401k Plan data: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING plan

MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 401k Plan overview

Plan Name	MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING
Plan identification number	005

MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 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.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

MEMPHIS EYE & CATARACT PLLC has sponsored the creation of one or more 401k plans.

Company Name: MEMPHIS EYE & CATARACT PLLC

Employer identification number (EIN): 621764064

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2023-01-01 JAMES F. FREEMAN 2024-10-08
005 2022-01-01 JAMES F. FREEMAN 2023-10-10
005 2021-01-01 JAMES F. FREEMAN 2022-06-22
005 2020-01-01 JAMES F. FREEMAN 2021-06-28
005 2019-01-01
005 2018-01-01 JAMES F. FREEMAN
005 2017-01-01 JAMES F. FREEMAN
005 2016-01-01 JAMES F. FREEMAN
005 2015-01-01
005 2014-01-01
005 2013-01-01
005 2012-01-01 GAYE FRANCIS GAYE FRANCIS 2013-08-20
005 2011-01-01 GAYE FRANCIS GAYE FRANCIS 2012-10-10
005 2010-01-01 GAYE FRANCIS GAYE FRANCIS 2011-10-11
005 2009-01-01 JERRE FREEMAN JERRE FREEMAN 2010-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
005	2023-01-01	JAMES F. FREEMAN	2024-10-08
005	2022-01-01	JAMES F. FREEMAN	2023-10-10
005	2021-01-01	JAMES F. FREEMAN	2022-06-22
005	2020-01-01	JAMES F. FREEMAN	2021-06-28
005	2019-01-01
005	2018-01-01	JAMES F. FREEMAN
005	2017-01-01	JAMES F. FREEMAN
005	2016-01-01	JAMES F. FREEMAN
005	2015-01-01
005	2014-01-01
005	2013-01-01
005	2012-01-01	GAYE FRANCIS		GAYE FRANCIS	2013-08-20
005	2011-01-01	GAYE FRANCIS		GAYE FRANCIS	2012-10-10
005	2010-01-01	GAYE FRANCIS		GAYE FRANCIS	2011-10-11
005	2009-01-01	JERRE FREEMAN		JERRE FREEMAN	2010-10-12

Plan Statistics for MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING

401k plan membership statisitcs for MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING

