401k Plan data: OCUSOFT INC 401(K) PLAN plan

OCUSOFT INC 401(K) PLAN 401k Plan overview

Plan Name	OCUSOFT INC 401(K) PLAN
Plan identification number	001

OCUSOFT INC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

OCUSOFT, INC has sponsored the creation of one or more 401k plans.

Company Name: OCUSOFT, INC

Employer identification number (EIN): 760200462

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OCUSOFT INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 CHARLES HEWITT
001 2016-01-01 CHARLES HEWITT
001 2015-01-01 CHARLES HEWITT
001 2014-01-01 CHARLES HEWITT
001 2013-01-01 CHARLES HEWITT
001 2012-01-01 CHARLES HEWITT 2013-06-05
001 2011-01-01 CHARLES HEWITT 2012-07-02
001 2010-01-01 CHARLES HEWITT 2011-06-14
001 2009-01-01 CHARLES HEWITT
001 2009-01-01 CHARLES HEWITT

Plan Statistics for OCUSOFT INC 401(K) PLAN

401k plan membership statisitcs for OCUSOFT INC 401(K) PLAN

Measure Date Value
2023: OCUSOFT INC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 137
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 23
Total of all active and inactive participants 2023-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 2
Total participants 2023-01-01 162
Number of participants with account balances 2023-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 9
2022: OCUSOFT INC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 117
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 26
Total of all active and inactive participants 2022-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 145
Number of participants with account balances 2022-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: OCUSOFT INC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 107
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 28
Total of all active and inactive participants 2021-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 137
Number of participants with account balances 2021-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 6
2020: OCUSOFT INC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 175
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 113
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 26
Total of all active and inactive participants 2020-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 140
Number of participants with account balances 2020-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 17
2019: OCUSOFT INC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 128
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 50
Total of all active and inactive participants 2019-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 178
Number of participants with account balances 2019-01-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: OCUSOFT INC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 127
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 44
Total of all active and inactive participants 2018-01-01 171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 172
Number of participants with account balances 2018-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 9
2017: OCUSOFT INC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 118
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 37
Total of all active and inactive participants 2017-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 155
Number of participants with account balances 2017-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: OCUSOFT INC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 103
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 35
Total of all active and inactive participants 2016-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 138
Number of participants with account balances 2016-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4
2015: OCUSOFT INC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 89
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 35
Total of all active and inactive participants 2015-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 124
Number of participants with account balances 2015-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: OCUSOFT INC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 77
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 49
Total of all active and inactive participants 2014-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 126
Number of participants with account balances 2014-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 9
2013: OCUSOFT INC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 87
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 45
Total of all active and inactive participants 2013-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 132
Number of participants with account balances 2013-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 14
2009: OCUSOFT INC 401(K) PLAN 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 74
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 18
Total of all active and inactive participants 2009-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 92
Number of participants with account balances 2009-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2023: OCUSOFT INC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	137
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	23
Total of all active and inactive participants	2023-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	2
Total participants	2023-01-01	162
Number of participants with account balances	2023-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	9
2022: OCUSOFT INC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	117
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	26
Total of all active and inactive participants	2022-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	145
Number of participants with account balances	2022-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: OCUSOFT INC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	107
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	28
Total of all active and inactive participants	2021-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	137
Number of participants with account balances	2021-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	6
2020: OCUSOFT INC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	175
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	113
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	26
Total of all active and inactive participants	2020-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	140
Number of participants with account balances	2020-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	17
2019: OCUSOFT INC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	128
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	50
Total of all active and inactive participants	2019-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	178
Number of participants with account balances	2019-01-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: OCUSOFT INC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	127
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	44
Total of all active and inactive participants	2018-01-01	171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	172
Number of participants with account balances	2018-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	9
2017: OCUSOFT INC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	118
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	37
Total of all active and inactive participants	2017-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	155
Number of participants with account balances	2017-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: OCUSOFT INC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	103
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	35
Total of all active and inactive participants	2016-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	138
Number of participants with account balances	2016-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4
2015: OCUSOFT INC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	89
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	35
Total of all active and inactive participants	2015-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	124
Number of participants with account balances	2015-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: OCUSOFT INC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	77
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	49
Total of all active and inactive participants	2014-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	126
Number of participants with account balances	2014-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	9
2013: OCUSOFT INC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	87
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	45
Total of all active and inactive participants	2013-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	132
Number of participants with account balances	2013-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	14
2009: OCUSOFT INC 401(K) PLAN 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	74
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	18
Total of all active and inactive participants	2009-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	92
Number of participants with account balances	2009-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on OCUSOFT INC 401(K) PLAN

