10-03
001	2017-01-01	DANIEL ROBINSON	2018-10-05
001	2016-01-01	DANIEL ROBINSON	2017-10-11
001	2015-01-01	DANIEL ROBINSON	2016-10-14
001	2014-01-01	DANIEL ROBINSON	2015-10-13
001	2013-01-01	DANIEL ROBINSON	2014-10-10
001	2012-01-01	PAUL A. FRASCELLA
001	2011-01-01	PAUL A. FRASCELLA
001	2009-01-01	DANIEL ROBINSON, MD		DANIEL ROBINSON, MD	2010-10-04

Plan Statistics for 20/20 EYE PHYSICIANS OF INDIANA, PC EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for 20/20 EYE PHYSICIANS OF INDIANA, PC EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST

Measure Date Value
2012: 20/20 EYE PHYSICIANS OF INDIANA, PC EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 21
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 4
Total of all active and inactive participants 2012-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 25
Number of participants with account balances 2012-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 4
2011: 20/20 EYE PHYSICIANS OF INDIANA, PC EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 25
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 7
Total of all active and inactive participants 2011-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 32
Number of participants with account balances 2011-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: 20/20 EYE PHYSICIANS OF INDIANA, PC EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 28
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 8
Total of all active and inactive participants 2009-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 36
Number of participants with account balances 2009-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2012: 20/20 EYE PHYSICIANS OF INDIANA, PC EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	21
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	4
Total of all active and inactive participants	2012-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	25
Number of participants with account balances	2012-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	4
2011: 20/20 EYE PHYSICIANS OF INDIANA, PC EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	25
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	7
Total of all active and inactive participants	2011-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	32
Number of participants with account balances	2011-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: 20/20 EYE PHYSICIANS OF INDIANA, PC EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	28
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	8
Total of all active and inactive participants	2009-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	36
Number of participants with account balances	2009-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on 20/20 EYE PHYSICIANS OF INDIANA, PC EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2012 : 20/20 EYE PHYSICIANS OF INDIANA, PC EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$949,572
Expenses. Total of all expenses incurred	2012-12-31	$399,392
Benefits paid (including direct rollovers)	2012-12-31	$360,330
Total plan assets at end of year	2012-12-31	$5,295,874
Total plan assets at beginning of year	2012-12-31	$4,745,694
Value of fidelity bond covering the plan	2012-12-31	$125,000
Total contributions received or receivable from participants	2012-12-31	$143,721
Expenses. Other expenses not covered elsewhere	2012-12-31	$1,486
Other income received	2012-12-31	$647,776
Net income (gross income less expenses)	2012-12-31	$550,180
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$5,295,874
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,745,694
Assets. Value of participant loans	2012-12-31	$71,122
Total contributions received or receivable from employer(s)	2012-12-31	$158,075
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$37,576
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : 20/20 EYE PHYSICIANS OF INDIANA, PC EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$367,828
Expenses. Total of all expenses incurred	2011-12-31	$343,756
Benefits paid (including direct rollovers)	2011-12-31	$306,267
Total plan assets at end of year	2011-12-31	$4,745,694
Total plan assets at beginning of year	2011-12-31	$4,721,622
Value of fidelity bond covering the plan	2011-12-31	$125,000
Total contributions received or receivable from participants	2011-12-31	$146,562
Expenses. Other expenses not covered elsewhere	2011-12-31	$1,825
Other income received	2011-12-31	$48,507
Net income (gross income less expenses)	2011-12-31	$24,072
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,745,694
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,721,622
Assets. Value of participant loans	2011-12-31	$97,618
Total contributions received or receivable from employer(s)	2011-12-31	$172,759
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$35,664
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : 20/20 EYE PHYSICIANS OF INDIANA, PC EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$925,359
Expenses. Total of all expenses incurred	2010-12-31	$35,174
Benefits paid (including direct rollovers)	2010-12-31	$4,296
Total plan assets at end of year	2010-12-31	$4,721,622
Total plan assets at beginning of year	2010-12-31	$3,831,437
Value of fidelity bond covering the plan	2010-12-31	$125,000
Total contributions received or receivable from participants	2010-12-31	$145,864
Other income received	2010-12-31	$598,669
Net income (gross income less expenses)	2010-12-31	$890,185
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,721,622
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,831,437
Assets. Value of participant loans	2010-12-31	$93,546
Total contributions received or receivable from employer(s)	2010-12-31	$180,826
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$30,878
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : 20/20 EYE PHYSICIANS OF INDIANA, PC EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for 20/20 EYE PHYSICIANS OF INDIANA, PC EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST

2012: 20/20 EYE PHYSICIANS OF INDIANA, PC EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST 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: 20/20 EYE PHYSICIANS OF INDIANA, PC EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST 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: 20/20 EYE PHYSICIANS OF INDIANA, PC EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST 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

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Company Name:	20/20 EYE PHYSICIANS OF INDIANA, PC
Employer identification number (EIN):	351770916
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)