Measure Date Value
2025: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2025 401k membership
Total number of particpants at beginning of year 2025-10-14 83
Total number of particpants at end of year 2025-10-14 67
Number of Participants With Account Balances 2025-10-14 67
2024: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2024 401k membership
Total number of particpants at beginning of year 2024-10-08 64
Total number of particpants at end of year 2024-10-08 83
Number of Participants With Account Balances 2024-10-08 71
2022: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2022 401k membership
Total number of particpants at beginning of year 2022-06-22 66
Total number of particpants at end of year 2022-06-22 68
Number of Participants With Account Balances 2022-06-22 64
2019: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2019 401k membership
Total participants, beginning-of-year 2019-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 52
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 14
Total of all active and inactive participants 2019-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 66
Number of participants with account balances 2019-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2018 401k membership
Total participants, beginning-of-year 2018-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 48
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 12
Total of all active and inactive participants 2018-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 60
Number of participants with account balances 2018-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2017 401k membership
Total participants, beginning-of-year 2017-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 48
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 7
Total of all active and inactive participants 2017-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 55
Number of participants with account balances 2017-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5
2016: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2016 401k membership
Total participants, beginning-of-year 2016-01-01 71
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 54
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 9
Total of all active and inactive participants 2016-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 63
Number of participants with account balances 2016-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2015 401k membership
Total participants, beginning-of-year 2015-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 57
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 7
Total of all active and inactive participants 2015-01-01 65
Total participants 2015-01-01 65
Number of participants with account balances 2015-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2014 401k membership
Total participants, beginning-of-year 2014-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 54
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 9
Total of all active and inactive participants 2014-01-01 64
Total participants 2014-01-01 64
Number of participants with account balances 2014-01-01 64
2013: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2013 401k membership
Total participants, beginning-of-year 2013-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 54
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 6
Total of all active and inactive participants 2013-01-01 61
Total participants 2013-01-01 61
Number of participants with account balances 2013-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2012 401k membership
Total participants, beginning-of-year 2012-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 56
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 8
Total of all active and inactive participants 2012-01-01 65
Total participants 2012-01-01 65
Number of participants with account balances 2012-01-01 65
2011: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2011 401k membership
Total participants, beginning-of-year 2011-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 54
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 7
Total of all active and inactive participants 2011-01-01 62
Total participants 2011-01-01 62
Number of participants with account balances 2011-01-01 62
2010: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2010 401k membership
Total participants, beginning-of-year 2010-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 51
Number of other retired or separated participants entitled to future benefits 2010-01-01 10
Total of all active and inactive participants 2010-01-01 61
Total participants 2010-01-01 61
Number of participants with account balances 2010-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2
2009: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2009 401k membership
Total participants, beginning-of-year 2009-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 59
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 8
Total of all active and inactive participants 2009-01-01 67
Total participants 2009-01-01 67
Number of participants with account balances 2009-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2025: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2025 401k membership
Total number of particpants at beginning of year	2025-10-14	83
Total number of particpants at end of year	2025-10-14	67
Number of Participants With Account Balances	2025-10-14	67
2024: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2024 401k membership
Total number of particpants at beginning of year	2024-10-08	64
Total number of particpants at end of year	2024-10-08	83
Number of Participants With Account Balances	2024-10-08	71
2022: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2022 401k membership
Total number of particpants at beginning of year	2022-06-22	66
Total number of particpants at end of year	2022-06-22	68
Number of Participants With Account Balances	2022-06-22	64
2019: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2019 401k membership
Total participants, beginning-of-year	2019-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	52
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	14
Total of all active and inactive participants	2019-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	66
Number of participants with account balances	2019-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2018 401k membership
Total participants, beginning-of-year	2018-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	48
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	12
Total of all active and inactive participants	2018-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	60
Number of participants with account balances	2018-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2017 401k membership
Total participants, beginning-of-year	2017-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	48
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	7
Total of all active and inactive participants	2017-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	55
Number of participants with account balances	2017-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5
2016: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2016 401k membership
Total participants, beginning-of-year	2016-01-01	71
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	54
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	9
Total of all active and inactive participants	2016-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	63
Number of participants with account balances	2016-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2015 401k membership
Total participants, beginning-of-year	2015-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	57
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	7
Total of all active and inactive participants	2015-01-01	65
Total participants	2015-01-01	65
Number of participants with account balances	2015-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2014 401k membership
Total participants, beginning-of-year	2014-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	54
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	9
Total of all active and inactive participants	2014-01-01	64
Total participants	2014-01-01	64
Number of participants with account balances	2014-01-01	64
2013: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2013 401k membership
Total participants, beginning-of-year	2013-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	54
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	6
Total of all active and inactive participants	2013-01-01	61
Total participants	2013-01-01	61
Number of participants with account balances	2013-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2012 401k membership
Total participants, beginning-of-year	2012-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	56
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	8
Total of all active and inactive participants	2012-01-01	65
Total participants	2012-01-01	65
Number of participants with account balances	2012-01-01	65
2011: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2011 401k membership
Total participants, beginning-of-year	2011-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	54
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	7
Total of all active and inactive participants	2011-01-01	62
Total participants	2011-01-01	62
Number of participants with account balances	2011-01-01	62
2010: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2010 401k membership
Total participants, beginning-of-year	2010-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	51
Number of other retired or separated participants entitled to future benefits	2010-01-01	10
Total of all active and inactive participants	2010-01-01	61
Total participants	2010-01-01	61
Number of participants with account balances	2010-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2
2009: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2009 401k membership
Total participants, beginning-of-year	2009-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	59
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	8
Total of all active and inactive participants	2009-01-01	67
Total participants	2009-01-01	67
Number of participants with account balances	2009-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING

