NAPA VALLEY OPTOMETRIC GROUP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NAPA VALLEY OPTOMETRIC GROUP 401 K PROFIT SHARING PLAN TRUST
| Measure | Date | Value |
|---|
| 2025 : NAPA VALLEY OPTOMETRIC GROUP 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-08 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-08 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-08 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-08 | 3322 |
| Net assets as of the end of the plan year | 2025-07-08 | 669200 |
| Total assets as of the beginning of the plan year | 2025-07-08 | 497144 |
| Value of plan covered by a fidelity bond | 2025-07-08 | 49714 |
| Participant contributions to plan in this plan year | 2025-07-08 | 75317 |
| Value of participant loans at end of plan year | 2025-07-08 | 1924 |
| Other expenses paid from plan in this plan year | 2025-07-08 | 0 |
| Other contributions to plan in this plan year | 2025-07-08 | 0 |
| Other income to plan in this plan year | 2025-07-08 | 72353 |
| Plan net income in this plan year | 2025-07-08 | 172056 |
| Net assets as of the end of the plan year | 2025-07-08 | 669200 |
| Net assets as of the beginning of the plan year | 2025-07-08 | 497144 |
| Employer contributions to plan in this plan year | 2025-07-08 | 27708 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-08 | 3322 |
| 2024 : NAPA VALLEY OPTOMETRIC GROUP 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-10 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-10 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-10 | 5949 |
| Net assets as of the end of the plan year | 2024-07-10 | 497144 |
| Total assets as of the beginning of the plan year | 2024-07-10 | 368505 |
| Value of plan covered by a fidelity bond | 2024-07-10 | 36851 |
| Participant contributions to plan in this plan year | 2024-07-10 | 47489 |
| Value of participant loans at end of plan year | 2024-07-10 | 3675 |
| Other expenses paid from plan in this plan year | 2024-07-10 | 0 |
| Other contributions to plan in this plan year | 2024-07-10 | 0 |
| Other income to plan in this plan year | 2024-07-10 | 62364 |
| Plan net income in this plan year | 2024-07-10 | 128639 |
| Net assets as of the end of the plan year | 2024-07-10 | 497144 |
| Net assets as of the beginning of the plan year | 2024-07-10 | 368505 |
| Employer contributions to plan in this plan year | 2024-07-10 | 24735 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-10 | 2488 |
| 2010 : NAPA VALLEY OPTOMETRIC GROUP 401 K PROFIT SHARING PLAN TRUST 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $350,958 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $3,454 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $3,414 |
| Total plan assets at end of year | 2010-12-31 | $347,504 |
| Value of fidelity bond covering the plan | 2010-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $43,130 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $292,817 |
| Net income (gross income less expenses) | 2010-12-31 | $347,504 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $347,504 |
| Assets. Value of participant loans | 2010-12-31 | $11,179 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $15,011 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $40 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
