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WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN 401k Plan overview

Plan NameWEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN
Plan identification number 001

WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WEST GEORGIA EYE CARE CENTER has sponsored the creation of one or more 401k plans.

Company Name:WEST GEORGIA EYE CARE CENTER
Employer identification number (EIN):581075293
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CHARLES SPEAKMAN CHARLES SPEAKMAN2018-10-15
0012016-01-01CHARLES SPEAKMAN CHARLES SPEAKMAN2017-09-27
0012015-01-01CHARLES SPEAKMAN CHARLES SPEAKMAN2016-10-11
0012014-01-01CHARLES SPEAKMAN CHARLES SPEAKMAN2015-08-04
0012013-01-01CHARLES SPEAKMAN CHARLES SPEAKMAN2014-07-07
0012012-01-01CHARLES SPEAKMAN CHARLES SPEAKMAN2013-06-27
0012011-01-01CHARLES SPEAKMAN2012-07-30
0012010-01-01CHARLES CALHOUN2011-07-18

Plan Statistics for WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN

401k plan membership statisitcs for WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN

Measure Date Value
2022: WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01147
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-0125
Number of other retired or separated participants entitled to future benefits2022-01-0112
Total of all active and inactive participants2022-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0137
Number of participants with account balances2022-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0141
2021: WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01147
Total number of active participants reported on line 7a of the Form 55002021-01-01107
Number of retired or separated participants receiving benefits2021-01-0113
Number of other retired or separated participants entitled to future benefits2021-01-0129
Total of all active and inactive participants2021-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01149
Number of participants with account balances2021-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01169
2020: WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01142
Total number of active participants reported on line 7a of the Form 55002020-01-01112
Number of retired or separated participants receiving benefits2020-01-0114
Number of other retired or separated participants entitled to future benefits2020-01-0122
Total of all active and inactive participants2020-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01148
Number of participants with account balances2020-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0114
2019: WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01140
Total number of active participants reported on line 7a of the Form 55002019-01-01116
Number of retired or separated participants receiving benefits2019-01-0112
Number of other retired or separated participants entitled to future benefits2019-01-0114
Total of all active and inactive participants2019-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01142
Number of participants with account balances2019-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01134
Total number of active participants reported on line 7a of the Form 55002018-01-01120
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-0116
Total of all active and inactive participants2018-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01142
Number of participants with account balances2018-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01124
Total number of active participants reported on line 7a of the Form 55002017-01-01119
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-01135
Total participants2017-01-01135
Number of participants with account balances2017-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01115
Total number of active participants reported on line 7a of the Form 55002016-01-01109
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0110
Total of all active and inactive participants2016-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01124
Number of participants with account balances2016-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01105
Total number of active participants reported on line 7a of the Form 55002015-01-0194
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01116
Number of participants with account balances2015-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01107
Total number of active participants reported on line 7a of the Form 55002014-01-0187
Number of other retired or separated participants entitled to future benefits2014-01-0119
Total of all active and inactive participants2014-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01106
Number of participants with account balances2014-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0187
Total number of active participants reported on line 7a of the Form 55002013-01-0195
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01111
Number of participants with account balances2013-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0174
Total number of active participants reported on line 7a of the Form 55002012-01-0168
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0180
Number of participants with account balances2012-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017

