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EYE CARE NORTHEAST, P.C. 401(K) PLAN 401k Plan overview

Plan NameEYE CARE NORTHEAST, P.C. 401(K) PLAN
Plan identification number 003

EYE CARE NORTHEAST, P.C. 401(K) PLAN 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).
  • Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • 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.
  • 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

EYE CARE NORTHEAST, P.C. has sponsored the creation of one or more 401k plans.

Company Name:EYE CARE NORTHEAST, P.C.
Employer identification number (EIN):060950399
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EYE CARE NORTHEAST, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-04-01JAMES DEAN2024-09-12 JAMES DEAN2024-09-12
0032022-04-01JAMES DEAN2024-01-11 JAMES DEAN2024-01-11
0032021-04-01JAMES DEAN2023-01-17
0032020-04-01JAMES CANTEY2022-01-11 JAMES CANTEY2022-01-11
0032019-04-01JAMES CANTEY2020-10-27 JAMES CANTEY2020-10-27
0032018-04-01JAMES P. CANTEY2020-01-07 JAMES P. CANTEY2020-01-07
0032017-04-01JAMES DEAN2018-12-18 JAMES DEAN2018-12-18
0032016-04-01JAMES DEAN2018-01-02 JAMES DEAN2018-01-02
0032015-04-01JAMES DEAN2017-01-11 JAMES DEAN2017-01-11
0032014-04-01JAMES DEAN2015-12-15 JAMES DEAN2015-12-15
0032013-04-01JAMES DEAN2015-01-13 JAMES DEAN2015-01-13
0032012-04-01JAMES DEAN2015-01-09 JAMES DEAN2015-01-09
0032011-04-01JAMES DEAN2013-01-08 JAMES DEAN2013-01-08
0032010-04-01JAMES DEAN2012-07-31 JAMES DEAN2012-07-31

Financial Data on EYE CARE NORTHEAST, P.C. 401(K) PLAN

Measure Date Value
2025 : EYE CARE NORTHEAST, P.C. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-21182308
Net assets as of the end of the plan year2025-08-217863542
Total assets as of the beginning of the plan year2025-08-217199286
Value of plan covered by a fidelity bond2025-08-21385000
Participant contributions to plan in this plan year2025-08-2168776
Value of participant loans at end of plan year2025-08-2196491
Other expenses paid from plan in this plan year2025-08-210
Other contributions to plan in this plan year2025-08-210
Other income to plan in this plan year2025-08-21710445
Plan net income in this plan year2025-08-21664256
Net assets as of the end of the plan year2025-08-217863542
Net assets as of the beginning of the plan year2025-08-217199286
Employer contributions to plan in this plan year2025-08-2167343
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-2178470
2024 : EYE CARE NORTHEAST, P.C. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-120
Total expenses incurred by plan in this plan year2024-09-1248907
Net assets as of the end of the plan year2024-09-127199286
Total assets as of the beginning of the plan year2024-09-125075743
Value of plan covered by a fidelity bond2024-09-12385000
Participant contributions to plan in this plan year2024-09-1248563
Value of participant loans at end of plan year2024-09-128505
Other expenses paid from plan in this plan year2024-09-120
Other contributions to plan in this plan year2024-09-120
Other income to plan in this plan year2024-09-122020102
Plan net income in this plan year2024-09-122123543
Net assets as of the end of the plan year2024-09-127199286
Net assets as of the beginning of the plan year2024-09-125075743
Employer contributions to plan in this plan year2024-09-12103785
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-1248682

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