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EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameEYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN
Plan identification number 001

EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 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
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • 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) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EYE PHYSICIANS OF FLORIDA, LLP has sponsored the creation of one or more 401k plans.

Company Name:EYE PHYSICIANS OF FLORIDA, LLP
Employer identification number (EIN):352308681
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ANNIE JUILLET
0012016-01-01ANNIE JUILLET
0012015-01-01ANNIE JUILLET
0012015-01-01ANNIE JUILLET
0012015-01-01
0012014-01-01ANNIE JUILLET
0012013-01-01ANNIE JUILLET
0012012-01-01SUSAN HECHT
0012011-01-01SUSAN HECHT
0012009-01-01SUSAN HECHT

Plan Statistics for EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01246
Total number of active participants reported on line 7a of the Form 55002023-01-01167
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0166
Total of all active and inactive participants2023-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01233
Number of participants with account balances2023-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01283
Total number of active participants reported on line 7a of the Form 55002022-01-01173
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0152
Total of all active and inactive participants2022-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01225
Number of participants with account balances2022-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01267
Total number of active participants reported on line 7a of the Form 55002021-01-01175
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0191
Total of all active and inactive participants2021-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01266
Number of participants with account balances2021-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01251
Total number of active participants reported on line 7a of the Form 55002020-01-01181
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0179
Total of all active and inactive participants2020-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01260
Number of participants with account balances2020-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01227
Total number of active participants reported on line 7a of the Form 55002019-01-01168
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0165
Total of all active and inactive participants2019-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01233
Number of participants with account balances2019-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01299
Total number of active participants reported on line 7a of the Form 55002018-01-01177
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0141
Total of all active and inactive participants2018-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01218
Number of participants with account balances2018-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01271
Total number of active participants reported on line 7a of the Form 55002017-01-01185
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0191
Total of all active and inactive participants2017-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01276
Number of participants with account balances2017-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01259
Total number of active participants reported on line 7a of the Form 55002016-01-01164
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0187
Total of all active and inactive participants2016-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01251
Number of participants with account balances2016-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01246
Total number of active participants reported on line 7a of the Form 55002015-01-01166
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0182
Total of all active and inactive participants2015-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01248
Number of participants with account balances2015-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01214
Total number of active participants reported on line 7a of the Form 55002014-01-01133
Number of other retired or separated participants entitled to future benefits2014-01-0195
Total of all active and inactive participants2014-01-01228
Total participants2014-01-01228
Number of participants with account balances2014-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01222
Total number of active participants reported on line 7a of the Form 55002013-01-01126
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0175
Total of all active and inactive participants2013-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01201
Number of participants with account balances2013-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01204
Total number of active participants reported on line 7a of the Form 55002012-01-01132
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0180
Total of all active and inactive participants2012-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01212
Number of participants with account balances2012-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01188
Total number of active participants reported on line 7a of the Form 55002011-01-01130
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0162
Total of all active and inactive participants2011-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01192
Number of participants with account balances2011-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01178
Total number of active participants reported on line 7a of the Form 55002009-01-01130
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0159
Total of all active and inactive participants2009-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01189
Number of participants with account balances2009-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$4,943,393
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$3,375,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$3,348,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,558,185
Value of total assets at end of year2023-12-31$23,128,780
Value of total assets at beginning of year2023-12-31$21,560,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$26,744
Total interest from all sources2023-12-31$2,126
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$438,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$438,904
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,094,423
Participant contributions at end of year2023-12-31$21,639
Participant contributions at beginning of year2023-12-31$62,883
Assets. Other investments not covered elsewhere at end of year2023-12-31$4,089,250
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$3,794,484
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$28,462
Other income not declared elsewhere2023-12-31$777,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,568,331
Value of net assets at end of year (total assets less liabilities)2023-12-31$23,128,780
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$21,560,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$18,338,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$16,973,802
Interest on participant loans2023-12-31$2,126
Income. Interest from loans (other than to participants)2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$679,876
Value of interest in common/collective trusts at beginning of year2023-12-31$729,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,148,441
Net investment gain or loss from common/collective trusts2023-12-31$18,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$435,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$3,348,318
Contract administrator fees2023-12-31$26,744
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31LEONARDO & COMPANY
Accountancy firm EIN2023-12-31263631452
