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| Plan Name | NORTH CAROLINA STATE BOARD OF EXAMINERS IN OPTOMETRY 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | NORTH CAROLINA STATE BOARD OF EXAMINERS IN OPTOMETRY |
| Employer identification number (EIN): | 561379202 |
| NAIC Classification: | 621320 |
| NAIC Description: | Offices of Optometrists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-07-01 | ||||
| 001 | 2021-07-01 | ||||
| 001 | 2020-07-01 | JAN PETERSON | 2022-01-13 |
| Measure | Date | Value |
|---|---|---|
| 2025: NORTH CAROLINA STATE BOARD OF EXAMINERS IN OPTOMETRY 401(K) PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-03-20 | 3 |
| Total number of particpants at end of year | 2025-03-20 | 4 |
| Number of Participants With Account Balances | 2025-03-20 | 4 |
| Measure | Date | Value |
|---|---|---|
| 2025 : NORTH CAROLINA STATE BOARD OF EXAMINERS IN OPTOMETRY 401(K) PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-03-20 | 1121 |
| Net assets as of the end of the plan year | 2025-03-20 | 2175690 |
| Total assets as of the beginning of the plan year | 2025-03-20 | 1939060 |
| Value of plan covered by a fidelity bond | 2025-03-20 | 500000 |
| Participant contributions to plan in this plan year | 2025-03-20 | 67187 |
| Other income to plan in this plan year | 2025-03-20 | 144311 |
| Plan net income in this plan year | 2025-03-20 | 236630 |
| Net assets as of the end of the plan year | 2025-03-20 | 2175690 |
| Net assets as of the beginning of the plan year | 2025-03-20 | 1939060 |
| Employer contributions to plan in this plan year | 2025-03-20 | 26253 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-03-20 | 1121 |