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L & D EYE ASSOCIATES 401(K) PLAN 401k Plan overview

Plan NameL & D EYE ASSOCIATES 401(K) PLAN
Plan identification number 001

L & D EYE ASSOCIATES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

L & D EYE ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:L & D EYE ASSOCIATES
Employer identification number (EIN):043334838
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan L & D EYE ASSOCIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JESSICA COLACONE2024-05-27
0012022-01-01JESSICA COLACONE2023-06-01
0012021-01-01JESSICA COLACONE2022-06-01
0012020-01-01JESSICA COLACONE2021-07-13
0012019-01-01ALAN LEAVITT2020-10-01
0012018-04-01ALAN LEAVITT2019-07-22

Plan Statistics for L & D EYE ASSOCIATES 401(K) PLAN

401k plan membership statisitcs for L & D EYE ASSOCIATES 401(K) PLAN

Measure Date Value
2025: L & D EYE ASSOCIATES 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-278
Total number of particpants at end of year2025-05-278
Number of Participants With Account Balances2025-05-276
2024: L & D EYE ASSOCIATES 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-278
Total number of particpants at end of year2024-05-278
Number of Participants With Account Balances2024-05-275
2022: L & D EYE ASSOCIATES 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-017
Total number of particpants at end of year2022-06-017
Number of Participants With Account Balances2022-06-015

Financial Data on L & D EYE ASSOCIATES 401(K) PLAN

Measure Date Value
2025 : L & D EYE ASSOCIATES 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-271540
Net assets as of the end of the plan year2025-05-27377790
Total assets as of the beginning of the plan year2025-05-27248122
Value of plan covered by a fidelity bond2025-05-2725000
Participant contributions to plan in this plan year2025-05-2785247
Value of participant loans at end of plan year2025-05-270
Other income to plan in this plan year2025-05-2732219
Plan net income in this plan year2025-05-27129668
Net assets as of the end of the plan year2025-05-27377790
Net assets as of the beginning of the plan year2025-05-27248122
Employer contributions to plan in this plan year2025-05-2713742
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-271377
2024 : L & D EYE ASSOCIATES 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-273778
Net assets as of the end of the plan year2024-05-27248122
Total assets as of the beginning of the plan year2024-05-27153356
Value of plan covered by a fidelity bond2024-05-2716000
Participant contributions to plan in this plan year2024-05-2758704
Value of participant loans at end of plan year2024-05-270
Other income to plan in this plan year2024-05-2727602
Plan net income in this plan year2024-05-2794766
Net assets as of the end of the plan year2024-05-27248122
Net assets as of the beginning of the plan year2024-05-27153356
Employer contributions to plan in this plan year2024-05-2712238
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-27842
2022 : L & D EYE ASSOCIATES 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-01315
Net assets as of the end of the plan year2022-06-01103844
Total assets as of the beginning of the plan year2022-06-0150440
Value of plan covered by a fidelity bond2022-06-016000
Participant contributions to plan in this plan year2022-06-0131661
Other income to plan in this plan year2022-06-0111740
Plan net income in this plan year2022-06-0153404
Net assets as of the end of the plan year2022-06-01103844
Net assets as of the beginning of the plan year2022-06-0150440
Employer contributions to plan in this plan year2022-06-0110318
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-01315

Potentially related plans

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