Civic Intelligence
Filing

Conner-Smith Eye Center PC. 401(K) Profit Sharing Plan

Conner-Smith Eye Center PC. • EIN 35-1655751 • Seymour, IN • Plan year 2001

Company ProfileSource Archive
707 W. Tipton StreetSeymour, IN 47274
Filing Insights

Participants

Down

14 → 11

-3 • -21.43%

Assets

Up

$1,290,396 → $1,395,248

$104,852 • 8.13%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$104,852

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025117$1,697,586$117,965$6,939iApproximate average salary by contribution assumption: employee only about $173,478 at 4% or $115,652 at 6%; with 50% employer match about $115,652 at 4% or $77,101 at 6%; with 100% employer match about $86,739 at 4% or $57,826 at 6%.
Conner-Smith Eye Center PC. 401(K) Profit Sharing Plan-17$1,697,586$117,965$6,939iApproximate average salary by contribution assumption: employee only about $173,478 at 4% or $115,652 at 6%; with 50% employer match about $115,652 at 4% or $77,101 at 6%; with 100% employer match about $86,739 at 4% or $57,826 at 6%.
2024122$1,562,589$180,027$8,183iApproximate average salary by contribution assumption: employee only about $204,576 at 4% or $136,384 at 6%; with 50% employer match about $136,384 at 4% or $90,923 at 6%; with 100% employer match about $102,288 at 4% or $68,192 at 6%.
Conner-Smith Eye Center PC. 401(K) Profit Sharing Plan-22$1,562,589$180,027$8,183iApproximate average salary by contribution assumption: employee only about $204,576 at 4% or $136,384 at 6%; with 50% employer match about $136,384 at 4% or $90,923 at 6%; with 100% employer match about $102,288 at 4% or $68,192 at 6%.
2023120$2,205,030$189,810$9,491iApproximate average salary by contribution assumption: employee only about $237,263 at 4% or $158,175 at 6%; with 50% employer match about $158,175 at 4% or $105,450 at 6%; with 100% employer match about $118,631 at 4% or $79,088 at 6%.
Conner-Smith Eye Center PC. 401(K) Profit Sharing Plan-20$2,205,030$189,810$9,491iApproximate average salary by contribution assumption: employee only about $237,263 at 4% or $158,175 at 6%; with 50% employer match about $158,175 at 4% or $105,450 at 6%; with 100% employer match about $118,631 at 4% or $79,088 at 6%.
2022121$1,733,341$207,286$9,871iApproximate average salary by contribution assumption: employee only about $246,769 at 4% or $164,513 at 6%; with 50% employer match about $164,513 at 4% or $109,675 at 6%; with 100% employer match about $123,385 at 4% or $82,256 at 6%.
Conner-Smith Eye Center PC. 401(K) Profit Sharing Plan-21$1,733,341$207,286$9,871iApproximate average salary by contribution assumption: employee only about $246,769 at 4% or $164,513 at 6%; with 50% employer match about $164,513 at 4% or $109,675 at 6%; with 100% employer match about $123,385 at 4% or $82,256 at 6%.
2021122$2,075,177$188,894$8,586iApproximate average salary by contribution assumption: employee only about $214,652 at 4% or $143,102 at 6%; with 50% employer match about $143,102 at 4% or $95,401 at 6%; with 100% employer match about $107,326 at 4% or $71,551 at 6%.
Conner-Smith Eye Center PC. 401(K) Profit Sharing Plan-22$2,075,177$188,894$8,586iApproximate average salary by contribution assumption: employee only about $214,652 at 4% or $143,102 at 6%; with 50% employer match about $143,102 at 4% or $95,401 at 6%; with 100% employer match about $107,326 at 4% or $71,551 at 6%.
2020121$1,702,614$173,114$8,244iApproximate average salary by contribution assumption: employee only about $206,088 at 4% or $137,392 at 6%; with 50% employer match about $137,392 at 4% or $91,595 at 6%; with 100% employer match about $103,044 at 4% or $68,696 at 6%.
Conner-Smith Eye Center PC. 401(K) Profit Sharing Plan-21$1,702,614$173,114$8,244iApproximate average salary by contribution assumption: employee only about $206,088 at 4% or $137,392 at 6%; with 50% employer match about $137,392 at 4% or $91,595 at 6%; with 100% employer match about $103,044 at 4% or $68,696 at 6%.
2019118$2,259,930$133,072$7,393iApproximate average salary by contribution assumption: employee only about $184,822 at 4% or $123,215 at 6%; with 50% employer match about $123,215 at 4% or $82,143 at 6%; with 100% employer match about $92,411 at 4% or $61,607 at 6%.