2022 : EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,797,704
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,296,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,269,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,536,238
Value of total assets at end of year2022-12-31$21,560,449
Value of total assets at beginning of year2022-12-31$26,654,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$26,625
Total interest from all sources2022-12-31$4,002
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$366,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$366,687
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,009,587
Participant contributions at end of year2022-12-31$62,883
Participant contributions at beginning of year2022-12-31$91,929
Assets. Other investments not covered elsewhere at end of year2022-12-31$3,794,484
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$4,605,615
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$102,767
Other income not declared elsewhere2022-12-31$-962,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,093,763
Value of net assets at end of year (total assets less liabilities)2022-12-31$21,560,449
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$26,654,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,973,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$21,065,483
Interest on participant loans2022-12-31$4,002
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$729,280
Value of interest in common/collective trusts at beginning of year2022-12-31$891,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,756,256
Net investment gain or loss from common/collective trusts2022-12-31$14,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$423,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,269,434
Contract administrator fees2022-12-31$26,625
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SARBEY, LEXOW AND KAUFMAN, LLC
Accountancy firm EIN2022-12-31651014182
2021 : EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$4,173,155
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$707,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$689,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,337,754
Value of total assets at end of year2021-12-31$26,654,212
Value of total assets at beginning of year2021-12-31$23,188,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$18,504
Total interest from all sources2021-12-31$5,817
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$366,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$366,306
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$931,194
Participant contributions at end of year2021-12-31$91,929
Participant contributions at beginning of year2021-12-31$141,673
Assets. Other investments not covered elsewhere at end of year2021-12-31$4,605,615
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$3,739,426
Other income not declared elsewhere2021-12-31$548,851
Administrative expenses (other) incurred2021-12-31$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,465,376
Value of net assets at end of year (total assets less liabilities)2021-12-31$26,654,212
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$23,188,836
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$21,065,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,832,045
Interest on participant loans2021-12-31$5,817
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$891,185
Value of interest in common/collective trusts at beginning of year2021-12-31$1,475,692
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,897,535
Net investment gain or loss from common/collective trusts2021-12-31$16,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$406,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$689,275
Contract administrator fees2021-12-31$18,479
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31SARBEY, LEXOW AND KAUFMAN, LLC
Accountancy firm EIN2021-12-31651014182
2020 : EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$4,044,921
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$344,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$327,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,269,541
Value of total assets at end of year2020-12-31$23,188,836
Value of total assets at beginning of year2020-12-31$19,488,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$16,736
Total interest from all sources2020-12-31$8,187
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$276,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$276,870
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$886,033
Participant contributions at end of year2020-12-31$141,673
Participant contributions at beginning of year2020-12-31$157,889
Assets. Other investments not covered elsewhere at end of year2020-12-31$3,739,426
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$3,258,830
Other income not declared elsewhere2020-12-31$463,322
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,700,332
Value of net assets at end of year (total assets less liabilities)2020-12-31$23,188,836
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,488,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$17,832,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,382,029
Interest on participant loans2020-12-31$8,187
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$1,475,692
Value of interest in common/collective trusts at beginning of year2020-12-31$686,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,007,377
Net investment gain or loss from common/collective trusts2020-12-31$19,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$383,508
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$2,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$327,853
Contract administrator fees2020-12-31$16,736
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SARBEY, LEXOW AND KAUFMAN, LLC
Accountancy firm EIN2020-12-31651014182
2019 : EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,563,044
Total income from all sources (including contributions)2019-12-31$4,563,044
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$685,146
Total of all expenses incurred2019-12-31$685,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$667,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$667,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,262,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,262,370
Value of total assets at end of year2019-12-31$19,488,504
Value of total assets at end of year2019-12-31$19,488,504
Value of total assets at beginning of year2019-12-31$15,610,606
Value of total assets at beginning of year2019-12-31$15,610,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,546
Total interest from all sources2019-12-31$11,178
Total interest from all sources2019-12-31$11,178
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$348,526
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$348,526
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$348,526
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$348,526
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$870,663
Contributions received from participants2019-12-31$870,663
Participant contributions at end of year2019-12-31$157,889
Participant contributions at end of year2019-12-31$157,889
Participant contributions at beginning of year2019-12-31$224,487
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,258,830
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,258,830
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,555,595
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,555,595
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$26,823
Other income not declared elsewhere2019-12-31$686,870
Other income not declared elsewhere2019-12-31$686,870
Administrative expenses (other) incurred2019-12-31$349
Administrative expenses (other) incurred2019-12-31$349
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,877,898
Value of net income/loss2019-12-31$3,877,898
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,488,504