Financial Data on WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN

Measure Date Value
2022 : WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN 2022 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,701,704
Total of all expenses incurred2022-12-31$16,685,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$16,574,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$819,326
Value of total assets at end of year2022-12-31$379,175
Value of total assets at beginning of year2022-12-31$19,766,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$111,433
Total interest from all sources2022-12-31$11,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$111,433
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$362,530
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$257,602
Participant contributions at beginning of year2022-12-31$-1,525
Assets. Other investments not covered elsewhere at end of year2022-12-31$108,702
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$452,490
Other income not declared elsewhere2022-12-31$-1,327
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-19,387,143
Value of net assets at end of year (total assets less liabilities)2022-12-31$379,175
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,766,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at beginning of year2022-12-31$90,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$503,514
Value of interest in pooled separate accounts at end of year2022-12-31$234,674
Value of interest in pooled separate accounts at beginning of year2022-12-31$15,974,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$35,799
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,046,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,046,038
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$11,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,530,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$456,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$16,574,006
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$444,150
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CEDAR HILL CPA'S AND ADVISORS, LLC
Accountancy firm EIN2022-12-31844103551
2021 : WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN 2021 401k financial data
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$6,183
Total income from all sources (including contributions)2021-12-31$3,812,430
Total of all expenses incurred2021-12-31$2,685,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,569,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,169,306
Value of total assets at end of year2021-12-31$19,766,318
Value of total assets at beginning of year2021-12-31$18,645,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$115,918
Total interest from all sources2021-12-31$31,071
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$61,408
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$513,829
Participant contributions at end of year2021-12-31$257,602
Participant contributions at beginning of year2021-12-31$310,873
Participant contributions at end of year2021-12-31$-1,525
Participant contributions at beginning of year2021-12-31$875
Assets. Other investments not covered elsewhere at end of year2021-12-31$452,490
Other income not declared elsewhere2021-12-31$212,290
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$6,183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,126,764
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,766,318
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,639,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$90,000
Assets. partnership/joint venture interests at beginning of year2021-12-31$445,047
Investment advisory and management fees2021-12-31$115,918
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$503,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$487,372
Value of interest in pooled separate accounts at end of year2021-12-31$15,974,049
Value of interest in pooled separate accounts at beginning of year2021-12-31$14,699,411
Interest on participant loans2021-12-31$14,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,046,038
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,317,872
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,317,872
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$16,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,338,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$655,477
Employer contributions (assets) at beginning of year2021-12-31$22,117
Income. Dividends from common stock2021-12-31$61,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,569,748
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$444,150
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$362,170
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31CEDAR HILL CPA'S AND ADVISORS, LLC
Accountancy firm EIN2021-12-31844103551
2020 : WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,183
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$507
Total income from all sources (including contributions)2020-12-31$3,518,291
Total of all expenses incurred2020-12-31$796,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$704,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,197,162
Value of total assets at end of year2020-12-31$18,645,737
Value of total assets at beginning of year2020-12-31$15,918,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$92,398
Total interest from all sources2020-12-31$32,832
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$35,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$538,069
Participant contributions at end of year2020-12-31$310,873
Participant contributions at beginning of year2020-12-31$388,889
Participant contributions at end of year2020-12-31$875
Participant contributions at beginning of year2020-12-31$8,842
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,673
Other income not declared elsewhere2020-12-31$-55
Liabilities. Value of operating payables at end of year2020-12-31$6,183
Liabilities. Value of operating payables at beginning of year2020-12-31$507
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,721,386
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,639,554
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,918,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$445,047
Assets. partnership/joint venture interests at beginning of year2020-12-31$241,890
Investment advisory and management fees2020-12-31$92,398
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$487,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$350,183
Value of interest in pooled separate accounts at end of year2020-12-31$14,699,411
Value of interest in pooled separate accounts at beginning of year2020-12-31$11,989,314
Interest on participant loans2020-12-31$12,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,317,872
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,552,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,552,910
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$19,842
Net investment gain/loss from pooled separate accounts2020-12-31$2,252,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$653,420
Employer contributions (assets) at end of year2020-12-31$22,117
Employer contributions (assets) at beginning of year2020-12-31$30,220
Income. Dividends from common stock2020-12-31$35,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$704,507
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$362,170
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$356,427
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CEDAR HILL CPA'S AND ADVISORS, LLC
Accountancy firm EIN2020-12-31844103551
2019 : WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$507