Conner-Smith Eye Center PC. 401(K) Profit Sharing Plan-18$2,259,930$133,072$7,393iApproximate average salary by contribution assumption: employee only about $184,822 at 4% or $123,215 at 6%; with 50% employer match about $123,215 at 4% or $82,143 at 6%; with 100% employer match about $92,411 at 4% or $61,607 at 6%.
2018119$1,815,724$94,295$4,963iApproximate average salary by contribution assumption: employee only about $124,072 at 4% or $82,715 at 6%; with 50% employer match about $82,715 at 4% or $55,143 at 6%; with 100% employer match about $62,036 at 4% or $41,357 at 6%.
Conner-Smith Eye Center PC. 401(K) Profit Sharing Plan-19$1,815,724$94,295$4,963iApproximate average salary by contribution assumption: employee only about $124,072 at 4% or $82,715 at 6%; with 50% employer match about $82,715 at 4% or $55,143 at 6%; with 100% employer match about $62,036 at 4% or $41,357 at 6%.
2017119$2,266,234$55,112$2,901iApproximate average salary by contribution assumption: employee only about $72,516 at 4% or $48,344 at 6%; with 50% employer match about $48,344 at 4% or $32,229 at 6%; with 100% employer match about $36,258 at 4% or $24,172 at 6%.
Conner-Smith Eye Center PC. 401(K) Profit Sharing Plan-19$2,266,234$55,112$2,901iApproximate average salary by contribution assumption: employee only about $72,516 at 4% or $48,344 at 6%; with 50% employer match about $48,344 at 4% or $32,229 at 6%; with 100% employer match about $36,258 at 4% or $24,172 at 6%.
2016124$2,028,113$57,273$2,386iApproximate average salary by contribution assumption: employee only about $59,659 at 4% or $39,773 at 6%; with 50% employer match about $39,773 at 4% or $26,515 at 6%; with 100% employer match about $29,830 at 4% or $19,886 at 6%.
Conner-Smith Eye Center PC. 401(K) Profit Sharing Plan-24$2,028,113$57,273$2,386iApproximate average salary by contribution assumption: employee only about $59,659 at 4% or $39,773 at 6%; with 50% employer match about $39,773 at 4% or $26,515 at 6%; with 100% employer match about $29,830 at 4% or $19,886 at 6%.
2015124$1,943,035$60,519$2,522iApproximate average salary by contribution assumption: employee only about $63,041 at 4% or $42,027 at 6%; with 50% employer match about $42,027 at 4% or $28,018 at 6%; with 100% employer match about $31,520 at 4% or $21,014 at 6%.
Conner-Smith Eye Center PC. 401(K) Profit Sharing Plan-24$1,943,035$60,519$2,522iApproximate average salary by contribution assumption: employee only about $63,041 at 4% or $42,027 at 6%; with 50% employer match about $42,027 at 4% or $28,018 at 6%; with 100% employer match about $31,520 at 4% or $21,014 at 6%.
2014125$2,176,517$83,191$3,328iApproximate average salary by contribution assumption: employee only about $83,191 at 4% or $55,461 at 6%; with 50% employer match about $55,461 at 4% or $36,974 at 6%; with 100% employer match about $41,596 at 4% or $27,730 at 6%.
Conner-Smith Eye Center PC. 401(K) Profit Sharing Plan-25$2,176,517$83,191$3,328iApproximate average salary by contribution assumption: employee only about $83,191 at 4% or $55,461 at 6%; with 50% employer match about $55,461 at 4% or $36,974 at 6%; with 100% employer match about $41,596 at 4% or $27,730 at 6%.
2013124$4,551,066$150,352$6,265iApproximate average salary by contribution assumption: employee only about $156,617 at 4% or $104,411 at 6%; with 50% employer match about $104,411 at 4% or $69,607 at 6%; with 100% employer match about $78,308 at 4% or $52,206 at 6%.
Conner-Smith Eye Center PC. 401(K) Profit Sharing Plan-24$4,551,066$150,352$6,265iApproximate average salary by contribution assumption: employee only about $156,617 at 4% or $104,411 at 6%; with 50% employer match about $104,411 at 4% or $69,607 at 6%; with 100% employer match about $78,308 at 4% or $52,206 at 6%.
2012123$3,954,229$151,826$6,601iApproximate average salary by contribution assumption: employee only about $165,028 at 4% or $110,019 at 6%; with 50% employer match about $110,019 at 4% or $73,346 at 6%; with 100% employer match about $82,514 at 4% or $55,009 at 6%.
Conner-Smith Eye Center PC. 401(K) Profit Sharing Plan-23$3,954,229$151,826$6,601iApproximate average salary by contribution assumption: employee only about $165,028 at 4% or $110,019 at 6%; with 50% employer match about $110,019 at 4% or $73,346 at 6%; with 100% employer match about $82,514 at 4% or $55,009 at 6%.