Measure	Date	Value
2025 : MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2025 401k financial data
Total transfers to/from plan in this plan year	2025-10-14	0
Total liabilities as of the end of the plan year	2025-10-14	0
Total liabilities as of the beginning of the plan year	2025-10-14	0
Total expenses incurred by plan in this plan year	2025-10-14	762725
Net assets as of the end of the plan year	2025-10-14	5607336
Total assets as of the beginning of the plan year	2025-10-14	5510067
Value of plan covered by a fidelity bond	2025-10-14	500000
Participant contributions to plan in this plan year	2025-10-14	103569
Value of participant loans at end of plan year	2025-10-14	36254
Other expenses paid from plan in this plan year	2025-10-14	0
Other contributions to plan in this plan year	2025-10-14	13356
Other income to plan in this plan year	2025-10-14	662830
Plan net income in this plan year	2025-10-14	97269
Net assets as of the end of the plan year	2025-10-14	5607336
Net assets as of the beginning of the plan year	2025-10-14	5510067
Employer contributions to plan in this plan year	2025-10-14	80239
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-14	56214
2024 : MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2024 401k financial data
Total transfers to/from plan in this plan year	2024-10-08	0
Total liabilities as of the end of the plan year	2024-10-08	0
Total liabilities as of the beginning of the plan year	2024-10-08	0
Total expenses incurred by plan in this plan year	2024-10-08	146418
Net assets as of the end of the plan year	2024-10-08	5510067
Total assets as of the beginning of the plan year	2024-10-08	4668527
Value of plan covered by a fidelity bond	2024-10-08	500000
Participant contributions to plan in this plan year	2024-10-08	84550
Value of participant loans at end of plan year	2024-10-08	41831
Other expenses paid from plan in this plan year	2024-10-08	0
Other contributions to plan in this plan year	2024-10-08	0
Other income to plan in this plan year	2024-10-08	836594
Plan net income in this plan year	2024-10-08	841540
Net assets as of the end of the plan year	2024-10-08	5510067
Net assets as of the beginning of the plan year	2024-10-08	4668527
Employer contributions to plan in this plan year	2024-10-08	66814
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-08	50295
2022 : MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2022 401k financial data
Total transfers to/from plan in this plan year	2022-06-22	0
Total liabilities as of the end of the plan year	2022-06-22	0
Total liabilities as of the beginning of the plan year	2022-06-22	0
Total expenses incurred by plan in this plan year	2022-06-22	352025
Net assets as of the end of the plan year	2022-06-22	7173434
Total assets as of the beginning of the plan year	2022-06-22	6337692
Value of plan covered by a fidelity bond	2022-06-22	1000000
Participant contributions to plan in this plan year	2022-06-22	161843
Value of participant loans at end of plan year	2022-06-22	25155
Other expenses paid from plan in this plan year	2022-06-22	0
Other contributions to plan in this plan year	2022-06-22	27770
Other income to plan in this plan year	2022-06-22	906782
Plan net income in this plan year	2022-06-22	835742
Net assets as of the end of the plan year	2022-06-22	7173434
Net assets as of the beginning of the plan year	2022-06-22	6337692
Employer contributions to plan in this plan year	2022-06-22	91372
Expensese paid to adminstrative service provicers from plan in this plan year	2022-06-22	68328
2019 : MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,256,355
Expenses. Total of all expenses incurred	2019-12-31	$243,485
Benefits paid (including direct rollovers)	2019-12-31	$191,797
Total plan assets at end of year	2019-12-31	$5,661,222
Total plan assets at beginning of year	2019-12-31	$4,648,352
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$155,487
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$950,490
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,012,870
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$5,661,222
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,648,352
Assets. Value of participant loans	2019-12-31	$24,182
Total contributions received or receivable from employer(s)	2019-12-31	$150,378
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$51,688
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$76,878
Expenses. Total of all expenses incurred	2018-12-31	$1,015,932
Benefits paid (including direct rollovers)	2018-12-31	$966,016
Total plan assets at end of year	2018-12-31	$4,648,352
Total plan assets at beginning of year	2018-12-31	$5,587,406
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$174,222
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$1,044
Other income received	2018-12-31	$-321,635
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-939,054
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,648,352
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$5,587,406
Assets. Value of participant loans	2018-12-31	$42,731
Total contributions received or receivable from employer(s)	2018-12-31	$223,247
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$49,916
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$993,224
Expenses. Total of all expenses incurred	2017-12-31	$239,291
Benefits paid (including direct rollovers)	2017-12-31	$190,479
Total plan assets at end of year	2017-12-31	$5,587,406
Total plan assets at beginning of year	2017-12-31	$4,833,473
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$141,135
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$718,239
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$753,933
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,587,406
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,833,473
Assets. Value of participant loans	2017-12-31	$77,999
Total contributions received or receivable from employer(s)	2017-12-31	$133,850
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$48,812
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$647,235
Expenses. Total of all expenses incurred	2016-12-31	$5,306,217
Benefits paid (including direct rollovers)	2016-12-31	$5,281,925
Total plan assets at end of year	2016-12-31	$4,833,473
Total plan assets at beginning of year	2016-12-31	$9,492,455
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$83,599
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$504,249
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-4,658,982
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,833,473
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$9,492,455
Assets. Value of participant loans	2016-12-31	$92,410
Total contributions received or receivable from employer(s)	2016-12-31	$59,387
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$24,292
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2015 401k financial data