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$507
Total income from all sources (including contributions)2019-12-31$4,149,925
Total income from all sources (including contributions)2019-12-31$4,149,925
Total of all expenses incurred2019-12-31$3,075,130
Total of all expenses incurred2019-12-31$3,075,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,015,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,360,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,360,878
Value of total assets at end of year2019-12-31$15,918,675
Value of total assets at end of year2019-12-31$15,918,675
Value of total assets at beginning of year2019-12-31$14,843,373
Value of total assets at beginning of year2019-12-31$14,843,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$59,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$59,502
Total interest from all sources2019-12-31$42,693
Total interest from all sources2019-12-31$42,693
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$30,291
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$30,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$503,818
Contributions received from participants2019-12-31$503,818
Participant contributions at end of year2019-12-31$388,889
Participant contributions at end of year2019-12-31$388,889
Participant contributions at beginning of year2019-12-31$393,872
Participant contributions at beginning of year2019-12-31$393,872
Participant contributions at end of year2019-12-31$8,842
Participant contributions at end of year2019-12-31$8,842
Participant contributions at beginning of year2019-12-31$7,888
Participant contributions at beginning of year2019-12-31$7,888
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$76,392
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$76,392
Other income not declared elsewhere2019-12-31$1,707
Other income not declared elsewhere2019-12-31$1,707
Liabilities. Value of operating payables at end of year2019-12-31$507
Liabilities. Value of operating payables at end of year2019-12-31$507
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,074,795
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,918,168
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,918,168
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,843,373
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,843,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$241,890
Assets. partnership/joint venture interests at end of year2019-12-31$241,890
Assets. partnership/joint venture interests at beginning of year2019-12-31$355,117
Assets. partnership/joint venture interests at beginning of year2019-12-31$355,117
Investment advisory and management fees2019-12-31$59,502
Investment advisory and management fees2019-12-31$59,502
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$350,183
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$350,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$277,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$277,452
Value of interest in pooled separate accounts at end of year2019-12-31$11,989,314
Value of interest in pooled separate accounts at end of year2019-12-31$11,989,314
Value of interest in pooled separate accounts at beginning of year2019-12-31$10,981,070
Value of interest in pooled separate accounts at beginning of year2019-12-31$10,981,070
Interest on participant loans2019-12-31$20,427
Interest on participant loans2019-12-31$20,427
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,552,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,552,910
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,530,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,530,501
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,530,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,530,501
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$22,266
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$22,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$125,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$125,385
Net investment gain/loss from pooled separate accounts2019-12-31$2,588,971
Net investment gain/loss from pooled separate accounts2019-12-31$2,588,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$780,668
Contributions received in cash from employer2019-12-31$780,668
Employer contributions (assets) at end of year2019-12-31$30,220
Employer contributions (assets) at end of year2019-12-31$30,220
Employer contributions (assets) at beginning of year2019-12-31$34,939
Employer contributions (assets) at beginning of year2019-12-31$34,939
Income. Dividends from common stock2019-12-31$30,291
Income. Dividends from common stock2019-12-31$30,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,015,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,015,628
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$356,427
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$356,427
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$262,534
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$262,534
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CEDAR HILL CPA'S AND ADVISORS, LLC
Accountancy firm name2019-12-31CEDAR HILL CPA'S AND ADVISORS, LLC
Accountancy firm EIN2019-12-31844103551
Accountancy firm EIN2019-12-31844103551
2018 : WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$780,250
Total of all expenses incurred2018-12-31$293,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$279,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,365,684
Value of total assets at end of year2018-12-31$14,843,373
Value of total assets at beginning of year2018-12-31$14,356,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$13,442
Total interest from all sources2018-12-31$31,696
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$34,030
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$13,442
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$478,891
Participant contributions at end of year2018-12-31$393,872
Participant contributions at beginning of year2018-12-31$338,678
Participant contributions at end of year2018-12-31$7,888
Participant contributions at beginning of year2018-12-31$2,659
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$95,783
Other income not declared elsewhere2018-12-31$-59,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$486,881
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,843,373
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,356,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$355,117
Assets. partnership/joint venture interests at beginning of year2018-12-31$250,943
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$277,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$240,005
Value of interest in pooled separate accounts at end of year2018-12-31$10,981,070
Value of interest in pooled separate accounts at beginning of year2018-12-31$11,558,485
Interest on participant loans2018-12-31$16,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,530,501
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,617,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,617,859
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$14,872
Net investment gain/loss from pooled separate accounts2018-12-31$-591,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$791,010
Employer contributions (assets) at end of year2018-12-31$34,939
Employer contributions (assets) at beginning of year2018-12-31$13,084
Income. Dividends from common stock2018-12-31$34,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$279,927
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$262,534
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$334,779
