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MYEYEDR. 401(K) 401k Plan overview

Plan NameMYEYEDR. 401(K)
Plan identification number 001

MYEYEDR. 401(K) 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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)).

401k Sponsoring company profile

CAPITAL VISION SERVICES LLC DBA MYEYEDR LLC has sponsored the creation of one or more 401k plans.

Company Name:CAPITAL VISION SERVICES LLC DBA MYEYEDR LLC
Employer identification number (EIN):522329284
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Additional information about CAPITAL VISION SERVICES LLC DBA MYEYEDR LLC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 1899432

More information about CAPITAL VISION SERVICES LLC DBA MYEYEDR LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MYEYEDR. 401(K)

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
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01WENDY GEESEY WENDY GEESEY2018-10-15
0012017-01-01WENDY GEESEY WENDY GEESEY2018-11-14
0012017-01-01WENDY GEESEY WENDY GEESEY2018-11-02
0012016-01-01WENDY GEESEY WENDY GEESEY2018-04-10
0012015-01-01SUE DOWNES SUE DOWNES2016-10-17
0012015-01-01SUE DOWNES SUE DOWNES2016-10-17
0012014-01-01SUE DOWNES SUE DOWNES2015-10-15
0012014-01-01SUE DOWNES SUE DOWNES2015-10-15
0012013-01-01SUE DOWNES SUE DOWNES2014-10-23
0012012-01-01SUE DOWNES SUE DOWNES2014-10-08
0012011-01-01WILLIAM TENER

Plan Statistics for MYEYEDR. 401(K)

401k plan membership statisitcs for MYEYEDR. 401(K)

Measure Date Value
2023: MYEYEDR. 401(K) 2023 401k membership
Total participants, beginning-of-year2023-01-018,054
Total number of active participants reported on line 7a of the Form 55002023-01-017,095
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01710
Total of all active and inactive participants2023-01-017,805
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-014
Total participants2023-01-017,809
Number of participants with account balances2023-01-013,702
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: MYEYEDR. 401(K) 2022 401k membership
Total participants, beginning-of-year2022-01-018,198
Total number of active participants reported on line 7a of the Form 55002022-01-017,243
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01677
Total of all active and inactive participants2022-01-017,920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-017,923
Number of participants with account balances2022-01-013,688
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MYEYEDR. 401(K) 2021 401k membership
Total participants, beginning-of-year2021-01-017,781
Total number of active participants reported on line 7a of the Form 55002021-01-018,074
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01516
Total of all active and inactive participants2021-01-018,590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-018,591
Number of participants with account balances2021-01-013,520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MYEYEDR. 401(K) 2020 401k membership
Total participants, beginning-of-year2020-01-017,311
Total number of active participants reported on line 7a of the Form 55002020-01-016,318
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01430
Total of all active and inactive participants2020-01-016,748
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-016,749
Number of participants with account balances2020-01-012,683
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MYEYEDR. 401(K) 2019 401k membership
Total participants, beginning-of-year2019-01-015,859
Total number of active participants reported on line 7a of the Form 55002019-01-016,428
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01283
Total of all active and inactive participants2019-01-016,711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-016,712
Number of participants with account balances2019-01-012,507
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MYEYEDR. 401(K) 2018 401k membership
Total participants, beginning-of-year2018-01-014,620
Total number of active participants reported on line 7a of the Form 55002018-01-014,619
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01192
Total of all active and inactive participants2018-01-014,811
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-014,812
Number of participants with account balances2018-01-011,851
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MYEYEDR. 401(K) 2017 401k membership
Total participants, beginning-of-year2017-01-014,211
Total number of active participants reported on line 7a of the Form 55002017-01-014,441
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01119
Total of all active and inactive participants2017-01-014,560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-014,561
Number of participants with account balances2017-01-011,452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MYEYEDR. 401(K) 2016 401k membership
Total participants, beginning-of-year2016-01-012,649
Total number of active participants reported on line 7a of the Form 55002016-01-013,940
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0179
Total of all active and inactive participants2016-01-014,019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014,019
Number of participants with account balances2016-01-011,301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: MYEYEDR. 401(K) 2015 401k membership
Total participants, beginning-of-year2015-01-011,553
Total number of active participants reported on line 7a of the Form 55002015-01-012,015
Number of retired or separated participants receiving benefits2015-01-0115
Number of other retired or separated participants entitled to future benefits2015-01-01174
Total of all active and inactive participants2015-01-012,204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,204
Number of participants with account balances2015-01-01785
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: MYEYEDR. 401(K) 2014 401k membership
Total participants, beginning-of-year2014-01-01828
Total number of active participants reported on line 7a of the Form 55002014-01-011,511
Number of retired or separated participants receiving benefits2014-01-0110
Number of other retired or separated participants entitled to future benefits2014-01-0151
Total of all active and inactive participants2014-01-011,572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,572
Number of participants with account balances2014-01-01427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: MYEYEDR. 401(K) 2013 401k membership
Total participants, beginning-of-year2013-01-01455
Total number of active participants reported on line 7a of the Form 55002013-01-01655
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-01667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01667
Number of participants with account balances2013-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: MYEYEDR. 401(K) 2012 401k membership
Total participants, beginning-of-year2012-01-01359
Total number of active participants reported on line 7a of the Form 55002012-01-01433
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-01440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01440
Number of participants with account balances2012-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: MYEYEDR. 401(K) 2011 401k membership
Total participants, beginning-of-year2011-01-01251
Total number of active participants reported on line 7a of the Form 55002011-01-01234
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01234
Number of participants with account balances2011-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on MYEYEDR. 401(K)

