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MICHAEL S. BOLD, O.D., INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameMICHAEL S. BOLD, O.D., INC. DEFINED BENEFIT PENSION PLAN
Plan identification number 001

MICHAEL S. BOLD, O.D., INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

MICHAEL S. BOLD, O.D., INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL S. BOLD, O.D., INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHAEL S. BOLD, O.D.2024-10-15 MICHAEL S. BOLD, O.D.2024-10-15
0012022-01-01MICHAEL S. BOLD, O.D.2023-10-16 MICHAEL S. BOLD, O.D.2023-10-16
0012021-01-01MICHAEL S. BOLD, O.D.2022-10-12 MICHAEL S. BOLD, O.D.2022-10-12
0012020-01-01MICHAEL S. BOLD, O.D.2021-09-30 MICHAEL S. BOLD, O.D.2021-09-30
0012019-01-01MICHAEL S. BOLD, O.D.2020-10-07 MICHAEL S. BOLD, O.D.2020-10-07
0012018-01-01MICHAEL S. BOLD, O.D.2019-09-20 MICHAEL S. BOLD, O.D.2019-09-20
0012017-01-01MICHAEL S. BOLD, O.D.2018-10-09 MICHAEL S. BOLD, O.D.2018-10-09
0012017-01-01MICHAEL S. BOLD, O.D.2018-10-09 MICHAEL S. BOLD, O.D.2018-10-09
0012016-01-01MICHAEL S. BOLD2017-10-02 MICHAEL S. BOLD2017-10-02
0012015-01-01MICHAEL S. BOLD, O.D.2016-10-11 MICHAEL S. BOLD, O.D.2016-10-11
0012014-01-01MICHAEL S. BOLD2015-10-15 MICHAEL S. BOLD2015-10-15
0012013-01-01MICHAEL S. BOLD2014-09-29 MICHAEL S. BOLD2014-09-29
0012012-01-01MICHAEL S. BOLD, O.D. MICHAEL S. BOLD, O.D.2013-09-23
0012011-01-01MICHAEL BOLD MICHAEL BOLD2012-09-21
0012009-01-01IRENE BOLD IRENE BOLD2010-10-13
0012009-01-01MICHAEL S BOLD MICHAEL S BOLD2011-01-07

Financial Data on MICHAEL S. BOLD, O.D., INC. DEFINED BENEFIT PENSION PLAN

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 year2025-08-280
Total liabilities as of the end of the plan year2025-08-280
Total liabilities as of the beginning of the plan year2025-08-280
Total expenses incurred by plan in this plan year2025-08-280
Net assets as of the end of the plan year2025-08-281981836
Total assets as of the beginning of the plan year2025-08-281758845
Participant contributions to plan in this plan year2025-08-280
Other expenses paid from plan in this plan year2025-08-280
Other contributions to plan in this plan year2025-08-280
Other income to plan in this plan year2025-08-28222991
Plan net income in this plan year2025-08-28222991
Net assets as of the end of the plan year2025-08-281981836
Net assets as of the beginning of the plan year2025-08-281758845
Employer contributions to plan in this plan year2025-08-280
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-280
2024 : MICHAEL S. BOLD, O.D., INC. DEFINED BENEFIT PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-150
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-150
Net assets as of the end of the plan year2024-10-151758845
Total assets as of the beginning of the plan year2024-10-151527691
Participant contributions to plan in this plan year2024-10-150
Other expenses paid from plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-150
Other income to plan in this plan year2024-10-15231154
Plan net income in this plan year2024-10-15231154
Net assets as of the end of the plan year2024-10-151758845
Net assets as of the beginning of the plan year2024-10-151527691
Employer contributions to plan in this plan year2024-10-150
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-150
2012 : MICHAEL S. BOLD, O.D., INC. DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$103,030
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$990,641
Total plan assets at beginning of year2012-12-31$887,611
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$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 loans2012-12-31$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 securities2012-12-31$0
2011 : MICHAEL S. BOLD, O.D., INC. DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$-10,387
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$887,611
Total plan assets at beginning of year2011-12-31$897,998
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-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 loans2011-12-31$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 securities2011-12-31$0
2010 : MICHAEL S. BOLD, O.D., INC. DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$190,123
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$897,998
Total plan assets at beginning of year2010-12-31$707,875
Total contributions received or receivable from participants2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$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 loans2010-12-31$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 securities2010-12-31$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 securities2009-12-31$0

Form 5500 Responses for MICHAEL S. BOLD, O.D., INC. DEFINED BENEFIT PENSION PLAN

2012: MICHAEL S. BOLD, O.D., INC. DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MICHAEL S. BOLD, O.D., INC. DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MICHAEL S. BOLD, O.D., INC. DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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