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JOEL M. CORWIN, MD, APC 401(K) P/S PLAN 401k Plan overview

Plan NameJOEL M. CORWIN, MD, APC 401(K) P/S PLAN
Plan identification number 002

JOEL M. CORWIN, MD, APC 401(K) P/S PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MIRAMAR EYE SPECIALISTS MEDICAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:MIRAMAR EYE SPECIALISTS MEDICAL GROUP, INC.
Employer identification number (EIN):770019313
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOEL M. CORWIN, MD, APC 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-04-01JOEL M CORWIN MD2023-03-10 JOEL M CORWIN MD2023-03-10
0022021-04-01JOEL M. CORWIN, M.D.2023-01-07 JOEL M. CORWIN, M.D.2023-01-07
0022020-04-01DESIREE CALLAWAY2021-11-09 DESIREE CALLAWAY2021-11-09
0022019-04-01
0022018-04-01
0022017-04-01
0022016-04-01
0022015-04-01
0022014-04-01DESIREE CALLAWAY2015-09-10
0022013-04-01DESIREE CALLAWAY2014-12-10
0022012-04-01JOEL M CORWIN MD2013-10-16
0022011-04-01JOEL M CORWIN, MD2012-10-09 JOEL M CORWIN, MD2012-10-09
0022010-04-01JOEL CORWIN2011-10-04

Plan Statistics for JOEL M. CORWIN, MD, APC 401(K) P/S PLAN

401k plan membership statisitcs for JOEL M. CORWIN, MD, APC 401(K) P/S PLAN

Measure Date Value
2022: JOEL M. CORWIN, MD, APC 401(K) P/S PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-01133
Total number of active participants reported on line 7a of the Form 55002022-04-010
Number of retired or separated participants receiving benefits2022-04-010
Number of other retired or separated participants entitled to future benefits2022-04-010
Total of all active and inactive participants2022-04-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-010
Total participants2022-04-010
Number of participants with account balances2022-04-010
2021: JOEL M. CORWIN, MD, APC 401(K) P/S PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-01166
Total number of active participants reported on line 7a of the Form 55002021-04-01133
Number of retired or separated participants receiving benefits2021-04-010
Number of other retired or separated participants entitled to future benefits2021-04-0113
Total of all active and inactive participants2021-04-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-010
Total participants2021-04-01146
Number of participants with account balances2021-04-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-010
2020: JOEL M. CORWIN, MD, APC 401(K) P/S PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-01132
Total number of active participants reported on line 7a of the Form 55002020-04-01132
Number of retired or separated participants receiving benefits2020-04-010
Number of other retired or separated participants entitled to future benefits2020-04-0118
Total of all active and inactive participants2020-04-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-010
Total participants2020-04-01150
Number of participants with account balances2020-04-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-010