Measure Date Value
2023 : MYEYEDR. 401(K) 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$50,474,868
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$16,525,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$16,131,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$30,991,814
Value of total assets at end of year2023-12-31$169,482,988
Value of total assets at beginning of year2023-12-31$135,533,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$393,965
Total interest from all sources2023-12-31$632,832
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,974,045
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$1,974,045
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
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$22,404,312
Participant contributions at end of year2023-12-31$1,809,253
Participant contributions at beginning of year2023-12-31$1,519,447
Participant contributions at beginning of year2023-12-31$713,915
Assets. Other investments not covered elsewhere at end of year2023-12-31$1,698,189
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$1,196,529
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$2,936,002
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$9,105
Other income not declared elsewhere2023-12-31$277,512
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$33,949,297
Value of net assets at end of year (total assets less liabilities)2023-12-31$169,482,988
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$135,533,691
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
Investment advisory and management fees2023-12-31$74,765
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$121,066,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$93,184,810
Value of interest in pooled separate accounts at end of year2023-12-31$996,343
Value of interest in pooled separate accounts at beginning of year2023-12-31$992,043
Interest on participant loans2023-12-31$116,374
Interest earned on other investments2023-12-31$516,458
Value of interest in common/collective trusts at end of year2023-12-31$13,124,319
Value of interest in common/collective trusts at beginning of year2023-12-31$10,827,086
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$30,788,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$26,849,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$15,851,439
Net investment gain/loss from pooled separate accounts2023-12-31$-119,838
Net investment gain or loss from common/collective trusts2023-12-31$867,064
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$5,651,500
Employer contributions (assets) at beginning of year2023-12-31$250,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$16,122,501
Contract administrator fees2023-12-31$319,200
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 name2023-12-31PRICE WATERHOUSE COOPERS LLP
Accountancy firm EIN2023-12-31134008324
2022 : MYEYEDR. 401(K) 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$13,563,566
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$16,647,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$16,250,659
Value of total corrective distributions2022-12-31$9,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$32,782,452
Value of total assets at end of year2022-12-31$135,533,691
Value of total assets at beginning of year2022-12-31$138,618,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$387,708
Total interest from all sources2022-12-31$497,543
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,479,973
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$1,479,973
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$20,998,589
Participant contributions at end of year2022-12-31$1,519,447
Participant contributions at beginning of year2022-12-31$1,321,552
Participant contributions at end of year2022-12-31$713,915
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,196,529
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,501,837
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,675,837
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$14,679
Other income not declared elsewhere2022-12-31$-318,304
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$-3,084,317
Value of net assets at end of year (total assets less liabilities)2022-12-31$135,533,691
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$138,618,008
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
Investment advisory and management fees2022-12-31$74,586
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$93,184,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$97,977,729
Value of interest in pooled separate accounts at end of year2022-12-31$992,043
Value of interest in pooled separate accounts at beginning of year2022-12-31$756,462
Interest on participant loans2022-12-31$73,715
Interest earned on other investments2022-12-31$423,828
Value of interest in common/collective trusts at end of year2022-12-31$10,827,086
Value of interest in common/collective trusts at beginning of year2022-12-31$10,953,259
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$26,849,497
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$26,107,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-19,253,163
Net investment gain/loss from pooled separate accounts2022-12-31$17,661
Net investment gain or loss from common/collective trusts2022-12-31$-1,642,596
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$6,108,026
Employer contributions (assets) at end of year2022-12-31$250,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$16,235,980
Contract administrator fees2022-12-31$313,122
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 name2022-12-31PRICE WATERHOUSE COOPERS LLP
Accountancy firm EIN2022-12-31134008324
2021 : MYEYEDR. 401(K) 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$48,594,927
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$12,013,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,854,636
Expenses. Certain deemed distributions of participant loans2021-12-31$23,667
Value of total corrective distributions2021-12-31$815,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$36,000,656
Value of total assets at end of year2021-12-31$138,618,008
Value of total assets at beginning of year2021-12-31$102,036,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$319,421
Total interest from all sources2021-12-31$432,778
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,234,254
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$1,234,254
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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$16,853,433
Participant contributions at end of year2021-12-31$1,321,552
Participant contributions at beginning of year2021-12-31$1,255,221
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,501,837
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$316,138
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$14,207,354
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$3,613
Other income not declared elsewhere2021-12-31$-62,341
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$36,581,423
Value of net assets at end of year (total assets less liabilities)2021-12-31$138,618,008
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$102,036,585
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
Investment advisory and management fees2021-12-31$74,936
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$97,977,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$72,653,242
Value of interest in pooled separate accounts at end of year2021-12-31$756,462
Value of interest in pooled separate accounts at beginning of year2021-12-31$542,623
Interest on participant loans2021-12-31$81,652
Interest earned on other investments2021-12-31$351,126
Value of interest in common/collective trusts at end of year2021-12-31$10,953,259
Value of interest in common/collective trusts at beginning of year2021-12-31$8,053,013
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$26,107,169
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$19,216,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$11,004,474
Net investment gain/loss from pooled separate accounts2021-12-31$92,335
Net investment gain or loss from common/collective trusts2021-12-31$-107,229