Measure	Date	Value
2023 : OCUSOFT INC 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total transfer of assets to this plan	2023-12-31	$0
Total transfer of assets from this plan	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$1,817,804
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$353,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$307,764
Expenses. Certain deemed distributions of participant loans	2023-12-31	$13
Value of total corrective distributions	2023-12-31	$7,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$894,404
Value of total assets at end of year	2023-12-31	$7,208,584
Value of total assets at beginning of year	2023-12-31	$5,744,409
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$38,605
Total interest from all sources	2023-12-31	$7,711
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$176,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$176,801
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$499,861
Participant contributions at end of year	2023-12-31	$158,378
Participant contributions at beginning of year	2023-12-31	$83,000
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$52,915
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,464,175
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$7,208,584
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$5,744,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$668
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$5,703,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$4,379,680
Interest on participant loans	2023-12-31	$7,711
Value of interest in common/collective trusts at end of year	2023-12-31	$1,346,618
Value of interest in common/collective trusts at beginning of year	2023-12-31	$1,281,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$703,859
Net investment gain or loss from common/collective trusts	2023-12-31	$35,029
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$341,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$307,764
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	MOORE REICHL & BAKER P.C.
Accountancy firm EIN	2023-12-31	760520230
2022 : OCUSOFT INC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-105,146
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$506,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$488,064
Expenses. Certain deemed distributions of participant loans	2022-12-31	$145
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$759,926
Value of total assets at end of year	2022-12-31	$5,744,409
Value of total assets at beginning of year	2022-12-31	$6,356,193
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$18,429
Total interest from all sources	2022-12-31	$4,486
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$251,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$251,802
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$465,399
Participant contributions at end of year	2022-12-31	$83,000
Participant contributions at beginning of year	2022-12-31	$84,285
Other income not declared elsewhere	2022-12-31	$24
Administrative expenses (other) incurred	2022-12-31	$18,429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-611,784
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,744,409
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,356,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$4,379,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,042,332
Interest on participant loans	2022-12-31	$4,486
Value of interest in common/collective trusts at end of year	2022-12-31	$1,281,729
Value of interest in common/collective trusts at beginning of year	2022-12-31	$1,229,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,137,522
Net investment gain or loss from common/collective trusts	2022-12-31	$16,138
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$294,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$488,064
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MOORE REICHL & BAKER P.C.
Accountancy firm EIN	2022-12-31	760520230
2021 : OCUSOFT INC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,096,956
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$286,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$269,564
Expenses. Certain deemed distributions of participant loans	2021-12-31	$255
Value of total corrective distributions	2021-12-31	$7,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$442,103
Value of total assets at end of year	2021-12-31	$6,356,193
Value of total assets at beginning of year	2021-12-31	$5,545,349
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$9,219
Total interest from all sources	2021-12-31	$6,177
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$419,657
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$419,657
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$422,218
Participant contributions at end of year	2021-12-31	$84,285
Participant contributions at beginning of year	2021-12-31	$129,049
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$19,885
Other income not declared elsewhere	2021-12-31	$36
Administrative expenses (other) incurred	2021-12-31	$9,219
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$810,844
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,356,193
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,545,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,042,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,226,593
Interest on participant loans	2021-12-31	$6,177
Value of interest in common/collective trusts at end of year	2021-12-31	$1,229,576
Value of interest in common/collective trusts at beginning of year	2021-12-31	$1,189,707
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$216,611
Net investment gain or loss from common/collective trusts	2021-12-31	$12,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$269,564
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MOORE REICHL & BAKER P.C.
Accountancy firm EIN	2021-12-31	760520230
2020 : OCUSOFT INC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,202,562
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$982,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$968,110
Expenses. Certain deemed distributions of participant loans	2020-12-31	$547
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$681,420
Value of total assets at end of year	2020-12-31	$5,545,349
Value of total assets at beginning of year	2020-12-31	$5,324,788
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$13,344
Total interest from all sources	2020-12-31	$5,364
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$236,746
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$236,746
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$369,792
Participant contributions at end of year	2020-12-31	$129,049
Participant contributions at beginning of year	2020-12-31	$118,010
Other income not declared elsewhere	2020-12-31	$6
Administrative expenses (other) incurred	2020-12-31	$13,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$220,561
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,545,349
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,324,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$4,226,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,059,345
Interest on participant loans	2020-12-31	$5,364
Value of interest in common/collective trusts at end of year	2020-12-31	$1,189,707
Value of interest in common/collective trusts at beginning of year	2020-12-31	$147,433
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$296,350
