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| Plan Name | BENEFITGUARD RETIREMENT INCOME SECURITY PLAN |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | LONG ISLAND OPTOMETRIC VISION DEVELOPMENT, PLLC |
| Employer identification number (EIN): | 113512425 |
| NAIC Classification: | 621320 |
| NAIC Description: | Offices of Optometrists |
Additional information about LONG ISLAND OPTOMETRIC VISION DEVELOPMENT, PLLC
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 2005-07-08 |
| Company Identification Number: | 3228564 |
| Legal Registered Office Address: |
ATTN: DAVID S. LESTER, ESQ 1129 NORTHERN BLVD MANHASSET United States of America (USA) 11030 |
More information about LONG ISLAND OPTOMETRIC VISION DEVELOPMENT, PLLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2023-01-01 | STEVEN STOUT | 2024-08-20 | ||
| 003 | 2022-01-01 | STEVEN STOUT | 2023-07-24 | ||
| 003 | 2021-01-01 | STEVEN STOUT | 2022-07-26 | ||
| 003 | 2020-01-01 | STEVEN STOUT | 2021-07-22 | ||
| 003 | 2019-01-01 | STEVEN STOUT | 2020-07-02 | ||
| 003 | 2018-01-01 | STEVEN STOUT | 2019-07-24 | ||
| 003 | 2017-01-01 | SPENCER BARCLAY | 2018-07-27 | ||
| 003 | 2016-01-01 | SPENCER BARCLAY | 2017-07-28 | ||
| 003 | 2015-01-01 | SPENCER BARCLAY | 2016-07-26 | ||
| 003 | 2014-01-01 | SPENCER BARCLAY | 2015-09-02 | ||
| 003 | 2013-01-01 | SPENCER BARCLAY | 2014-07-24 | ||
| 003 | 2012-01-01 | D. TAYLOR WELCH | 2013-08-20 | ||
| 003 | 2011-01-01 | D. TAYLOR WELCH | 2012-10-13 |
| Measure | Date | Value |
|---|---|---|
| 2025 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-07-28 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-28 | 50 |
| Total expenses incurred by plan in this plan year | 2025-07-28 | 3217 |
| Net assets as of the end of the plan year | 2025-07-28 | 364830 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 315414 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 11587 |
| Value of participant loans at end of plan year | 2025-07-28 | 9038 |
| Other expenses paid from plan in this plan year | 2025-07-28 | 0 |
| Other contributions to plan in this plan year | 2025-07-28 | 0 |
| Other income to plan in this plan year | 2025-07-28 | 34595 |
| Plan net income in this plan year | 2025-07-28 | 49466 |
| Net assets as of the end of the plan year | 2025-07-28 | 364830 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 315364 |
| Value of contributions failed to transmitted timely | 2025-07-28 | 0 |
| Employer contributions to plan in this plan year | 2025-07-28 | 6501 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 3217 |
| 2024 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-08-20 | 0 |
| Total liabilities as of the end of the plan year | 2024-08-20 | 50 |
| Total liabilities as of the beginning of the plan year | 2024-08-20 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-20 | 4963 |
| Net assets as of the end of the plan year | 2024-08-20 | 315414 |
| Total assets as of the beginning of the plan year | 2024-08-20 | 260711 |
| Value of plan covered by a fidelity bond | 2024-08-20 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-20 | 10567 |
| Value of participant loans at end of plan year | 2024-08-20 | 9741 |
| Other expenses paid from plan in this plan year | 2024-08-20 | 0 |
| Other contributions to plan in this plan year | 2024-08-20 | 0 |
| Other income to plan in this plan year | 2024-08-20 | 42281 |
| Plan net income in this plan year | 2024-08-20 | 54653 |
| Net assets as of the end of the plan year | 2024-08-20 | 315364 |
| Net assets as of the beginning of the plan year | 2024-08-20 | 260711 |
| Employer contributions to plan in this plan year | 2024-08-20 | 6768 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-20 | 4963 |
| 2022 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-07-26 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-26 | 2353 |
| Total liabilities as of the beginning of the plan year | 2022-07-26 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-26 | 5049 |
| Net assets as of the end of the plan year | 2022-07-26 | 299733 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 261188 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 8736 |
| Value of participant loans at end of plan year | 2022-07-26 | 10983 |
| Other expenses paid from plan in this plan year | 2022-07-26 | 0 |
| Other contributions to plan in this plan year | 2022-07-26 | 0 |
| Other income to plan in this plan year | 2022-07-26 | 30160 |
| Plan net income in this plan year | 2022-07-26 | 36192 |
| Net assets as of the end of the plan year | 2022-07-26 | 297380 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 261188 |
| Employer contributions to plan in this plan year | 2022-07-26 | 2345 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-26 | 5049 |
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