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ALBRIGHT, FORTENBERRY & NINES, LLP
Accountancy firm EIN2018-12-31581456534
2017 : WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$99,840
Total unrealized appreciation/depreciation of assets2017-12-31$99,840
Total income from all sources (including contributions)2017-12-31$3,202,709
Total of all expenses incurred2017-12-31$248,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$236,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,399,143
Value of total assets at end of year2017-12-31$14,356,492
Value of total assets at beginning of year2017-12-31$11,402,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,696
Total interest from all sources2017-12-31$25,124
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$26,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$26,721
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$416,682
Participant contributions at end of year2017-12-31$338,678
Participant contributions at beginning of year2017-12-31$332,014
Participant contributions at end of year2017-12-31$2,659
Participant contributions at beginning of year2017-12-31$5,106
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$224,413
Other income not declared elsewhere2017-12-31$-28
Administrative expenses (other) incurred2017-12-31$99
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,954,078
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,356,492
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,402,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$250,943
Assets. partnership/joint venture interests at beginning of year2017-12-31$129,583
Investment advisory and management fees2017-12-31$11,597
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$240,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$246,777
Value of interest in pooled separate accounts at end of year2017-12-31$11,558,485
Value of interest in pooled separate accounts at beginning of year2017-12-31$9,046,055
Interest on participant loans2017-12-31$15,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,617,859
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,428,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,428,171
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$9,620
Net investment gain/loss from pooled separate accounts2017-12-31$1,651,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$758,048
Employer contributions (assets) at end of year2017-12-31$13,084
Employer contributions (assets) at beginning of year2017-12-31$9,342
Income. Dividends from preferred stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$236,935
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$334,779
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$205,366
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ABBOTT JORDAN & KOON, LLC
Accountancy firm EIN2017-12-31582211147
2016 : WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total income from all sources2016-12-31$1,693,574
Expenses. Total of all expenses incurred2016-12-31$292,413
Benefits paid (including direct rollovers)2016-12-31$282,764
Total plan assets at end of year2016-12-31$11,402,415
Total plan assets at beginning of year2016-12-31$10,001,254
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$373,452
Contributions received from other sources (not participants or employers)2016-12-31$5,678
Other income received2016-12-31$720,944
Net income (gross income less expenses)2016-12-31$1,401,161
Net plan assets at end of year (total assets less liabilities)2016-12-31$11,402,415
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$10,001,254
Assets. Value of participant loans2016-12-31$332,014
Assets. Value of assets in partnership/joint-venture interests2016-12-31$60,000
Total contributions received or receivable from employer(s)2016-12-31$593,500
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$9,649
2015 : WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$21,003
Total income from all sources2015-12-31$721,057
Expenses. Total of all expenses incurred2015-12-31$1,165,606
Benefits paid (including direct rollovers)2015-12-31$1,165,606
Total plan assets at end of year2015-12-31$10,001,254
Total plan assets at beginning of year2015-12-31$10,466,806
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$368,552
Other income received2015-12-31$-210,204
Net income (gross income less expenses)2015-12-31$-444,549
Net plan assets at end of year (total assets less liabilities)2015-12-31$10,001,254
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$10,445,803
Assets. Value of participant loans2015-12-31$315,021
Assets. Value of assets in partnership/joint-venture interests2015-12-31$60,000
Total contributions received or receivable from employer(s)2015-12-31$562,709
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$21,003
Total plan liabilities at beginning of year2014-12-31$22,000
Total income from all sources2014-12-31$1,434,784
Expenses. Total of all expenses incurred2014-12-31$563,313
Benefits paid (including direct rollovers)2014-12-31$552,722
Total plan assets at end of year2014-12-31$10,466,806
Total plan assets at beginning of year2014-12-31$9,596,332
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$344,877
Other income received2014-12-31$517,424
Net income (gross income less expenses)2014-12-31$871,471
Net plan assets at end of year (total assets less liabilities)2014-12-31$10,445,803
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$9,574,332
Assets. Value of participant loans2014-12-31$361,225
Assets. Value of assets in partnership/joint-venture interests2014-12-31$60,000
Total contributions received or receivable from employer(s)2014-12-31$572,483
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$10,591
2013 : WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$22,000
Total income from all sources2013-12-31$1,994,390
Expenses. Total of all expenses incurred2013-12-31$184,466
Benefits paid (including direct rollovers)2013-12-31$177,784
Total plan assets at end of year2013-12-31$9,596,332
Total plan assets at beginning of year2013-12-31$7,764,408
Value of fidelity bond covering the plan2013-12-31$500,000
Assets. Value of tangible personal property2013-12-31$11,659
Total contributions received or receivable from participants2013-12-31$343,077
Contributions received from other sources (not participants or employers)2013-12-31$14,958
Other income received2013-12-31$891,831
Net income (gross income less expenses)2013-12-31$1,809,924
Net plan assets at end of year (total assets less liabilities)2013-12-31$9,574,332
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$7,764,408
Assets. Value of participant loans2013-12-31$250,307
Total contributions received or receivable from employer(s)2013-12-31$744,524
Value of corrective distributions2013-12-31$6,682
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$1,310,108
Expenses. Total of all expenses incurred2012-12-31$1,543,343
Benefits paid (including direct rollovers)2012-12-31$1,543,343
Total plan assets at end of year2012-12-31$7,764,408
Total plan assets at beginning of year2012-12-31$7,997,643
Value of fidelity bond covering the plan2012-12-31$500,000
Assets. Value of tangible personal property2012-12-31$12,340
Total contributions received or receivable from participants2012-12-31$21,126
Other income received2012-12-31$803,370
Net income (gross income less expenses)2012-12-31$-233,235
Net plan assets at end of year (total assets less liabilities)2012-12-31$7,764,408
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$7,997,643
Assets. Value of participant loans2012-12-31$232,936
Total contributions received or receivable from employer(s)2012-12-31$485,612
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN

