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JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN
Plan identification number 003

JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

JAMES A VITALE has sponsored the creation of one or more 401k plans.

Company Name:JAMES A VITALE
Employer identification number (EIN):364078970
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01JAMES A VITALE
0032016-01-01JAMES A VITALE
0032015-01-01JAMES VITALE
0032015-01-01JAMES A. VITALE
0032014-01-01JAMES VITALE
0032013-01-01JAMES A. VITALE
0032012-01-01JAMES A VITALE
0032011-01-01JAMES A VITALE
0032009-01-01JAMES A VITALE

Plan Statistics for 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
2022: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015
Total number of active participants reported on line 7a of the Form 55002022-01-015
Total of all active and inactive participants2022-01-015
Total participants2022-01-015
Number of participants with account balances2022-01-013
2021: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-016
Total of all active and inactive participants2021-01-016
Total participants2021-01-016
Number of participants with account balances2021-01-013
2020: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-013
Total of all active and inactive participants2020-01-013
Total participants2020-01-013
Number of participants with account balances2020-01-013
2019: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-013
Total of all active and inactive participants2019-01-013
Total participants2019-01-013
Number of participants with account balances2019-01-013
2018: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-013
Total of all active and inactive participants2018-01-013
Total participants2018-01-013
2017: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
Total of all active and inactive participants2017-01-013
Total participants2017-01-013
Number of participants with account balances2017-01-013
2016: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-013
Total of all active and inactive participants2016-01-013
Total participants2016-01-013
2015: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total of all active and inactive participants2015-01-010
Total participants2015-01-010
Total number of active participants reported on line 7a of the Form 55002015-01-014
2014: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total of all active and inactive participants2014-01-010
Total participants2014-01-010
2013: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Total of all active and inactive participants2013-01-013
Total participants2013-01-013
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Total of all active and inactive participants2012-01-013
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Total of all active and inactive participants2011-01-013
Total participants2011-01-013
Number of participants with account balances2011-01-013
2009: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013
Total participants2009-01-013
Number of participants with account balances2009-01-013

Financial Data on JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN

Measure Date Value
2022 : JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$65,241
Expenses. Total of all expenses incurred2022-12-31$311,865
Total plan assets at end of year2022-12-31$1,668,859
Total plan assets at beginning of year2022-12-31$1,915,483
Expenses. Other expenses not covered elsewhere2022-12-31$286,956
Other income received2022-12-31$65,241
Net income (gross income less expenses)2022-12-31$-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
Total income from all sources2021-12-31$107,884
Expenses. Total of all expenses incurred2021-12-31$29,209
Total plan assets at end of year2021-12-31$1,915,483
Total plan assets at beginning of year2021-12-31$1,836,808
Other income received2021-12-31$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
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$218,856
Total plan assets at end of year2020-12-31$1,836,808
Total plan assets at beginning of year2020-12-31$1,617,952
Other income received2020-12-31$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
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$231,971
Total plan assets at end of year2019-12-31$1,617,952
Total plan assets at beginning of year2019-12-31$1,385,981
Other income received2019-12-31$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
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-47,226
Total plan assets at end of year2018-12-31$1,385,981
Total plan assets at beginning of year2018-12-31$1,433,207
Other income received2018-12-31$-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
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$148,128
Total plan assets at end of year2017-12-31$1,433,207
Total plan assets at beginning of year2017-12-31$1,285,079
Other income received2017-12-31$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
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$68,708
Expenses. Total of all expenses incurred2016-12-31$230,117
Benefits paid (including direct rollovers)2016-12-31$199,063
Total plan assets at end of year2016-12-31$1,285,079
Total plan assets at beginning of year2016-12-31$1,446,488
Expenses. Other expenses not covered elsewhere2016-12-31$31,054
Other income received2016-12-31$50,208
Net income (gross income less expenses)2016-12-31$-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
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$49,894
Expenses. Total of all expenses incurred2015-12-31$28,216
Total plan assets at end of year2015-12-31$1,446,488
Total plan assets at beginning of year2015-12-31$1,424,810
Expenses. Other expenses not covered elsewhere2015-12-31$28,216
Other income received2015-12-31$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 loans2015-12-31$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
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$20,000
Expenses. Total of all expenses incurred2014-12-31$23,718
Total plan assets at end of year2014-12-31$1,424,810
Total plan assets at beginning of year2014-12-31$1,428,528
Expenses. Other expenses not covered elsewhere2014-12-31$23,718
Net income (gross income less expenses)2014-12-31$-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 loans2014-12-31$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
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$125,441
Total plan assets at end of year2013-12-31$1,428,528
Total plan assets at beginning of year2013-12-31$1,303,087
Other income received2013-12-31$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
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$65,547
Total plan assets at end of year2012-12-31$1,303,087
Total plan assets at beginning of year2012-12-31$1,237,540
Other income received2012-12-31$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
Total income from all sources2011-12-31$46,931
Total plan assets at end of year2011-12-31$1,237,540
Total plan assets at beginning of year2011-12-31$1,190,609
Other income received2011-12-31$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
Total income from all sources2010-12-31$72,013
Total plan assets at end of year2010-12-31$1,190,609
Total plan assets at beginning of year2010-12-31$1,118,596
Other income received2010-12-31$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

Form 5500 Responses for JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN

2022: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JAMES A VITALE, O.D. LTD. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JEFFERSON PILOT FINANCIAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract numberJF5181588
Policy instance 1
Insurance contract or identification numberJF5181588
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92738 )
Policy contract number169964
Policy instance 2
Insurance contract or identification number169964
Insurance policy start date2010-10-15
Insurance policy end date2011-10-15
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JEFFERSON PILOT FINANCIAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract numberJF5181588
Policy instance 1
Insurance contract or identification numberJF5181588
Insurance policy start date2009-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92738 )
Policy contract number169964
Policy instance 2
Insurance contract or identification number169964
Insurance policy start date2009-10-15
Insurance policy end date2010-10-15
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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