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EYE CARE ASSOCIATES OF SARASOTA, P.A. RETIREMENT PLAN 401k Plan overview

Plan NameEYE CARE ASSOCIATES OF SARASOTA, P.A. RETIREMENT PLAN
Plan identification number 001

EYE CARE ASSOCIATES OF SARASOTA, P.A. RETIREMENT 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.
  • 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 ASSOCIATES OF SARASOTA, P.A. has sponsored the creation of one or more 401k plans.

Company Name:EYE CARE ASSOCIATES OF SARASOTA, P.A.
Employer identification number (EIN):650337497
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EYE CARE ASSOCIATES OF SARASOTA, P.A. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN ANSAY2024-06-20
0012022-01-01JOHN ANSAY2023-08-02
0012021-01-01JOHN ANSAY2022-10-12

Plan Statistics for EYE CARE ASSOCIATES OF SARASOTA, P.A. RETIREMENT PLAN

401k plan membership statisitcs for EYE CARE ASSOCIATES OF SARASOTA, P.A. RETIREMENT PLAN

Measure Date Value
2025: EYE CARE ASSOCIATES OF SARASOTA, P.A. RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-138
Total number of particpants at end of year2025-10-138
Number of Participants With Account Balances2025-10-138
2024: EYE CARE ASSOCIATES OF SARASOTA, P.A. RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-208
Total number of particpants at end of year2024-06-208
Number of Participants With Account Balances2024-06-207

Financial Data on EYE CARE ASSOCIATES OF SARASOTA, P.A. RETIREMENT PLAN

Measure Date Value
2025 : EYE CARE ASSOCIATES OF SARASOTA, P.A. RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-136659
Net assets as of the end of the plan year2025-10-13442405
Total assets as of the beginning of the plan year2025-10-13385974
Value of plan covered by a fidelity bond2025-10-13100000
Participant contributions to plan in this plan year2025-10-131134
Other income to plan in this plan year2025-10-1344610
Plan net income in this plan year2025-10-1356431
Net assets as of the end of the plan year2025-10-13442405
Net assets as of the beginning of the plan year2025-10-13385974
Employer contributions to plan in this plan year2025-10-1317346
Fees paid to broker by Benefit Provider2025-10-132113
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-135993
2024 : EYE CARE ASSOCIATES OF SARASOTA, P.A. RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-06-200
Total liabilities as of the beginning of the plan year2024-06-200
Total expenses incurred by plan in this plan year2024-06-2090756
Net assets as of the end of the plan year2024-06-20385974
Total assets as of the beginning of the plan year2024-06-20409157
Value of plan covered by a fidelity bond2024-06-20100000
Participant contributions to plan in this plan year2024-06-20809
Other income to plan in this plan year2024-06-2047304
Plan net income in this plan year2024-06-20-23183
Net assets as of the end of the plan year2024-06-20385974
Net assets as of the beginning of the plan year2024-06-20409157
Employer contributions to plan in this plan year2024-06-2019460
Fees paid to broker by Benefit Provider2024-06-202017
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-205758

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