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CENTER FOR ADVANCED EYE CARE INCENTIVE SAVINGS TRUST 401k Plan overview

Plan NameCENTER FOR ADVANCED EYE CARE INCENTIVE SAVINGS TRUST
Plan identification number 001

CENTER FOR ADVANCED EYE CARE INCENTIVE SAVINGS TRUST 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).
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WILLIAM J. MALLON, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM J. MALLON, M.D., P.A.
Employer identification number (EIN):113658625
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Additional information about WILLIAM J. MALLON, M.D., P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2002-10-04
Company Identification Number: P02000107821
Legal Registered Office Address: 3500 US HWY #1

VERO BEACH

32960

More information about WILLIAM J. MALLON, M.D., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTER FOR ADVANCED EYE CARE INCENTIVE SAVINGS TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JEANINE DOELLING2024-09-18
0012022-01-01JEANINE DOELLING2023-07-11
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01CALEIGH HANSEN2019-07-24
0012018-01-01CALEIGH HANSEN2020-02-24
0012017-01-01CALEIGH HANSEN2018-06-27
0012016-01-01CALEIGH HANSEN2017-05-17
0012015-01-01CAROL FANNING2016-03-10
0012014-01-01TOMMY HORST2015-07-30
0012013-01-01CAROL FANNING2014-07-28
0012012-01-01CAROL FANNING2013-07-08 CAROL FANNING2013-07-08
0012011-01-01CAROL FANNING2012-07-19
0012010-01-01CAROL FANNING2011-07-07 CAROL FANNING2011-07-07

Plan Statistics for CENTER FOR ADVANCED EYE CARE INCENTIVE SAVINGS TRUST

401k plan membership statisitcs for CENTER FOR ADVANCED EYE CARE INCENTIVE SAVINGS TRUST

Measure Date Value
2025: CENTER FOR ADVANCED EYE CARE INCENTIVE SAVINGS TRUST 2025 401k membership
Total number of particpants at beginning of year2025-05-2882
Total number of particpants at end of year2025-05-2882
Number of Participants With Account Balances2025-05-2866
2024: CENTER FOR ADVANCED EYE CARE INCENTIVE SAVINGS TRUST 2024 401k membership
Total number of particpants at beginning of year2024-09-1880
Total number of particpants at end of year2024-09-1876
Number of Participants With Account Balances2024-09-1861

Financial Data on CENTER FOR ADVANCED EYE CARE INCENTIVE SAVINGS TRUST

Measure Date Value
2025 : CENTER FOR ADVANCED EYE CARE INCENTIVE SAVINGS TRUST 2025 401k financial data
Total liabilities as of the end of the plan year2025-05-280
Total liabilities as of the beginning of the plan year2025-05-280
Total expenses incurred by plan in this plan year2025-05-28192907
Net assets as of the end of the plan year2025-05-284574391
Total assets as of the beginning of the plan year2025-05-283806753
Value of plan covered by a fidelity bond2025-05-28457000
Participant contributions to plan in this plan year2025-05-28281121
Other contributions to plan in this plan year2025-05-2895899
Other income to plan in this plan year2025-05-28441310
Plan net income in this plan year2025-05-28767638
Net assets as of the end of the plan year2025-05-284574391
Net assets as of the beginning of the plan year2025-05-283806753
Employer contributions to plan in this plan year2025-05-28142215
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-2830963
2024 : CENTER FOR ADVANCED EYE CARE INCENTIVE SAVINGS TRUST 2024 401k financial data
Total liabilities as of the end of the plan year2024-09-180
Total liabilities as of the beginning of the plan year2024-09-180
Total expenses incurred by plan in this plan year2024-09-18167872
Net assets as of the end of the plan year2024-09-183806753
Total assets as of the beginning of the plan year2024-09-183126731
Value of plan covered by a fidelity bond2024-09-18381000
Participant contributions to plan in this plan year2024-09-18244386
Other income to plan in this plan year2024-09-18479188
Plan net income in this plan year2024-09-18680022
Net assets as of the end of the plan year2024-09-183806753
Net assets as of the beginning of the plan year2024-09-183126731
Employer contributions to plan in this plan year2024-09-18124320
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-1825050

Potentially related plans

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