401k Plan data: DESERT EYE ASSOCIATES, LTD. RETIREMENT PLAN plan

DESERT EYE ASSOCIATES, LTD. RETIREMENT PLAN 401k Plan overview

Plan Name	DESERT EYE ASSOCIATES, LTD. RETIREMENT PLAN
Plan identification number	002

DESERT EYE ASSOCIATES, LTD. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DESERT EYE ASSOCIATES, LTD. has sponsored the creation of one or more 401k plans.

Company Name: DESERT EYE ASSOCIATES, LTD.

Employer identification number (EIN): 860417686

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DESERT EYE ASSOCIATES, LTD. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 KARL ROSEN 2024-05-20 KARL ROSEN 2024-05-20
002 2022-01-01 KARL ROSEN 2023-07-18 KARL ROSEN 2023-07-18
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01 KEVIN J. DONOVAN KEVIN J. DONOVAN 2017-03-22
002 2015-01-01 KEVIN J. DONOVAN KEVIN J. DONOVAN 2016-03-21
002 2014-01-01 KEVIN J. DONOVAN KEVIN J. DONOVAN 2015-09-21
002 2013-01-01 KEVIN J. DONOVAN KEVIN J. DONOVAN 2014-04-24
002 2012-01-01 KEVIN J. DONOVAN KEVIN J. DONOVAN 2013-06-24
002 2011-01-01 ERIC L. HUGHES 2012-10-12
002 2010-01-01 ERIC L. HUGHES 2011-06-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	KARL ROSEN	2024-05-20	KARL ROSEN	2024-05-20
002	2022-01-01	KARL ROSEN	2023-07-18	KARL ROSEN	2023-07-18
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01	KEVIN J. DONOVAN		KEVIN J. DONOVAN	2017-03-22
002	2015-01-01	KEVIN J. DONOVAN		KEVIN J. DONOVAN	2016-03-21
002	2014-01-01	KEVIN J. DONOVAN		KEVIN J. DONOVAN	2015-09-21
002	2013-01-01	KEVIN J. DONOVAN		KEVIN J. DONOVAN	2014-04-24
002	2012-01-01	KEVIN J. DONOVAN		KEVIN J. DONOVAN	2013-06-24
002	2011-01-01	ERIC L. HUGHES	2012-10-12
002	2010-01-01	ERIC L. HUGHES	2011-06-17

Plan Statistics for DESERT EYE ASSOCIATES, LTD. RETIREMENT PLAN

401k plan membership statisitcs for DESERT EYE ASSOCIATES, LTD. RETIREMENT PLAN

Measure Date Value
2016: DESERT EYE ASSOCIATES, LTD. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 19
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 2
Total of all active and inactive participants 2016-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 21
Number of participants with account balances 2016-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: DESERT EYE ASSOCIATES, LTD. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 18
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 4
Total of all active and inactive participants 2015-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 22
Number of participants with account balances 2015-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: DESERT EYE ASSOCIATES, LTD. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 19
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 3
Total of all active and inactive participants 2014-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 22
Number of participants with account balances 2014-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: DESERT EYE ASSOCIATES, LTD. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 16
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 3
Total of all active and inactive participants 2013-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 19
Number of participants with account balances 2013-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: DESERT EYE ASSOCIATES, LTD. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 19
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 23
Number of participants with account balances 2012-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2016: DESERT EYE ASSOCIATES, LTD. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	19
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	2
Total of all active and inactive participants	2016-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	21
Number of participants with account balances	2016-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: DESERT EYE ASSOCIATES, LTD. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	18
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	4
Total of all active and inactive participants	2015-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	22
Number of participants with account balances	2015-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: DESERT EYE ASSOCIATES, LTD. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	19
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	3
Total of all active and inactive participants	2014-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	22
Number of participants with account balances	2014-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: DESERT EYE ASSOCIATES, LTD. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	16
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	3
Total of all active and inactive participants	2013-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	19
Number of participants with account balances	2013-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: DESERT EYE ASSOCIATES, LTD. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	19
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	23
Number of participants with account balances	2012-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on DESERT EYE ASSOCIATES, LTD. RETIREMENT PLAN

