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ASSOCIATION OF SCHOOLS AND COLLEGES OF OPTOMETRY PENSION PLAN 401k Plan overview

Plan NameASSOCIATION OF SCHOOLS AND COLLEGES OF OPTOMETRY PENSION PLAN
Plan identification number 001

ASSOCIATION OF SCHOOLS AND COLLEGES OF OPTOMETRY PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

ASSOCIATION OF SCHOOLS AND COLLEGES OF OPTOMETRY has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATION OF SCHOOLS AND COLLEGES OF OPTOMETRY
Employer identification number (EIN):521005768
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATION OF SCHOOLS AND COLLEGES OF OPTOMETRY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAWN MANCUSO2024-07-25 DAWN MANCUSO2024-07-25
0012022-01-01DAWN MANCUSO2023-07-21 DAWN MANCUSO2023-07-21
0012021-01-01DAWN MANCUSO2022-04-13 DAWN MANCUSO2022-04-13
0012020-01-01DAWN MANCUSO2022-05-09 DAWN MANCUSO2022-05-09
0012019-01-01DAWN MANCUSO2020-07-21 DAWN MANCUSO2020-07-21
0012018-01-01DAWN MANCUSO2019-09-24 DAWN MANCUSO2019-09-24
0012017-01-01DAWN MANCUSO2018-07-31 DAWN MANCUSO2018-07-31
0012016-01-01MARTIN WALL2017-07-28 MARTIN WALL2017-07-28
0012015-01-01MARTIN WALL2016-07-29 MARTIN WALL2016-07-29
0012013-01-01MARTIN WALL2014-07-31 MARTIN WALL2014-07-31
0012012-01-01MARTIN WALL2013-07-25
0012011-01-01MARTIN WALL2012-10-11
0012010-01-01MARTIN WALL2011-10-06

Plan Statistics for ASSOCIATION OF SCHOOLS AND COLLEGES OF OPTOMETRY PENSION PLAN

401k plan membership statisitcs for ASSOCIATION OF SCHOOLS AND COLLEGES OF OPTOMETRY PENSION PLAN

Measure Date Value
2024: ASSOCIATION OF SCHOOLS AND COLLEGES OF OPTOMETRY PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-2516
Total number of particpants at end of year2024-07-2516
Number of Participants With Account Balances2024-07-2516

Financial Data on ASSOCIATION OF SCHOOLS AND COLLEGES OF OPTOMETRY PENSION PLAN

Measure Date Value
2024 : ASSOCIATION OF SCHOOLS AND COLLEGES OF OPTOMETRY PENSION PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-2569192
Net assets as of the end of the plan year2024-07-252846190
Total assets as of the beginning of the plan year2024-07-252342098
Value of plan covered by a fidelity bond2024-07-25250000
Participant contributions to plan in this plan year2024-07-2545640
Other income to plan in this plan year2024-07-25441755
Plan net income in this plan year2024-07-25504092
Net assets as of the end of the plan year2024-07-252846190
Net assets as of the beginning of the plan year2024-07-252342098
Employer contributions to plan in this plan year2024-07-2585889

Potentially related plans

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