Fidelity bond in place
Yes
Filing416 N. Bedford Drive, Ste. 300Beverly Hills, CA 90210-4309
Beverly Hills Institute of Ophthalmology Profit Sharing Plan
Beverly Hills Institute of Ophthalmology • EIN 95-3629192 • Beverly Hills, CA • Plan year 2006
Filing Insights
Participants
Down16 → 15
-1 • -6.25%
Assets
Up$3,800,184 → $4,271,560
$471,376 • 12.40%
Investment Management Fee
-
Admin expenses - • Total expenses $41,084
Filing Details
Context- Net investment result
- $476,583
- Pension payor EIN
- 95-4136185
Status Flags
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 31 | $14,783,343 | $47,218 | $1,523iApproximate average salary by contribution assumption: employee only about $38,079 at 4% or $25,386 at 6%; with 50% employer match about $25,386 at 4% or $16,924 at 6%; with 100% employer match about $19,040 at 4% or $12,693 at 6%. |
| Beverly Hills Institute of Ophthalmology Profit Sharing Plan | - | 31 | $14,783,343 | $47,218 | $1,523iApproximate average salary by contribution assumption: employee only about $38,079 at 4% or $25,386 at 6%; with 50% employer match about $25,386 at 4% or $16,924 at 6%; with 100% employer match about $19,040 at 4% or $12,693 at 6%. |
| 2023 | 1 | 31 | $13,254,056 | $47,310 | $1,526iApproximate average salary by contribution assumption: employee only about $38,153 at 4% or $25,435 at 6%; with 50% employer match about $25,435 at 4% or $16,957 at 6%; with 100% employer match about $19,077 at 4% or $12,718 at 6%. |
| Beverly Hills Institute of Ophthalmology Profit Sharing Plan | - | 31 | $13,254,056 | $47,310 | $1,526iApproximate average salary by contribution assumption: employee only about $38,153 at 4% or $25,435 at 6%; with 50% employer match about $25,435 at 4% or $16,957 at 6%; with 100% employer match about $19,077 at 4% or $12,718 at 6%. |
| 2022 | 1 | 30 | $11,200,375 | $48,497 | $1,617iApproximate average salary by contribution assumption: employee only about $40,414 at 4% or $26,943 at 6%; with 50% employer match about $26,943 at 4% or $17,962 at 6%; with 100% employer match about $20,207 at 4% or $13,471 at 6%. |
| Beverly Hills Institute of Ophthalmology Profit Sharing Plan | - | 30 | $11,200,375 | $48,497 | $1,617iApproximate average salary by contribution assumption: employee only about $40,414 at 4% or $26,943 at 6%; with 50% employer match about $26,943 at 4% or $17,962 at 6%; with 100% employer match about $20,207 at 4% or $13,471 at 6%. |
| 2021 | 1 | 30 | $12,310,427 | $46,830 | $1,561iApproximate average salary by contribution assumption: employee only about $39,025 at 4% or $26,017 at 6%; with 50% employer match about $26,017 at 4% or $17,344 at 6%; with 100% employer match about $19,513 at 4% or $13,008 at 6%. |
| Beverly Hills Institute of Ophthalmology Profit Sharing Plan | - | 30 | $12,310,427 | $46,830 | $1,561iApproximate average salary by contribution assumption: employee only about $39,025 at 4% or $26,017 at 6%; with 50% employer match about $26,017 at 4% or $17,344 at 6%; with 100% employer match about $19,513 at 4% or $13,008 at 6%. |
| 2017 | 1 | 24 | $8,961,062 | $157,927 | $6,580iApproximate average salary by contribution assumption: employee only about $164,507 at 4% or $109,672 at 6%; with 50% employer match about $109,672 at 4% or $73,114 at 6%; with 100% employer match about $82,254 at 4% or $54,836 at 6%. |
| Beverly Hills Institute of Ophthalmology Profit Sharing Plan | - | 24 | $8,961,062 | $157,927 | $6,580iApproximate average salary by contribution assumption: employee only about $164,507 at 4% or $109,672 at 6%; with 50% employer match about $109,672 at 4% or $73,114 at 6%; with 100% employer match about $82,254 at 4% or $54,836 at 6%. |