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,939,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,851,023
Contract administrator fees2021-12-31$244,485
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31PRICE WATERHOUSE COOPERS LLP
Accountancy firm EIN2021-12-31134008324
2020 : MYEYEDR. 401(K) 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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$33,509,428
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$9,896,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,585,296
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$20,865,738
Value of total assets at end of year2020-12-31$102,036,585
Value of total assets at beginning of year2020-12-31$78,423,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$311,216
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$385,687
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$886,367
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$886,367
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$12,815,138
Participant contributions at end of year2020-12-31$1,255,221
Participant contributions at beginning of year2020-12-31$1,241,041
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$2,549
Assets. Other investments not covered elsewhere at end of year2020-12-31$316,138
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$10,870
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$6,658,192
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$1,609
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$41,368
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
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$23,612,916
Value of net assets at end of year (total assets less liabilities)2020-12-31$102,036,585
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$78,423,669
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$74,944
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$72,653,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$60,273,486
Value of interest in pooled separate accounts at end of year2020-12-31$542,623
Value of interest in pooled separate accounts at beginning of year2020-12-31$431,104
Interest on participant loans2020-12-31$58,147
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$327,540
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$8,053,013
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$19,216,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$16,463,459
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,858,236
Net investment gain/loss from pooled separate accounts2020-12-31$4,513
Net investment gain or loss from common/collective trusts2020-12-31$467,519
Net gain/loss from 103.12 investment entities2020-12-31$0
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,392,408
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$1,160
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,583,687
Contract administrator fees2020-12-31$236,272
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PRICE WATERHOUSE COOPERS LLP
Accountancy firm EIN2020-12-31134008324
2019 : MYEYEDR. 401(K) 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$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$31,638,363
Total income from all sources (including contributions)2019-12-31$31,638,363
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$5,376,910
Total of all expenses incurred2019-12-31$5,376,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,118,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,118,184
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$4,206
Value of total corrective distributions2019-12-31$4,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$21,241,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$21,241,487
Value of total assets at end of year2019-12-31$78,423,669
Value of total assets at end of year2019-12-31$78,423,669
Value of total assets at beginning of year2019-12-31$52,162,216
Value of total assets at beginning of year2019-12-31$52,162,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$254,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$254,520
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$307,884
Total interest from all sources2019-12-31$307,884
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$975,418
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$975,418
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$975,418
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$975,418
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
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$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
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
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$10,760,896
Contributions received from participants2019-12-31$10,760,896
Participant contributions at end of year2019-12-31$1,241,041
Participant contributions at end of year2019-12-31$1,241,041
Participant contributions at beginning of year2019-12-31$890,963
Participant contributions at beginning of year2019-12-31$890,963
Participant contributions at end of year2019-12-31$2,549
Participant contributions at end of year2019-12-31$2,549
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$10,870
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$10,715
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$10,715
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,910,097
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,910,097
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$7,780
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$203
Other income not declared elsewhere2019-12-31$203
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
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$26,261,453
Value of net income/loss2019-12-31$26,261,453
Value of net assets at end of year (total assets less liabilities)2019-12-31$78,423,669
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$52,162,216
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$52,162,216
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 loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
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
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$74,956
Investment advisory and management fees2019-12-31$74,956
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$60,273,486
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$60,273,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$38,407,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$38,407,142
Value of interest in pooled separate accounts at end of year2019-12-31$431,104
Value of interest in pooled separate accounts at end of year2019-12-31$431,104
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,407,671
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,407,671
Interest on participant loans2019-12-31$67,827
Interest on participant loans2019-12-31$67,827
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$240,057
Interest earned on other investments2019-12-31$240,057
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$16,463,459
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$16,463,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$11,445,725
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$11,445,725
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,881,579
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,881,579
Net investment gain/loss from pooled separate accounts2019-12-31$231,792
Net investment gain/loss from pooled separate accounts2019-12-31$231,792
Net investment gain or loss from common/collective trusts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
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$3,570,494
Employer contributions (assets) at end of year2019-12-31$1,160
Employer contributions (assets) at end of year2019-12-31$1,160
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,110,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,110,404
Contract administrator fees2019-12-31$179,564
Contract administrator fees2019-12-31$179,564
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
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
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
