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EYE INSTITUTE OF ESSEX, P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameEYE INSTITUTE OF ESSEX, P.A. PROFIT SHARING PLAN
Plan identification number 004

EYE INSTITUTE OF ESSEX, P.A. 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Life insurance

401k Sponsoring company profile

EYE INSTITUTE OF ESSEX, P.A. has sponsored the creation of one or more 401k plans.

Company Name:EYE INSTITUTE OF ESSEX, P.A.
Employer identification number (EIN):521098659
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 INSTITUTE OF ESSEX, P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-10-01JOEL EICHLER2023-12-22
0042021-10-01JOEL EICHLER2023-03-29
0042020-10-01JOEL EICHLER2022-07-15
0042019-10-01
0042018-10-01
0042017-10-01JOEL EICHLER
0042016-10-01PHIL EICHLER
0042015-10-01PHIL EICHLER
0042014-10-01PHIL EICHLER
0042013-10-01PHILIP N. EICHLER
0042012-10-01PHILIP N. EICHLER
0042011-10-01PHILIP N. EICHLER
0042010-10-01PHILIP N. EICHLER
0042009-10-01PHILIP N. EICHLER
0042008-10-01

Plan Statistics for EYE INSTITUTE OF ESSEX, P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for EYE INSTITUTE OF ESSEX, P.A. PROFIT SHARING PLAN

Measure Date Value
2019: EYE INSTITUTE OF ESSEX, P.A. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-0125
Total number of active participants reported on line 7a of the Form 55002019-10-0118
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-016
Total of all active and inactive participants2019-10-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-0124
Number of participants with account balances2019-10-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-011
2018: EYE INSTITUTE OF ESSEX, P.A. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-0123
Total number of active participants reported on line 7a of the Form 55002018-10-0119
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-012
Total of all active and inactive participants2018-10-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-011
Total participants2018-10-0122
Number of participants with account balances2018-10-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: EYE INSTITUTE OF ESSEX, P.A. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-0124
Total number of active participants reported on line 7a of the Form 55002017-10-0119
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-014
Total of all active and inactive participants2017-10-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-0123
Number of participants with account balances2017-10-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-012
2016: EYE INSTITUTE OF ESSEX, P.A. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-0124
Total number of active participants reported on line 7a of the Form 55002016-10-0120
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-013
Total of all active and inactive participants2016-10-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-0123
Number of participants with account balances2016-10-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-012
2015: EYE INSTITUTE OF ESSEX, P.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-0125
Total number of active participants reported on line 7a of the Form 55002015-10-0118
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-014
Total of all active and inactive participants2015-10-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-0122
Number of participants with account balances2015-10-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-011
2014: EYE INSTITUTE OF ESSEX, P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-0126
Total number of active participants reported on line 7a of the Form 55002014-10-0118
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-015
Total of all active and inactive participants2014-10-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-0123
Number of participants with account balances2014-10-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-013
2013: EYE INSTITUTE OF ESSEX, P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-0126
Total number of active participants reported on line 7a of the Form 55002013-10-0118
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-016
Total of all active and inactive participants2013-10-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-0124
Number of participants with account balances2013-10-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-012
2012: EYE INSTITUTE OF ESSEX, P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-0124
Total number of active participants reported on line 7a of the Form 55002012-10-0118
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-016
Total of all active and inactive participants2012-10-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-011
Total participants2012-10-0125
Number of participants with account balances2012-10-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-012
2011: EYE INSTITUTE OF ESSEX, P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-0124
Total number of active participants reported on line 7a of the Form 55002011-10-0121
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-013
Total of all active and inactive participants2011-10-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-0124
Number of participants with account balances2011-10-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-011
2010: EYE INSTITUTE OF ESSEX, P.A. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-0123
Total number of active participants reported on line 7a of the Form 55002010-10-0119
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-013
Total of all active and inactive participants2010-10-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-0122
Number of participants with account balances2010-10-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010
2009: EYE INSTITUTE OF ESSEX, P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-0128
Total number of active participants reported on line 7a of the Form 55002009-10-0120
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-013
Total of all active and inactive participants2009-10-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-0123
Number of participants with account balances2009-10-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on EYE INSTITUTE OF ESSEX, P.A. PROFIT SHARING PLAN