| 2016 | 1 | 25 | $7,909,373 | $156,853 | $6,274iApproximate average salary by contribution assumption: employee only about $156,853 at 4% or $104,569 at 6%; with 50% employer match about $104,569 at 4% or $69,712 at 6%; with 100% employer match about $78,427 at 4% or $52,284 at 6%. |
| Beverly Hills Institute of Ophthalmology Profit Sharing Plan | - | 25 | $7,909,373 | $156,853 | $6,274iApproximate average salary by contribution assumption: employee only about $156,853 at 4% or $104,569 at 6%; with 50% employer match about $104,569 at 4% or $69,712 at 6%; with 100% employer match about $78,427 at 4% or $52,284 at 6%. |
| 2015 | 1 | 24 | $7,232,064 | $199,429 | $8,310iApproximate average salary by contribution assumption: employee only about $207,739 at 4% or $138,492 at 6%; with 50% employer match about $138,492 at 4% or $92,328 at 6%; with 100% employer match about $103,869 at 4% or $69,246 at 6%. |
| Beverly Hills Institute of Ophthalmology Profit Sharing Plan | - | 24 | $7,232,064 | $199,429 | $8,310iApproximate average salary by contribution assumption: employee only about $207,739 at 4% or $138,492 at 6%; with 50% employer match about $138,492 at 4% or $92,328 at 6%; with 100% employer match about $103,869 at 4% or $69,246 at 6%. |
| 2014 | 1 | 21 | $7,646,003 | $156,473 | $7,451iApproximate average salary by contribution assumption: employee only about $186,277 at 4% or $124,185 at 6%; with 50% employer match about $124,185 at 4% or $82,790 at 6%; with 100% employer match about $93,139 at 4% or $62,092 at 6%. |
| Beverly Hills Institute of Ophthalmology Profit Sharing Plan | - | 21 | $7,646,003 | $156,473 | $7,451iApproximate average salary by contribution assumption: employee only about $186,277 at 4% or $124,185 at 6%; with 50% employer match about $124,185 at 4% or $82,790 at 6%; with 100% employer match about $93,139 at 4% or $62,092 at 6%. |
| 2013 | 1 | 16 | $7,068,965 | $145,490 | $9,093iApproximate average salary by contribution assumption: employee only about $227,328 at 4% or $151,552 at 6%; with 50% employer match about $151,552 at 4% or $101,035 at 6%; with 100% employer match about $113,664 at 4% or $75,776 at 6%. |
| Beverly Hills Institute of Ophthalmology Profit Sharing Plan | - | 16 | $7,068,965 | $145,490 | $9,093iApproximate average salary by contribution assumption: employee only about $227,328 at 4% or $151,552 at 6%; with 50% employer match about $151,552 at 4% or $101,035 at 6%; with 100% employer match about $113,664 at 4% or $75,776 at 6%. |
| 2012 | 1 | 22 | $6,208,867 | $137,367 | $6,244iApproximate average salary by contribution assumption: employee only about $156,099 at 4% or $104,066 at 6%; with 50% employer match about $104,066 at 4% or $69,377 at 6%; with 100% employer match about $78,049 at 4% or $52,033 at 6%. |
| Beverly Hills Institute of Ophthalmology Profit Sharing Plan | - | 22 | $6,208,867 | $137,367 | $6,244iApproximate average salary by contribution assumption: employee only about $156,099 at 4% or $104,066 at 6%; with 50% employer match about $104,066 at 4% or $69,377 at 6%; with 100% employer match about $78,049 at 4% or $52,033 at 6%. |
| 2011 | 1 | 20 | $5,776,288 | $130,829 | $6,541iApproximate average salary by contribution assumption: employee only about $163,536 at 4% or $109,024 at 6%; with 50% employer match about $109,024 at 4% or $72,683 at 6%; with 100% employer match about $81,768 at 4% or $54,512 at 6%. |