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,488,504
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,610,606
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,610,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,382,029
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,382,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,962,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,962,546
Interest on participant loans2019-12-31$11,178
Interest on participant loans2019-12-31$11,178
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$686,964
Value of interest in common/collective trusts at end of year2019-12-31$686,964
Value of interest in common/collective trusts at beginning of year2019-12-31$867,518
Value of interest in common/collective trusts at beginning of year2019-12-31$867,518
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$460
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$460
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$460
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$460
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,236,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,236,224
Net investment gain or loss from common/collective trusts2019-12-31$17,876
Net investment gain or loss from common/collective trusts2019-12-31$17,876
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$364,884
Contributions received in cash from employer2019-12-31$364,884
Employer contributions (assets) at end of year2019-12-31$2,792
Employer contributions (assets) at end of year2019-12-31$2,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$667,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$667,600
Contract administrator fees2019-12-31$17,197
Contract administrator fees2019-12-31$17,197
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SARBEY, KELLY AND KAUFMAN, LLC
Accountancy firm name2019-12-31SARBEY, KELLY AND KAUFMAN, LLC
Accountancy firm EIN2019-12-31651014182
Accountancy firm EIN2019-12-31651014182
2018 : EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$470,963
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$793,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$770,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,220,290
Value of total assets at end of year2018-12-31$15,610,606
Value of total assets at beginning of year2018-12-31$15,932,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$22,282
Total interest from all sources2018-12-31$8,185
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$278,621
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$278,621
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$834,304
Participant contributions at end of year2018-12-31$224,487
Participant contributions at beginning of year2018-12-31$176,910
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,555,595
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,643,417
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$30,163
Other income not declared elsewhere2018-12-31$-104,017
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-322,130
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,610,606
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,932,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$153
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,962,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,498,271
Interest on participant loans2018-12-31$8,185
Value of interest in common/collective trusts at end of year2018-12-31$867,518
Value of interest in common/collective trusts at beginning of year2018-12-31$614,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$460
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-946,654
Net investment gain or loss from common/collective trusts2018-12-31$14,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$355,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$770,811
Contract administrator fees2018-12-31$22,129
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31FISKE & COMPANY
Accountancy firm EIN2018-12-31261419740
2017 : EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,121,760
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$605,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$589,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,037,466
Value of total assets at end of year2017-12-31$15,932,736
Value of total assets at beginning of year2017-12-31$13,416,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,754
Total interest from all sources2017-12-31$6,803
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$243,426
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$243,426
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$723,603
Participant contributions at end of year2017-12-31$176,910
Participant contributions at beginning of year2017-12-31$124,429
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$21,958
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,643,417
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,504,851
Other income not declared elsewhere2017-12-31$400,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,515,942
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,932,736
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,416,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$89
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$12,498,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,555,032
Interest on participant loans2017-12-31$6,803
Value of interest in common/collective trusts at end of year2017-12-31$614,138
Value of interest in common/collective trusts at beginning of year2017-12-31$199,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,425,618
Net investment gain or loss from common/collective trusts2017-12-31$7,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$313,863
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$11,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$589,064
Contract administrator fees2017-12-31$16,665
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31FISKE & COMPANY
Accountancy firm EIN2017-12-31261419740
2016 : EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,889,245
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$505,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$490,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$949,750
Value of total assets at end of year2016-12-31$13,416,794
Value of total assets at beginning of year2016-12-31$12,032,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,567
Total interest from all sources2016-12-31$4,884
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$206,103
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$206,103
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$662,295
Participant contributions at end of year2016-12-31$124,429
Participant contributions at beginning of year2016-12-31$136,571
Participant contributions at end of year2016-12-31$21,958
Participant contributions at beginning of year2016-12-31$11,603
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,504,851
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,943,246
Other income not declared elsewhere2016-12-31$189,981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,383,825
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,416,794
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,032,969
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$180
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,555,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,200,455
Value of interest in pooled separate accounts at end of year2016-12-31$0
Interest on participant loans2016-12-31$4,884
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$199,522
Value of interest in common/collective trusts at beginning of year2016-12-31$35,706
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$119,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$119,202
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$537,662