Total income from all sources	2015-12-31	$-51,284
Expenses. Total of all expenses incurred	2015-12-31	$1,582,391
Benefits paid (including direct rollovers)	2015-12-31	$1,232,618
Total plan assets at end of year	2015-12-31	$9,492,455
Total plan assets at beginning of year	2015-12-31	$11,126,130
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$130,896
Contributions received from other sources (not participants or employers)	2015-12-31	$3,354
Other income received	2015-12-31	$-354,001
Net income (gross income less expenses)	2015-12-31	$-1,633,675
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$9,492,455
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$11,126,130
Assets. Value of participant loans	2015-12-31	$132,730
Total contributions received or receivable from employer(s)	2015-12-31	$168,467
Value of certain deemed distributions of participant loans	2015-12-31	$12,944
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$336,829
2014 : MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$1,921,353
Expenses. Total of all expenses incurred	2014-12-31	$897,883
Benefits paid (including direct rollovers)	2014-12-31	$667,225
Total plan assets at end of year	2014-12-31	$11,126,130
Total plan assets at beginning of year	2014-12-31	$10,102,660
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$126,342
Contributions received from other sources (not participants or employers)	2014-12-31	$225
Other income received	2014-12-31	$1,625,279
Net income (gross income less expenses)	2014-12-31	$1,023,470
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$11,126,130
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$10,102,660
Assets. Value of participant loans	2014-12-31	$152,096
Total contributions received or receivable from employer(s)	2014-12-31	$169,507
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$230,658
2013 : MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$2,759
Total income from all sources	2013-12-31	$-1,453,006
Expenses. Total of all expenses incurred	2013-12-31	$1,436,932
Benefits paid (including direct rollovers)	2013-12-31	$1,183,034
Total plan assets at end of year	2013-12-31	$10,102,660
Total plan assets at beginning of year	2013-12-31	$12,995,357
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$134,930
Other income received	2013-12-31	$-1,803,370
Net income (gross income less expenses)	2013-12-31	$-2,889,938
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$10,102,660
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$12,992,598
Assets. Value of participant loans	2013-12-31	$143,663
Total contributions received or receivable from employer(s)	2013-12-31	$215,434
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$253,898
2012 : MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$2,759
Total plan liabilities at beginning of year	2012-12-31	$2,759
Total income from all sources	2012-12-31	$1,511,365
Expenses. Total of all expenses incurred	2012-12-31	$973,946
Benefits paid (including direct rollovers)	2012-12-31	$690,916
Total plan assets at end of year	2012-12-31	$12,995,357
Total plan assets at beginning of year	2012-12-31	$12,457,938
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$124,288
Other income received	2012-12-31	$1,175,108
Net income (gross income less expenses)	2012-12-31	$537,419
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$12,992,598
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$12,455,179
Assets. Value of participant loans	2012-12-31	$110,187
Total contributions received or receivable from employer(s)	2012-12-31	$211,969
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$283,030
2011 : MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$2,759
Total plan liabilities at beginning of year	2011-12-31	$2,759
Total income from all sources	2011-12-31	$527,824
Expenses. Total of all expenses incurred	2011-12-31	$980,156
Benefits paid (including direct rollovers)	2011-12-31	$737,082
Total plan assets at end of year	2011-12-31	$12,457,938
Total plan assets at beginning of year	2011-12-31	$12,910,270
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$119,859
Contributions received from other sources (not participants or employers)	2011-12-31	$1,389
Other income received	2011-12-31	$154,597
Net income (gross income less expenses)	2011-12-31	$-452,332
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$12,455,179
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$12,907,511
Assets. Value of participant loans	2011-12-31	$106,480
Total contributions received or receivable from employer(s)	2011-12-31	$251,979
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$243,074
2010 : MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$2,759
Total plan liabilities at beginning of year	2010-12-31	$2,759
Total income from all sources	2010-12-31	$4,640,218
Expenses. Total of all expenses incurred	2010-12-31	$609,691
Benefits paid (including direct rollovers)	2010-12-31	$426,047
Total plan assets at end of year	2010-12-31	$12,910,270
Total plan assets at beginning of year	2010-12-31	$8,879,743
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$112,282
Other income received	2010-12-31	$4,315,963
Net income (gross income less expenses)	2010-12-31	$4,030,527
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$12,907,511
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$8,876,984
Assets. Value of participant loans	2010-12-31	$84,500
Total contributions received or receivable from employer(s)	2010-12-31	$211,973
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$183,644

Form 5500 Responses for MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING

2019: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 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: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 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: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 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: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 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: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 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: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 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: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 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: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 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: MEMPHIS EYE & CATARACT PLLC 401(K) PROFIT SHARING 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number	R00007
Policy instance	1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number	R00007
Policy instance	1

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Company Name:	MEMPHIS EYE & CATARACT PLLC
Employer identification number (EIN):	621764064
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)