| Beverly Hills Institute of Ophthalmology Profit Sharing Plan | - | 20 | $5,776,288 | $130,829 | $6,541iApproximate average salary by contribution assumption: employee only about $163,536 at 4% or $109,024 at 6%; with 50% employer match about $109,024 at 4% or $72,683 at 6%; with 100% employer match about $81,768 at 4% or $54,512 at 6%. |
| 2010 | 1 | 19 | $5,386,845 | $126,293 | $6,647iApproximate average salary by contribution assumption: employee only about $166,175 at 4% or $110,783 at 6%; with 50% employer match about $110,783 at 4% or $73,856 at 6%; with 100% employer match about $83,088 at 4% or $55,392 at 6%. |
| Beverly Hills Institute of Ophthalmology Profit Sharing Plan | - | 19 | $5,386,845 | $126,293 | $6,647iApproximate average salary by contribution assumption: employee only about $166,175 at 4% or $110,783 at 6%; with 50% employer match about $110,783 at 4% or $73,856 at 6%; with 100% employer match about $83,088 at 4% or $55,392 at 6%. |
| 2009 | 1 | 19 | $4,706,815 | $129,008 | $6,790iApproximate average salary by contribution assumption: employee only about $169,747 at 4% or $113,165 at 6%; with 50% employer match about $113,165 at 4% or $75,443 at 6%; with 100% employer match about $84,874 at 4% or $56,582 at 6%. |
| Beverly Hills Institute of Ophthalmology Profit Sharing Plan | - | 19 | $4,706,815 | $129,008 | $6,790iApproximate average salary by contribution assumption: employee only about $169,747 at 4% or $113,165 at 6%; with 50% employer match about $113,165 at 4% or $75,443 at 6%; with 100% employer match about $84,874 at 4% or $56,582 at 6%. |
| 2008 | 1 | 16 | $0 | $0 | - |
| Beverly Hills Institute of Ophthalmology Profit Sharing Plan | - | 16 | - | - | - |
| 2007 | 1 | 14 | $0 | $0 | - |
| Beverly Hills Institute of Ophthalmology Profit Sharing Plan | - | 14 | - | - | - |
| 2006 | 1 | 15 | $4,271,560 | $120,597 | $8,040iApproximate average salary by contribution assumption: employee only about $200,995 at 4% or $133,997 at 6%; with 50% employer match about $133,997 at 4% or $89,331 at 6%; with 100% employer match about $100,498 at 4% or $66,998 at 6%. |
| Beverly Hills Institute of Ophthalmology Profit Sharing Plan | Current | 15 | $4,271,560 | $120,597 | $8,040iApproximate average salary by contribution assumption: employee only about $200,995 at 4% or $133,997 at 6%; with 50% employer match about $133,997 at 4% or $89,331 at 6%; with 100% employer match about $100,498 at 4% or $66,998 at 6%. |
| 2005 | 1 | 11 | $3,794,977 | $102,718 | $9,338iApproximate average salary by contribution assumption: employee only about $233,450 at 4% or $155,633 at 6%; with 50% employer match about $155,633 at 4% or $103,756 at 6%; with 100% employer match about $116,725 at 4% or $77,817 at 6%. |
| Beverly Hills Institute of Ophthalmology Profit Sharing Plan | - | 11 | $3,794,977 | $102,718 | $9,338iApproximate average salary by contribution assumption: employee only about $233,450 at 4% or $155,633 at 6%; with 50% employer match about $155,633 at 4% or $103,756 at 6%; with 100% employer match about $116,725 at 4% or $77,817 at 6%. |
| 2004 | 1 | 13 | $3,466,563 | $109,575 | $8,429iApproximate average salary by contribution assumption: employee only about $210,721 at 4% or $140,481 at 6%; with 50% employer match about $140,481 at 4% or $93,654 at 6%; with 100% employer match about $105,361 at 4% or $70,240 at 6%. |
| Beverly Hills Institute of Ophthalmology Profit Sharing Plan | - | 13 | $3,466,563 | $109,575 | $8,429iApproximate average salary by contribution assumption: employee only about $210,721 at 4% or $140,481 at 6%; with 50% employer match about $140,481 at 4% or $93,654 at 6%; with 100% employer match about $105,361 at 4% or $70,240 at 6%. |
