| Plan Name | MICHAEL S. BOLD, O.D., INC. DEFINED BENEFIT PENSION PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| Company Name: | MICHAEL S. BOLD, O.D., INC. |
| Employer identification number (EIN): | 330843397 |
| NAIC Classification: | 621320 |
| NAIC Description: | Offices of Optometrists |
Additional information about MICHAEL S. BOLD, O.D., INC.
| Jurisdiction of Incorporation: | California Department of State |
| Incorporation Date: | 1999-01-13 |
| Company Identification Number: | C2100042 |
| Legal Registered Office Address: |
5422 La Palma Avenue La Palma United States of America (USA) 90623 |
More information about MICHAEL S. BOLD, O.D., INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | MICHAEL S. BOLD, O.D. | 2024-10-15 | MICHAEL S. BOLD, O.D. | 2024-10-15 |
| 001 | 2022-01-01 | MICHAEL S. BOLD, O.D. | 2023-10-16 | MICHAEL S. BOLD, O.D. | 2023-10-16 |
| 001 | 2021-01-01 | MICHAEL S. BOLD, O.D. | 2022-10-12 | MICHAEL S. BOLD, O.D. | 2022-10-12 |
| 001 | 2020-01-01 | MICHAEL S. BOLD, O.D. | 2021-09-30 | MICHAEL S. BOLD, O.D. | 2021-09-30 |
| 001 | 2019-01-01 | MICHAEL S. BOLD, O.D. | 2020-10-07 | MICHAEL S. BOLD, O.D. | 2020-10-07 |
| 001 | 2018-01-01 | MICHAEL S. BOLD, O.D. | 2019-09-20 | MICHAEL S. BOLD, O.D. | 2019-09-20 |
| 001 | 2017-01-01 | MICHAEL S. BOLD, O.D. | 2018-10-09 | MICHAEL S. BOLD, O.D. | 2018-10-09 |
| 001 | 2017-01-01 | MICHAEL S. BOLD, O.D. | 2018-10-09 | MICHAEL S. BOLD, O.D. | 2018-10-09 |
| 001 | 2016-01-01 | MICHAEL S. BOLD | 2017-10-02 | MICHAEL S. BOLD | 2017-10-02 |
| 001 | 2015-01-01 | MICHAEL S. BOLD, O.D. | 2016-10-11 | MICHAEL S. BOLD, O.D. | 2016-10-11 |
| 001 | 2014-01-01 | MICHAEL S. BOLD | 2015-10-15 | MICHAEL S. BOLD | 2015-10-15 |
| 001 | 2013-01-01 | MICHAEL S. BOLD | 2014-09-29 | MICHAEL S. BOLD | 2014-09-29 |
| 001 | 2012-01-01 | MICHAEL S. BOLD, O.D. | MICHAEL S. BOLD, O.D. | 2013-09-23 | |
| 001 | 2011-01-01 | MICHAEL BOLD | MICHAEL BOLD | 2012-09-21 | |
| 001 | 2009-01-01 | IRENE BOLD | IRENE BOLD | 2010-10-13 | |
| 001 | 2009-01-01 | MICHAEL S BOLD | MICHAEL S BOLD | 2011-01-07 |
| Measure | Date | Value |
|---|---|---|
| 2025 : MICHAEL S. BOLD, O.D., INC. DEFINED BENEFIT PENSION PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-08-28 | 0 |
| Total liabilities as of the end of the plan year | 2025-08-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-08-28 | 0 |
| Total expenses incurred by plan in this plan year | 2025-08-28 | 0 |
| Net assets as of the end of the plan year | 2025-08-28 | 1981836 |
| Total assets as of the beginning of the plan year | 2025-08-28 | 1758845 |
| Participant contributions to plan in this plan year | 2025-08-28 | 0 |
| Other expenses paid from plan in this plan year | 2025-08-28 | 0 |
| Other contributions to plan in this plan year | 2025-08-28 | 0 |
| Other income to plan in this plan year | 2025-08-28 | 222991 |
| Plan net income in this plan year | 2025-08-28 | 222991 |
| Net assets as of the end of the plan year | 2025-08-28 | 1981836 |
| Net assets as of the beginning of the plan year | 2025-08-28 | 1758845 |
| Employer contributions to plan in this plan year | 2025-08-28 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-28 | 0 |
| 2024 : MICHAEL S. BOLD, O.D., INC. DEFINED BENEFIT PENSION PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-10-15 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-15 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-15 | 0 |
| Net assets as of the end of the plan year | 2024-10-15 | 1758845 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 1527691 |
| Participant contributions to plan in this plan year | 2024-10-15 | 0 |
| Other expenses paid from plan in this plan year | 2024-10-15 | 0 |
| Other contributions to plan in this plan year | 2024-10-15 | 0 |
| Other income to plan in this plan year | 2024-10-15 | 231154 |
| Plan net income in this plan year | 2024-10-15 | 231154 |
| Net assets as of the end of the plan year | 2024-10-15 | 1758845 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 1527691 |
| Employer contributions to plan in this plan year | 2024-10-15 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-15 | 0 |
| 2012 : MICHAEL S. BOLD, O.D., INC. DEFINED BENEFIT PENSION PLAN 2012 401k financial data | ||
| Total income from all sources | 2012-12-31 | $103,030 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $990,641 |
| Total plan assets at beginning of year | 2012-12-31 | $887,611 |
| Total contributions received or receivable from participants | 2012-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $58,030 |
| Net income (gross income less expenses) | 2012-12-31 | $103,030 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $990,641 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $887,611 |
| Assets. Value of participant loans | 2012-12-31 | $35,931 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $45,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : MICHAEL S. BOLD, O.D., INC. DEFINED BENEFIT PENSION PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-12-31 | $-10,387 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $887,611 |
| Total plan assets at beginning of year | 2011-12-31 | $897,998 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-10,387 |
| Net income (gross income less expenses) | 2011-12-31 | $-10,387 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $887,611 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $897,998 |
| Assets. Value of participant loans | 2011-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : MICHAEL S. BOLD, O.D., INC. DEFINED BENEFIT PENSION PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $190,123 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $897,998 |
| Total plan assets at beginning of year | 2010-12-31 | $707,875 |
| Total contributions received or receivable from participants | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $190,123 |
| Net income (gross income less expenses) | 2010-12-31 | $190,123 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $897,998 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $707,875 |
| Assets. Value of participant loans | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : MICHAEL S. BOLD, O.D., INC. DEFINED BENEFIT PENSION PLAN 2009 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2012: MICHAEL S. BOLD, O.D., INC. DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses | ||
|---|---|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MICHAEL S. BOLD, O.D., INC. DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MICHAEL S. BOLD, O.D., INC. DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |