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THE OPTICAL SHOPPE, P.C. 401k Plan overview

Plan NameTHE OPTICAL SHOPPE, P.C.
Plan identification number 001

THE OPTICAL SHOPPE, P.C. 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

401k Sponsoring company profile

THE OPTICAL SHOPPE, P.C. has sponsored the creation of one or more 401k plans.

Company Name:THE OPTICAL SHOPPE, P.C.
Employer identification number (EIN):043156536
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE OPTICAL SHOPPE, P.C.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JAMY J SUGAR2015-07-27 JAMY J SUGAR2015-07-27
0012013-01-01JAMY J SUGAR2014-07-21 JAMY J SUGAR2014-07-21
0012012-01-01JAMY J SUGAR2013-07-10
0012011-01-01JAMY SUGAR2012-07-11
0012010-01-01JAMY SUGAR
0012009-01-01JAMY SUGAR

Plan Statistics for THE OPTICAL SHOPPE, P.C.

401k plan membership statisitcs for THE OPTICAL SHOPPE, P.C.

Measure Date Value
2010: THE OPTICAL SHOPPE, P.C. 2010 401k membership
Total participants, beginning-of-year2010-01-019
Total number of active participants reported on line 7a of the Form 55002010-01-017
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-017
Number of participants with account balances2010-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: THE OPTICAL SHOPPE, P.C. 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-019
Number of participants with account balances2009-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on THE OPTICAL SHOPPE, P.C.

Measure Date Value
2010 : THE OPTICAL SHOPPE, P.C. 2010 401k financial data
Total income from all sources2010-12-31$80,397
Expenses. Total of all expenses incurred2010-12-31$9,051
Benefits paid (including direct rollovers)2010-12-31$6,579
Total plan assets at end of year2010-12-31$287,538
Total plan assets at beginning of year2010-12-31$216,192
Value of fidelity bond covering the plan2010-12-31$30,000
Expenses. Other expenses not covered elsewhere2010-12-31$0
Other income received2010-12-31$26,317
Net income (gross income less expenses)2010-12-31$71,346
Net plan assets at end of year (total assets less liabilities)2010-12-31$287,538
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$216,192
Total contributions received or receivable from employer(s)2010-12-31$54,080
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,472

Form 5500 Responses for THE OPTICAL SHOPPE, P.C.

2010: THE OPTICAL SHOPPE, P.C. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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: THE OPTICAL SHOPPE, P.C. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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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