401k Plan data: MECKLENBURG EYE ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST plan

MECKLENBURG EYE ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	MECKLENBURG EYE ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	001

MECKLENBURG EYE ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MECKLENBURG EYE ASSOCIATES, P.A. has sponsored the creation of one or more 401k plans.

Company Name: MECKLENBURG EYE ASSOCIATES, P.A.

Employer identification number (EIN): 561464618

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MECKLENBURG EYE ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 JAMES J. BEDRICK JAMES J. BEDRICK 2013-07-31
001 2011-01-01 JAMES J. BEDRICK JAMES J. BEDRICK 2012-07-24
001 2009-01-01 JAMES J. BEDRICK JAMES J. BEDRICK 2010-07-12

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	JAMES J. BEDRICK	JAMES J. BEDRICK	2013-07-31
001	2011-01-01	JAMES J. BEDRICK	JAMES J. BEDRICK	2012-07-24
001	2009-01-01	JAMES J. BEDRICK	JAMES J. BEDRICK	2010-07-12

Plan Statistics for MECKLENBURG EYE ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for MECKLENBURG EYE ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2013: MECKLENBURG EYE ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 20
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 13
Total of all active and inactive participants 2013-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 35
Number of participants with account balances 2013-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MECKLENBURG EYE ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 24
Number of other retired or separated participants entitled to future benefits 2012-01-01 11
Total of all active and inactive participants 2012-01-01 35
Total participants 2012-01-01 35
Number of participants with account balances 2012-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MECKLENBURG EYE ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 23
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 12
Total of all active and inactive participants 2011-01-01 36
Total participants 2011-01-01 36
Number of participants with account balances 2011-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: MECKLENBURG EYE ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 18
Number of other retired or separated participants entitled to future benefits 2009-01-01 13
Total of all active and inactive participants 2009-01-01 31
Total participants 2009-01-01 31
Number of participants with account balances 2009-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2013: MECKLENBURG EYE ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	20
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	13
Total of all active and inactive participants	2013-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	35
Number of participants with account balances	2013-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MECKLENBURG EYE ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	24
Number of other retired or separated participants entitled to future benefits	2012-01-01	11
Total of all active and inactive participants	2012-01-01	35
Total participants	2012-01-01	35
Number of participants with account balances	2012-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MECKLENBURG EYE ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	23
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	12
Total of all active and inactive participants	2011-01-01	36
Total participants	2011-01-01	36
Number of participants with account balances	2011-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: MECKLENBURG EYE ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	18
Number of other retired or separated participants entitled to future benefits	2009-01-01	13
Total of all active and inactive participants	2009-01-01	31
Total participants	2009-01-01	31
Number of participants with account balances	2009-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on MECKLENBURG EYE ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2013 : MECKLENBURG EYE ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$319,282
Expenses. Total of all expenses incurred	2013-12-31	$5,491
Benefits paid (including direct rollovers)	2013-12-31	$5,491
Total plan assets at end of year	2013-12-31	$2,378,316
Total plan assets at beginning of year	2013-12-31	$2,064,525
Value of fidelity bond covering the plan	2013-12-31	$300,000
Total contributions received or receivable from participants	2013-12-31	$52,445
Contributions received from other sources (not participants or employers)	2013-12-31	$12,578
Other income received	2013-12-31	$211,866
Net income (gross income less expenses)	2013-12-31	$313,791
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,378,316
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,064,525
Total contributions received or receivable from employer(s)	2013-12-31	$42,393
2012 : MECKLENBURG EYE ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$274,752
Expenses. Total of all expenses incurred	2012-12-31	$1,795
Benefits paid (including direct rollovers)	2012-12-31	$1,795
Total plan assets at end of year	2012-12-31	$2,064,525
Total plan assets at beginning of year	2012-12-31	$1,791,568
Value of fidelity bond covering the plan	2012-12-31	$300,000
Total contributions received or receivable from participants	2012-12-31	$53,383
Other income received	2012-12-31	$179,473
Net income (gross income less expenses)	2012-12-31	$272,957
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,064,525
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,791,568
Total contributions received or receivable from employer(s)	2012-12-31	$41,896
2011 : MECKLENBURG EYE ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$129,577
Expenses. Total of all expenses incurred	2011-12-31	$137,152
Benefits paid (including direct rollovers)	2011-12-31	$137,152
Total plan assets at end of year	2011-12-31	$1,791,568
Total plan assets at beginning of year	2011-12-31	$1,799,143
Value of fidelity bond covering the plan	2011-12-31	$300,000
Total contributions received or receivable from participants	2011-12-31	$48,378
Other income received	2011-12-31	$43,025
Net income (gross income less expenses)	2011-12-31	$-7,575
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,791,568
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,799,143
Total contributions received or receivable from employer(s)	2011-12-31	$38,174
2010 : MECKLENBURG EYE ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$237,395
Expenses. Total of all expenses incurred	2010-12-31	$73,106
Benefits paid (including direct rollovers)	2010-12-31	$73,106
Total plan assets at end of year	2010-12-31	$1,799,143
Total plan assets at beginning of year	2010-12-31	$1,634,854
Value of fidelity bond covering the plan	2010-12-31	$300,000
Total contributions received or receivable from participants	2010-12-31	$60,320
Other income received	2010-12-31	$150,521
Net income (gross income less expenses)	2010-12-31	$164,289
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,799,143
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,634,854
Total contributions received or receivable from employer(s)	2010-12-31	$26,554

Form 5500 Responses for MECKLENBURG EYE ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST

2013: MECKLENBURG EYE ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MECKLENBURG EYE ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MECKLENBURG EYE ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MECKLENBURG EYE ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MECKLENBURG EYE ASSOCIATES, P.A.
Employer identification number (EIN):	561464618
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)