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VISION RETIREMENT PLAN 401k Plan overview

Plan NameVISION RETIREMENT PLAN
Plan identification number 002

VISION RETIREMENT PLAN 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

BRIGHT EYES VISION CLINIC, P.A. has sponsored the creation of one or more 401k plans.

Company Name:BRIGHT EYES VISION CLINIC, P.A.
Employer identification number (EIN):342061657
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VISION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JILL SCHULTZ2024-07-08 JILL SCHULTZ2024-07-08
0022022-01-01JILL SCHULTZ2023-08-11 JILL SCHULTZ2023-08-11
0022021-01-01JILL SCHULTZ2022-10-07 JILL SCHULTZ2022-10-07
0022020-01-01JILL SCHULTZ2021-07-16 JILL SCHULTZ2021-07-16
0022019-01-01JILL SCHULTZ2020-05-16 JILL SCHULTZ2020-05-16

Financial Data on VISION RETIREMENT PLAN

Measure Date Value
2025 : VISION RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-080
Total expenses incurred by plan in this plan year2025-10-088815
Net assets as of the end of the plan year2025-10-08568868
Total assets as of the beginning of the plan year2025-10-08431529
Participant contributions to plan in this plan year2025-10-0828241
Other expenses paid from plan in this plan year2025-10-080
Other income to plan in this plan year2025-10-0867767
Plan net income in this plan year2025-10-08137339
Net assets as of the end of the plan year2025-10-08568868
Net assets as of the beginning of the plan year2025-10-08431529
Employer contributions to plan in this plan year2025-10-0850146
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-084823
2024 : VISION RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-0921907
Net assets as of the end of the plan year2024-07-09431529
Total assets as of the beginning of the plan year2024-07-09321309
Participant contributions to plan in this plan year2024-07-0925994
Other expenses paid from plan in this plan year2024-07-090
Other income to plan in this plan year2024-07-0953715
Plan net income in this plan year2024-07-09110220
Net assets as of the end of the plan year2024-07-09431529
Net assets as of the beginning of the plan year2024-07-09321309
Employer contributions to plan in this plan year2024-07-0952418
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-094679
2022 : VISION RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-076071
Net assets as of the end of the plan year2022-10-07283702
Total assets as of the beginning of the plan year2022-10-07165207
Participant contributions to plan in this plan year2022-10-0739874
Other expenses paid from plan in this plan year2022-10-070
Other income to plan in this plan year2022-10-0727643
Plan net income in this plan year2022-10-07118495
Net assets as of the end of the plan year2022-10-07283702
Net assets as of the beginning of the plan year2022-10-07165207
Employer contributions to plan in this plan year2022-10-0757049
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-072749

Potentially related plans

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