Measure Date Value
2020 : EYE INSTITUTE OF ESSEX, P.A. PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-09-30$0
Total plan liabilities at end of year2020-09-30$0
Total plan liabilities at beginning of year2020-09-30$0
Total income from all sources2020-09-30$377,616
Expenses. Total of all expenses incurred2020-09-30$8,772,960
Benefits paid (including direct rollovers)2020-09-30$8,763,180
Total plan assets at end of year2020-09-30$3,773,394
Total plan assets at beginning of year2020-09-30$12,168,738
Value of fidelity bond covering the plan2020-09-30$600,000
Total contributions received or receivable from participants2020-09-30$80,250
Expenses. Other expenses not covered elsewhere2020-09-30$0
Contributions received from other sources (not participants or employers)2020-09-30$50,144
Other income received2020-09-30$154,499
Noncash contributions received2020-09-30$0
Net income (gross income less expenses)2020-09-30$-8,395,344
Net plan assets at end of year (total assets less liabilities)2020-09-30$3,773,394
Net plan assets at beginning of year (total assets less liabilities)2020-09-30$12,168,738
Assets. Value of participant loans2020-09-30$211,865
Total contributions received or receivable from employer(s)2020-09-30$92,723
Value of certain deemed distributions of participant loans2020-09-30$0
Value of corrective distributions2020-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-09-30$9,780
2019 : EYE INSTITUTE OF ESSEX, P.A. PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-09-30$0
Total plan liabilities at end of year2019-09-30$0
Total plan liabilities at beginning of year2019-09-30$0
Total income from all sources2019-09-30$202,051
Expenses. Total of all expenses incurred2019-09-30$544,891
Benefits paid (including direct rollovers)2019-09-30$540,512
Total plan assets at end of year2019-09-30$12,168,738
Total plan assets at beginning of year2019-09-30$12,511,578
Value of fidelity bond covering the plan2019-09-30$600,000
Total contributions received or receivable from participants2019-09-30$69,160
Expenses. Other expenses not covered elsewhere2019-09-30$0
Contributions received from other sources (not participants or employers)2019-09-30$0
Other income received2019-09-30$43,931
Noncash contributions received2019-09-30$0
Net income (gross income less expenses)2019-09-30$-342,840
Net plan assets at end of year (total assets less liabilities)2019-09-30$12,168,738
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$12,511,578
Assets. Value of participant loans2019-09-30$166,543
Total contributions received or receivable from employer(s)2019-09-30$88,960
Value of certain deemed distributions of participant loans2019-09-30$0
Value of corrective distributions2019-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-09-30$4,379
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
2018 : EYE INSTITUTE OF ESSEX, P.A. PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-09-30$0
Total plan liabilities at end of year2018-09-30$0
Total plan liabilities at beginning of year2018-09-30$0
Total income from all sources2018-09-30$720,490
Expenses. Total of all expenses incurred2018-09-30$567,245
Benefits paid (including direct rollovers)2018-09-30$562,395
Total plan assets at end of year2018-09-30$12,511,578
Total plan assets at beginning of year2018-09-30$12,358,333
Value of fidelity bond covering the plan2018-09-30$600,000
Total contributions received or receivable from participants2018-09-30$39,740
Expenses. Other expenses not covered elsewhere2018-09-30$0
Contributions received from other sources (not participants or employers)2018-09-30$0
Other income received2018-09-30$595,169
Noncash contributions received2018-09-30$0
Net income (gross income less expenses)2018-09-30$153,245
Net plan assets at end of year (total assets less liabilities)2018-09-30$12,511,578
Net plan assets at beginning of year (total assets less liabilities)2018-09-30$12,358,333
Assets. Value of participant loans2018-09-30$143,931
Total contributions received or receivable from employer(s)2018-09-30$85,581
Value of certain deemed distributions of participant loans2018-09-30$0
Value of corrective distributions2018-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-09-30$4,850
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
2017 : EYE INSTITUTE OF ESSEX, P.A. PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-09-30$0
Total plan liabilities at end of year2017-09-30$0
Total plan liabilities at beginning of year2017-09-30$12,524
Total income from all sources2017-09-30$1,623,687
Expenses. Total of all expenses incurred2017-09-30$1,040,914
Benefits paid (including direct rollovers)2017-09-30$1,036,476
Total plan assets at end of year2017-09-30$12,358,333
Total plan assets at beginning of year2017-09-30$11,788,084
Value of fidelity bond covering the plan2017-09-30$600,000
Total contributions received or receivable from participants2017-09-30$40,965
Expenses. Other expenses not covered elsewhere2017-09-30$0
Contributions received from other sources (not participants or employers)2017-09-30$0
Other income received2017-09-30$1,487,917
Noncash contributions received2017-09-30$0
Net income (gross income less expenses)2017-09-30$582,773
Net plan assets at end of year (total assets less liabilities)2017-09-30$12,358,333
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$11,775,560
Assets. Value of participant loans2017-09-30$74,487
Total contributions received or receivable from employer(s)2017-09-30$94,805
Value of certain deemed distributions of participant loans2017-09-30$0
Value of corrective distributions2017-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-09-30$4,438
2016 : EYE INSTITUTE OF ESSEX, P.A. PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-09-30$0
Total plan liabilities at end of year2016-09-30$12,524
Total plan liabilities at beginning of year2016-09-30$2,077
Total income from all sources2016-09-30$1,261,636
Expenses. Total of all expenses incurred2016-09-30$892,956
Benefits paid (including direct rollovers)2016-09-30$888,710
Total plan assets at end of year2016-09-30$11,788,084
Total plan assets at beginning of year2016-09-30$11,408,957
Value of fidelity bond covering the plan2016-09-30$600,000
Total contributions received or receivable from participants2016-09-30$46,845
Expenses. Other expenses not covered elsewhere2016-09-30$0
Contributions received from other sources (not participants or employers)2016-09-30$0
Other income received2016-09-30$1,134,311
Noncash contributions received2016-09-30$0
Net income (gross income less expenses)2016-09-30$368,680
Net plan assets at end of year (total assets less liabilities)2016-09-30$11,775,560
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$11,406,880
Assets. Value of participant loans2016-09-30$90,848
Total contributions received or receivable from employer(s)2016-09-30$80,480
Value of certain deemed distributions of participant loans2016-09-30$0
Value of corrective distributions2016-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-30$4,246
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
2015 : EYE INSTITUTE OF ESSEX, P.A. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-09-30$0
