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EXPERT OPTICS, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameEXPERT OPTICS, INC. PROFIT SHARING PLAN
Plan identification number 001

EXPERT OPTICS, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

EXPERT OPTICS, INC. has sponsored the creation of one or more 401k plans.

Company Name:EXPERT OPTICS, INC.
Employer identification number (EIN):363024336
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EXPERT OPTICS, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01LAURIE HUSKA2021-07-02
0012019-01-01LAURIE HUSKA2020-07-27
0012018-01-01LAURIE HUSKA2019-06-12
0012017-01-01LAURIE HUSKA2018-06-19
0012016-01-01LAURIE HUSKA2017-09-14
0012015-01-01LAURIE HUSKA
0012014-01-01LAURIE HUSKA LAURIE HUSKA2015-10-13
0012013-10-01LAURIE HUSKA
0012012-10-01LAURIE HUSKA
0012011-10-01LAURIE HUSKA
0012010-10-01LAURIE HUSKA
0012009-10-01LAURIE HUSKA
0012008-10-01 LAURIE HUSKA2011-09-02
0012008-10-01

Plan Statistics for EXPERT OPTICS, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for EXPERT OPTICS, INC. PROFIT SHARING PLAN

Measure Date Value
2015: EXPERT OPTICS, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01103
Total number of active participants reported on line 7a of the Form 55002015-01-0166
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0123
Total of all active and inactive participants2015-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0189
Number of participants with account balances2015-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: EXPERT OPTICS, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01104
Total number of active participants reported on line 7a of the Form 55002014-01-0175
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0127
Total of all active and inactive participants2014-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01102
Number of participants with account balances2014-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: EXPERT OPTICS, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01109
Total number of active participants reported on line 7a of the Form 55002013-10-0192
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0117
Total of all active and inactive participants2013-10-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01109
Number of participants with account balances2013-10-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: EXPERT OPTICS, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01115
Total number of active participants reported on line 7a of the Form 55002012-10-0192
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0117
Total of all active and inactive participants2012-10-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01109
Number of participants with account balances2012-10-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: EXPERT OPTICS, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01123
Total number of active participants reported on line 7a of the Form 55002011-10-0197
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0118
Total of all active and inactive participants2011-10-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01115
Number of participants with account balances2011-10-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2010: EXPERT OPTICS, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-01123
Total number of active participants reported on line 7a of the Form 55002010-10-01103
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-0117
Total of all active and inactive participants2010-10-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-01120
Number of participants with account balances2010-10-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010
2009: EXPERT OPTICS, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01124
Total number of active participants reported on line 7a of the Form 55002009-10-01103
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0117
Total of all active and inactive participants2009-10-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01120
Number of participants with account balances2009-10-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010
2008: EXPERT OPTICS, INC. PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year2008-10-01110
Total number of active participants reported on line 7a of the Form 55002008-10-01100
Number of retired or separated participants receiving benefits2008-10-010
Number of other retired or separated participants entitled to future benefits2008-10-0115
Total of all active and inactive participants2008-10-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-10-011
Total participants2008-10-01116
Number of participants with account balances2008-10-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-10-012

