401k Plan data: JERVEY EYE GROUP, P.A. RETIREMENT PLAN plan

JERVEY EYE GROUP, P.A. RETIREMENT PLAN 401k Plan overview

Plan Name	JERVEY EYE GROUP, P.A. RETIREMENT PLAN
Plan identification number	001

JERVEY EYE GROUP, P.A. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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

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

Company Name: JERVEY EYE GROUP, P.A.

Employer identification number (EIN): 570996196

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JERVEY EYE GROUP, P.A. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 LEONARDO DENARO 2023-09-17
001 2021-01-01 LEONARDO DENARO 2022-08-10
001 2020-01-01 LEONARDO DENARO 2021-09-26
001 2019-01-01 LEONARDO DENARO 2020-09-09
001 2018-01-01 LEONARD DENARO 2019-10-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 ANTHONY P. JOHNSON BY JMF
001 2013-01-01 JOANNA M. FENSKE
001 2012-01-01 JOANNA FENSKE
001 2011-01-01 JOANNA M. FENSKE
001 2010-01-01 JOANNA M. FENSKE JOANNA M. FENSKE 2011-07-28
001 2009-01-01 ANTHONY P. JOHNSON
001 2009-01-01 ANTHONY P. JOHNSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	LEONARDO DENARO	2023-09-17
001	2021-01-01	LEONARDO DENARO	2022-08-10
001	2020-01-01	LEONARDO DENARO	2021-09-26
001	2019-01-01	LEONARDO DENARO	2020-09-09
001	2018-01-01	LEONARD DENARO	2019-10-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	ANTHONY P. JOHNSON BY JMF
001	2013-01-01	JOANNA M. FENSKE
001	2012-01-01	JOANNA FENSKE
001	2011-01-01	JOANNA M. FENSKE
001	2010-01-01	JOANNA M. FENSKE		JOANNA M. FENSKE	2011-07-28
001	2009-01-01	ANTHONY P. JOHNSON
001	2009-01-01	ANTHONY P. JOHNSON

Plan Statistics for JERVEY EYE GROUP, P.A. RETIREMENT PLAN

401k plan membership statisitcs for JERVEY EYE GROUP, P.A. RETIREMENT PLAN

Measure Date Value
2022: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 91
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 18
Total of all active and inactive participants 2022-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 111
Number of participants with account balances 2022-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 99
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 21
Total of all active and inactive participants 2021-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 121
Number of participants with account balances 2021-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 103
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 25
Total of all active and inactive participants 2020-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 129
Number of participants with account balances 2020-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 120
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 21
Total of all active and inactive participants 2019-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 141
Number of participants with account balances 2019-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 6
2018: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 135
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 14
Total of all active and inactive participants 2018-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 150
Number of participants with account balances 2018-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 7
2017: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 142
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 15
Total of all active and inactive participants 2017-01-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 158
Number of participants with account balances 2017-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 7
2016: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 144
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 30
Total of all active and inactive participants 2016-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 174
Number of participants with account balances 2016-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4
2015: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 141
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 29
Total of all active and inactive participants 2015-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 170
Number of participants with account balances 2015-01-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 132
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 39
Total of all active and inactive participants 2014-01-01 171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 171
Number of participants with account balances 2014-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4
2013: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 130
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 25
Total of all active and inactive participants 2013-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 156
Number of participants with account balances 2013-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 9
2012: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 175
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 131
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 37
Total of all active and inactive participants 2012-01-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 169
Number of participants with account balances 2012-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 6
2011: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 132
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 31
Total of all active and inactive participants 2011-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 163
Number of participants with account balances 2011-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 6
2010: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 130
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 28
Total of all active and inactive participants 2010-01-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 158
Number of participants with account balances 2010-01-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 8
2009: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 133
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 20
Total of all active and inactive participants 2009-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 153
Number of participants with account balances 2009-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 5