Net investment gain or loss from common/collective trusts2016-12-31$865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$287,455
Employer contributions (assets) at end of year2016-12-31$11,002
Employer contributions (assets) at beginning of year2016-12-31$10,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$490,853
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$282,248
Contract administrator fees2016-12-31$14,387
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$293,354
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FISKE & COMPANY
Accountancy firm EIN2016-12-31261419740
2015 : EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$753,132
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$436,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$430,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$880,592
Value of total assets at end of year2015-12-31$12,032,969
Value of total assets at beginning of year2015-12-31$11,716,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,307
Total interest from all sources2015-12-31$5,387
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$173,667
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$173,667
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$100,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$592,025
Participant contributions at end of year2015-12-31$136,571
Participant contributions at beginning of year2015-12-31$124,682
Participant contributions at end of year2015-12-31$11,603
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,943,246
Other income not declared elsewhere2015-12-31$-66,844
Administrative expenses (other) incurred2015-12-31$1,280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$316,888
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,032,969
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,716,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$80
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,943,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,270,025
Value of interest in pooled separate accounts at end of year2015-12-31$9,200,455
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,256,403
Interest on participant loans2015-12-31$5,387
Income. Interest from loans (other than to participants)2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$35,706
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$119,202
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$146,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$146,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,305,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-329,594
Net investment gain/loss from pooled separate accounts2015-12-31$89,698
Net investment gain or loss from common/collective trusts2015-12-31$226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$288,567
Employer contributions (assets) at end of year2015-12-31$10,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$430,937
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$282,248
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$284,693
Contract administrator fees2015-12-31$3,947
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$293,354
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$328,778
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FISKE & COMPANY
Accountancy firm EIN2015-12-31261419740
2014 : EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$34,084
Total income from all sources (including contributions)2014-12-31$1,342,341
Total of all expenses incurred2014-12-31$472,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$469,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$839,321
Value of total assets at end of year2014-12-31$11,716,081
Value of total assets at beginning of year2014-12-31$10,811,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,077
Total interest from all sources2014-12-31$5,178
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$554,532
Participant contributions at end of year2014-12-31$124,682
Participant contributions at beginning of year2014-12-31$129,054
Other income not declared elsewhere2014-12-31$37,428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$870,335
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,716,081
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,811,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,270,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,315,486
Value of interest in pooled separate accounts at end of year2014-12-31$6,256,403
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,424,782
Interest on participant loans2014-12-31$5,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$146,332
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$53,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$53,155
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,305,168
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,406,088
Net investment gain/loss from pooled separate accounts2014-12-31$460,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$284,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$469,929
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$284,693
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$167,694
Contract administrator fees2014-12-31$2,077
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$328,778
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$315,403
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FISKE & COMPANY
Accountancy firm EIN2014-12-31261419740
2013 : EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$34,110
Total income from all sources (including contributions)2013-12-31$1,972,396
Total of all expenses incurred2013-12-31$199,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$184,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$853,542
Value of total assets at end of year2013-12-31$10,811,662
Value of total assets at beginning of year2013-12-31$9,004,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,872
Total interest from all sources2013-12-31$5,207
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$564,522
Participant contributions at end of year2013-12-31$129,054
Participant contributions at beginning of year2013-12-31$111,986
Participant contributions at beginning of year2013-12-31$39,500
Other income not declared elsewhere2013-12-31$43,790
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,772,912
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,811,662
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,004,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,315,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,687,550
Value of interest in pooled separate accounts at end of year2013-12-31$5,424,782
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,831,365
Income. Interest from loans (other than to participants)2013-12-31$5,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$53,155
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$408,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$408,557
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,406,088
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,521,580
Net investment gain/loss from pooled separate accounts2013-12-31$1,069,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$289,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$184,612
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$167,694
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$169,101
Contract administrator fees2013-12-31$14,872
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$315,403
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$235,001
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31FISKE & COMPANY
Accountancy firm EIN2013-12-31261419740
2012 : EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$33,426
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$893
Total income from all sources (including contributions)2012-12-31$1,489,372
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$290,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$277,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$784,607
