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EYE CARE CENTERS 401(K) MATCHING PROFIT SHARING PLAN 401k Plan overview

Plan NameEYE CARE CENTERS 401(K) MATCHING PROFIT SHARING PLAN
Plan identification number 001

EYE CARE CENTERS 401(K) MATCHING PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EYE CARE CENTERS, PLLC has sponsored the creation of one or more 401k plans.

Company Name:EYE CARE CENTERS, PLLC
Employer identification number (EIN):621780631
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EYE CARE CENTERS 401(K) MATCHING PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ELENA JOLLY2024-10-15
0012022-01-01ELENA JOLLY2023-10-16
0012021-01-01TAMMY TODD2022-10-12
0012020-01-01TAMMY TODD2021-09-29
0012019-01-01SILVIA MENDE2020-10-07
0012018-01-01SILVIA MENDE2019-09-03
0012017-01-01SILVIA MENDE2018-10-10
0012016-01-01SILVIA MENDE2017-10-04
0012015-01-01SILVIA MENDE2016-10-06
0012014-01-01SILVIA MENDE-CAULFIELD2015-10-14
0012013-01-01SILVIA MENDE-CAULFIELD2014-10-09
0012012-01-01SILVIA MENDE-CAULFIELD2013-10-14
0012011-01-01SILVIA MENDE-CAULFIELD2012-10-11
0012010-01-01SILVIA MENDE-CAULFIELD2011-09-29

Financial Data on EYE CARE CENTERS 401(K) MATCHING PROFIT SHARING PLAN

Measure Date Value
2024 : EYE CARE CENTERS 401(K) MATCHING PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-15-729056
Total expenses incurred by plan in this plan year2024-10-15431766
Net assets as of the end of the plan year2024-10-153299204
Total assets as of the beginning of the plan year2024-10-153774028
Value of plan covered by a fidelity bond2024-10-15100000
Participant contributions to plan in this plan year2024-10-15156528
Value of participant loans at end of plan year2024-10-1571145
Other contributions to plan in this plan year2024-10-1561693
Other income to plan in this plan year2024-10-15467777
Plan net income in this plan year2024-10-15254232
Net assets as of the end of the plan year2024-10-153299204
Net assets as of the beginning of the plan year2024-10-153774028
Value of contributions failed to transmitted timely2024-10-1510764
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1515272
2022 : EYE CARE CENTERS 401(K) MATCHING PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-1250196
Net assets as of the end of the plan year2022-10-125018143
Total assets as of the beginning of the plan year2022-10-124359551
Value of plan covered by a fidelity bond2022-10-12100000
Participant contributions to plan in this plan year2022-10-12158241
Value of participant loans at end of plan year2022-10-1275119
Other income to plan in this plan year2022-10-12550547
Plan net income in this plan year2022-10-12658592
Net assets as of the end of the plan year2022-10-125018143
Net assets as of the beginning of the plan year2022-10-124359551
Value of contributions failed to transmitted timely2022-10-1210764
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-1225719

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