Measure	Date	Value
2022: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	91
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	18
Total of all active and inactive participants	2022-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	111
Number of participants with account balances	2022-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	99
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	21
Total of all active and inactive participants	2021-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	121
Number of participants with account balances	2021-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	103
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	25
Total of all active and inactive participants	2020-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	129
Number of participants with account balances	2020-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	120
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	21
Total of all active and inactive participants	2019-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	141
Number of participants with account balances	2019-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	6
2018: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	135
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	14
Total of all active and inactive participants	2018-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	150
Number of participants with account balances	2018-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	7
2017: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	142
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	15
Total of all active and inactive participants	2017-01-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	158
Number of participants with account balances	2017-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	7
2016: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	144
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	30
Total of all active and inactive participants	2016-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	174
Number of participants with account balances	2016-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4
2015: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	141
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	29
Total of all active and inactive participants	2015-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	170
Number of participants with account balances	2015-01-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	132
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	39
Total of all active and inactive participants	2014-01-01	171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	171
Number of participants with account balances	2014-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4
2013: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	130
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	25
Total of all active and inactive participants	2013-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	156
Number of participants with account balances	2013-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	9
2012: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	175
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	131
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	37
Total of all active and inactive participants	2012-01-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	169
Number of participants with account balances	2012-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	6
2011: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	132
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	31
Total of all active and inactive participants	2011-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	163
Number of participants with account balances	2011-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	6
2010: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	130
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	28
Total of all active and inactive participants	2010-01-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	158
Number of participants with account balances	2010-01-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	8
2009: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	133
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	20
Total of all active and inactive participants	2009-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	153
Number of participants with account balances	2009-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	5

