401k Plan data: EYESOUTH PARTNERS 401(K) PLAN plan

EYESOUTH PARTNERS 401(K) PLAN 401k Plan overview

Plan Name	EYESOUTH PARTNERS 401(K) PLAN
Plan identification number	001

EYESOUTH PARTNERS 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

SCP EYE CARE SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name: SCP EYE CARE SERVICES, LLC

Employer identification number (EIN): 815171738

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

Additional information about SCP EYE CARE SERVICES, LLC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date:

Company Identification Number: 17013585

More information about SCP EYE CARE SERVICES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EYESOUTH PARTNERS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2022-01-01
001 2021-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 JASON F SHAFER 2019-10-14 JASON F SHAFER 2019-10-14
001 2017-02-15

Plan Statistics for EYESOUTH PARTNERS 401(K) PLAN

401k plan membership statisitcs for EYESOUTH PARTNERS 401(K) PLAN

Measure Date Value
2022: EYESOUTH PARTNERS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2,314
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2,386
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 190
Total of all active and inactive participants 2022-01-01 2,576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 2,577
Number of participants with account balances 2022-01-01 1,465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 732
2021: EYESOUTH PARTNERS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,499
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,872
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 210
Total of all active and inactive participants 2021-01-01 2,082
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 2,083
Number of participants with account balances 2021-01-01 1,293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 9
2020: EYESOUTH PARTNERS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,218
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,275
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 95
Total of all active and inactive participants 2020-01-01 1,370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,370
Number of participants with account balances 2020-01-01 825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: EYESOUTH PARTNERS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 577
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,089
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 46
Total of all active and inactive participants 2019-01-01 1,135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,135
Number of participants with account balances 2019-01-01 587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 154
2018: EYESOUTH PARTNERS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 561
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 16
Total of all active and inactive participants 2018-01-01 577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 577
Number of participants with account balances 2018-01-01 352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: EYESOUTH PARTNERS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-02-15 100
Total number of active participants reported on line 7a of the Form 5500 2017-02-15 90
Number of retired or separated participants receiving benefits 2017-02-15 0
Number of other retired or separated participants entitled to future benefits 2017-02-15 16
Total of all active and inactive participants 2017-02-15 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-02-15 0
Total participants 2017-02-15 106
Number of participants with account balances 2017-02-15 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-02-15 0

Measure	Date	Value
2022: EYESOUTH PARTNERS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2,314
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2,386
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	190
Total of all active and inactive participants	2022-01-01	2,576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	2,577
Number of participants with account balances	2022-01-01	1,465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	732
2021: EYESOUTH PARTNERS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,499
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,872
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	210
Total of all active and inactive participants	2021-01-01	2,082
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	2,083
Number of participants with account balances	2021-01-01	1,293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	9
2020: EYESOUTH PARTNERS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,218
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,275
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	95
Total of all active and inactive participants	2020-01-01	1,370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,370
Number of participants with account balances	2020-01-01	825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: EYESOUTH PARTNERS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	577
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,089
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	46
Total of all active and inactive participants	2019-01-01	1,135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,135
Number of participants with account balances	2019-01-01	587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	154
2018: EYESOUTH PARTNERS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	561
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	16
Total of all active and inactive participants	2018-01-01	577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	577
Number of participants with account balances	2018-01-01	352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: EYESOUTH PARTNERS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-02-15	100
Total number of active participants reported on line 7a of the Form 5500	2017-02-15	90
Number of retired or separated participants receiving benefits	2017-02-15	0
Number of other retired or separated participants entitled to future benefits	2017-02-15	16
Total of all active and inactive participants	2017-02-15	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-02-15	0
Total participants	2017-02-15	106
Number of participants with account balances	2017-02-15	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-02-15	0