Measure	Date	Value
2016 : DESERT EYE ASSOCIATES, LTD. RETIREMENT PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$1,886
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$685,281
Expenses. Total of all expenses incurred	2016-12-31	$26,953
Benefits paid (including direct rollovers)	2016-12-31	$5,697
Total plan assets at end of year	2016-12-31	$7,511,535
Total plan assets at beginning of year	2016-12-31	$6,851,321
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$128,940
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$486,341
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$658,328
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$7,509,649
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$6,851,321
Assets. Value of participant loans	2016-12-31	$49,096
Total contributions received or receivable from employer(s)	2016-12-31	$70,000
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$21,256
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : DESERT EYE ASSOCIATES, LTD. RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$58,025
Expenses. Total of all expenses incurred	2015-12-31	$24,735
Benefits paid (including direct rollovers)	2015-12-31	$5,186
Total plan assets at end of year	2015-12-31	$6,851,321
Total plan assets at beginning of year	2015-12-31	$6,818,031
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$124,248
Assets. Value of loans (other than to participants)	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-176,223
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$33,290
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$6,851,321
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$6,818,031
Assets. Value of participant loans	2015-12-31	$887
Total contributions received or receivable from employer(s)	2015-12-31	$110,000
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$19,549
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : DESERT EYE ASSOCIATES, LTD. RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$1,177,274
Expenses. Total of all expenses incurred	2014-12-31	$51,540
Benefits paid (including direct rollovers)	2014-12-31	$32,572
Total plan assets at end of year	2014-12-31	$6,818,031
Total plan assets at beginning of year	2014-12-31	$5,692,297
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$115,205
Assets. Value of loans (other than to participants)	2014-12-31	$65,307
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$680,085
Other income received	2014-12-31	$221,984
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$1,125,734
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$6,818,031
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,692,297
Assets. Value of participant loans	2014-12-31	$2,198
Total contributions received or receivable from employer(s)	2014-12-31	$160,000
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$18,968
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : DESERT EYE ASSOCIATES, LTD. RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,196,623
Expenses. Total of all expenses incurred	2013-12-31	$281,400
Benefits paid (including direct rollovers)	2013-12-31	$262,405
Total plan assets at end of year	2013-12-31	$5,692,297
Total plan assets at beginning of year	2013-12-31	$4,777,074
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$45,031
Assets. Value of loans (other than to participants)	2013-12-31	$79,078
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$1,018,632
Net income (gross income less expenses)	2013-12-31	$915,223
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,692,297
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,777,074
Assets. Value of participant loans	2013-12-31	$3,454
Total contributions received or receivable from employer(s)	2013-12-31	$132,960
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$18,995
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : DESERT EYE ASSOCIATES, LTD. RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$781,402
Expenses. Total of all expenses incurred	2012-12-31	$63,617
Benefits paid (including direct rollovers)	2012-12-31	$49,219
Total plan assets at end of year	2012-12-31	$4,777,074
Total plan assets at beginning of year	2012-12-31	$4,059,289
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$60,088
Assets. Value of loans (other than to participants)	2012-12-31	$80,125
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$591,212
Net income (gross income less expenses)	2012-12-31	$717,785
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,777,074
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,059,289
Assets. Value of participant loans	2012-12-31	$8,850
Total contributions received or receivable from employer(s)	2012-12-31	$130,102
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$14,398

Form 5500 Responses for DESERT EYE ASSOCIATES, LTD. RETIREMENT PLAN

2016: DESERT EYE ASSOCIATES, LTD. RETIREMENT 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: DESERT EYE ASSOCIATES, LTD. RETIREMENT 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: DESERT EYE ASSOCIATES, LTD. RETIREMENT 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: DESERT EYE ASSOCIATES, LTD. RETIREMENT 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
2012: DESERT EYE ASSOCIATES, LTD. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DESERT EYE ASSOCIATES, LTD.
Employer identification number (EIN):	860417686
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)