Financial Data on JERVEY EYE GROUP, P.A. RETIREMENT PLAN

Measure	Date	Value
2022 : JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-2,896,636
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,126,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,107,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$754,281
Value of total assets at end of year	2022-12-31	$16,105,584
Value of total assets at beginning of year	2022-12-31	$20,128,992
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$18,983
Total interest from all sources	2022-12-31	$6,180
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$499,057
Participant contributions at end of year	2022-12-31	$134,865
Participant contributions at beginning of year	2022-12-31	$164,056
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-4,023,408
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$16,105,584
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$20,128,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$14,968,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$18,697,480
Interest on participant loans	2022-12-31	$6,180
Value of interest in common/collective trusts at end of year	2022-12-31	$1,002,128
Value of interest in common/collective trusts at beginning of year	2022-12-31	$1,265,798
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$1,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$1,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,657,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$254,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,107,789
Contract administrator fees	2022-12-31	$18,983
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	JENNINGS COOK & CO., CPAS, P.A.
Accountancy firm EIN	2022-12-31	570661343
2021 : JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$3,192,200
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,416,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,392,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$842,037
Value of total assets at end of year	2021-12-31	$20,128,992
Value of total assets at beginning of year	2021-12-31	$20,352,844
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$23,364
Total interest from all sources	2021-12-31	$16,811
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$878,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$878,965
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$450,436
Participant contributions at end of year	2021-12-31	$164,056
Participant contributions at beginning of year	2021-12-31	$131,732
Administrative expenses (other) incurred	2021-12-31	$2,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-223,852
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$20,128,992
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$20,352,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$18,697,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$17,722,872
Interest on participant loans	2021-12-31	$6,510
Interest earned on other investments	2021-12-31	$10,301
Value of interest in common/collective trusts at end of year	2021-12-31	$1,265,798
Value of interest in common/collective trusts at beginning of year	2021-12-31	$2,494,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$1,658
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$3,659
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$3,659
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,454,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$391,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,392,688
Contract administrator fees	2021-12-31	$20,771
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	JENNINGS COOK & CO., CPAS, P.A.
Accountancy firm EIN	2021-12-31	570661343
2020 : JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$13,465
Total unrealized appreciation/depreciation of assets	2020-12-31	$13,465
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	$3,825,470
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$6,529,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$6,503,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$731,820
Value of total assets at end of year	2020-12-31	$20,352,844
Value of total assets at beginning of year	2020-12-31	$23,057,189
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$25,985
Total interest from all sources	2020-12-31	$71,263
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$591,383
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$591,189
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$502,481
Participant contributions at end of year	2020-12-31	$131,732
Participant contributions at beginning of year	2020-12-31	$253,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-2,704,345
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$20,352,844
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$23,057,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$17,722,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$19,593,419
Interest on participant loans	2020-12-31	$10,966
Interest earned on other investments	2020-12-31	$60,297
Value of interest in common/collective trusts at end of year	2020-12-31	$2,494,581
Value of interest in common/collective trusts at beginning of year	2020-12-31	$3,204,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$3,659
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$6,273
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$6,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,417,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$229,339
Income. Dividends from common stock	2020-12-31	$194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$6,503,830
Contract administrator fees	2020-12-31	$25,985
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	JENNINGS COOK & CO., CPAS, P.A.
Accountancy firm EIN	2020-12-31	570661343
2019 : JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$94,164
Total unrealized appreciation/depreciation of assets	2019-12-31	$94,164
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 income from all sources (including contributions)	2019-12-31	$5,245,214
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$5,361,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$5,332,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$804,508
Value of total assets at end of year	2019-12-31	$23,057,189
Value of total assets at beginning of year	2019-12-31	$23,173,151
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$28,476
Total interest from all sources	2019-12-31	$73,851
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$983,756
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$955,604
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$557,028
Participant contributions at end of year	2019-12-31	$253,124
Participant contributions at beginning of year	2019-12-31	$214,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$-115,962
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$23,057,189
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$23,173,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$19,593,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$19,702,947
Interest on participant loans	2019-12-31	$11,108
Interest earned on other investments	2019-12-31	$62,743
Value of interest in common/collective trusts at end of year	2019-12-31	$3,204,373
Value of interest in common/collective trusts at beginning of year	2019-12-31	$2,322,273
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$6,273
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$394,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$394,190
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,288,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$247,480
Income. Dividends from common stock	2019-12-31	$28,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$5,332,700
Contract administrator fees	2019-12-31	$28,476
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$539,365
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	JENNINGS COOK & CO., CPAS, P.A.
Accountancy firm EIN	2019-12-31	570661343
2018 : JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-129,270
Total unrealized appreciation/depreciation of assets	2018-12-31	$-129,270
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	$-108,890
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,564,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,543,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,041,044
Value of total assets at end of year	2018-12-31	$23,173,151
Value of total assets at beginning of year	2018-12-31	$25,847,033
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$21,674
Total interest from all sources	2018-12-31	$57,506
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$971,028
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$937,759
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$713,044
Participant contributions at end of year	2018-12-31	$214,376
Participant contributions at beginning of year	2018-12-31	$219,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-2,673,882
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$23,173,151
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$25,847,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$19,702,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$22,387,033
Interest on participant loans	2018-12-31	$11,338
Interest earned on other investments	2018-12-31	$46,168
Value of interest in common/collective trusts at end of year	2018-12-31	$2,322,273
Value of interest in common/collective trusts at beginning of year	2018-12-31	$2,193,772
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$394,190
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$193,964
