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AMERICAN ACADEMY OF OPTOMETRY 401(K) PLAN 401k Plan overview

Plan NameAMERICAN ACADEMY OF OPTOMETRY 401(K) PLAN
Plan identification number 002

AMERICAN ACADEMY OF OPTOMETRY 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

AMERICAN ACADEMY OF OPTOMETRY has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN ACADEMY OF OPTOMETRY
Employer identification number (EIN):411227642
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN ACADEMY OF OPTOMETRY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01RICH JONES2024-07-23 RICH JONES2024-07-23
0022022-01-01RICHARD JONES2023-09-29
0022021-01-01RICHARD JONES2022-08-19
0022020-06-01RICHARD JONES2021-09-13

Financial Data on AMERICAN ACADEMY OF OPTOMETRY 401(K) PLAN

Measure Date Value
2025 : AMERICAN ACADEMY OF OPTOMETRY 401(K) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-09-080
Total expenses incurred by plan in this plan year2025-09-08194676
Net assets as of the end of the plan year2025-09-081406486
Total assets as of the beginning of the plan year2025-09-081171017
Value of plan covered by a fidelity bond2025-09-081000000
Participant contributions to plan in this plan year2025-09-08133178
Other income to plan in this plan year2025-09-08156356
Plan net income in this plan year2025-09-08235469
Net assets as of the end of the plan year2025-09-081406486
Net assets as of the beginning of the plan year2025-09-081171017
Employer contributions to plan in this plan year2025-09-08140611
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-086906
2024 : AMERICAN ACADEMY OF OPTOMETRY 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-07-230
Total expenses incurred by plan in this plan year2024-07-2325287
Net assets as of the end of the plan year2024-07-231171017
Total assets as of the beginning of the plan year2024-07-23800555
Value of plan covered by a fidelity bond2024-07-231000000
Participant contributions to plan in this plan year2024-07-23106062
Other income to plan in this plan year2024-07-23173550
Plan net income in this plan year2024-07-23370462
Net assets as of the end of the plan year2024-07-231171017
Net assets as of the beginning of the plan year2024-07-23800555
Employer contributions to plan in this plan year2024-07-23116137
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-234752
2022 : AMERICAN ACADEMY OF OPTOMETRY 401(K) PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-08-190
Total expenses incurred by plan in this plan year2022-08-194488
Net assets as of the end of the plan year2022-08-19754216
Total assets as of the beginning of the plan year2022-08-19179323
Value of plan covered by a fidelity bond2022-08-191000000
Participant contributions to plan in this plan year2022-08-19104330
Other contributions to plan in this plan year2022-08-19296419
Other income to plan in this plan year2022-08-1953726
Plan net income in this plan year2022-08-19574893
Net assets as of the end of the plan year2022-08-19754216
Net assets as of the beginning of the plan year2022-08-19179323
Employer contributions to plan in this plan year2022-08-19124906
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-192193

Potentially related plans

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