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 name2019-12-31DELOITTE & TOUCH LLP
Accountancy firm name2019-12-31DELOITTE & TOUCH LLP
Accountancy firm EIN2019-12-31134008324
Accountancy firm EIN2019-12-31134008324
2018 : MYEYEDR. 401(K) 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$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$14,274,243
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,647,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,431,645
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$4,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$16,396,430
Value of total assets at end of year2018-12-31$52,162,216
Value of total assets at beginning of year2018-12-31$42,534,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$211,009
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$224,757
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$725,438
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$725,438
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
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
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$8,062,454
Participant contributions at end of year2018-12-31$890,963
Participant contributions at beginning of year2018-12-31$673,126
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$10,715
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$10,605
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,980,202
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$4,411
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
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$9,627,220
Value of net assets at end of year (total assets less liabilities)2018-12-31$52,162,216
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$42,534,996
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$116,773
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$38,407,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$31,969,765
Value of interest in pooled separate accounts at end of year2018-12-31$1,407,671
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,160,437
Interest on participant loans2018-12-31$41,358
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$183,399
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$11,445,725
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$8,721,063
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,855,983
Net investment gain/loss from pooled separate accounts2018-12-31$-220,810
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,353,774
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,431,645
Contract administrator fees2018-12-31$94,236
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31DELOITTE & TOUCH LLP
Accountancy firm EIN2018-12-31133891517
2017 : MYEYEDR. 401(K) 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$2,760,017
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
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$16,417,923
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,301,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,004,909
Expenses. Certain deemed distributions of participant loans2017-12-31$27,282
Value of total corrective distributions2017-12-31$1,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,564,357
Value of total assets at end of year2017-12-31$42,534,996
Value of total assets at beginning of year2017-12-31$26,658,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$267,772
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$152,651
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$491,981
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$491,981
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
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
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$6,418,394
Participant contributions at end of year2017-12-31$673,126
Participant contributions at beginning of year2017-12-31$538,601
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$10,605
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$6,882
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,878,769
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$7,305
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$2,435
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$13,116,316
Value of net assets at end of year (total assets less liabilities)2017-12-31$42,534,996
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$26,658,663
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$139,090
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$31,969,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$19,615,805
Value of interest in pooled separate accounts at end of year2017-12-31$1,160,437
Value of interest in pooled separate accounts at beginning of year2017-12-31$958,604
Interest on participant loans2017-12-31$28,367
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$124,284
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$8,721,063
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,538,715
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,061,312
Net investment gain/loss from pooled separate accounts2017-12-31$145,187
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,267,194
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$56
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,997,604
Contract administrator fees2017-12-31$128,682
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31DELOITTE & TOUCH LLP
Accountancy firm EIN2017-12-31133891517
2016 : MYEYEDR. 401(K) 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$225,751
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
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$13,754,007
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,932,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,779,329
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$2,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$12,390,767
Value of total assets at end of year2016-12-31$26,658,663
Value of total assets at beginning of year2016-12-31$14,611,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$150,437
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$98,430
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$304,350
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$304,350
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$4,972,637
Participant contributions at end of year2016-12-31$538,601
Participant contributions at beginning of year2016-12-31$329,458
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$6,882
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,421,486
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$2,788
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$8,684
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$11,821,424
Value of net assets at end of year (total assets less liabilities)2016-12-31$26,658,663
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,611,488
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$78,671
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$19,615,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,255,783
Value of interest in pooled separate accounts at end of year2016-12-31$958,604
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$19,030
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$79,400
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,538,715
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$26,247
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$822,032
Net investment gain/loss from pooled separate accounts2016-12-31$129,744
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,996,644
Employer contributions (assets) at end of year2016-12-31$56
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,776,541
Contract administrator fees2016-12-31$71,766
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31BDO
Accountancy firm EIN2016-12-31135381590
2015 : MYEYEDR. 401(K) 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$6,744,389
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,463,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,446,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,876,154
Value of total assets at end of year2015-12-31$14,611,488
