401k Plan data: CHARLOTTE OPHTHALMOLOGY CLINIC, PA 401(K) PLAN plan

CHARLOTTE OPHTHALMOLOGY CLINIC, PA 401(K) PLAN 401k Plan overview

Plan Name	CHARLOTTE OPHTHALMOLOGY CLINIC, PA 401(K) PLAN
Plan identification number	001

CHARLOTTE OPHTHALMOLOGY CLINIC, PA 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CHARLOTTE OPHTHALMOLOGY CLINIC, PA has sponsored the creation of one or more 401k plans.

Company Name: CHARLOTTE OPHTHALMOLOGY CLINIC, PA

Employer identification number (EIN): 561987440

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLOTTE OPHTHALMOLOGY CLINIC, PA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ASHLYN MOSS 2024-05-31
001 2022-01-01 ASHLYN MOSS 2023-06-01
001 2021-01-01 ASHLYN MOSS 2022-08-10
001 2020-01-01 VEVA MOSS 2021-07-29
001 2019-01-01 BRANDON WHITESIDE 2020-06-02
001 2018-01-01 BRANDON WHITESIDE 2019-09-26
001 2017-01-01 WILLIAM BRANNER 2018-07-26
001 2016-01-01 WILLIAM BRANNER 2017-06-28
001 2016-01-01 WILLIAM BRANNER 2018-07-06
001 2015-01-01 WILLIAM BRANNER 2016-09-26
001 2014-01-01 WILLIAM BRANNER 2015-09-24
001 2013-01-01 WILLIAM BRANNER 2014-10-07
001 2012-01-01 WILLIAM BRANNER 2013-10-08
001 2011-01-01 WILLIAM BRANNER 2012-10-05
001 2010-01-01 WILLIAM BRANNER 2011-09-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	ASHLYN MOSS	2024-05-31
001	2022-01-01	ASHLYN MOSS	2023-06-01
001	2021-01-01	ASHLYN MOSS	2022-08-10
001	2020-01-01	VEVA MOSS	2021-07-29
001	2019-01-01	BRANDON WHITESIDE	2020-06-02
001	2018-01-01	BRANDON WHITESIDE	2019-09-26
001	2017-01-01	WILLIAM BRANNER	2018-07-26
001	2016-01-01	WILLIAM BRANNER	2017-06-28
001	2016-01-01	WILLIAM BRANNER	2018-07-06
001	2015-01-01	WILLIAM BRANNER	2016-09-26
001	2014-01-01	WILLIAM BRANNER	2015-09-24
001	2013-01-01	WILLIAM BRANNER	2014-10-07
001	2012-01-01	WILLIAM BRANNER	2013-10-08
001	2011-01-01	WILLIAM BRANNER	2012-10-05
001	2010-01-01	WILLIAM BRANNER	2011-09-26

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Company Name:	CHARLOTTE OPHTHALMOLOGY CLINIC, PA
Employer identification number (EIN):	561987440
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)