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DR. DAVID W. FERRIS & ASSOC. INC PROFIT SHARING PLAN 401k Plan overview

Plan NameDR. DAVID W. FERRIS & ASSOC. INC PROFIT SHARING PLAN
Plan identification number 001

DR. DAVID W. FERRIS & ASSOC. INC PROFIT SHARING 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

DR DAVID W FERRIS & ASSOC INC has sponsored the creation of one or more 401k plans.

Company Name:DR DAVID W FERRIS & ASSOC INC
Employer identification number (EIN):050469463
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. DAVID W. FERRIS & ASSOC. INC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01STEPHEN M MONTAQUILA2024-07-16
0012022-01-01STEPHEN M MONTAQUILA2023-07-05
0012021-01-01STEPHEN M MONTAQUILA2022-06-24
0012020-01-01STEPHEN M MONTAQUILA2021-07-23
0012019-01-01STEPHEN M MONTAQUILA2020-04-21
0012018-01-01STEPHEN M MONTAQUILA2019-07-12
0012017-01-01STEPHEN M MONTAQUILA2018-06-26
0012016-01-01STEPHEN M MONTAQUILA2017-07-25
0012015-01-01STEPHEN M MONTAQUILA2016-08-03
0012014-01-01STEPHEN M. MONTAQUILA2015-07-28 STEPHEN M. MONTAQUILA2015-07-28
0012013-01-01STEPHEN M. MONTAQUILA2014-06-18 STEPHEN M. MONTAQUILA2014-06-18
0012012-01-01STEPHEN M. MONTAQUILA, O.D.2013-02-19 STEPHEN M. MONTAQUILA, O.D.2013-02-19
0012011-01-01STEPHEN M. MONTAQUILA2012-07-26 STEPHEN M. MONTAQUILA2012-07-26
0012010-01-01STEPHEN M. MONTAQUILA2011-06-14 STEPHEN M. MONTAQUILA2011-06-14

Plan Statistics for DR. DAVID W. FERRIS & ASSOC. INC PROFIT SHARING PLAN

401k plan membership statisitcs for DR. DAVID W. FERRIS & ASSOC. INC PROFIT SHARING PLAN

Measure Date Value
2025: DR. DAVID W. FERRIS & ASSOC. INC PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-067
Total number of particpants at end of year2025-06-067
Number of Participants With Account Balances2025-06-067
2024: DR. DAVID W. FERRIS & ASSOC. INC PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-168
Total number of particpants at end of year2024-07-168
Number of Participants With Account Balances2024-07-167

Financial Data on DR. DAVID W. FERRIS & ASSOC. INC PROFIT SHARING PLAN

Measure Date Value
2025 : DR. DAVID W. FERRIS & ASSOC. INC PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-060
Total liabilities as of the end of the plan year2025-06-060
Total liabilities as of the beginning of the plan year2025-06-060
Total expenses incurred by plan in this plan year2025-06-0611173
Net assets as of the end of the plan year2025-06-061667684
Total assets as of the beginning of the plan year2025-06-061336177
Value of plan covered by a fidelity bond2025-06-060
Participant contributions to plan in this plan year2025-06-0657926
Value of participant loans at end of plan year2025-06-060
Other expenses paid from plan in this plan year2025-06-060
Other contributions to plan in this plan year2025-06-060
Other income to plan in this plan year2025-06-06256620
Plan net income in this plan year2025-06-06331507
Net assets as of the end of the plan year2025-06-061667684
Net assets as of the beginning of the plan year2025-06-061336177
Employer contributions to plan in this plan year2025-06-0628134
Fees paid to broker by Benefit Provider2025-06-060
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-067673
2024 : DR. DAVID W. FERRIS & ASSOC. INC PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-160
Total liabilities as of the end of the plan year2024-07-160
Total liabilities as of the beginning of the plan year2024-07-160
Total expenses incurred by plan in this plan year2024-07-166250
Net assets as of the end of the plan year2024-07-161336177
Total assets as of the beginning of the plan year2024-07-161043877
Participant contributions to plan in this plan year2024-07-1650765
Other expenses paid from plan in this plan year2024-07-160
Other contributions to plan in this plan year2024-07-160
Other income to plan in this plan year2024-07-16221490
Plan net income in this plan year2024-07-16292300
Net assets as of the end of the plan year2024-07-161336177
Net assets as of the beginning of the plan year2024-07-161043877
Employer contributions to plan in this plan year2024-07-1626295
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-166250

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