LONG ISLAND OPTOMETRIC VISION DEVELOPMENT, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BENEFITGUARD RETIREMENT INCOME SECURITY PLAN
| 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 |