Value of total assets at end of year2012-12-31$9,004,640
Value of total assets at beginning of year2012-12-31$7,773,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,111
Total interest from all sources2012-12-31$65,991
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$36,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$30,741
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$505,142
Participant contributions at end of year2012-12-31$111,986
Participant contributions at beginning of year2012-12-31$158,567
Participant contributions at end of year2012-12-31$39,500
Administrative expenses (other) incurred2012-12-31$13,111
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,198,601
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,004,640
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,772,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,687,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,495,405
Value of interest in pooled separate accounts at end of year2012-12-31$3,831,365
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,002,996
Interest on participant loans2012-12-31$5,746
Interest earned on other investments2012-12-31$60,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$408,557
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$103,243
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$103,243
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,521,580
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,638,602
Net investment gain/loss from pooled separate accounts2012-12-31$601,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$279,465
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from common stock2012-12-31$6,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$277,660
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$169,101
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$159,713
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$235,001
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$214,980
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$893
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FISKE & COMPANY
Accountancy firm EIN2012-12-31261419740
2011 : EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-28,951
Total unrealized appreciation/depreciation of assets2011-12-31$-28,951
Total transfer of assets to this plan2011-12-31$33,326
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$893
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$152
Total income from all sources (including contributions)2011-12-31$653,636
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$160,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$147,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$723,615
Value of total assets at end of year2011-12-31$7,773,506
Value of total assets at beginning of year2011-12-31$7,246,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$12,784
Total interest from all sources2011-12-31$79,448
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$34,321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$458,510
Participant contributions at end of year2011-12-31$158,567
Participant contributions at beginning of year2011-12-31$83,496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$493,270
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,772,613
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,246,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,495,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,439,930
Value of interest in pooled separate accounts at end of year2011-12-31$3,002,996
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,034,970
Interest on participant loans2011-12-31$5,859
Interest earned on other investments2011-12-31$73,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$103,243
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$358,683
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$358,683
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,638,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,983,848
Net investment gain/loss from pooled separate accounts2011-12-31$-154,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$265,105
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$264
Income. Dividends from common stock2011-12-31$34,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$147,582
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$159,713
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$194,628
Contract administrator fees2011-12-31$12,784
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$214,980
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$150,350
Liabilities. Value of benefit claims payable at end of year2011-12-31$893
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$152
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FISKE & COMPANY
Accountancy firm EIN2011-12-31261419740
2010 : EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$2,885,783
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$152
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,254,059
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$135,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$133,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$724,045
Value of total assets at end of year2010-12-31$7,246,169
Value of total assets at beginning of year2010-12-31$3,241,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,297
Total interest from all sources2010-12-31$756
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$310
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$504,778
Participant contributions at end of year2010-12-31$83,496
Participant contributions at beginning of year2010-12-31$3,562
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$3,825
Assets. Other investments not covered elsewhere at end of year2010-12-31$2,143,591
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,606
Other income not declared elsewhere2010-12-31$200,020
Total non interest bearing cash at end of year2010-12-31$264
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,118,900
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,246,017
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,241,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$3,034,970
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,588,182
Interest on participant loans2010-12-31$756
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,983,848
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,645,765
Net investment gain/loss from pooled separate accounts2010-12-31$329,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$216,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$133,862
Contract administrator fees2010-12-31$987
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$152
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FISKE AND COMPANY
Accountancy firm EIN2010-12-31261419740
2009 : EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN

2023: EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EYE PHYSICIANS OF FLORIDA 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number999785-000
Policy instance 1
Insurance contract or identification number999785-000
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number999785
Policy instance 1
Insurance contract or identification number999785
Number of Individuals Covered228
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 number999785
Policy instance 1
Insurance contract or identification number999785
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number999785
Policy instance 1
Insurance contract or identification number999785
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number999785
Policy instance 1
Insurance contract or identification number999785
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number999785
Policy instance 1
Insurance contract or identification number999785
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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