2011123$3,523,005$151,283$6,578iApproximate average salary by contribution assumption: employee only about $164,438 at 4% or $109,625 at 6%; with 50% employer match about $109,625 at 4% or $73,084 at 6%; with 100% employer match about $82,219 at 4% or $54,813 at 6%.
Conner-Smith Eye Center PC. 401(K) Profit Sharing Plan-23$3,523,005$151,283$6,578iApproximate average salary by contribution assumption: employee only about $164,438 at 4% or $109,625 at 6%; with 50% employer match about $109,625 at 4% or $73,084 at 6%; with 100% employer match about $82,219 at 4% or $54,813 at 6%.
2010121$3,284,157$144,198$6,867iApproximate average salary by contribution assumption: employee only about $171,664 at 4% or $114,443 at 6%; with 50% employer match about $114,443 at 4% or $76,295 at 6%; with 100% employer match about $85,832 at 4% or $57,221 at 6%.
Conner-Smith Eye Center PC. 401(K) Profit Sharing Plan-21$3,284,157$144,198$6,867iApproximate average salary by contribution assumption: employee only about $171,664 at 4% or $114,443 at 6%; with 50% employer match about $114,443 at 4% or $76,295 at 6%; with 100% employer match about $85,832 at 4% or $57,221 at 6%.
2009119$2,913,961$137,818$7,254iApproximate average salary by contribution assumption: employee only about $181,339 at 4% or $120,893 at 6%; with 50% employer match about $120,893 at 4% or $80,595 at 6%; with 100% employer match about $90,670 at 4% or $60,446 at 6%.
Conner-Smith Eye Center PC. 401(K) Profit Sharing Plan-19$2,913,961$137,818$7,254iApproximate average salary by contribution assumption: employee only about $181,339 at 4% or $120,893 at 6%; with 50% employer match about $120,893 at 4% or $80,595 at 6%; with 100% employer match about $90,670 at 4% or $60,446 at 6%.
2008114$2,472,157$126,909$9,065iApproximate average salary by contribution assumption: employee only about $226,623 at 4% or $151,082 at 6%; with 50% employer match about $151,082 at 4% or $100,721 at 6%; with 100% employer match about $113,312 at 4% or $75,541 at 6%.
Conner-Smith Eye Center PC. 401(K) Profit Sharing Plan-14$2,472,157$126,909$9,065iApproximate average salary by contribution assumption: employee only about $226,623 at 4% or $151,082 at 6%; with 50% employer match about $151,082 at 4% or $100,721 at 6%; with 100% employer match about $113,312 at 4% or $75,541 at 6%.
2007113$0$0-
Conner-Smith Eye Center PC. 401(K) Profit Sharing Plan-13---
2006113$2,353,776$122,287$9,407iApproximate average salary by contribution assumption: employee only about $235,167 at 4% or $156,778 at 6%; with 50% employer match about $156,778 at 4% or $104,519 at 6%; with 100% employer match about $117,584 at 4% or $78,389 at 6%.
Conner-Smith Eye Center PC. 401(K) Profit Sharing Plan-13$2,353,776$122,287$9,407iApproximate average salary by contribution assumption: employee only about $235,167 at 4% or $156,778 at 6%; with 50% employer match about $156,778 at 4% or $104,519 at 6%; with 100% employer match about $117,584 at 4% or $78,389 at 6%.
2005112$2,076,905$103,244$8,604iApproximate average salary by contribution assumption: employee only about $215,092 at 4% or $143,394 at 6%; with 50% employer match about $143,394 at 4% or $95,596 at 6%; with 100% employer match about $107,546 at 4% or $71,697 at 6%.
Conner-Smith Eye Center PC. 401(K) Profit Sharing Plan-12$2,076,905$103,244$8,604iApproximate average salary by contribution assumption: employee only about $215,092 at 4% or $143,394 at 6%; with 50% employer match about $143,394 at 4% or $95,596 at 6%; with 100% employer match about $107,546 at 4% or $71,697 at 6%.
2004114$1,930,167$124,256$8,875iApproximate average salary by contribution assumption: employee only about $221,886 at 4% or $147,924 at 6%; with 50% employer match about $147,924 at 4% or $98,616 at 6%; with 100% employer match about $110,943 at 4% or $73,962 at 6%.
Conner-Smith Eye Center PC. 401(K) Profit Sharing Plan-14$1,930,167$124,256$8,875iApproximate average salary by contribution assumption: employee only about $221,886 at 4% or $147,924 at 6%; with 50% employer match about $147,924 at 4% or $98,616 at 6%; with 100% employer match about $110,943 at 4% or $73,962 at 6%.
