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UNION SQUARE OPTICAL INC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameUNION SQUARE OPTICAL INC 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

UNION SQUARE OPTICAL INC 401 K PROFIT SHARING PLAN 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.

401k Sponsoring company profile

UNION SQUARE OPTICAL has sponsored the creation of one or more 401k plans.

Company Name:UNION SQUARE OPTICAL
Employer identification number (EIN):133661346
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNION SQUARE OPTICAL INC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARC ROSEN2024-04-24
0012022-01-01DAVID SCHWARTZ2023-05-04
0012021-01-01MARC ROSEN2022-06-17
0012019-01-01DAVID SCHWARTZ2020-07-21
0012018-01-01DAVID SCHWARTZ2019-09-23
0012017-01-01DAVID SCHWARTZ2018-10-02
0012016-01-01DAVID SCHWARTZ2017-10-13
0012015-01-01DAVID SCHWARTZ2016-06-20
0012014-01-01DAVID SCHWARTZ2015-07-29
0012013-01-01DAVID SCHWARTZ2014-07-30
0012012-01-01UNION SQUARE OPTICAL2013-06-11
0012011-01-01UNION SQUARE OPTICAL2012-05-24
0012010-01-01UNION SQUARE OPTICAL2011-09-29

Plan Statistics for UNION SQUARE OPTICAL INC 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for UNION SQUARE OPTICAL INC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: UNION SQUARE OPTICAL INC 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year2025-05-055
Total number of particpants at end of year2025-05-055
Number of Participants With Account Balances2025-05-055
2024: UNION SQUARE OPTICAL INC 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year2024-04-244
Total number of particpants at end of year2024-04-244
Number of Participants With Account Balances2024-04-244
2022: UNION SQUARE OPTICAL INC 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total number of particpants at beginning of year2022-06-176
Total number of particpants at end of year2022-06-175
Number of Participants With Account Balances2022-06-174

Financial Data on UNION SQUARE OPTICAL INC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : UNION SQUARE OPTICAL INC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-050
Total liabilities as of the end of the plan year2025-05-050
Total liabilities as of the beginning of the plan year2025-05-050
Total expenses incurred by plan in this plan year2025-05-051386
Net assets as of the end of the plan year2025-05-05609312
Total assets as of the beginning of the plan year2025-05-05492424
Value of plan covered by a fidelity bond2025-05-0570000
Participant contributions to plan in this plan year2025-05-0528862
Other expenses paid from plan in this plan year2025-05-050
Other contributions to plan in this plan year2025-05-050
Other income to plan in this plan year2025-05-0562256
Plan net income in this plan year2025-05-05116888
Net assets as of the end of the plan year2025-05-05609312
Net assets as of the beginning of the plan year2025-05-05492424
Employer contributions to plan in this plan year2025-05-0527156
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-05195
2024 : UNION SQUARE OPTICAL INC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-240
Total liabilities as of the end of the plan year2024-04-240
Total liabilities as of the beginning of the plan year2024-04-240
Total expenses incurred by plan in this plan year2024-04-24120
Net assets as of the end of the plan year2024-04-24492424
Total assets as of the beginning of the plan year2024-04-24381516
Value of plan covered by a fidelity bond2024-04-2470000
Participant contributions to plan in this plan year2024-04-2419266
Other expenses paid from plan in this plan year2024-04-240
Other contributions to plan in this plan year2024-04-240
Other income to plan in this plan year2024-04-2466890
Plan net income in this plan year2024-04-24110908
Net assets as of the end of the plan year2024-04-24492424
Net assets as of the beginning of the plan year2024-04-24381516
Employer contributions to plan in this plan year2024-04-2424872
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-24120
2022 : UNION SQUARE OPTICAL INC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-170
Total liabilities as of the end of the plan year2022-06-170
Total liabilities as of the beginning of the plan year2022-06-170
Total expenses incurred by plan in this plan year2022-06-1742212
Net assets as of the end of the plan year2022-06-17390729
Total assets as of the beginning of the plan year2022-06-17348672
Value of plan covered by a fidelity bond2022-06-1770000
Participant contributions to plan in this plan year2022-06-1726585
Value of participant loans at end of plan year2022-06-1736010
Other expenses paid from plan in this plan year2022-06-170
Other contributions to plan in this plan year2022-06-170
Other income to plan in this plan year2022-06-1741975
Plan net income in this plan year2022-06-1742057
Net assets as of the end of the plan year2022-06-17390729
Net assets as of the beginning of the plan year2022-06-17348672
Employer contributions to plan in this plan year2022-06-1715709
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-17195

Potentially related plans

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