Net investment gain or loss from common/collective trusts	2020-12-31	$-17,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$311,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$968,110
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	MOORE, REICHL & BAKER, P.C.
Accountancy firm EIN	2020-12-31	760520230
2019 : OCUSOFT INC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,589,693
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$470,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$448,943
Expenses. Certain deemed distributions of participant loans	2019-12-31	$6,271
Value of total corrective distributions	2019-12-31	$3,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$736,754
Value of total assets at end of year	2019-12-31	$5,324,788
Value of total assets at beginning of year	2019-12-31	$4,205,309
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$11,943
Total interest from all sources	2019-12-31	$6,864
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$256,326
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$256,326
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$421,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$430,947
Participant contributions at end of year	2019-12-31	$118,010
Participant contributions at beginning of year	2019-12-31	$129,675
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$7,961
Administrative expenses (other) incurred	2019-12-31	$11,943
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,119,479
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,324,788
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,205,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,059,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,937,314
Interest on participant loans	2019-12-31	$6,864
Value of interest in common/collective trusts at end of year	2019-12-31	$147,433
Value of interest in common/collective trusts at beginning of year	2019-12-31	$138,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$566,302
Net investment gain or loss from common/collective trusts	2019-12-31	$23,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$297,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$448,943
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MOORE, REICHL & BAKER, P.C.
Accountancy firm EIN	2019-12-31	760520230
2018 : OCUSOFT INC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$384,504
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$192,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$182,734
Expenses. Certain deemed distributions of participant loans	2018-12-31	$63
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$634,472
Value of total assets at end of year	2018-12-31	$4,205,309
Value of total assets at beginning of year	2018-12-31	$4,013,623
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$10,021
Total interest from all sources	2018-12-31	$6,046
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$296,311
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$296,311
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$402,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$361,804
Participant contributions at end of year	2018-12-31	$129,675
Participant contributions at beginning of year	2018-12-31	$95,212
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$22,091
Administrative expenses (other) incurred	2018-12-31	$10,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$191,686
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,205,309
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,013,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,937,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,662,274
Interest on participant loans	2018-12-31	$6,046
Value of interest in common/collective trusts at end of year	2018-12-31	$138,320
Value of interest in common/collective trusts at beginning of year	2018-12-31	$256,137
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-546,696
Net investment gain or loss from common/collective trusts	2018-12-31	$-5,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$250,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$182,734
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MOORE, REICHL & BAKER, P.C.
Accountancy firm EIN	2018-12-31	760520230
2017 : OCUSOFT INC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$986,583
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$157,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$145,803
Expenses. Certain deemed distributions of participant loans	2017-12-31	$59
Value of total corrective distributions	2017-12-31	$2,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$501,493
Value of total assets at end of year	2017-12-31	$4,013,623
Value of total assets at beginning of year	2017-12-31	$3,184,440
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$8,974
Total interest from all sources	2017-12-31	$5,621
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$143,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$143,404
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$319,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$303,330
Participant contributions at end of year	2017-12-31	$95,212
Participant contributions at beginning of year	2017-12-31	$69,443
Administrative expenses (other) incurred	2017-12-31	$8,974
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$829,183
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,013,623
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,184,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,662,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,877,407
Interest on participant loans	2017-12-31	$5,621
Value of interest in common/collective trusts at end of year	2017-12-31	$256,137
Value of interest in common/collective trusts at beginning of year	2017-12-31	$237,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$325,061
Net investment gain or loss from common/collective trusts	2017-12-31	$11,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$198,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$145,803
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MOORE, REICHL & BAKER, P.C.
Accountancy firm EIN	2017-12-31	760520230
2016 : OCUSOFT INC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$599,101
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$143,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$113,361
Expenses. Certain deemed distributions of participant loans	2016-12-31	$56
Value of total corrective distributions	2016-12-31	$19,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$422,023
Value of total assets at end of year	2016-12-31	$3,184,440
Value of total assets at beginning of year	2016-12-31	$2,728,365
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$10,090
Total interest from all sources	2016-12-31	$3,712
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$94,188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$94,188
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$273,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$232,888
Participant contributions at end of year	2016-12-31	$69,443
Participant contributions at beginning of year	2016-12-31	$83,612
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$4,001
Administrative expenses (other) incurred	2016-12-31	$10,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$456,075
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,184,440
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,728,365
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,877,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,467,829
