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DANIEL J SULLIVAN OD PA 401(K) P/S PLAN 401k Plan overview

Plan NameDANIEL J SULLIVAN OD PA 401(K) P/S PLAN
Plan identification number 001

DANIEL J SULLIVAN OD PA 401(K) P/S 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.
  • 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

DANIEL J SULLIVAN OD PA has sponsored the creation of one or more 401k plans.

Company Name:DANIEL J SULLIVAN OD PA
Employer identification number (EIN):562159255
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIEL J SULLIVAN OD PA 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DEBRA HEATON2024-07-18
0012022-01-01DEBRA HEATON2023-06-30
0012021-01-01LINDSAY HENSON2022-08-15
0012020-01-01LINDSAY HENSON2021-05-12
0012018-01-01LINDSAY HENSON2019-09-09
0012017-01-01LINDSAY HENSON2018-06-19
0012016-01-01LINDSAY HENSON2017-06-21
0012015-01-01LINDSAY HENSON2016-08-19
0012013-01-01LINDSAY HENSON2014-07-17
0012012-01-01DANIEL SULLIVAN2013-06-17
0012011-01-01DANIEL J SULLIVAN2012-08-03 DANIEL J SULLIVAN2012-08-03
0012010-01-01DANIEL J SULLIVAN2011-04-28 DANIEL J SULLIVAN2011-04-28

Plan Statistics for DANIEL J SULLIVAN OD PA 401(K) P/S PLAN

401k plan membership statisitcs for DANIEL J SULLIVAN OD PA 401(K) P/S PLAN

Measure Date Value
2025: DANIEL J SULLIVAN OD PA 401(K) P/S PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-1927
Total number of particpants at end of year2025-07-1926
Number of Participants With Account Balances2025-07-1922
2024: DANIEL J SULLIVAN OD PA 401(K) P/S PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-1826
Total number of particpants at end of year2024-07-1827
Number of Participants With Account Balances2024-07-1824
2022: DANIEL J SULLIVAN OD PA 401(K) P/S PLAN 2022 401k membership
Total number of particpants at beginning of year2022-08-1524
Total number of particpants at end of year2022-08-1523
Number of Participants With Account Balances2022-08-1522

Financial Data on DANIEL J SULLIVAN OD PA 401(K) P/S PLAN

Measure Date Value
2025 : DANIEL J SULLIVAN OD PA 401(K) P/S PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-07-190
Total expenses incurred by plan in this plan year2025-07-1914441
Net assets as of the end of the plan year2025-07-191311633
Total assets as of the beginning of the plan year2025-07-191055304
Value of plan covered by a fidelity bond2025-07-1990000
Participant contributions to plan in this plan year2025-07-1967003
Other income to plan in this plan year2025-07-19181770
Plan net income in this plan year2025-07-19256329
Net assets as of the end of the plan year2025-07-191311633
Net assets as of the beginning of the plan year2025-07-191055304
Employer contributions to plan in this plan year2025-07-1921997
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-197780
2024 : DANIEL J SULLIVAN OD PA 401(K) P/S PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-07-180
Total expenses incurred by plan in this plan year2024-07-18886982
Net assets as of the end of the plan year2024-07-181055304
Total assets as of the beginning of the plan year2024-07-181640244
Value of plan covered by a fidelity bond2024-07-1890000
Participant contributions to plan in this plan year2024-07-1862244
Other income to plan in this plan year2024-07-18214805
Plan net income in this plan year2024-07-18-584940
Net assets as of the end of the plan year2024-07-181055304
Net assets as of the beginning of the plan year2024-07-181640244
Employer contributions to plan in this plan year2024-07-1824993
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-188110
2022 : DANIEL J SULLIVAN OD PA 401(K) P/S PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-08-150
Total liabilities as of the beginning of the plan year2022-08-150
Total expenses incurred by plan in this plan year2022-08-1511348
Net assets as of the end of the plan year2022-08-151886859
Total assets as of the beginning of the plan year2022-08-151495292
Value of plan covered by a fidelity bond2022-08-1590000
Participant contributions to plan in this plan year2022-08-1579097
Other expenses paid from plan in this plan year2022-08-150
Other contributions to plan in this plan year2022-08-15414
Other income to plan in this plan year2022-08-15300374
Plan net income in this plan year2022-08-15391567
Net assets as of the end of the plan year2022-08-151886859
Net assets as of the beginning of the plan year2022-08-151495292
Employer contributions to plan in this plan year2022-08-1523030
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-1511348

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