Value of total assets at beginning of year2015-12-31$9,330,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,246
Total interest from all sources2015-12-31$12,041
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$2,747,788
Participant contributions at end of year2015-12-31$329,458
Participant contributions at beginning of year2015-12-31$193,090
Participant contributions at beginning of year2015-12-31$1,591
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,108,757
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$5,280,919
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,611,488
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,330,569
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$14,255,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,119,115
Interest on participant loans2015-12-31$11,891
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$150
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$26,247
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$16,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-143,806
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$1,019,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,446,224
Contract administrator fees2015-12-31$17,246
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 name2015-12-31BDO
Accountancy firm EIN2015-12-31135381590
2014 : MYEYEDR. 401(K) 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$6,527,946
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$518,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$514,026
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,143,814
Value of total assets at end of year2014-12-31$9,330,569
Value of total assets at beginning of year2014-12-31$3,320,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,014
Total interest from all sources2014-12-31$1,767
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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$1,000,000
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$1,439,044
Participant contributions at end of year2014-12-31$193,090
Participant contributions at beginning of year2014-12-31$6,485
Participant contributions at end of year2014-12-31$1,591
Participant contributions at beginning of year2014-12-31$24,493
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,127,106
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$163
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$6,009,906
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,330,569
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,320,663
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$9,119,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,151,128
Interest on participant loans2014-12-31$7,846
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$-6,079
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$16,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$382,365
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$577,664
Employer contributions (assets) at beginning of year2014-12-31$138,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$514,026
Contract administrator fees2014-12-31$4,014
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 name2014-12-31BDO
Accountancy firm EIN2014-12-31135381590
2013 : MYEYEDR. 401(K) 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$43,375
Total income from all sources (including contributions)2013-12-31$1,703,190
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$74,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$73,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,188,619
Value of total assets at end of year2013-12-31$3,320,663
Value of total assets at beginning of year2013-12-31$1,735,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$878
Total interest from all sources2013-12-31$149
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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$1,000,000
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$549,475
Participant contributions at end of year2013-12-31$6,485
Participant contributions at end of year2013-12-31$24,493
Participant contributions at beginning of year2013-12-31$6,702
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$456,236
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$163
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$43,375
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$1,628,810
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,320,663
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,691,853
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$3,151,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,728,526
Interest on participant loans2013-12-31$149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$514,422
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$182,908
Employer contributions (assets) at end of year2013-12-31$138,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$73,502
Contract administrator fees2013-12-31$878
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 name2013-12-31BDO
Accountancy firm EIN2013-12-31135381590
2012 : MYEYEDR. 401(K) 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$43,375
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$480,969
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$222,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$222,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$297,633
Value of total assets at end of year2012-12-31$1,735,228
Value of total assets at beginning of year2012-12-31$1,433,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$604
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
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$251,641
Participant contributions at end of year2012-12-31$6,702
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$9,664
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$43,375
Administrative expenses (other) incurred2012-12-31$604
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$258,041
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,691,853
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,433,812
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$1,728,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,431,592
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$2,220
Net investment gain/loss from pooled separate accounts2012-12-31$183,336
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$36,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$222,324
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31BDO
Accountancy firm EIN2012-12-31135381590
2011 : MYEYEDR. 401(K) 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total income from all sources (including contributions)2011-12-31$190,199
Total of all expenses incurred2011-12-31$197,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$108,660
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$88,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$254,873
Value of total assets at end of year2011-12-31$1,433,812
Value of total assets at beginning of year2011-12-31$1,441,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$655
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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 bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$229,692
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-7,701
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,433,812
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,441,513
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$1,431,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,432,495
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$0
Interest earned on other investments2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$2,220
Value of interest in common/collective trusts at beginning of year2011-12-31$9,018
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-64,674
Net investment gain or loss from common/collective trusts2011-12-31$0
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$25,181
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$108,660
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
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 name2011-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2011-12-31390859910

