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SOUTH BAY EYE INSTITUTE RETIREMENT PLAN 401k Plan overview

Plan NameSOUTH BAY EYE INSTITUTE RETIREMENT PLAN
Plan identification number 001

SOUTH BAY EYE INSTITUTE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

AARCHAN JOSHI, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name:AARCHAN JOSHI, M.D., INC.
Employer identification number (EIN):954781290
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH BAY EYE INSTITUTE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01AARCHAN JOSHI2021-06-10
0012019-01-01AARCHAN JOSHI2020-04-21
0012018-01-01AARCHAN JOSHI2019-03-04
0012017-01-01AARCHAN JOSHI2018-09-25
0012016-01-01AARCHAN JOSHI2017-10-02
0012015-01-01AARCHAN JOSHI2016-07-21
0012014-01-01AARCHAN JOSHI2015-04-20
0012013-01-01AARCHAN JOSHI2014-04-22
0012012-01-01AARCHAN JOSHI2013-09-16
0012011-01-01AARCHAN JOSHI2012-04-24
0012010-01-01AARCHAN JOSHI2011-03-17

Financial Data on SOUTH BAY EYE INSTITUTE RETIREMENT PLAN

Measure Date Value
2025 : SOUTH BAY EYE INSTITUTE RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-04548668
Net assets as of the end of the plan year2025-09-042210360
Total assets as of the beginning of the plan year2025-09-042335958
Value of plan covered by a fidelity bond2025-09-04250000
Participant contributions to plan in this plan year2025-09-0474392
Value of participant loans at end of plan year2025-09-0414057
Other expenses paid from plan in this plan year2025-09-046474
Other income to plan in this plan year2025-09-04326944
Plan net income in this plan year2025-09-04-125598
Net assets as of the end of the plan year2025-09-042210360
Net assets as of the beginning of the plan year2025-09-042335958
Employer contributions to plan in this plan year2025-09-0421734
Fees paid to broker by Benefit Provider2025-09-041469
2024 : SOUTH BAY EYE INSTITUTE RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-146206
Net assets as of the end of the plan year2024-10-142335958
Total assets as of the beginning of the plan year2024-10-141928558
Value of plan covered by a fidelity bond2024-10-14200000
Participant contributions to plan in this plan year2024-10-1425663
Value of participant loans at end of plan year2024-10-1418289
Other expenses paid from plan in this plan year2024-10-146206
Other income to plan in this plan year2024-10-14315383
Plan net income in this plan year2024-10-14407400
Net assets as of the end of the plan year2024-10-142335958
Net assets as of the beginning of the plan year2024-10-141928558
Employer contributions to plan in this plan year2024-10-1472560
Fees paid to broker by Benefit Provider2024-10-14579
2022 : SOUTH BAY EYE INSTITUTE RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-0710208
Net assets as of the end of the plan year2022-10-072213381
Total assets as of the beginning of the plan year2022-10-071934902
Value of plan covered by a fidelity bond2022-10-07250000
Participant contributions to plan in this plan year2022-10-0772610
Value of participant loans at end of plan year2022-10-071193
Other expenses paid from plan in this plan year2022-10-075747
Other income to plan in this plan year2022-10-07189640
Plan net income in this plan year2022-10-07278479
Net assets as of the end of the plan year2022-10-072213381
Net assets as of the beginning of the plan year2022-10-071934902
Employer contributions to plan in this plan year2022-10-0726437

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