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RETIREMENT INCOME SECURITY PLAN-SWEDBERG EYE CARE 401k Plan overview

Plan NameRETIREMENT INCOME SECURITY PLAN-SWEDBERG EYE CARE
Plan identification number 001

RETIREMENT INCOME SECURITY PLAN-SWEDBERG EYE CARE 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

STEVEN H. SWEDBERG, M.D., P.S. has sponsored the creation of one or more 401k plans.

Company Name:STEVEN H. SWEDBERG, M.D., P.S.
Employer identification number (EIN):912157311
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT INCOME SECURITY PLAN-SWEDBERG EYE CARE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01STEVEN STOUT2024-08-20
0012022-01-01STEVEN STOUT2023-07-24
0012021-01-01STEVEN STOUT2022-07-26
0012020-01-01STEVEN STOUT2021-07-22
0012019-01-01STEVEN STOUT2020-07-03

Financial Data on RETIREMENT INCOME SECURITY PLAN-SWEDBERG EYE CARE

Measure Date Value
2025 : RETIREMENT INCOME SECURITY PLAN-SWEDBERG EYE CARE 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-280
Total liabilities as of the end of the plan year2025-07-280
Total liabilities as of the beginning of the plan year2025-07-280
Total expenses incurred by plan in this plan year2025-07-284860
Net assets as of the end of the plan year2025-07-28492982
Total assets as of the beginning of the plan year2025-07-28338915
Value of plan covered by a fidelity bond2025-07-28500000
Participant contributions to plan in this plan year2025-07-2855406
Value of participant loans at end of plan year2025-07-280
Other expenses paid from plan in this plan year2025-07-280
Other contributions to plan in this plan year2025-07-280
Other income to plan in this plan year2025-07-2885863
Plan net income in this plan year2025-07-28154067
Net assets as of the end of the plan year2025-07-28492982
Net assets as of the beginning of the plan year2025-07-28338915
Value of contributions failed to transmitted timely2025-07-287870
Employer contributions to plan in this plan year2025-07-2817658
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-284860
2024 : RETIREMENT INCOME SECURITY PLAN-SWEDBERG EYE CARE 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-200
Total liabilities as of the end of the plan year2024-08-200
Total liabilities as of the beginning of the plan year2024-08-200
Total expenses incurred by plan in this plan year2024-08-205999
Net assets as of the end of the plan year2024-08-20338915
Total assets as of the beginning of the plan year2024-08-20205894
Value of plan covered by a fidelity bond2024-08-20500000
Participant contributions to plan in this plan year2024-08-2061413
Other expenses paid from plan in this plan year2024-08-200
Other contributions to plan in this plan year2024-08-200
Other income to plan in this plan year2024-08-2059195
Plan net income in this plan year2024-08-20133021
Net assets as of the end of the plan year2024-08-20338915
Net assets as of the beginning of the plan year2024-08-20205894
Value of contributions failed to transmitted timely2024-08-204437
Employer contributions to plan in this plan year2024-08-2018412
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-204022
2022 : RETIREMENT INCOME SECURITY PLAN-SWEDBERG EYE CARE 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-260
Total liabilities as of the end of the plan year2022-07-260
Total liabilities as of the beginning of the plan year2022-07-260
Total expenses incurred by plan in this plan year2022-07-261860
Net assets as of the end of the plan year2022-07-26201670
Total assets as of the beginning of the plan year2022-07-26111247
Value of plan covered by a fidelity bond2022-07-26500000
Participant contributions to plan in this plan year2022-07-2641691
Value of participant loans at end of plan year2022-07-263227
Other expenses paid from plan in this plan year2022-07-260
Other contributions to plan in this plan year2022-07-260
Other income to plan in this plan year2022-07-2636178
Plan net income in this plan year2022-07-2690423
Net assets as of the end of the plan year2022-07-26201670
Net assets as of the beginning of the plan year2022-07-26111247
Value of contributions failed to transmitted timely2022-07-26650
Employer contributions to plan in this plan year2022-07-2614414
Fees paid to broker by Benefit Provider2022-07-260
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-261740

Potentially related plans

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