Financial Data on JOEL M. CORWIN, MD, APC 401(K) P/S PLAN

Measure Date Value
2022 : JOEL M. CORWIN, MD, APC 401(K) P/S PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-05-19$-447,305
Total of all expenses incurred2022-05-19$8,836,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-05-19$8,802,824
Value of total corrective distributions2022-05-19$20,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-05-19$0
Value of total assets at end of year2022-05-19$0
Value of total assets at beginning of year2022-05-19$9,283,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-05-19$13,147
Total interest from all sources2022-05-19$86
Total dividends received (eg from common stock, registered investment company shares)2022-05-19$66
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-05-19Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-05-19$0
Total dividends received from registered investment company shares (eg mutual funds)2022-05-19$66
Was this plan covered by a fidelity bond2022-05-19Yes
Value of fidelity bond cover2022-05-19$75,000
If this is an individual account plan, was there a blackout period2022-05-19No
Were there any nonexempt tranactions with any party-in-interest2022-05-19No
Contributions received from participants2022-05-19$0
Participant contributions at end of year2022-05-19$0
Participant contributions at beginning of year2022-05-19$85,897
Participant contributions at end of year2022-05-19$0
Participant contributions at beginning of year2022-05-19$0
Income. Received or receivable in cash from other sources (including rollovers)2022-05-19$0
Total non interest bearing cash at end of year2022-05-19$0
Total non interest bearing cash at beginning of year2022-05-19$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-19No
Value of net income/loss2022-05-19$-9,283,375
Value of net assets at end of year (total assets less liabilities)2022-05-19$0
Value of net assets at beginning of year (total assets less liabilities)2022-05-19$9,283,375
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-05-19No
Were any loans by the plan or fixed income obligations due to the plan in default2022-05-19No
Were any leases to which the plan was party in default or uncollectible2022-05-19No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-05-19$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-05-19$8,832,578
Value of interest in pooled separate accounts at end of year2022-05-19$0
Value of interest in pooled separate accounts at beginning of year2022-05-19$364,900
Interest on participant loans2022-05-19$86
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-05-19$-447,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-05-19No
Was there a failure to transmit to the plan any participant contributions2022-05-19No
Has the plan failed to provide any benefit when due under the plan2022-05-19No
Contributions received in cash from employer2022-05-19$0
Employer contributions (assets) at end of year2022-05-19$0
Employer contributions (assets) at beginning of year2022-05-19$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-05-19$8,802,824
Contract administrator fees2022-05-19$13,147
Did the plan have assets held for investment2022-05-19No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-19No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-05-19Yes
Opinion of an independent qualified public accountant for this plan2022-05-19Unqualified
Accountancy firm name2022-05-19BAKERTILLY, US, LLP
Accountancy firm EIN2022-05-19390859910
Total transfer of assets from this plan2022-03-31$25,611
Total income from all sources (including contributions)2022-03-31$1,345,781
Total of all expenses incurred2022-03-31$7,182,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$7,037,172
Expenses. Certain deemed distributions of participant loans2022-03-31$39,018
Value of total corrective distributions2022-03-31$35,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$693,328
Value of total assets at end of year2022-03-31$9,283,375
Value of total assets at beginning of year2022-03-31$15,145,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$70,238
Total interest from all sources2022-03-31$9,150
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$188,940
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-03-31$0
Total dividends received from registered investment company shares (eg mutual funds)2022-03-31$188,940
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$750,000
If this is an individual account plan, was there a blackout period2022-03-31No
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Contributions received from participants2022-03-31$595,994
Participant contributions at end of year2022-03-31$85,897
Participant contributions at beginning of year2022-03-31$147,293
Participant contributions at end of year2022-03-31$0
Participant contributions at beginning of year2022-03-31$3,813
Income. Received or receivable in cash from other sources (including rollovers)2022-03-31$18,244
Total non interest bearing cash at beginning of year2022-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$-5,836,335
Value of net assets at end of year (total assets less liabilities)2022-03-31$9,283,375
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$15,145,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$8,832,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$14,737,112
Value of interest in pooled separate accounts at end of year2022-03-31$364,900
Value of interest in pooled separate accounts at beginning of year2022-03-31$256,745
Interest on participant loans2022-03-31$9,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-03-31$454,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31No
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Contributions received in cash from employer2022-03-31$79,090
Employer contributions (assets) at end of year2022-03-31$0
Employer contributions (assets) at beginning of year2022-03-31$358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$7,037,172
Contract administrator fees2022-03-31$70,238
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31BAKERTILLY, US, LLP
Accountancy firm EIN2022-03-31390859910
2021 : JOEL M. CORWIN, MD, APC 401(K) P/S PLAN 2021 401k financial data
Total transfer of assets to this plan2021-03-31$1,515,782
Total transfer of assets from this plan2021-03-31$5,560
Total income from all sources (including contributions)2021-03-31$4,841,852
Total of all expenses incurred2021-03-31$1,895,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$1,842,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$605,168
Value of total assets at end of year2021-03-31$15,145,321
Value of total assets at beginning of year2021-03-31$10,688,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$53,219
Total interest from all sources2021-03-31$8,188
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$179,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-03-31$179,291
Administrative expenses professional fees incurred2021-03-31$17,682
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$750,000
If this is an individual account plan, was there a blackout period2021-03-31No
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Contributions received from participants2021-03-31$504,435
Participant contributions at end of year2021-03-31$147,293
Participant contributions at beginning of year2021-03-31$168,344
Participant contributions at end of year2021-03-31$3,813
Participant contributions at beginning of year2021-03-31$3,502
Income. Received or receivable in cash from other sources (including rollovers)2021-03-31$40,276
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-03-31$0
Total non interest bearing cash at end of year2021-03-31$0
Total non interest bearing cash at beginning of year2021-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$2,946,148
Value of net assets at end of year (total assets less liabilities)2021-03-31$15,145,321
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$10,688,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Investment advisory and management fees2021-03-31$17,682
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$14,737,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$10,284,625
Value of interest in pooled separate accounts at end of year2021-03-31$256,745
Value of interest in pooled separate accounts at beginning of year2021-03-31$0
Interest on participant loans2021-03-31$8,188
Value of interest in common/collective trusts at end of year2021-03-31$0
Value of interest in common/collective trusts at beginning of year2021-03-31$233,411
Expenses. Payments to insurance carriers foe the provision of benefits2021-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-03-31$4,048,807
Net investment gain/loss from pooled separate accounts2021-03-31$386
Net investment gain or loss from common/collective trusts2021-03-31$12
Net gain/loss from 103.12 investment entities2021-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31No
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Contributions received in cash from employer2021-03-31$60,457
Employer contributions (assets) at end of year2021-03-31$358
Employer contributions (assets) at beginning of year2021-03-31$-931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$1,842,485
Contract administrator fees2021-03-31$17,855
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Opinion of an independent qualified public accountant for this plan2021-03-31Unqualified
Accountancy firm name2021-03-31BAKERTILLY, US, LLP
Accountancy firm EIN2021-03-31390859910

Form 5500 Responses for JOEL M. CORWIN, MD, APC 401(K) P/S PLAN

2022: JOEL M. CORWIN, MD, APC 401(K) P/S PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingYes
2022-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement – InsuranceYes
2022-04-01Plan benefit arrangement - TrustYes
2021: JOEL M. CORWIN, MD, APC 401(K) P/S PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedYes
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement – InsuranceYes
2021-04-01Plan benefit arrangement - TrustYes
2020: JOEL M. CORWIN, MD, APC 401(K) P/S PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement – InsuranceYes
2020-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number528318
Policy instance 1
Insurance contract or identification number528318
Number of Individuals Covered0
Insurance policy start date2022-04-01
Insurance policy end date2022-05-19
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $46
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees46
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number528318
Policy instance 1
Insurance contract or identification number528318
Number of Individuals Covered88
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $133
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees133
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number528318
Policy instance 1
Insurance contract or identification number528318
Number of Individuals Covered142
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $128
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees128
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3

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