Financial Data on EXPERT OPTICS, INC. PROFIT SHARING PLAN

Measure Date Value
2015 : EXPERT OPTICS, INC. PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$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$106,824
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$858,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$829,330
Expenses. Certain deemed distributions of participant loans2015-12-31$15,353
Value of total corrective distributions2015-12-31$1,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$159,803
Value of total assets at end of year2015-12-31$3,456,024
Value of total assets at beginning of year2015-12-31$4,207,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,648
Total interest from all sources2015-12-31$6,015
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$171,659
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$171,659
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$421,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$159,803
Participant contributions at end of year2015-12-31$84,150
Participant contributions at beginning of year2015-12-31$103,753
Administrative expenses (other) incurred2015-12-31$11,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-751,398
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,456,024
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,207,422
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,695,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,413,442
Interest on participant loans2015-12-31$6,015
Value of interest in common/collective trusts at end of year2015-12-31$676,128
Value of interest in common/collective trusts at beginning of year2015-12-31$659,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-231,126
Net investment gain or loss from common/collective trusts2015-12-31$473
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
Employer contributions (assets) at beginning of year2015-12-31$31,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$829,330
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 name2015-12-31DIGIOVINE HNILO JORDAN JOHNSON
Accountancy firm EIN2015-12-31363029663
2014 : EXPERT OPTICS, INC. PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$411,347
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$535,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$512,336
Expenses. Certain deemed distributions of participant loans2014-12-31$80
Value of total corrective distributions2014-12-31$81
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$205,797
Value of total assets at end of year2014-12-31$4,207,422
Value of total assets at beginning of year2014-12-31$4,331,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$23,161
Total interest from all sources2014-12-31$6,583
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$197,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$197,037
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$434,000
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$175,204
Participant contributions at end of year2014-12-31$103,753
Participant contributions at beginning of year2014-12-31$82,065
Participant contributions at beginning of year2014-12-31$58
Administrative expenses (other) incurred2014-12-31$23,161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-124,311
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,207,422
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,331,733
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$3,413,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,558,806
Interest on participant loans2014-12-31$6,583
Value of interest in common/collective trusts at end of year2014-12-31$659,174
Value of interest in common/collective trusts at beginning of year2014-12-31$649,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-4,927
Net investment gain or loss from common/collective trusts2014-12-31$6,857
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$30,593
Employer contributions (assets) at end of year2014-12-31$31,053
Employer contributions (assets) at beginning of year2014-12-31$41,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$512,336
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 name2014-12-31DIGIOVINE HNILO JORDAN JOHNSON
Accountancy firm EIN2014-12-31363029663
2013 : EXPERT OPTICS, INC. PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$301,783
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$34,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$24,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$57,580
Value of total assets at end of year2013-12-31$4,331,733
Value of total assets at beginning of year2013-12-31$4,064,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,985
Total interest from all sources2013-12-31$2,017
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$84,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$84,995
Administrative expenses professional fees incurred2013-12-31$9,260
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$407,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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$48,244
Participant contributions at end of year2013-12-31$82,065
Participant contributions at beginning of year2013-12-31$84,747
Participant contributions at end of year2013-12-31$58
Participant contributions at beginning of year2013-12-31$58
Administrative expenses (other) incurred2013-12-31$725
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$267,443
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,331,733
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,064,290
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$3,558,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,505,885
Interest on participant loans2013-12-31$2,017
Value of interest in common/collective trusts at end of year2013-12-31$649,349
Value of interest in common/collective trusts at beginning of year2013-12-31$441,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$154,679
Net investment gain or loss from common/collective trusts2013-12-31$2,512
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$9,336
Employer contributions (assets) at end of year2013-12-31$41,455
Employer contributions (assets) at beginning of year2013-12-31$32,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$24,355
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31DIGIOVINE HNILO JORDAN AND JOHNSON
Accountancy firm EIN2013-12-31363029663
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$742,050
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$660,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$651,756
Expenses. Certain deemed distributions of participant loans2013-09-30$6,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$185,826
Value of total assets at end of year2013-09-30$4,064,290
Value of total assets at beginning of year2013-09-30$3,983,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$2,477
Total interest from all sources2013-09-30$7,932
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$65,314
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$65,314
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$399,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$153,707
Participant contributions at end of year2013-09-30$84,747
Participant contributions at beginning of year2013-09-30$88,005
Participant contributions at end of year2013-09-30$58
Administrative expenses (other) incurred2013-09-30$2,477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$81,290
Value of net assets at end of year (total assets less liabilities)2013-09-30$4,064,290
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$3,983,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$3,505,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$3,566,294
Interest on participant loans2013-09-30$7,932
Value of interest in common/collective trusts at end of year2013-09-30$441,481
Value of interest in common/collective trusts at beginning of year2013-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$298,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$298,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$478,290
Net investment gain or loss from common/collective trusts2013-09-30$4,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30Yes
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$32,119
Employer contributions (assets) at end of year2013-09-30$32,119
Employer contributions (assets) at beginning of year2013-09-30$30,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$651,756
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-09-30No
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30DIGIOVINE,HNILO,JORDAN AND JOHNSON
Accountancy firm EIN2013-09-30363029663
2012 : EXPERT OPTICS, INC. PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$804,410
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$107,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$105,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$199,941
Value of total assets at end of year2012-09-30$3,983,000
Value of total assets at beginning of year2012-09-30$3,286,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$2,037
Total interest from all sources2012-09-30$11,414
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$75,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$75,202
Was this plan covered by a fidelity bond2012-09-30No
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$169,925
Participant contributions at end of year2012-09-30$88,005
Participant contributions at beginning of year2012-09-30$91,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$696,872
Value of net assets at end of year (total assets less liabilities)2012-09-30$3,983,000
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$3,286,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$3,566,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$2,879,695
Interest on participant loans2012-09-30$11,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$298,685
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$283,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$283,525
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$17
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$517,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$30,016
Employer contributions (assets) at end of year2012-09-30$30,016
Employer contributions (assets) at beginning of year2012-09-30$31,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$105,501
Contract administrator fees2012-09-30$2,037
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30DIGIOVINE,HNILO,JORDAN AND JOHNSON
Accountancy firm EIN2012-09-30363029663
2011 : EXPERT OPTICS, INC. PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$-163,606
Total unrealized appreciation/depreciation of assets2011-09-30$-163,606
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$103,958
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$521,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$519,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$205,338
Value of total assets at end of year2011-09-30$3,286,128
Value of total assets at beginning of year2011-09-30$3,703,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$1,916
Total interest from all sources2011-09-30$7,494
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$62,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$62,935
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$1,000,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$174,037
Participant contributions at end of year2011-09-30$91,607
Participant contributions at beginning of year2011-09-30$90,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-417,331
Value of net assets at end of year (total assets less liabilities)2011-09-30$3,286,128
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$3,703,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$2,879,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$2,707,176
Interest on participant loans2011-09-30$7,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$283,525
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$895,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$895,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-8,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$31,301
Employer contributions (assets) at end of year2011-09-30$31,301
Employer contributions (assets) at beginning of year2011-09-30$11,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$519,373
Contract administrator fees2011-09-30$1,916
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30WERMER, ROGERS, DORAN & RUZON, LLC
Accountancy firm EIN2011-09-30362416552
2010 : EXPERT OPTICS, INC. PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for EXPERT OPTICS, INC. PROFIT SHARING PLAN

2015: EXPERT OPTICS, INC. 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EXPERT OPTICS, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EXPERT OPTICS, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedYes
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: EXPERT OPTICS, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: EXPERT OPTICS, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2010: EXPERT OPTICS, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: EXPERT OPTICS, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: EXPERT OPTICS, INC. PROFIT SHARING PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedYes
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo
2008-10-01Plan funding arrangement – TrustYes
2008-10-01Plan benefit arrangement - TrustYes

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