WILLIAM J. OKTAVEC MD 401(K) PLAN 401k Plan overview

WILLIAM J. OKTAVEC MD 401(K) PLAN Benefits

401k Sponsoring company profile

Company Name:	WILLIAM J. OKTAVEC MD
Employer identification number (EIN):	593399819
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	TARA EVANS, FOR TAG RESOURCES	2024-04-24
001	2022-01-01	TARA EVANS, FOR TAG RESOURCES	2023-09-07
001	2021-01-01	TARA EVANS	2022-10-12
001	2021-01-01	TARA EVANS, FOR TAG RESOURCES	2023-08-29
001	2020-01-01	PHIL TISUE	2021-10-01
001	2019-02-01	PHIL TISUE	2020-10-15
001	2019-02-01	TARA EVANS, FOR TAG RESOURCES	2023-08-29

Plan Statistics for WILLIAM J. OKTAVEC MD 401(K) PLAN

Measure	Date	Value
2025: WILLIAM J. OKTAVEC MD 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-02-14	11
Total number of particpants at end of year	2025-02-14	13
Number of Participants With Account Balances	2025-02-14	9
2024: WILLIAM J. OKTAVEC MD 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-04-24	11
Total number of particpants at end of year	2024-04-24	11
Number of Participants With Account Balances	2024-04-24	8

Financial Data on WILLIAM J. OKTAVEC MD 401(K) PLAN

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• WILLIAM J. RAHAL, M.D., P.C. 401(K) PROFIT SHARING PLAN [EIN = 812964891]
• WILLIAM J. BAIER, M.D. PLLC PROFIT SHARING & 401(K) PLAN [EIN = 205838384]
• WILLIAM J. RAHAL, M.D., P.C. CASH BALANCE PENSION PLAN [EIN = 812964891]
• WILLIAM J. HAGERTY, INC. SOCA BENEFIT PLAN [EIN = 310808092]
• WILLIAM J. HIRSCH, JR. INC. 401K PLAN [EIN = 542064751]
• WILLIAM J. FORD-SUSSMAN PROFIT SHARING PLAN [EIN = 832794884]
• WILLIAM J. WHITNEY, D.D.S. 401(K) RETIREMENT PLAN [EIN = 833398823]
• WILLIAM J. DOHERTY, DDS, PC 401(K) PLAN [EIN = 831136890]
• WILLIAM J. SOMERSET, DO, PC QUALIFIED PLAN [EIN = 202557887]
• WILLIAM J. HIRSCH, JR. LLC 401K PLAN [EIN = 854209284]
• WILLIAM J. WHITE EDUCATIONAL AND BEHAVIORAL CONSULTING SERVICES, INC. EMPLOYEE GROUP MEDICAL PLAN [EIN = 020495095]
• WILLIAM J. CIRIELLO PLUMBING, CO. INC. 401K PLAN [EIN = 352001652]
• WILLIAM J. WHITE EDUCATIONAL & BEHAVIORAL CONSULTING SERVICES, INC 401(K) PLAN [EIN = 020495095]
• WILLIAM J. WALSH & SONS, INC. 401(K) PLAN [EIN = 043566846]

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