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SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameSOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN
Plan identification number 002

SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. 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.
  • 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

SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:SOUTH TEXAS EYE CONSULTANTS, P.L.L.C.
Employer identification number (EIN):742746727
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01THOMAS DIETZE2024-02-20
0022022-01-01THOMAS DIETZE2023-02-09
0022021-01-01THOMAS DIETZE2022-02-22
0022020-01-01THOMAS DIETZE2021-06-08
0022019-01-01THOMAS DIETZE2020-09-30
0022018-01-01THOMAS DIETZE2019-09-09
0022017-01-01THOMAS DIETZE2018-05-10
0022016-01-01THOMAS DIETZE2017-08-16
0022015-01-01THOMAS DIETZE MD2016-07-05
0022014-01-01NORMA REYES2015-05-12
0022013-01-01NORMA REYES
0022012-01-01THOMAS DIETZE MD
0022011-01-01THOMAS DIETZE MD
0022010-01-01THOMAS DIETZE MD
0022009-01-01THOMAS DIETZE MD

Plan Statistics for SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN

401k plan membership statisitcs for SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN

Measure Date Value
2013: SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0138
Total number of active participants reported on line 7a of the Form 55002013-01-0135
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0138
Number of participants with account balances2013-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0137
Total number of active participants reported on line 7a of the Form 55002012-01-0134
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0135
Number of participants with account balances2012-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0139
Total number of active participants reported on line 7a of the Form 55002011-01-0135
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0136
Number of participants with account balances2011-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0137
Total number of active participants reported on line 7a of the Form 55002010-01-0133
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0135
Number of participants with account balances2010-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0135
Total number of active participants reported on line 7a of the Form 55002009-01-0126
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0129
Number of participants with account balances2009-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN

Measure Date Value
2013 : SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$558,125
Expenses. Total of all expenses incurred2013-12-31$45,847
Benefits paid (including direct rollovers)2013-12-31$44,145
Total plan assets at end of year2013-12-31$3,890,153
Total plan assets at beginning of year2013-12-31$3,377,875
Value of fidelity bond covering the plan2013-12-31$1,100,000
Assets. Value of loans (other than to participants)2013-12-31$40,972
Expenses. Other expenses not covered elsewhere2013-12-31$1,534
Other income received2013-12-31$394,084
Net income (gross income less expenses)2013-12-31$512,278
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,890,153
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,377,875
Assets. Value of participant loans2013-12-31$27,340
Assets. Value of assets in partnership/joint-venture interests2013-12-31$648,529
Total contributions received or receivable from employer(s)2013-12-31$164,041
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$168
2012 : SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$409,401
Expenses. Total of all expenses incurred2012-12-31$361,636
Benefits paid (including direct rollovers)2012-12-31$357,380
Total plan assets at end of year2012-12-31$3,377,875
Total plan assets at beginning of year2012-12-31$3,330,110
Value of fidelity bond covering the plan2012-12-31$1,100,000
Assets. Value of loans (other than to participants)2012-12-31$125,000
Expenses. Other expenses not covered elsewhere2012-12-31$4,083
Other income received2012-12-31$249,375
Net income (gross income less expenses)2012-12-31$47,765
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,377,875
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,330,110
Assets. Value of participant loans2012-12-31$25,275
Assets. Value of assets in partnership/joint-venture interests2012-12-31$536,578
Total contributions received or receivable from employer(s)2012-12-31$160,026
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$173
2011 : SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$127,185
Expenses. Total of all expenses incurred2011-12-31$34,991
Benefits paid (including direct rollovers)2011-12-31$30,951
Total plan assets at end of year2011-12-31$3,330,110
Total plan assets at beginning of year2011-12-31$3,237,916
Value of fidelity bond covering the plan2011-12-31$1,100,000
Assets. Value of loans (other than to participants)2011-12-31$325,000
Expenses. Other expenses not covered elsewhere2011-12-31$3,876
Other income received2011-12-31$-67,519
Net income (gross income less expenses)2011-12-31$92,194
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,330,110
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,237,916
Assets. Value of participant loans2011-12-31$13,083
Assets. Value of assets in partnership/joint-venture interests2011-12-31$575,355
Total contributions received or receivable from employer(s)2011-12-31$194,704
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$164
2010 : SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$277,899
Expenses. Total of all expenses incurred2010-12-31$27,707
Benefits paid (including direct rollovers)2010-12-31$10,279
Total plan assets at end of year2010-12-31$3,237,916
Total plan assets at beginning of year2010-12-31$2,987,724
Value of fidelity bond covering the plan2010-12-31$1,100,000
Expenses. Other expenses not covered elsewhere2010-12-31$3,107
Other income received2010-12-31$74,212
Net income (gross income less expenses)2010-12-31$250,192
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,237,916
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,987,724
Assets. Value of participant loans2010-12-31$10,507
Assets. Value of assets in partnership/joint-venture interests2010-12-31$668,490
Total contributions received or receivable from employer(s)2010-12-31$203,687
Value of certain deemed distributions of participant loans2010-12-31$14,321

Form 5500 Responses for SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN

2013: SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. 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 funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SOUTH TEXAS EYE CONSULTANTS, P.L.L.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-819441
Policy instance 1
Insurance contract or identification numberGA-819441
Number of Individuals Covered28
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $966
Total amount of fees paid to insurance companyUSD $168
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $966
Insurance broker organization code?3
Amount paid for insurance broker fees168
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker nameSOUTH TEXAS ADMINISTRATORS, INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-819441
Policy instance 1
Insurance contract or identification numberGA-819441
Number of Individuals Covered35
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,034
Total amount of fees paid to insurance companyUSD $173
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,034
Insurance broker organization code?3
Amount paid for insurance broker fees173
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker nameSOUTH TEXAS ADMINISTRATORS, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-819441
Policy instance 1
Insurance contract or identification numberGA-819441
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $959
Total amount of fees paid to insurance companyUSD $164
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-819441
Policy instance 1
Insurance contract or identification numberGA-819441
Number of Individuals Covered35
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,639
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,639
Insurance broker organization code?3
Insurance broker namePREFERRED PRODUCT NETWORK, INC

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