| 2003 | 1 | 13 | $0 | $0 | - |
| Beverly Hills Institute of Ophthalmology Profit Sharing Plan | - | 13 | - | - | - |
| 2002 | 1 | 10 | $0 | $0 | - |
| Beverly Hills Institute of Ophthalmology Profit Sharing Plan | - | 10 | - | - | - |
| 2001 | 1 | 13 | $0 | $0 | - |
| Beverly Hills Institute of Ophthalmology Profit Sharing Plan | - | 13 | - | - | - |
| 2000 | 1 | 8 | $0 | $0 | - |
| Beverly Hills Institute of Ophthalmology Profit Sharing Plan | - | 8 | - | - | - |
| 1999 | 1 | 9 | $2,344,284 | $40,338 | $4,482iApproximate average salary by contribution assumption: employee only about $112,050 at 4% or $74,700 at 6%; with 50% employer match about $74,700 at 4% or $49,800 at 6%; with 100% employer match about $56,025 at 4% or $37,350 at 6%. |
| Beverly Hills Institute of Ophthalmology Profit Sharing Plan | - | 9 | $2,344,284 | $40,338 | $4,482iApproximate average salary by contribution assumption: employee only about $112,050 at 4% or $74,700 at 6%; with 50% employer match about $74,700 at 4% or $49,800 at 6%; with 100% employer match about $56,025 at 4% or $37,350 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$4,271,560$471,376 change
Balance Sheet
Beginning and end of plan year.
Total assets$3,800,184$4,271,560Increase +$471,376 (12.40%)
Total liabilities$5,207$0Decrease -$5,207 (-100.00%)
Net assets$3,794,977$4,271,560Increase +$476,583 (12.56%)
Contributions
Employer contributions$120,597
Participant contributions$0
Other contributions$0
Income & Expenses
Total income$517,667
Total expenses$41,084
Net income$476,583
Source fields
- Schedule I source fields
- Filing Id
- 84037003473308
- Schedule I EIN
- 95-3629192
- Schedule I Plan Num
- 002
- Schedule I Plan Year Begin Date
- 2006-03-01
- Schedule I Tax Period
- 20070228
- Small plan total assets at beginning of year
- $3,800,184
- Small plan total liabilities at beginning of year
- $5,207
- Small plan net assets at beginning of year
- $3,794,977
- Small plan total assets at end of year
- $4,271,560
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $4,271,560
- Small plan employer contributions
- $120,597
- Small plan participant contributions
- $0
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $397,070
- Small plan total income
- $517,667
- Small plan total benefit distributions
- $2,499
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $38,585
- Small plan total expenses
- $41,084
- Small plan net income or loss
- $476,583
- Small Total Plan Transfers Amount
- $0
- Small Joint Venture End of year Indicator
- Yes
- Small Joint Venture End of year Amount
- $3,690
- Small Employer Prop End of year Indicator
- No
- Small Employer Prop End of year Amount
- $0
- Small Investment Real Est End of year I
- 1
- Small Investment Real Est End of year A
- 34999
- 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
- $500,000
- 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
Schedule R
Schedule R Pension Information
Retirement plan characteristics
Testing, payor, opinion-letter, and transfer information reported with the filing.
Pension & Payor
Payor EIN95-4136185
Transfers
Distributed property value$0
Schedule R source fields
- Payor 95-4136185
- Filing Id
- 84037003473308
- Schedule R EIN
- 95-3629192
- Schedule R Plan number
- 002
- Schedule R Plan Year Begin Date
- 2006-03-01
- Schedule R Tax Period
- 20070228
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 95-4136185
- Pension Bnft Distribution Sngl Sum Count
- 0
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0
- Pension Satisfy Cover Basis Code
- 2