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JAMES R VITALE 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameJAMES R VITALE 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

JAMES R VITALE 401(K) PROFIT SHARING PLAN & TRUST Benefits

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

401k Sponsoring company profile

JAMES R. VITALE, O.D. has sponsored the creation of one or more 401k plans.

Company Name:JAMES R. VITALE, O.D.
Employer identification number (EIN):020342078
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES R VITALE 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ELIZABETH VITALE2024-05-20
0012022-01-01JAMES R. VITALE2023-06-01
0012021-01-01BETTY VITALE2022-06-07
0012020-01-01JAMES R. VITALE, OD2021-05-04
0012019-01-01ELIZABETH VITALE2020-05-21
0012018-01-01ELIZABETH VITALE2019-06-18
0012017-01-01ELIZABETH VITALE2018-06-28
0012016-01-01ELIZABETH VITALE
0012015-01-01THOMAS FECTEAU2016-05-23
0012014-01-01MADELINE D. GRANT
0012013-01-01
0012012-01-01MADELINE GRANT
0012011-01-01MADELINE GRANT
0012010-01-01MADELINE GRANT
0012009-01-01MADELINE GRANT

Financial Data on JAMES R VITALE 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2024 : JAMES R VITALE 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-200
Total liabilities as of the end of the plan year2024-05-200
Total liabilities as of the beginning of the plan year2024-05-200
Total expenses incurred by plan in this plan year2024-05-20673014
Net assets as of the end of the plan year2024-05-20233677
Total assets as of the beginning of the plan year2024-05-20767081
Value of plan covered by a fidelity bond2024-05-2076708
Participant contributions to plan in this plan year2024-05-2030203
Other expenses paid from plan in this plan year2024-05-200
Other contributions to plan in this plan year2024-05-200
Other income to plan in this plan year2024-05-2096656
Plan net income in this plan year2024-05-20-533404
Net assets as of the end of the plan year2024-05-20233677
Net assets as of the beginning of the plan year2024-05-20767081
Employer contributions to plan in this plan year2024-05-2012751
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-208451
2022 : JAMES R VITALE 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-070
Total liabilities as of the end of the plan year2022-06-070
Total liabilities as of the beginning of the plan year2022-06-070
Total expenses incurred by plan in this plan year2022-06-078323
Net assets as of the end of the plan year2022-06-07872222
Total assets as of the beginning of the plan year2022-06-07732396
Value of plan covered by a fidelity bond2022-06-0773240
Participant contributions to plan in this plan year2022-06-0735335
Other expenses paid from plan in this plan year2022-06-070
Other contributions to plan in this plan year2022-06-070
Other income to plan in this plan year2022-06-0798655
Plan net income in this plan year2022-06-07139826
Net assets as of the end of the plan year2022-06-07872222
Net assets as of the beginning of the plan year2022-06-07732396
Employer contributions to plan in this plan year2022-06-0714159
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-078323
2016 : JAMES R VITALE 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$54,764
Expenses. Total of all expenses incurred2016-12-31$95,510
Benefits paid (including direct rollovers)2016-12-31$91,586
Total plan assets at end of year2016-12-31$346,242
Total plan assets at beginning of year2016-12-31$386,988
Value of fidelity bond covering the plan2016-12-31$20,000
Total contributions received or receivable from participants2016-12-31$26,674
Expenses. Other expenses not covered elsewhere2016-12-31$0
Other income received2016-12-31$16,454
Net income (gross income less expenses)2016-12-31$-40,746
Net plan assets at end of year (total assets less liabilities)2016-12-31$346,242
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$386,988
Total contributions received or receivable from employer(s)2016-12-31$11,636
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$3,924
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
2014 : JAMES R VITALE 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$56,534
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$351,920
Total plan assets at beginning of year2014-12-31$295,386
Value of fidelity bond covering the plan2014-12-31$30,000
Total contributions received or receivable from participants2014-12-31$31,930
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$13,717
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$56,534
Net plan assets at end of year (total assets less liabilities)2014-12-31$351,920
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$295,386
Total contributions received or receivable from employer(s)2014-12-31$10,887
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : JAMES R VITALE 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$79,477
Expenses. Total of all expenses incurred2013-12-31$1,004
Benefits paid (including direct rollovers)2013-12-31$1,004
Total plan assets at end of year2013-12-31$295,386
Total plan assets at beginning of year2013-12-31$216,913
Value of fidelity bond covering the plan2013-12-31$30,000
Total contributions received or receivable from participants2013-12-31$30,250
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$39,143
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$78,473
Net plan assets at end of year (total assets less liabilities)2013-12-31$295,386
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$216,913
Total contributions received or receivable from employer(s)2013-12-31$10,084
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : JAMES R VITALE 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$59,340
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$216,913
Total plan assets at beginning of year2012-12-31$157,573
Total contributions received or receivable from participants2012-12-31$29,199
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$20,394
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$59,340
Net plan assets at end of year (total assets less liabilities)2012-12-31$216,913
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$157,573
Total contributions received or receivable from employer(s)2012-12-31$9,747
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : JAMES R VITALE 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$36,012
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$157,573
Total plan assets at beginning of year2011-12-31$121,561
Total contributions received or receivable from participants2011-12-31$35,881
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-9,055
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$36,012
Net plan assets at end of year (total assets less liabilities)2011-12-31$157,573
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$121,561
Total contributions received or receivable from employer(s)2011-12-31$9,186
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : JAMES R VITALE 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$53,491
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$121,561
Total plan assets at beginning of year2010-12-31$68,070
Total contributions received or receivable from participants2010-12-31$34,978
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$12,153
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$53,491
Net plan assets at end of year (total assets less liabilities)2010-12-31$121,561
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$68,070
Total contributions received or receivable from employer(s)2010-12-31$6,360
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for JAMES R VITALE 401(K) PROFIT SHARING PLAN & TRUST

2016: JAMES R VITALE 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2014: JAMES R VITALE 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JAMES R VITALE 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JAMES R VITALE 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JAMES R VITALE 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JAMES R VITALE 401(K) PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JAMES R VITALE 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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