401k Plan data: CASCO BAY EYECARE, P.A., LLC 401(K) PROFIT SHARING PLAN plan

CASCO BAY EYECARE, P.A., LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	CASCO BAY EYECARE, P.A., LLC 401(K) PROFIT SHARING PLAN
Plan identification number	002

CASCO BAY EYECARE, P.A., LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

CASCO BAY EYECARE, P.A., LLC has sponsored the creation of one or more 401k plans.

Company Name: CASCO BAY EYECARE, P.A., LLC

Employer identification number (EIN): 043388366

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASCO BAY EYECARE, P.A., LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 DR. KYLE BENNER 2024-06-03
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 STEVEN GOLDSTEIN 2013-05-08 STEVEN GOLDSTEIN 2013-05-08
002 2011-01-01 FRANCIS H ROBBINS, OD 2012-06-12 FRANCIS H ROBBINS, OD 2012-06-12
002 2010-01-01 STEVEN GOLDSTEIN 2011-04-15 STEVEN GOLDSTEIN 2011-04-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	DR. KYLE BENNER	2024-06-03
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	STEVEN GOLDSTEIN	2013-05-08	STEVEN GOLDSTEIN	2013-05-08
002	2011-01-01	FRANCIS H ROBBINS, OD	2012-06-12	FRANCIS H ROBBINS, OD	2012-06-12
002	2010-01-01	STEVEN GOLDSTEIN	2011-04-15	STEVEN GOLDSTEIN	2011-04-15

Financial Data on CASCO BAY EYECARE, P.A., LLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : CASCO BAY EYECARE, P.A., LLC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-07-03	184533
Net assets as of the end of the plan year	2025-07-03	13202515
Total assets as of the beginning of the plan year	2025-07-03	10979038
Value of plan covered by a fidelity bond	2025-07-03	500000
Participant contributions to plan in this plan year	2025-07-03	114705
Value of participant loans at end of plan year	2025-07-03	20000
Other expenses paid from plan in this plan year	2025-07-03	675
Other contributions to plan in this plan year	2025-07-03	117171
Other income to plan in this plan year	2025-07-03	1904079
Plan net income in this plan year	2025-07-03	2223477
Net assets as of the end of the plan year	2025-07-03	13202515
Net assets as of the beginning of the plan year	2025-07-03	10979038
Employer contributions to plan in this plan year	2025-07-03	272055
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-03	41036
2024 : CASCO BAY EYECARE, P.A., LLC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-06-03	3554564
Net assets as of the end of the plan year	2024-06-03	10979038
Total assets as of the beginning of the plan year	2024-06-03	12212914
Value of plan covered by a fidelity bond	2024-06-03	500000
Participant contributions to plan in this plan year	2024-06-03	126567
Value of participant loans at end of plan year	2024-06-03	10238
Other contributions to plan in this plan year	2024-06-03	0
Other income to plan in this plan year	2024-06-03	1913962
Plan net income in this plan year	2024-06-03	-1233876
Net assets as of the end of the plan year	2024-06-03	10979038
Net assets as of the beginning of the plan year	2024-06-03	12212914
Employer contributions to plan in this plan year	2024-06-03	280159
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-03	40114

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Company Name:	CASCO BAY EYECARE, P.A., LLC
Employer identification number (EIN):	043388366
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists