Logo

SOUND VISION CARE RETIREMENT TRUST 401k Plan overview

Plan NameSOUND VISION CARE RETIREMENT TRUST
Plan identification number 001

SOUND VISION CARE RETIREMENT TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

SOUND VISION CARE has sponsored the creation of one or more 401k plans.

Company Name:SOUND VISION CARE
Employer identification number (EIN):263090693
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUND VISION CARE RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KRISTIN BIGGS2024-08-14
0012022-01-01KRISTIN BIGGS2023-07-27
0012021-01-01KRISTIN BIGGS2022-07-13
0012020-01-01KRISTIN BIGGS2021-07-13
0012019-01-01KRISTIN BIGGS2020-07-31
0012018-01-01KRISTIN BIGGS2019-07-10
0012017-01-01JEFFREY S WILLIAMS2018-07-12
0012016-01-01JEFFREY WILLIAMS, JR.2017-07-24
0012015-01-01JEFFREY WILLIAMS2016-07-18
0012014-01-01JEFFREY WILLIAMS, JR.2015-07-31 JEFFREY WILLIAMS, JR.2015-07-31
0012013-01-01JEFFREY WILLIAMS, JR.2014-10-14 JEFFREY WILLIAMS, JR.2014-10-14
0012012-01-01JEFFREY WILLIAMS, JR.2013-07-25 JEFFREY WILLIAMS, JR.2013-07-25
0012011-01-01JEFFREY WILLIAMS, JR.2012-07-15 JEFFREY WILLIAMS, JR.2012-07-15
0012010-01-01JEFFREY WILLIAMS, JR.2011-07-06 JEFFREY WILLIAMS, JR.2011-07-06

Financial Data on SOUND VISION CARE RETIREMENT TRUST

Measure Date Value
2025 : SOUND VISION CARE RETIREMENT TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-17169276
Net assets as of the end of the plan year2025-07-17983170
Total assets as of the beginning of the plan year2025-07-17839766
Value of plan covered by a fidelity bond2025-07-17385000
Participant contributions to plan in this plan year2025-07-1793359
Value of participant loans at end of plan year2025-07-1720000
Other contributions to plan in this plan year2025-07-170
Other income to plan in this plan year2025-07-17174538
Plan net income in this plan year2025-07-17143404
Net assets as of the end of the plan year2025-07-17983170
Net assets as of the beginning of the plan year2025-07-17839766
Employer contributions to plan in this plan year2025-07-1744783
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-176223
2024 : SOUND VISION CARE RETIREMENT TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-13205188
Net assets as of the end of the plan year2024-08-13839766
Total assets as of the beginning of the plan year2024-08-13738732
Value of plan covered by a fidelity bond2024-08-13385000
Participant contributions to plan in this plan year2024-08-13137397
Value of participant loans at end of plan year2024-08-1320000
Other contributions to plan in this plan year2024-08-130
Other income to plan in this plan year2024-08-1398803
Plan net income in this plan year2024-08-13101034
Net assets as of the end of the plan year2024-08-13839766
Net assets as of the beginning of the plan year2024-08-13738732
Employer contributions to plan in this plan year2024-08-1370022
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-135188
2022 : SOUND VISION CARE RETIREMENT TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-13334237
Net assets as of the end of the plan year2022-07-131037914
Total assets as of the beginning of the plan year2022-07-131028247
Value of plan covered by a fidelity bond2022-07-13385000
Participant contributions to plan in this plan year2022-07-13104906
Value of participant loans at end of plan year2022-07-130
Other contributions to plan in this plan year2022-07-133742
Other income to plan in this plan year2022-07-13188189
Plan net income in this plan year2022-07-139667
Net assets as of the end of the plan year2022-07-131037914
Net assets as of the beginning of the plan year2022-07-131028247
Employer contributions to plan in this plan year2022-07-1347067
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-131920

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1