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$193,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,049,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$328,000
Income. Dividends from common stock	2018-12-31	$33,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,543,318
Contract administrator fees	2018-12-31	$21,674
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$539,365
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$853,114
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	JENNINGS COOK & CO., CPAS, P.A.
Accountancy firm EIN	2018-12-31	570661343
2017 : JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$40,678
Total unrealized appreciation/depreciation of assets	2017-12-31	$40,678
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
Total income from all sources (including contributions)	2017-12-31	$4,539,030
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$3,353,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,226,721
Value of total corrective distributions	2017-12-31	$99,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,037,479
Value of total assets at end of year	2017-12-31	$25,847,033
Value of total assets at beginning of year	2017-12-31	$24,661,210
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$26,571
Total interest from all sources	2017-12-31	$50,452
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$891,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$865,518
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$712,456
Participant contributions at end of year	2017-12-31	$219,150
Participant contributions at beginning of year	2017-12-31	$279,329
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$5,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,185,823
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$25,847,033
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$24,661,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$22,387,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$21,137,043
Interest on participant loans	2017-12-31	$11,106
Interest earned on other investments	2017-12-31	$39,346
Value of interest in common/collective trusts at end of year	2017-12-31	$2,193,772
Value of interest in common/collective trusts at beginning of year	2017-12-31	$2,286,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$193,964
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$221,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$221,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,519,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$320,000
Income. Dividends from common stock	2017-12-31	$25,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,226,721
Contract administrator fees	2017-12-31	$26,571
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$853,114
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$736,626
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	JENNINGS COOK & CO., CPAS, P.A.
Accountancy firm EIN	2017-12-31	570661343
2016 : JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$98,668
Total unrealized appreciation/depreciation of assets	2016-12-31	$98,668
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
Total income from all sources (including contributions)	2016-12-31	$2,786,056
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,113,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,082,735
Value of total corrective distributions	2016-12-31	$25,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,032,305
Value of total assets at end of year	2016-12-31	$24,661,210
Value of total assets at beginning of year	2016-12-31	$22,988,787
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$4,969
Total interest from all sources	2016-12-31	$52,773
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$756,869
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$756,869
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$729,504
Participant contributions at end of year	2016-12-31	$279,329
Participant contributions at beginning of year	2016-12-31	$233,051
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$18,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,672,423
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$24,661,210
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$22,988,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$21,137,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$19,789,663
Interest on participant loans	2016-12-31	$11,609
Interest earned on other investments	2016-12-31	$41,164
Value of interest in common/collective trusts at end of year	2016-12-31	$2,286,654
Value of interest in common/collective trusts at beginning of year	2016-12-31	$2,127,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$221,558
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$208,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$208,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$845,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$283,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,082,735
Contract administrator fees	2016-12-31	$4,969
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$736,626
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$629,764
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	JENNINGS COOK & CO., CPAS, P.A.
Accountancy firm EIN	2016-12-31	570661343
2015 : JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-63,028
Total unrealized appreciation/depreciation of assets	2015-12-31	$-63,028
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	$949,148
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$3,810,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,764,315
Value of total corrective distributions	2015-12-31	$40,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$929,611
Value of total assets at end of year	2015-12-31	$22,988,787
Value of total assets at beginning of year	2015-12-31	$25,849,775
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$4,949
Total interest from all sources	2015-12-31	$54,637
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$953,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$953,678
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$732,611
Participant contributions at end of year	2015-12-31	$233,051
Participant contributions at beginning of year	2015-12-31	$245,803
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-2,860,988
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$22,988,787
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$25,849,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$19,789,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$22,259,988
Interest on participant loans	2015-12-31	$10,663
Interest earned on other investments	2015-12-31	$43,974
Value of interest in common/collective trusts at end of year	2015-12-31	$2,127,453
Value of interest in common/collective trusts at beginning of year	2015-12-31	$2,439,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$208,856
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$276,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$276,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-925,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$197,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,764,315
Contract administrator fees	2015-12-31	$4,949
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$629,764
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$627,925
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	JENNINGS COOK & CO., CPAS, P.A.
Accountancy firm EIN	2015-12-31	570661343
2014 : JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$-14,589
Total unrealized appreciation/depreciation of assets	2014-12-31	$-14,589
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	$3,301,164
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,649,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,645,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,515,876
Value of total assets at end of year	2014-12-31	$25,849,775
Value of total assets at beginning of year	2014-12-31	$25,197,972
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$4,071
Total interest from all sources	2014-12-31	$56,497
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$866,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$866,678
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$689,929
Participant contributions at end of year	2014-12-31	$245,803
Participant contributions at beginning of year	2014-12-31	$252,221
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$47,947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$651,803
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$25,849,775
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$25,197,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$22,259,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$21,667,427
Interest on participant loans	2014-12-31	$12,308
Interest earned on other investments	2014-12-31	$44,189
Value of interest in common/collective trusts at end of year	2014-12-31	$2,439,568
Value of interest in common/collective trusts at beginning of year	2014-12-31	$2,341,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$276,491
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$303,777
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$303,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$876,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$778,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,645,290
Contract administrator fees	2014-12-31	$4,071
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$627,925
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$633,164
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	ELLIOTT DAVIS, LLC
Accountancy firm EIN	2014-12-31	570381582