Financial Data on EYESOUTH PARTNERS 401(K) PLAN

Measure	Date	Value
2022 : EYESOUTH PARTNERS 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	$3,581,249
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	$-1,773,970
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$7,460,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$7,187,410
Value of total corrective distributions	2022-12-31	$1,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$15,962,474
Value of total assets at end of year	2022-12-31	$92,736,326
Value of total assets at beginning of year	2022-12-31	$98,389,851
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$272,036
Total interest from all sources	2022-12-31	$50,826
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,629,167
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	$1,629,167
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
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	$6,891,004
Participant contributions at end of year	2022-12-31	$930,606
Participant contributions at beginning of year	2022-12-31	$1,041,493
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$184,416
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$2,073,118
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$2,216,505
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$6,122,260
Other income not declared elsewhere	2022-12-31	$-255,117
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	$-9,234,774
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$92,736,326
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$98,389,851
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
Investment advisory and management fees	2022-12-31	$185,677
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$87,661,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$92,198,783
Interest on participant loans	2022-12-31	$50,826
Value of interest in common/collective trusts at end of year	2022-12-31	$2,070,750
Value of interest in common/collective trusts at beginning of year	2022-12-31	$2,442,587
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-19,210,625
Net investment gain or loss from common/collective trusts	2022-12-31	$49,305
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	$2,949,210
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$306,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$7,187,410
Contract administrator fees	2022-12-31	$86,359
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	FRAZIER & DEETER
Accountancy firm EIN	2022-12-31	581433845
2021 : EYESOUTH PARTNERS 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	$17,747,601
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	$29,144,792
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,463,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,192,360
Expenses. Certain deemed distributions of participant loans	2021-12-31	$3,966
Value of total corrective distributions	2021-12-31	$9,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$20,537,320
Value of total assets at end of year	2021-12-31	$97,899,368
Value of total assets at beginning of year	2021-12-31	$54,470,014
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$257,295
Total interest from all sources	2021-12-31	$55,923
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,413,882
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	$1,413,882
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
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	$5,363,490
Participant contributions at end of year	2021-12-31	$1,041,493
Participant contributions at beginning of year	2021-12-31	$838,157
Participant contributions at end of year	2021-12-31	$184,416
Participant contributions at beginning of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$2,216,505
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$1,822,565
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$12,881,016
Other income not declared elsewhere	2021-12-31	$179,951
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	$25,681,753
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$97,899,368
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$54,470,014
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
Investment advisory and management fees	2021-12-31	$240,861
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$92,198,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$49,333,577
Interest on participant loans	2021-12-31	$55,923
Value of interest in common/collective trusts at end of year	2021-12-31	$2,442,587
Value of interest in common/collective trusts at beginning of year	2021-12-31	$2,164,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$6,916,592
Net investment gain or loss from common/collective trusts	2021-12-31	$41,124
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
Contributions received in cash from employer	2021-12-31	$2,292,814
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$311,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,192,360
Contract administrator fees	2021-12-31	$16,434
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	Disclaimer
Accountancy firm name	2021-12-31	FRAZIER & DEETER
Accountancy firm EIN	2021-12-31	581433845
2020 : EYESOUTH PARTNERS 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	$19,559,846
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	$11,646,279
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,494,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,365,424
Value of total corrective distributions	2020-12-31	$1,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$5,061,704
Value of total assets at end of year	2020-12-31	$54,470,014
Value of total assets at beginning of year	2020-12-31	$25,758,042
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$127,091
Total interest from all sources	2020-12-31	$26,123
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$616,546
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	$616,546
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
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	$1
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$3,020,034
Participant contributions at end of year	2020-12-31	$838,157
Participant contributions at beginning of year	2020-12-31	$407,794
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$1,822,565
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$817,869
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$552,914
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$1,004,696
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	$9,152,126
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$54,470,014
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$25,758,042
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
Investment advisory and management fees	2020-12-31	$75,540
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$49,333,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$22,507,413
Interest on participant loans	2020-12-31	$26,123
Value of interest in common/collective trusts at end of year	2020-12-31	$2,164,403
Value of interest in common/collective trusts at beginning of year	2020-12-31	$1,947,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,904,091
Net investment gain or loss from common/collective trusts	2020-12-31	$33,119
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	$1,488,756
Employer contributions (assets) at end of year	2020-12-31	$311,312
Employer contributions (assets) at beginning of year	2020-12-31	$77,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,365,424
Contract administrator fees	2020-12-31	$51,551
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	Disclaimer
Accountancy firm name	2020-12-31	FRAZIER & DEETER
Accountancy firm EIN	2020-12-31	581433845
2019 : EYESOUTH PARTNERS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	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 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	$10,387
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$10,387
Total income from all sources (including contributions)	2019-12-31	$13,184,909
Total income from all sources (including contributions)	2019-12-31	$13,184,909
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,165,870
Total of all expenses incurred	2019-12-31	$1,165,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,153,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,153,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$9,851,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$9,851,346
Value of total assets at end of year	2019-12-31	$25,758,042
Value of total assets at end of year	2019-12-31	$25,758,042
Value of total assets at beginning of year	2019-12-31	$13,749,390
