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| Plan Name | SOUTH BAY OPTOMETRY, INC. 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | SOUTH BAY OPTOMETRY, INC. |
| Employer identification number (EIN): | 900946744 |
| NAIC Classification: | 621320 |
| NAIC Description: | Offices of Optometrists |
Additional information about SOUTH BAY OPTOMETRY, INC.
| Jurisdiction of Incorporation: | California Department of State |
| Incorporation Date: | 2013-03-04 |
| Company Identification Number: | C3541001 |
| Legal Registered Office Address: |
3537 Torrance Blvd Ste 18 Torrance United States of America (USA) 90503 |
More information about SOUTH BAY OPTOMETRY, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ALBERT CHUN | 2024-06-26 | ALBERT CHUN | 2024-06-26 |
| 001 | 2022-01-01 | ALBERT CHUN | 2023-06-09 | ALBERT CHUN | 2023-06-09 |
| 001 | 2021-01-01 | ALBERT K CHUN | 2022-05-03 | ALBERT K CHUN | 2022-05-03 |
| 001 | 2020-01-01 | ALBERT CHUN | 2021-06-16 | ||
| 001 | 2018-01-01 | ALBERT CHUN | 2019-08-22 |
| Measure | Date | Value |
|---|---|---|
| 2025: SOUTH BAY OPTOMETRY, INC. 401(K) PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-05-12 | 10 |
| Total number of particpants at end of year | 2025-05-12 | 10 |
| Number of Participants With Account Balances | 2025-05-12 | 10 |
| 2024: SOUTH BAY OPTOMETRY, INC. 401(K) PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-06-26 | 9 |
| Total number of particpants at end of year | 2024-06-26 | 10 |
| Number of Participants With Account Balances | 2024-06-26 | 10 |
| 2022: SOUTH BAY OPTOMETRY, INC. 401(K) PLAN 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-05-03 | 9 |
| Total number of particpants at end of year | 2022-05-03 | 8 |
| Number of Participants With Account Balances | 2022-05-03 | 8 |
| Measure | Date | Value |
|---|---|---|
| 2025 : SOUTH BAY OPTOMETRY, INC. 401(K) PLAN 2025 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2025-05-12 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-12 | 7000 |
| Net assets as of the end of the plan year | 2025-05-12 | 1330987 |
| Total assets as of the beginning of the plan year | 2025-05-12 | 960127 |
| Value of plan covered by a fidelity bond | 2025-05-12 | 100000 |
| Participant contributions to plan in this plan year | 2025-05-12 | 74910 |
| Other income to plan in this plan year | 2025-05-12 | 208303 |
| Plan net income in this plan year | 2025-05-12 | 370860 |
| Net assets as of the end of the plan year | 2025-05-12 | 1330987 |
| Net assets as of the beginning of the plan year | 2025-05-12 | 960127 |
| Employer contributions to plan in this plan year | 2025-05-12 | 94647 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-12 | 75 |
| 2024 : SOUTH BAY OPTOMETRY, INC. 401(K) PLAN 2024 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2024-06-26 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-26 | 0 |
| Net assets as of the end of the plan year | 2024-06-26 | 960127 |
| Total assets as of the beginning of the plan year | 2024-06-26 | 637003 |
| Value of plan covered by a fidelity bond | 2024-06-26 | 100000 |
| Participant contributions to plan in this plan year | 2024-06-26 | 67031 |
| Other income to plan in this plan year | 2024-06-26 | 170262 |
| Plan net income in this plan year | 2024-06-26 | 323124 |
| Net assets as of the end of the plan year | 2024-06-26 | 960127 |
| Net assets as of the beginning of the plan year | 2024-06-26 | 637003 |
| Employer contributions to plan in this plan year | 2024-06-26 | 85831 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-26 | 0 |
| 2022 : SOUTH BAY OPTOMETRY, INC. 401(K) PLAN 2022 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2022-05-03 | 0 |
| Total expenses incurred by plan in this plan year | 2022-05-03 | 12991 |
| Net assets as of the end of the plan year | 2022-05-03 | 609962 |
| Total assets as of the beginning of the plan year | 2022-05-03 | 409534 |
| Value of plan covered by a fidelity bond | 2022-05-03 | 30000 |
| Participant contributions to plan in this plan year | 2022-05-03 | 61350 |
| Other income to plan in this plan year | 2022-05-03 | 99365 |
| Plan net income in this plan year | 2022-05-03 | 200428 |
| Net assets as of the end of the plan year | 2022-05-03 | 609962 |
| Net assets as of the beginning of the plan year | 2022-05-03 | 409534 |
| Employer contributions to plan in this plan year | 2022-05-03 | 52704 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-03 | 75 |