JAMES A VITALE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN
401k plan membership statisitcs for JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN
Measure | Date | Value |
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2022: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 5 |
Total of all active and inactive participants | 2022-01-01 | 5 |
Total participants | 2022-01-01 | 5 |
Number of participants with account balances | 2022-01-01 | 3 |
2021: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 6 |
Total of all active and inactive participants | 2021-01-01 | 6 |
Total participants | 2021-01-01 | 6 |
Number of participants with account balances | 2021-01-01 | 3 |
2020: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3 |
Total of all active and inactive participants | 2020-01-01 | 3 |
Total participants | 2020-01-01 | 3 |
Number of participants with account balances | 2020-01-01 | 3 |
2019: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
Total of all active and inactive participants | 2019-01-01 | 3 |
Total participants | 2019-01-01 | 3 |
Number of participants with account balances | 2019-01-01 | 3 |
2018: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
Total of all active and inactive participants | 2018-01-01 | 3 |
Total participants | 2018-01-01 | 3 |
2017: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
Total of all active and inactive participants | 2017-01-01 | 3 |
Total participants | 2017-01-01 | 3 |
Number of participants with account balances | 2017-01-01 | 3 |
2016: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
Total of all active and inactive participants | 2016-01-01 | 3 |
Total participants | 2016-01-01 | 3 |
2015: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 3 |
Total of all active and inactive participants | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
2014: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 3 |
Total of all active and inactive participants | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 0 |
2013: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
Total of all active and inactive participants | 2013-01-01 | 3 |
Total participants | 2013-01-01 | 3 |
Number of participants with account balances | 2013-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
Total of all active and inactive participants | 2012-01-01 | 3 |
Total participants | 2012-01-01 | 3 |
Number of participants with account balances | 2012-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
Total of all active and inactive participants | 2011-01-01 | 3 |
Total participants | 2011-01-01 | 3 |
Number of participants with account balances | 2011-01-01 | 3 |
2009: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
Total of all active and inactive participants | 2009-01-01 | 3 |
Total participants | 2009-01-01 | 3 |
Number of participants with account balances | 2009-01-01 | 3 |
Measure | Date | Value |
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2022 : JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $65,241 |
Expenses. Total of all expenses incurred | 2022-12-31 | $311,865 |
Total plan assets at end of year | 2022-12-31 | $1,668,859 |
Total plan assets at beginning of year | 2022-12-31 | $1,915,483 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $286,956 |
Other income received | 2022-12-31 | $65,241 |
Net income (gross income less expenses) | 2022-12-31 | $-246,624 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,668,859 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,915,483 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $24,909 |
2021 : JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $107,884 |
Expenses. Total of all expenses incurred | 2021-12-31 | $29,209 |
Total plan assets at end of year | 2021-12-31 | $1,915,483 |
Total plan assets at beginning of year | 2021-12-31 | $1,836,808 |
Other income received | 2021-12-31 | $107,884 |
Net income (gross income less expenses) | 2021-12-31 | $78,675 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,915,483 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,836,808 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $29,209 |
2020 : JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2020 401k financial data |
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Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $218,856 |
Total plan assets at end of year | 2020-12-31 | $1,836,808 |
Total plan assets at beginning of year | 2020-12-31 | $1,617,952 |
Other income received | 2020-12-31 | $218,856 |
Net income (gross income less expenses) | 2020-12-31 | $218,856 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,836,808 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,617,952 |
2019 : JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2019 401k financial data |
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Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $231,971 |
Total plan assets at end of year | 2019-12-31 | $1,617,952 |
Total plan assets at beginning of year | 2019-12-31 | $1,385,981 |
Other income received | 2019-12-31 | $196,971 |
Net income (gross income less expenses) | 2019-12-31 | $231,971 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,617,952 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,385,981 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $35,000 |
2018 : JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2018 401k financial data |
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Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-47,226 |
Total plan assets at end of year | 2018-12-31 | $1,385,981 |
Total plan assets at beginning of year | 2018-12-31 | $1,433,207 |
Other income received | 2018-12-31 | $-92,226 |
Net income (gross income less expenses) | 2018-12-31 | $-47,226 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,385,981 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,433,207 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $45,000 |
2017 : JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2017 401k financial data |
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Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $148,128 |
Total plan assets at end of year | 2017-12-31 | $1,433,207 |
Total plan assets at beginning of year | 2017-12-31 | $1,285,079 |
Other income received | 2017-12-31 | $130,128 |
Net income (gross income less expenses) | 2017-12-31 | $148,128 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,433,207 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,285,079 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $18,000 |
2016 : JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2016 401k financial data |
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Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $68,708 |
Expenses. Total of all expenses incurred | 2016-12-31 | $230,117 |
Benefits paid (including direct rollovers) | 2016-12-31 | $199,063 |
Total plan assets at end of year | 2016-12-31 | $1,285,079 |
Total plan assets at beginning of year | 2016-12-31 | $1,446,488 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $31,054 |
Other income received | 2016-12-31 | $50,208 |
Net income (gross income less expenses) | 2016-12-31 | $-161,409 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,285,079 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,446,488 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $18,500 |
2015 : JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2015 401k financial data |
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Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $49,894 |
Expenses. Total of all expenses incurred | 2015-12-31 | $28,216 |
Total plan assets at end of year | 2015-12-31 | $1,446,488 |
Total plan assets at beginning of year | 2015-12-31 | $1,424,810 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $28,216 |
Other income received | 2015-12-31 | $24,894 |
Net income (gross income less expenses) | 2015-12-31 | $21,678 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,446,488 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,424,810 |
Assets. Value of participant loans | 2015-12-31 | $10,000 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $25,000 |
2014 : JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2014 401k financial data |
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Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $20,000 |
Expenses. Total of all expenses incurred | 2014-12-31 | $23,718 |
Total plan assets at end of year | 2014-12-31 | $1,424,810 |
Total plan assets at beginning of year | 2014-12-31 | $1,428,528 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $23,718 |
Net income (gross income less expenses) | 2014-12-31 | $-3,718 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,424,810 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,428,528 |
Assets. Value of participant loans | 2014-12-31 | $10,000 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $20,000 |
2013 : JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2013 401k financial data |
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Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $125,441 |
Total plan assets at end of year | 2013-12-31 | $1,428,528 |
Total plan assets at beginning of year | 2013-12-31 | $1,303,087 |
Other income received | 2013-12-31 | $81,941 |
Net income (gross income less expenses) | 2013-12-31 | $125,441 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,428,528 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,303,087 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $43,500 |
2012 : JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2012 401k financial data |
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Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $65,547 |
Total plan assets at end of year | 2012-12-31 | $1,303,087 |
Total plan assets at beginning of year | 2012-12-31 | $1,237,540 |
Other income received | 2012-12-31 | $30,547 |
Net income (gross income less expenses) | 2012-12-31 | $65,547 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,303,087 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,237,540 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $35,000 |
2011 : JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $46,931 |
Total plan assets at end of year | 2011-12-31 | $1,237,540 |
Total plan assets at beginning of year | 2011-12-31 | $1,190,609 |
Other income received | 2011-12-31 | $13,931 |
Net income (gross income less expenses) | 2011-12-31 | $46,931 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,237,540 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,190,609 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $33,000 |
2010 : JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $72,013 |
Total plan assets at end of year | 2010-12-31 | $1,190,609 |
Total plan assets at beginning of year | 2010-12-31 | $1,118,596 |
Other income received | 2010-12-31 | $25,313 |
Net income (gross income less expenses) | 2010-12-31 | $72,013 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,190,609 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,118,596 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $46,700 |
2022: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |