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401(K) RETIREMENT PLAN OF ASSOCIATED OPTOMETRISTS 401k Plan overview

Plan Name401(K) RETIREMENT PLAN OF ASSOCIATED OPTOMETRISTS
Plan identification number 001

401(K) RETIREMENT PLAN OF ASSOCIATED OPTOMETRISTS 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

THOMAS J. HUBBARD, O.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:THOMAS J. HUBBARD, O.D., P.C.
Employer identification number (EIN):471708134
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(K) RETIREMENT PLAN OF ASSOCIATED OPTOMETRISTS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01THOMAS HUBBARD2023-09-25
0012021-01-01THOMAS HUBBARD2022-09-06
0012020-01-01
0012019-01-01THOMAS HUBBARD2020-09-29 THOMAS HUBBARD2020-09-29
0012018-01-01THOMAS HUBBARD2019-04-09 THOMAS HUBBARD2019-04-09
0012017-01-01THOMAS HUBBARD2018-01-22 THOMAS HUBBARD2018-01-22
0012016-01-01THOMAS HUBBARD2017-02-09 THOMAS HUBBARD2017-02-09
0012015-01-01THOMAS HUBBARD2016-02-23 THOMAS HUBBARD2016-02-23

Financial Data on 401(K) RETIREMENT PLAN OF ASSOCIATED OPTOMETRISTS

Measure Date Value
2025 : 401(K) RETIREMENT PLAN OF ASSOCIATED OPTOMETRISTS 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-24559
Net assets as of the end of the plan year2025-06-24562051
Total assets as of the beginning of the plan year2025-06-24390629
Value of plan covered by a fidelity bond2025-06-241000000
Participant contributions to plan in this plan year2025-06-2424874
Other income to plan in this plan year2025-06-2491157
Plan net income in this plan year2025-06-24171422
Net assets as of the end of the plan year2025-06-24562051
Net assets as of the beginning of the plan year2025-06-24390629
Employer contributions to plan in this plan year2025-06-2455950
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-24559
2024 : 401(K) RETIREMENT PLAN OF ASSOCIATED OPTOMETRISTS 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-160
Total expenses incurred by plan in this plan year2024-09-1620884
Net assets as of the end of the plan year2024-09-16390629
Total assets as of the beginning of the plan year2024-09-16225194
Value of plan covered by a fidelity bond2024-09-1650000
Participant contributions to plan in this plan year2024-09-1615028
Other expenses paid from plan in this plan year2024-09-160
Other contributions to plan in this plan year2024-09-160
Other income to plan in this plan year2024-09-16108188
Plan net income in this plan year2024-09-16165435
Net assets as of the end of the plan year2024-09-16390629
Net assets as of the beginning of the plan year2024-09-16225194
Employer contributions to plan in this plan year2024-09-1663103
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-16352

Potentially related plans

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