Total plan liabilities at end of year2015-09-30$2,077
Total plan liabilities at beginning of year2015-09-30$2,000
Total income from all sources2015-09-30$-434,257
Expenses. Total of all expenses incurred2015-09-30$22,314
Benefits paid (including direct rollovers)2015-09-30$18,897
Total plan assets at end of year2015-09-30$11,408,957
Total plan assets at beginning of year2015-09-30$11,865,451
Value of fidelity bond covering the plan2015-09-30$600,000
Total contributions received or receivable from participants2015-09-30$50,050
Expenses. Other expenses not covered elsewhere2015-09-30$0
Contributions received from other sources (not participants or employers)2015-09-30$0
Other income received2015-09-30$-557,182
Noncash contributions received2015-09-30$0
Net income (gross income less expenses)2015-09-30$-456,571
Net plan assets at end of year (total assets less liabilities)2015-09-30$11,406,880
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$11,863,451
Assets. Value of participant loans2015-09-30$95,487
Total contributions received or receivable from employer(s)2015-09-30$72,875
Value of certain deemed distributions of participant loans2015-09-30$0
Value of corrective distributions2015-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$3,417
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
2014 : EYE INSTITUTE OF ESSEX, P.A. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-09-30$0
Total plan liabilities at end of year2014-09-30$2,000
Total plan liabilities at beginning of year2014-09-30$0
Total income from all sources2014-09-30$1,390,283
Expenses. Total of all expenses incurred2014-09-30$442,032
Benefits paid (including direct rollovers)2014-09-30$438,440
Total plan assets at end of year2014-09-30$11,865,451
Total plan assets at beginning of year2014-09-30$10,915,200
Value of fidelity bond covering the plan2014-09-30$600,000
Total contributions received or receivable from participants2014-09-30$47,285
Expenses. Other expenses not covered elsewhere2014-09-30$0
Contributions received from other sources (not participants or employers)2014-09-30$353
Other income received2014-09-30$1,269,737
Noncash contributions received2014-09-30$0
Net income (gross income less expenses)2014-09-30$948,251
Net plan assets at end of year (total assets less liabilities)2014-09-30$11,863,451
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$10,915,200
Assets. Value of participant loans2014-09-30$83,723
Total contributions received or receivable from employer(s)2014-09-30$72,908
Value of certain deemed distributions of participant loans2014-09-30$0
Value of corrective distributions2014-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$3,592
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
2013 : EYE INSTITUTE OF ESSEX, P.A. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-09-30$0
Total plan liabilities at end of year2013-09-30$0
Total plan liabilities at beginning of year2013-09-30$0
Total income from all sources2013-09-30$1,572,241
Expenses. Total of all expenses incurred2013-09-30$379,403
Benefits paid (including direct rollovers)2013-09-30$376,885
Total plan assets at end of year2013-09-30$10,915,200
Total plan assets at beginning of year2013-09-30$9,722,362
Value of fidelity bond covering the plan2013-09-30$600,000
Total contributions received or receivable from participants2013-09-30$43,878
Expenses. Other expenses not covered elsewhere2013-09-30$0
Contributions received from other sources (not participants or employers)2013-09-30$0
Other income received2013-09-30$1,455,971
Noncash contributions received2013-09-30$0
Net income (gross income less expenses)2013-09-30$1,192,838
Net plan assets at end of year (total assets less liabilities)2013-09-30$10,915,200
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$9,722,362
Assets. Value of participant loans2013-09-30$60,766
Total contributions received or receivable from employer(s)2013-09-30$72,392
Value of certain deemed distributions of participant loans2013-09-30$0
Value of corrective distributions2013-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$2,518
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
2012 : EYE INSTITUTE OF ESSEX, P.A. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-09-30$0
Total plan liabilities at end of year2012-09-30$0
Total plan liabilities at beginning of year2012-09-30$875
Total income from all sources2012-09-30$1,649,912
Expenses. Total of all expenses incurred2012-09-30$602,988
Benefits paid (including direct rollovers)2012-09-30$600,454
Total plan assets at end of year2012-09-30$9,722,362
Total plan assets at beginning of year2012-09-30$8,676,313
Value of fidelity bond covering the plan2012-09-30$500,000
Total contributions received or receivable from participants2012-09-30$32,815
Expenses. Other expenses not covered elsewhere2012-09-30$0
Contributions received from other sources (not participants or employers)2012-09-30$12,439
Other income received2012-09-30$1,530,937
Noncash contributions received2012-09-30$0
Net income (gross income less expenses)2012-09-30$1,046,924
Net plan assets at end of year (total assets less liabilities)2012-09-30$9,722,362
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$8,675,438
Assets. Value of participant loans2012-09-30$56,420
Total contributions received or receivable from employer(s)2012-09-30$73,721
Value of certain deemed distributions of participant loans2012-09-30$0
Value of corrective distributions2012-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$2,534
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
2011 : EYE INSTITUTE OF ESSEX, P.A. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-09-30$0
Total plan liabilities at end of year2011-09-30$875
Total plan liabilities at beginning of year2011-09-30$4,364
Total income from all sources2011-09-30$-78,772
Expenses. Total of all expenses incurred2011-09-30$2,942,240
Benefits paid (including direct rollovers)2011-09-30$2,940,302
Total plan assets at end of year2011-09-30$8,676,313
Total plan assets at beginning of year2011-09-30$11,700,814
Value of fidelity bond covering the plan2011-09-30$500,000
Total contributions received or receivable from participants2011-09-30$24,350
Expenses. Other expenses not covered elsewhere2011-09-30$0
Contributions received from other sources (not participants or employers)2011-09-30$0
Other income received2011-09-30$-167,597
Noncash contributions received2011-09-30$0
Net income (gross income less expenses)2011-09-30$-3,021,012
Net plan assets at end of year (total assets less liabilities)2011-09-30$8,675,438
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$11,696,450
Assets. Value of participant loans2011-09-30$53,101
Total contributions received or receivable from employer(s)2011-09-30$64,475
Value of certain deemed distributions of participant loans2011-09-30$0
Value of corrective distributions2011-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$1,938
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
2010 : EYE INSTITUTE OF ESSEX, P.A. 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 EYE INSTITUTE OF ESSEX, P.A. PROFIT SHARING PLAN

