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EYE CARE GROUP OF MADISON 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameEYE CARE GROUP OF MADISON 401(K) PROFIT SHARING PLAN
Plan identification number 001

EYE CARE GROUP OF MADISON 401(K) PROFIT SHARING 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.
  • 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.
  • 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

EYE CARE GROUP OF MADISON PLLC has sponsored the creation of one or more 401k plans.

Company Name:EYE CARE GROUP OF MADISON PLLC
Employer identification number (EIN):471959678
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EYE CARE GROUP OF MADISON 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TOM LISLE2018-10-06
0012016-01-01TOM LISLE2017-10-13
0012015-01-01TOM LISLE2016-10-17

Plan Statistics for EYE CARE GROUP OF MADISON 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for EYE CARE GROUP OF MADISON 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: EYE CARE GROUP OF MADISON 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-08-2830
Total number of particpants at end of year2025-08-2825
Number of Participants With Account Balances2025-08-2814
2024: EYE CARE GROUP OF MADISON 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-1928
Total number of particpants at end of year2024-09-1932
Number of Participants With Account Balances2024-09-1920

Financial Data on EYE CARE GROUP OF MADISON 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : EYE CARE GROUP OF MADISON 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-280
Total liabilities as of the end of the plan year2025-08-281
Total liabilities as of the beginning of the plan year2025-08-280
Total expenses incurred by plan in this plan year2025-08-2847070
Net assets as of the end of the plan year2025-08-281308546
Total assets as of the beginning of the plan year2025-08-281079765
Value of plan covered by a fidelity bond2025-08-28250000
Participant contributions to plan in this plan year2025-08-2883108
Value of participant loans at end of plan year2025-08-286845
Other expenses paid from plan in this plan year2025-08-280
Other contributions to plan in this plan year2025-08-280
Other income to plan in this plan year2025-08-28168955
Plan net income in this plan year2025-08-28228780
Net assets as of the end of the plan year2025-08-281308545
Net assets as of the beginning of the plan year2025-08-281079765
Value of contributions failed to transmitted timely2025-08-2814765
Employer contributions to plan in this plan year2025-08-2823787
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-2814327
2024 : EYE CARE GROUP OF MADISON 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-190
Total liabilities as of the end of the plan year2024-09-190
Total liabilities as of the beginning of the plan year2024-09-190
Total expenses incurred by plan in this plan year2024-09-19127899
Net assets as of the end of the plan year2024-09-191079765
Total assets as of the beginning of the plan year2024-09-19932702
Value of plan covered by a fidelity bond2024-09-19250000
Participant contributions to plan in this plan year2024-09-1987109
Value of participant loans at end of plan year2024-09-197771
Other expenses paid from plan in this plan year2024-09-190
Other contributions to plan in this plan year2024-09-190
Other income to plan in this plan year2024-09-19165936
Plan net income in this plan year2024-09-19147063
Net assets as of the end of the plan year2024-09-191079765
Net assets as of the beginning of the plan year2024-09-19932702
Value of contributions failed to transmitted timely2024-09-1918577
Employer contributions to plan in this plan year2024-09-1921917
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-1913745

Potentially related plans

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