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ALEXANDER PHAM, OD, APOC 401(K) PLAN 401k Plan overview

Plan NameALEXANDER PHAM, OD, APOC 401(K) PLAN
Plan identification number 001

ALEXANDER PHAM, OD, APOC 401(K) 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.
  • 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

ALEXANDER PHAM, OD, APOC has sponsored the creation of one or more 401k plans.

Company Name:ALEXANDER PHAM, OD, APOC
Employer identification number (EIN):201176899
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEXANDER PHAM, OD, APOC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01QIAN LIU2024-05-28
0012022-01-01CHRISTINE RIMER2023-06-21
0012021-01-01CHRISTINE RIMER2022-07-25
0012020-01-01KERRIE VOLAU2021-06-10
0012019-01-01KERRIE VOLAU2020-08-24
0012018-01-01KERRIE VOLAU2019-03-28
0012017-01-01KERRIE VOLAU2018-03-31
0012016-01-01KERRIE VOLAU2017-06-10
0012015-01-01KERRIE VOLAU2016-06-17
0012014-01-01KERRIE VOLAU2015-05-27
0012013-01-01KERRIE VOLAU2014-06-07
0012012-01-01KERRIE VOLAU2013-05-25
0012011-01-01KERRIE VOLAU2012-03-27
0012010-01-01KERRIE VOLAU2011-04-26

Financial Data on ALEXANDER PHAM, OD, APOC 401(K) PLAN

Measure Date Value
2025 : ALEXANDER PHAM, OD, APOC 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-120
Total liabilities as of the end of the plan year2025-07-120
Total liabilities as of the beginning of the plan year2025-07-120
Total expenses incurred by plan in this plan year2025-07-121154648
Net assets as of the end of the plan year2025-07-12599391
Total assets as of the beginning of the plan year2025-07-121501735
Value of plan covered by a fidelity bond2025-07-12917471694
Participant contributions to plan in this plan year2025-07-1259355
Value of participant loans at end of plan year2025-07-122776
Other expenses paid from plan in this plan year2025-07-120
Other contributions to plan in this plan year2025-07-120
Other income to plan in this plan year2025-07-12172069
Plan net income in this plan year2025-07-12-902344
Net assets as of the end of the plan year2025-07-12599391
Net assets as of the beginning of the plan year2025-07-121501735
Value of contributions failed to transmitted timely2025-07-120
Employer contributions to plan in this plan year2025-07-1220880
Fees paid to broker by Benefit Provider2025-07-120
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-121159
2024 : ALEXANDER PHAM, OD, APOC 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-280
Total liabilities as of the end of the plan year2024-05-280
Total liabilities as of the beginning of the plan year2024-05-280
Total expenses incurred by plan in this plan year2024-05-281310
Net assets as of the end of the plan year2024-05-281501735
Total assets as of the beginning of the plan year2024-05-281231221
Value of plan covered by a fidelity bond2024-05-28705050000
Participant contributions to plan in this plan year2024-05-2858457
Value of participant loans at end of plan year2024-05-2813924
Other expenses paid from plan in this plan year2024-05-280
Other contributions to plan in this plan year2024-05-2821
Other income to plan in this plan year2024-05-28190700
Plan net income in this plan year2024-05-28270514
Net assets as of the end of the plan year2024-05-281501735
Net assets as of the beginning of the plan year2024-05-281231221
Value of contributions failed to transmitted timely2024-05-280
Employer contributions to plan in this plan year2024-05-2822646
Fees paid to broker by Benefit Provider2024-05-280
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-281157
2022 : ALEXANDER PHAM, OD, APOC 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-250
Total liabilities as of the end of the plan year2022-07-250
Total liabilities as of the beginning of the plan year2022-07-250
Total expenses incurred by plan in this plan year2022-07-25762843
Net assets as of the end of the plan year2022-07-251392668
Total assets as of the beginning of the plan year2022-07-251882428
Value of plan covered by a fidelity bond2022-07-25336000000
Participant contributions to plan in this plan year2022-07-2561121
Value of participant loans at end of plan year2022-07-254523
Other expenses paid from plan in this plan year2022-07-250
Other contributions to plan in this plan year2022-07-250
Other income to plan in this plan year2022-07-25193835
Plan net income in this plan year2022-07-25-489760
Net assets as of the end of the plan year2022-07-251392668
Net assets as of the beginning of the plan year2022-07-251882428
Value of contributions failed to transmitted timely2022-07-250
Employer contributions to plan in this plan year2022-07-2518127
Fees paid to broker by Benefit Provider2022-07-250
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-252

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