2019: EYE INSTITUTE OF ESSEX, P.A. PROFIT SHARING PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: EYE INSTITUTE OF ESSEX, P.A. PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: EYE INSTITUTE OF ESSEX, P.A. PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: EYE INSTITUTE OF ESSEX, P.A. PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: EYE INSTITUTE OF ESSEX, P.A. PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: EYE INSTITUTE OF ESSEX, P.A. PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: EYE INSTITUTE OF ESSEX, P.A. PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: EYE INSTITUTE OF ESSEX, P.A. 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 – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: EYE INSTITUTE OF ESSEX, P.A. 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 – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2010: EYE INSTITUTE OF ESSEX, P.A. 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 – InsuranceYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement – InsuranceYes
2010-10-01Plan benefit arrangement - TrustYes
2009: EYE INSTITUTE OF ESSEX, P.A. 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 – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes
2008: EYE INSTITUTE OF ESSEX, P.A. PROFIT SHARING PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
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

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number2923718
Policy instance 1
Insurance contract or identification number2923718
Number of Individuals Covered0
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Are there contracts with allocated funds for individual policies?0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number57189
Policy instance 2
Insurance contract or identification number57189
Number of Individuals Covered16
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $444
Are there contracts with allocated funds for individual policies?0
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?No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees444
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number2923718
Policy instance 1
Insurance contract or identification number2923718
Number of Individuals Covered1
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Are there contracts with allocated funds for individual policies?0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number57189
Policy instance 2
Insurance contract or identification number57189
Number of Individuals Covered14
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $372
Are there contracts with allocated funds for individual policies?0
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?No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees372
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number2923718
Policy instance 1
Insurance contract or identification number2923718
Number of Individuals Covered1
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Are there contracts with allocated funds for individual policies?0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $713
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number57189
Policy instance 2
Insurance contract or identification number57189
Number of Individuals Covered13
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $396
Are there contracts with allocated funds for individual policies?0
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?No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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