Interest on participant loans	2016-12-31	$3,712
Value of interest in common/collective trusts at end of year	2016-12-31	$237,590
Value of interest in common/collective trusts at beginning of year	2016-12-31	$176,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$72,582
Net investment gain or loss from common/collective trusts	2016-12-31	$6,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$185,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$113,361
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MOORE, REICHL & BAKER, P.C.
Accountancy firm EIN	2016-12-31	760520230
2015 : OCUSOFT INC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$255,433
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$71,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$61,927
Expenses. Certain deemed distributions of participant loans	2015-12-31	$54
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$272,134
Value of total assets at end of year	2015-12-31	$2,728,365
Value of total assets at beginning of year	2015-12-31	$2,544,832
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$9,919
Total interest from all sources	2015-12-31	$2,943
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$127,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$127,731
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$255,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$214,564
Participant contributions at end of year	2015-12-31	$83,612
Participant contributions at beginning of year	2015-12-31	$60,929
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$11,616
Administrative expenses (other) incurred	2015-12-31	$9,919
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$183,533
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,728,365
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,544,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,467,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,335,264
Interest on participant loans	2015-12-31	$2,943
Value of interest in common/collective trusts at end of year	2015-12-31	$176,924
Value of interest in common/collective trusts at beginning of year	2015-12-31	$148,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-147,446
Net investment gain or loss from common/collective trusts	2015-12-31	$71
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$45,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$61,927
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MOORE, REICHL & BAKER, P.C.
Accountancy firm EIN	2015-12-31	760520230
2014 : OCUSOFT INC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$317,067
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$464,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$422,792
Expenses. Certain deemed distributions of participant loans	2014-12-31	$51
Value of total corrective distributions	2014-12-31	$30,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$201,823
Value of total assets at end of year	2014-12-31	$2,544,832
Value of total assets at beginning of year	2014-12-31	$2,691,960
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$10,744
Total interest from all sources	2014-12-31	$2,913
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$108,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$108,782
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$270,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$182,738
Participant contributions at end of year	2014-12-31	$60,929
Participant contributions at beginning of year	2014-12-31	$73,963
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$19,085
Other income not declared elsewhere	2014-12-31	$8
Administrative expenses (other) incurred	2014-12-31	$10,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-147,128
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,544,832
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,691,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$2,335,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,397,515
Interest on participant loans	2014-12-31	$2,913
Value of interest in common/collective trusts at end of year	2014-12-31	$148,639
Value of interest in common/collective trusts at beginning of year	2014-12-31	$220,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$912
Net investment gain or loss from common/collective trusts	2014-12-31	$2,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$422,792
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MOORE, REICHL & BAKER, P.C.
Accountancy firm EIN	2014-12-31	760520230
2013 : OCUSOFT INC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$749,955
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$602,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$586,605
Expenses. Certain deemed distributions of participant loans	2013-12-31	$48
Value of total corrective distributions	2013-12-31	$5,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$443,412
Value of total assets at end of year	2013-12-31	$2,691,960
Value of total assets at beginning of year	2013-12-31	$2,544,664
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$10,455
Total interest from all sources	2013-12-31	$2,569
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$78,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$78,527
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$255,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$256,916
Participant contributions at end of year	2013-12-31	$73,963
Participant contributions at beginning of year	2013-12-31	$37,992
Other income not declared elsewhere	2013-12-31	$1,635
Administrative expenses (other) incurred	2013-12-31	$10,455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$147,296
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,691,960
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,544,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,397,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,271,785
Interest on participant loans	2013-12-31	$2,569
Value of interest in common/collective trusts at end of year	2013-12-31	$220,482
Value of interest in common/collective trusts at beginning of year	2013-12-31	$234,887
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$214,351
Net investment gain or loss from common/collective trusts	2013-12-31	$9,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$186,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$586,605
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MOORE, REICHL & BAKER, P.C.
Accountancy firm EIN	2013-12-31	760520230
2009 : OCUSOFT INC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for OCUSOFT INC 401(K) PLAN

2023: OCUSOFT INC 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: OCUSOFT INC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: OCUSOFT INC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: OCUSOFT INC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: OCUSOFT INC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: OCUSOFT INC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: OCUSOFT INC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: OCUSOFT INC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: OCUSOFT INC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: OCUSOFT INC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: OCUSOFT INC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2009: OCUSOFT INC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	OCUSOFT, INC
Employer identification number (EIN):	760200462
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners