Logo

PALO ALTO VISION OPTOMETRY RETIREMENT PLAN 401k Plan overview

Plan NamePALO ALTO VISION OPTOMETRY RETIREMENT PLAN
Plan identification number 001

PALO ALTO VISION OPTOMETRY RETIREMENT 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

MICHAEL D LE OPTOMETRIC CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL D LE OPTOMETRIC CORPORATION
Employer identification number (EIN):833380053
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PALO ALTO VISION OPTOMETRY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHAEL LE2024-06-25
0012022-01-01MICHAEL LE2023-05-28
0012021-01-01MICHAEL LE2022-07-15
0012020-01-01

Plan Statistics for PALO ALTO VISION OPTOMETRY RETIREMENT PLAN

401k plan membership statisitcs for PALO ALTO VISION OPTOMETRY RETIREMENT PLAN

Measure Date Value
2025: PALO ALTO VISION OPTOMETRY RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-015
Total number of particpants at end of year2025-07-017
Number of Participants With Account Balances2025-07-017
2024: PALO ALTO VISION OPTOMETRY RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-257
Total number of particpants at end of year2024-06-257
Number of Participants With Account Balances2024-06-256
2022: PALO ALTO VISION OPTOMETRY RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-157
Total number of particpants at end of year2022-07-156
Number of Participants With Account Balances2022-07-156

Financial Data on PALO ALTO VISION OPTOMETRY RETIREMENT PLAN

Measure Date Value
2025 : PALO ALTO VISION OPTOMETRY RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-012056
Net assets as of the end of the plan year2025-07-01614222
Total assets as of the beginning of the plan year2025-07-01423314
Value of plan covered by a fidelity bond2025-07-010
Participant contributions to plan in this plan year2025-07-0190993
Value of participant loans at end of plan year2025-07-010
Other contributions to plan in this plan year2025-07-010
Other income to plan in this plan year2025-07-0189171
Plan net income in this plan year2025-07-01190908
Net assets as of the end of the plan year2025-07-01614222
Net assets as of the beginning of the plan year2025-07-01423314
Employer contributions to plan in this plan year2025-07-0112800
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-01546
2024 : PALO ALTO VISION OPTOMETRY RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-253117
Net assets as of the end of the plan year2024-06-25423314
Total assets as of the beginning of the plan year2024-06-25280489
Value of plan covered by a fidelity bond2024-06-2529000
Participant contributions to plan in this plan year2024-06-2577143
Other income to plan in this plan year2024-06-2560167
Plan net income in this plan year2024-06-25142825
Net assets as of the end of the plan year2024-06-25423314
Net assets as of the beginning of the plan year2024-06-25280489
Employer contributions to plan in this plan year2024-06-258632
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2555
2022 : PALO ALTO VISION OPTOMETRY RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-154104
Net assets as of the end of the plan year2022-07-15268327
Total assets as of the beginning of the plan year2022-07-15164746
Value of plan covered by a fidelity bond2022-07-1517000
Participant contributions to plan in this plan year2022-07-1554715
Other contributions to plan in this plan year2022-07-1515550
Other income to plan in this plan year2022-07-1530009
Plan net income in this plan year2022-07-15103581
Net assets as of the end of the plan year2022-07-15268327
Net assets as of the beginning of the plan year2022-07-15164746
Employer contributions to plan in this plan year2022-07-157411
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-15110

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup