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DAVID W. MELTZER, PH.D., M.D. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID W. MELTZER, PH.D., M.D. 401(K) PROFIT SHARING PLAN
Plan identification number 001

DAVID W. MELTZER, PH.D., M.D. 401(K) 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

NORTH TEXAS OPTHALMIC ASSOCIATES, PLLC has sponsored the creation of one or more 401k plans.

Company Name:NORTH TEXAS OPTHALMIC ASSOCIATES, PLLC
Employer identification number (EIN):752001554
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID W. MELTZER, PH.D., M.D. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID MELTZER2024-04-22 DAVID MELTZER2024-04-22
0012021-01-01DAVID W. MELTZER2022-09-24 DAVID W. MELTZER2022-09-24
0012020-01-01DAVID MELTZER2021-04-13 DAVID MELTZER2021-04-13
0012019-01-01DAVID MELTZER2020-03-27 DAVID MELTZER2020-03-27
0012018-01-01DAVID MELTZER2019-02-19 DAVID MELTZER2019-02-19
0012015-01-01DAVID MELTZER2016-03-29 DAVID MELTZER2016-03-29
0012014-01-01DAVID MELTZER2015-05-05 DAVID MELTZER2015-05-05
0012013-01-01DAVID MELTZER2014-08-10 DAVID MELTZER2014-08-10
0012012-01-01DAVID MELTZER2013-09-24 DAVID MELTZER2013-09-24
0012011-01-01DAVID MELTZER2012-09-12 DAVID MELTZER2012-09-12
0012010-01-01DAVID MELTZER2011-09-29 DAVID MELTZER2011-09-29

Financial Data on DAVID W. MELTZER, PH.D., M.D. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : DAVID W. MELTZER, PH.D., M.D. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-120
Total liabilities as of the end of the plan year2025-08-120
Total liabilities as of the beginning of the plan year2025-08-120
Total expenses incurred by plan in this plan year2025-08-121768809
Net assets as of the end of the plan year2025-08-120
Total assets as of the beginning of the plan year2025-08-121749929
Value of plan covered by a fidelity bond2025-08-12160000
Participant contributions to plan in this plan year2025-08-120
Other expenses paid from plan in this plan year2025-08-120
Other contributions to plan in this plan year2025-08-120
Other income to plan in this plan year2025-08-1218880
Plan net income in this plan year2025-08-12-1749929
Net assets as of the end of the plan year2025-08-120
Net assets as of the beginning of the plan year2025-08-121749929
Employer contributions to plan in this plan year2025-08-120
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-120
Total transfers to/from plan in this plan year2025-04-220
Total liabilities as of the end of the plan year2025-04-220
Total liabilities as of the beginning of the plan year2025-04-220
Total expenses incurred by plan in this plan year2025-04-2252345
Net assets as of the end of the plan year2025-04-221749929
Total assets as of the beginning of the plan year2025-04-221628140
Value of plan covered by a fidelity bond2025-04-22160000
Participant contributions to plan in this plan year2025-04-2283287
Other expenses paid from plan in this plan year2025-04-220
Other contributions to plan in this plan year2025-04-220
Other income to plan in this plan year2025-04-2281814
Plan net income in this plan year2025-04-22121789
Net assets as of the end of the plan year2025-04-221749929
Net assets as of the beginning of the plan year2025-04-221628140
Employer contributions to plan in this plan year2025-04-229033
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-220
2024 : DAVID W. MELTZER, PH.D., M.D. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-220
Total liabilities as of the end of the plan year2024-04-220
Total liabilities as of the beginning of the plan year2024-04-220
Total expenses incurred by plan in this plan year2024-04-2249415
Net assets as of the end of the plan year2024-04-221628140
Total assets as of the beginning of the plan year2024-04-221492543
Value of plan covered by a fidelity bond2024-04-22160000
Participant contributions to plan in this plan year2024-04-22102000
Other expenses paid from plan in this plan year2024-04-22125
Other contributions to plan in this plan year2024-04-220
Other income to plan in this plan year2024-04-2273235
Plan net income in this plan year2024-04-22135597
Net assets as of the end of the plan year2024-04-221628140
Net assets as of the beginning of the plan year2024-04-221492543
Employer contributions to plan in this plan year2024-04-229777
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-220
2022 : DAVID W. MELTZER, PH.D., M.D. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-260
Total liabilities as of the end of the plan year2022-09-260
Total liabilities as of the beginning of the plan year2022-09-260
Total expenses incurred by plan in this plan year2022-09-2643854
Net assets as of the end of the plan year2022-09-261411853
Total assets as of the beginning of the plan year2022-09-261309551
Participant contributions to plan in this plan year2022-09-2685000
Other expenses paid from plan in this plan year2022-09-260
Other contributions to plan in this plan year2022-09-260
Other income to plan in this plan year2022-09-26137
Plan net income in this plan year2022-09-26102302
Net assets as of the end of the plan year2022-09-261411853
Net assets as of the beginning of the plan year2022-09-261309551
Employer contributions to plan in this plan year2022-09-2661019
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-260

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