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EYE CARE AND SURGICAL CENTER O 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameEYE CARE AND SURGICAL CENTER O 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

EYE CARE AND SURGICAL CENTER O 401 K PROFIT SHARING PLAN TRUST 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.

401k Sponsoring company profile

EYE CARE AND SURGICAL CENTER O has sponsored the creation of one or more 401k plans.

Company Name:EYE CARE AND SURGICAL CENTER O
Employer identification number (EIN):522063352
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EYE CARE AND SURGICAL CENTER O 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN P GRUNDY2024-07-02
0012022-01-01JOHN GRUNDY2023-06-16
0012021-01-01JOHN P. GRUNDY2022-05-26
0012020-01-01JOHN GRUNDY2021-06-29
0012018-01-01JOHN GRUNDY2019-07-08
0012017-01-01JOHN P GRUNDY III2018-07-17
0012016-01-01JOHN GRUNDY2017-07-31
0012015-01-01JOHN P GRUNDY2016-07-19
0012014-01-01JOHN GRUNDY2015-07-20
0012013-01-01LYNN WALSH2014-07-07
0012012-01-01EYE CARE AND SURGICAL CENTER O2013-06-21
0012011-01-01EYE CARE AND SURGICAL CENTER O2013-01-22
0012010-01-01EYE CARE AND SURGICAL CENTER O2013-01-22

Plan Statistics for EYE CARE AND SURGICAL CENTER O 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for EYE CARE AND SURGICAL CENTER O 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: EYE CARE AND SURGICAL CENTER O 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-197
Total number of particpants at end of year2025-07-198
Number of Participants With Account Balances2025-07-194
2024: EYE CARE AND SURGICAL CENTER O 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year2024-07-027
Total number of particpants at end of year2024-07-026
Number of Participants With Account Balances2024-07-023
2022: EYE CARE AND SURGICAL CENTER O 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total number of particpants at beginning of year2022-05-268
Total number of particpants at end of year2022-05-266
Number of Participants With Account Balances2022-05-263

Financial Data on EYE CARE AND SURGICAL CENTER O 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : EYE CARE AND SURGICAL CENTER O 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-190
Total liabilities as of the end of the plan year2025-07-190
Total liabilities as of the beginning of the plan year2025-07-190
Total expenses incurred by plan in this plan year2025-07-1960
Net assets as of the end of the plan year2025-07-19980186
Total assets as of the beginning of the plan year2025-07-19856615
Value of plan covered by a fidelity bond2025-07-19125000
Participant contributions to plan in this plan year2025-07-195278
Other expenses paid from plan in this plan year2025-07-190
Other contributions to plan in this plan year2025-07-190
Other income to plan in this plan year2025-07-19116236
Plan net income in this plan year2025-07-19123571
Net assets as of the end of the plan year2025-07-19980186
Net assets as of the beginning of the plan year2025-07-19856615
Employer contributions to plan in this plan year2025-07-192117
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1960
2024 : EYE CARE AND SURGICAL CENTER O 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-020
Total liabilities as of the end of the plan year2024-07-020
Total liabilities as of the beginning of the plan year2024-07-020
Total expenses incurred by plan in this plan year2024-07-0260
Net assets as of the end of the plan year2024-07-02856615
Total assets as of the beginning of the plan year2024-07-02674788
Value of plan covered by a fidelity bond2024-07-02125000
Participant contributions to plan in this plan year2024-07-0212510
Other expenses paid from plan in this plan year2024-07-020
Other contributions to plan in this plan year2024-07-020
Other income to plan in this plan year2024-07-02167641
Plan net income in this plan year2024-07-02181827
Net assets as of the end of the plan year2024-07-02856615
Net assets as of the beginning of the plan year2024-07-02674788
Employer contributions to plan in this plan year2024-07-021736
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-0260
2022 : EYE CARE AND SURGICAL CENTER O 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-260
Total liabilities as of the end of the plan year2022-05-260
Total liabilities as of the beginning of the plan year2022-05-260
Total expenses incurred by plan in this plan year2022-05-26120
Net assets as of the end of the plan year2022-05-26822117
Total assets as of the beginning of the plan year2022-05-26710318
Value of plan covered by a fidelity bond2022-05-26125000
Participant contributions to plan in this plan year2022-05-2629150
Other expenses paid from plan in this plan year2022-05-260
Other contributions to plan in this plan year2022-05-260
Other income to plan in this plan year2022-05-2675141
Plan net income in this plan year2022-05-26111799
Net assets as of the end of the plan year2022-05-26822117
Net assets as of the beginning of the plan year2022-05-26710318
Employer contributions to plan in this plan year2022-05-267628
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-26120

Potentially related plans

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