2022: WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WEST GEORGIA EYE CARE CENTER PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601122-000
Policy instance 1
Insurance contract or identification number601122-000
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,395
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees6395
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601122-000
Policy instance 1
Insurance contract or identification number601122-000
Number of Individuals Covered149
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,053
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees9053
Additional information about fees paid to insurance brokerRECORDKEEPING SERVICES
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601122-000
Policy instance 1
Insurance contract or identification number601122-000
Number of Individuals Covered146
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,333
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Amount paid for insurance broker fees7333
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601122-000
Policy instance 1
Insurance contract or identification number601122-000
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $24,528
Total amount of fees paid to insurance companyUSD $4,285
Commission paid to Insurance BrokerUSD $20,849
Insurance broker organization code?3
Amount paid for insurance broker fees4285
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601122-000
Policy instance 1
Insurance contract or identification number601122-000
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $54,826
Total amount of fees paid to insurance companyUSD $6,885
Commission paid to Insurance BrokerUSD $46,602
Insurance broker organization code?3
Amount paid for insurance broker fees6885
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601122-000
Policy instance 1
Insurance contract or identification number601122-000
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $46,731
Total amount of fees paid to insurance companyUSD $5,878
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39,198
Insurance broker organization code?3
Amount paid for insurance broker fees5878
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCES
Insurance broker nameMERRILL LYNCH AGENCY
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601122-000
Policy instance 1
Insurance contract or identification number601122-000
Number of Individuals Covered115
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $34,697
Total amount of fees paid to insurance companyUSD $4,279
Commission paid to Insurance BrokerUSD $34,697
Insurance broker organization code?3
Amount paid for insurance broker fees4279
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCES
Insurance broker namePENSION FINANCIAL SERVICES, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601122-000
Policy instance 1
Insurance contract or identification number601122-000
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $36,886
Total amount of fees paid to insurance companyUSD $4,709
Commission paid to Insurance BrokerUSD $36,886
Insurance broker organization code?3
Amount paid for insurance broker fees4709
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCES
Insurance broker namePENSION FINANCIAL SERVICES, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601122-000
Policy instance 1
Insurance contract or identification number601122-000
Number of Individuals Covered110
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $32,691
Total amount of fees paid to insurance companyUSD $4,020
Commission paid to Insurance BrokerUSD $32,691
Insurance broker organization code?3
Amount paid for insurance broker fees4020
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker namePENSION FINANCIAL SERVICES, INC.

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