Value of total assets at beginning of year	2019-12-31	$13,749,390
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$12,760
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$12,760
Total interest from all sources	2019-12-31	$16,988
Total interest from all sources	2019-12-31	$16,988
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$274,874
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$274,874
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
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	$274,874
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$274,874
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,281,513
Contributions received from participants	2019-12-31	$2,281,513
Participant contributions at end of year	2019-12-31	$407,794
Participant contributions at end of year	2019-12-31	$407,794
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$817,869
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$817,869
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$6,473,679
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$6,473,679
Assets. Loans (other than to participants) at end of year	2019-12-31	$0
Assets. Loans (other than to participants) at end of year	2019-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$195,542
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$195,542
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$10,387
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$10,387
Other income not declared elsewhere	2019-12-31	$40,161
Other income not declared elsewhere	2019-12-31	$40,161
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
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	$12,019,039
Value of net income/loss	2019-12-31	$12,019,039
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$25,758,042
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$25,758,042
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$13,739,003
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$13,739,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$6,679
Investment advisory and management fees	2019-12-31	$6,679
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$22,507,413
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$22,507,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$13,523,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$13,523,227
Interest on participant loans	2019-12-31	$16,988
Interest on participant loans	2019-12-31	$16,988
Value of interest in common/collective trusts at end of year	2019-12-31	$1,947,527
Value of interest in common/collective trusts at end of year	2019-12-31	$1,947,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,998,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,998,522
Net investment gain or loss from common/collective trusts	2019-12-31	$3,018
Net investment gain or loss from common/collective trusts	2019-12-31	$3,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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
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
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	$1,096,154
Contributions received in cash from employer	2019-12-31	$1,096,154
Employer contributions (assets) at end of year	2019-12-31	$77,439
Employer contributions (assets) at end of year	2019-12-31	$77,439
Employer contributions (assets) at beginning of year	2019-12-31	$30,621
Employer contributions (assets) at beginning of year	2019-12-31	$30,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,153,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,153,110
Contract administrator fees	2019-12-31	$6,081
Contract administrator fees	2019-12-31	$6,081
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	FRAZIER & DEETER
Accountancy firm name	2019-12-31	FRAZIER & DEETER
Accountancy firm EIN	2019-12-31	581433845
Accountancy firm EIN	2019-12-31	581433845
2018 : EYESOUTH PARTNERS 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$10,387
Total income from all sources (including contributions)	2018-12-31	$12,718,338
Total of all expenses incurred	2018-12-31	$590,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$554,789
Expenses. Certain deemed distributions of participant loans	2018-12-31	$2,608
Value of total corrective distributions	2018-12-31	$10,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$14,056,665
Value of total assets at end of year	2018-12-31	$13,749,390
Value of total assets at beginning of year	2018-12-31	$1,610,870
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$22,421
Total interest from all sources	2018-12-31	$3,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,215,007
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$12,221,557
Assets. Loans (other than to participants) at end of year	2018-12-31	$195,542
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$35,168
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$10,387
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	$12,128,133
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$13,739,003
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,610,870
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
Investment advisory and management fees	2018-12-31	$22,421
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$13,523,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,574,275
Interest on participant loans	2018-12-31	$3,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,341,358
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	$620,101
Employer contributions (assets) at end of year	2018-12-31	$30,621
Employer contributions (assets) at beginning of year	2018-12-31	$1,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$554,789
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
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	FRAZIER & DEETER
Accountancy firm EIN	2018-12-31	581433845
2017 : EYESOUTH PARTNERS 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$1,622,824
Total of all expenses incurred	2017-12-31	$11,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$8,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,521,026
Value of total assets at end of year	2017-12-31	$1,610,870
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$3,215
Total interest from all sources	2017-12-31	$1,111
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$310,207
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,033,941
Assets. Loans (other than to participants) at end of year	2017-12-31	$35,168
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	$1,610,870
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,610,870
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
Investment advisory and management fees	2017-12-31	$3,215
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,574,275
Interest on participant loans	2017-12-31	$1,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$100,687
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	$176,878
Employer contributions (assets) at end of year	2017-12-31	$1,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$8,739
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
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	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	FRAZIER & DEETER
Accountancy firm EIN	2017-12-31	581433845

Form 5500 Responses for EYESOUTH PARTNERS 401(K) PLAN

2022: EYESOUTH PARTNERS 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2021: EYESOUTH PARTNERS 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: EYESOUTH PARTNERS 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: EYESOUTH PARTNERS 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: EYESOUTH PARTNERS 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: EYESOUTH PARTNERS 401(K) PLAN 2017 form 5500 responses
2017-02-15	Type of plan entity	Single employer plan
2017-02-15	First time form 5500 has been submitted	Yes
2017-02-15	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-02-15	Plan funding arrangement – Insurance	Yes
2017-02-15	Plan funding arrangement – Trust	Yes
2017-02-15	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

34314-000

Policy instance

Insurance contract or identification number	34314-000
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

34314-000

Policy instance

Insurance contract or identification number	34314-000
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

34314-000

Policy instance

Insurance contract or identification number	34314-000
Insurance policy start date	2017-03-02
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	SCP EYE CARE SERVICES, LLC
Employer identification number (EIN):	815171738
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number:	17013585