2003114$1,664,740$107,720$7,694iApproximate average salary by contribution assumption: employee only about $192,357 at 4% or $128,238 at 6%; with 50% employer match about $128,238 at 4% or $85,492 at 6%; with 100% employer match about $96,179 at 4% or $64,119 at 6%.
Conner-Smith Eye Center PC. 401(K) Profit Sharing Plan-14$1,664,740$107,720$7,694iApproximate average salary by contribution assumption: employee only about $192,357 at 4% or $128,238 at 6%; with 50% employer match about $128,238 at 4% or $85,492 at 6%; with 100% employer match about $96,179 at 4% or $64,119 at 6%.
2002113$1,388,542$102,786$7,907iApproximate average salary by contribution assumption: employee only about $197,665 at 4% or $131,777 at 6%; with 50% employer match about $131,777 at 4% or $87,851 at 6%; with 100% employer match about $98,833 at 4% or $65,888 at 6%.
Conner-Smith Eye Center PC. 401(K) Profit Sharing Plan-13$1,388,542$102,786$7,907iApproximate average salary by contribution assumption: employee only about $197,665 at 4% or $131,777 at 6%; with 50% employer match about $131,777 at 4% or $87,851 at 6%; with 100% employer match about $98,833 at 4% or $65,888 at 6%.
2001111$1,395,248$82,579$7,507iApproximate average salary by contribution assumption: employee only about $187,680 at 4% or $125,120 at 6%; with 50% employer match about $125,120 at 4% or $83,413 at 6%; with 100% employer match about $93,840 at 4% or $62,560 at 6%.
Conner-Smith Eye Center PC. 401(K) Profit Sharing PlanCurrent11$1,395,248$82,579$7,507iApproximate average salary by contribution assumption: employee only about $187,680 at 4% or $125,120 at 6%; with 50% employer match about $125,120 at 4% or $83,413 at 6%; with 100% employer match about $93,840 at 4% or $62,560 at 6%.
2000112$1,290,396$81,313$6,776iApproximate average salary by contribution assumption: employee only about $169,402 at 4% or $112,935 at 6%; with 50% employer match about $112,935 at 4% or $75,290 at 6%; with 100% employer match about $84,701 at 4% or $56,467 at 6%.
Conner-Smith Eye Center PC. 401(K) Profit Sharing Plan-12$1,290,396$81,313$6,776iApproximate average salary by contribution assumption: employee only about $169,402 at 4% or $112,935 at 6%; with 50% employer match about $112,935 at 4% or $75,290 at 6%; with 100% employer match about $84,701 at 4% or $56,467 at 6%.
1999110$1,114,905$73,150$7,315iApproximate average salary by contribution assumption: employee only about $182,875 at 4% or $121,917 at 6%; with 50% employer match about $121,917 at 4% or $81,278 at 6%; with 100% employer match about $91,438 at 4% or $60,958 at 6%.
Conner-Smith Eye Center PC. 401(K) Profit Sharing Plan-10$1,114,905$73,150$7,315iApproximate average salary by contribution assumption: employee only about $182,875 at 4% or $121,917 at 6%; with 50% employer match about $121,917 at 4% or $81,278 at 6%; with 100% employer match about $91,438 at 4% or $60,958 at 6%.
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$1,395,248$104,852 change

Balance Sheet

Beginning and end of plan year.

Total assets$1,290,396$1,395,248Increase +$104,852 (8.13%)
Total liabilities$0$0No change $0
Net assets$1,290,396$1,395,248Increase +$104,852 (8.13%)

Contributions

Employer contributions$54,975
Participant contributions$27,604
Other contributions$0

Income & Expenses

Total income$104,852
Total expenses$0
Net income$104,852
Source fields
Schedule I source fields
Filing Id
84037336347312
Schedule I EIN
35-1655751
Schedule I Plan Num
002
Schedule I Plan Year Begin Date
2001-01-01
Schedule I Tax Period
20011231
Small plan total assets at beginning of year
$1,290,396
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$1,290,396
Small plan total assets at end of year
$1,395,248
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$1,395,248
Small plan employer contributions
$54,975
Small plan participant contributions
$27,604
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$22,273
Small plan total income
$104,852
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$0
Small plan net income or loss
$104,852
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$150,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0