2013 : JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$-48,881
Total unrealized appreciation/depreciation of assets	2013-12-31	$-48,881
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$4,766,897
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,303,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,295,689
Value of total corrective distributions	2013-12-31	$2,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,003,544
Value of total assets at end of year	2013-12-31	$25,197,972
Value of total assets at beginning of year	2013-12-31	$21,734,420
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$4,992
Total interest from all sources	2013-12-31	$51,996
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$653,760
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$653,760
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$697,110
Participant contributions at end of year	2013-12-31	$252,221
Participant contributions at beginning of year	2013-12-31	$302,485
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$11,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,463,552
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$25,197,972
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$21,734,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$21,667,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$18,176,541
Interest on participant loans	2013-12-31	$11,467
Interest earned on other investments	2013-12-31	$40,529
Value of interest in common/collective trusts at end of year	2013-12-31	$2,341,383
Value of interest in common/collective trusts at beginning of year	2013-12-31	$2,289,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$303,777
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$194,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$194,517
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$3,106,478
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$295,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,295,689
Contract administrator fees	2013-12-31	$4,992
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$633,164
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$771,635
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	ELLIOTT DAVIS, LLC
Accountancy firm EIN	2013-12-31	570381582
2012 : JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$72,371
Total unrealized appreciation/depreciation of assets	2012-12-31	$72,371
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
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	$3,668,792
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,078,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,074,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,447,467
Value of total assets at end of year	2012-12-31	$21,734,420
Value of total assets at beginning of year	2012-12-31	$19,143,912
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$3,982
Total interest from all sources	2012-12-31	$81,808
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$488,408
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$488,408
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$700,885
Participant contributions at end of year	2012-12-31	$302,485
Participant contributions at beginning of year	2012-12-31	$238,263
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$82
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,590,508
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$21,734,420
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$19,143,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$18,176,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$14,595,849
Interest on participant loans	2012-12-31	$10,344
Interest earned on other investments	2012-12-31	$71,464
Value of interest in common/collective trusts at end of year	2012-12-31	$2,289,242
Value of interest in common/collective trusts at beginning of year	2012-12-31	$3,622,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$194,517
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$15,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$15,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,578,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$746,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,074,302
Contract administrator fees	2012-12-31	$3,982
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$771,635
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$672,013
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	ELLIOTT DAVIS, LLC
Accountancy firm EIN	2012-12-31	570381582
2011 : JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$65,916
Total unrealized appreciation/depreciation of assets	2011-12-31	$65,916
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,611,669
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$517,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$471,509
Expenses. Certain deemed distributions of participant loans	2011-12-31	$35,745
Value of total corrective distributions	2011-12-31	$5,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,470,927
Value of total assets at end of year	2011-12-31	$19,143,912
Value of total assets at beginning of year	2011-12-31	$18,049,300
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$4,709
Total interest from all sources	2011-12-31	$95,423
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$353,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$353,661
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$682,859
Participant contributions at end of year	2011-12-31	$238,263
Participant contributions at beginning of year	2011-12-31	$204,759
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$38,068
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,094,612
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$19,143,912
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$18,049,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$14,595,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$15,028,084
Interest on participant loans	2011-12-31	$9,731
Interest earned on other investments	2011-12-31	$85,692
Value of interest in common/collective trusts at end of year	2011-12-31	$3,622,774
Value of interest in common/collective trusts at beginning of year	2011-12-31	$2,406,355
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$15,013
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$66,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$66,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-374,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$750,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$471,509
Contract administrator fees	2011-12-31	$4,709
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$672,013
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$343,357
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	ELLIOTT DAVIS, LLC
Accountancy firm EIN	2011-12-31	570381582
2010 : JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$50,673
Total unrealized appreciation/depreciation of assets	2010-12-31	$50,673
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$3,627,332
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$581,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$542,618
Expenses. Certain deemed distributions of participant loans	2010-12-31	$35,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,618,239
Value of total assets at end of year	2010-12-31	$18,049,300
Value of total assets at beginning of year	2010-12-31	$15,003,890
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$3,854
Total interest from all sources	2010-12-31	$74,189
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$292,862
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$292,862
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$670,208
Participant contributions at end of year	2010-12-31	$204,759
Participant contributions at beginning of year	2010-12-31	$260,789
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$60,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$3,045,410
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$18,049,300
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$15,003,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$3,854
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$15,028,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$12,769,222
Interest on participant loans	2010-12-31	$13,543
Interest earned on other investments	2010-12-31	$60,646
Value of interest in common/collective trusts at end of year	2010-12-31	$2,406,355
Value of interest in common/collective trusts at beginning of year	2010-12-31	$1,953,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$66,745
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$20,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$20,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,591,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$887,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$542,618
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$343,357
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	ELLIOTT DAVIS, LLC
Accountancy firm EIN	2010-12-31	570381582

Form 5500 Responses for JERVEY EYE GROUP, P.A. RETIREMENT PLAN

2022: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 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: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 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: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 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
2010: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JERVEY EYE GROUP, P.A. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	JERVEY EYE GROUP, P.A.
Employer identification number (EIN):	570996196
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)