Form 5500 Responses for MYEYEDR. 401(K)

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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number717092
Policy instance 2
Insurance contract or identification number717092
Number of Individuals Covered7809
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered7809
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number717092
Policy instance 2
Insurance contract or identification number717092
Number of Individuals Covered7923
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered7923
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered8591
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number717092
Policy instance 2
Insurance contract or identification number717092
Number of Individuals Covered8591
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number717092
Policy instance 2
Insurance contract or identification number717092
Number of Individuals Covered6749
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered6749
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered6712
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number717092
Policy instance 2
Insurance contract or identification number717092
Number of Individuals Covered6712
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number717092
Policy instance 2
Insurance contract or identification number717092
Number of Individuals Covered4812
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered4812
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number717092
Policy instance 2
Insurance contract or identification number717092
Number of Individuals Covered4561
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $505
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 fees505
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameKESTRA INVESTMENT SERVICES LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered4561
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,918
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2918
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameKESTRA INVESTMENT SERVICES LLC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-EW4M
Policy instance 1
Insurance contract or identification numberGAP-B2-EW4M
Number of Individuals Covered2204
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $128
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?Yes
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
Commission paid to Insurance BrokerUSD $128
Insurance broker organization code?4
Insurance broker nameNFP ADVISOR SERVICES, LLC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-EW4M
Policy instance 1
Insurance contract or identification numberGAP-B2-EW4M
Number of Individuals Covered427
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $98
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?Yes
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
Commission paid to Insurance BrokerUSD $67
Insurance broker organization code?4
Insurance broker nameRAYMOND JAMES FINANCIAL SERVICES
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-806255
Policy instance 1
Insurance contract or identification numberGA-806255
Number of Individuals Covered77
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,365
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?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
Commission paid to Insurance BrokerUSD $9,365
Insurance broker organization code?3
Insurance broker namePLANNING CORP OF AMERICA
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-806255
Policy instance 1
Insurance contract or identification numberGA-806255
Number of Individuals Covered68
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $8,833
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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