401k Plan data: OSTOICH OPTICAL LTD 401 K PROFIT SHARING PLAN TRUST plan

OSTOICH OPTICAL LTD 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	OSTOICH OPTICAL LTD 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

OSTOICH OPTICAL LTD 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan Type

Defined 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

OSTOICH OPTICAL, INC. has sponsored the creation of one or more 401k plans.

Company Name: OSTOICH OPTICAL, INC.

Employer identification number (EIN): 364379355

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OSTOICH OPTICAL LTD 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 KEVIN SULLIVAN 2023-05-09
001 2022-01-01
001 2021-01-01
001 2021-01-01 KEVIN SULLIVAN 2022-09-29
001 2020-01-01 KEVIN SULLIVAN 2021-07-14
001 2020-01-01
001 2019-01-01
001 2018-01-01 KEVIN SULLIVAN 2019-04-10
001 2018-01-01
001 2017-01-01 KEVIN L SULLIVAN 2018-06-29
001 2017-01-01 KEVIN SULLIVAN KEVIN SULLIVAN 2018-10-13
001 2016-01-01 KEVIN SULLIVAN KEVIN SULLIVAN 2017-10-11
001 2015-01-01 KEVIN SULLIVAN 2016-09-20
001 2014-01-01 KEVIN SULLIVAN 2015-05-26
001 2013-01-01 KEVIN L SULIVAN 2014-05-12
001 2012-01-01 OSTOICH OPTICAL LTD 2013-06-05
001 2011-01-01 OSTOICH OPTICAL LTD 2012-05-22
001 2010-01-01 OSTOICH OPTICAL LTD 2011-08-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	KEVIN SULLIVAN	2023-05-09
001	2022-01-01
001	2021-01-01
001	2021-01-01	KEVIN SULLIVAN	2022-09-29
001	2020-01-01	KEVIN SULLIVAN	2021-07-14
001	2020-01-01
001	2019-01-01
001	2018-01-01	KEVIN SULLIVAN	2019-04-10
001	2018-01-01
001	2017-01-01	KEVIN L SULLIVAN	2018-06-29
001	2017-01-01	KEVIN SULLIVAN		KEVIN SULLIVAN	2018-10-13
001	2016-01-01	KEVIN SULLIVAN		KEVIN SULLIVAN	2017-10-11
001	2015-01-01	KEVIN SULLIVAN	2016-09-20
001	2014-01-01	KEVIN SULLIVAN	2015-05-26
001	2013-01-01	KEVIN L SULIVAN	2014-05-12
001	2012-01-01	OSTOICH OPTICAL LTD	2013-06-05
001	2011-01-01	OSTOICH OPTICAL LTD	2012-05-22
001	2010-01-01	OSTOICH OPTICAL LTD	2011-08-23

Plan Statistics for OSTOICH OPTICAL LTD 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for OSTOICH OPTICAL LTD 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2022: OSTOICH OPTICAL LTD 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 3
Number of participants with account balances 2022-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: OSTOICH OPTICAL LTD 401 K PROFIT SHARING PLAN TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 11
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 11
Number of participants with account balances 2021-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: OSTOICH OPTICAL LTD 401 K PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 11
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 11
Number of participants with account balances 2020-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: OSTOICH OPTICAL LTD 401 K PROFIT SHARING PLAN TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 8
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 8
Number of participants with account balances 2019-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: OSTOICH OPTICAL LTD 401 K PROFIT SHARING PLAN TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 8
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 8
Number of participants with account balances 2018-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: OSTOICH OPTICAL LTD 401 K PROFIT SHARING PLAN TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 7
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 7
Number of participants with account balances 2017-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: OSTOICH OPTICAL LTD 401 K PROFIT SHARING PLAN TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2022: OSTOICH OPTICAL LTD 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	3
Number of participants with account balances	2022-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: OSTOICH OPTICAL LTD 401 K PROFIT SHARING PLAN TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	11
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	11
Number of participants with account balances	2021-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: OSTOICH OPTICAL LTD 401 K PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	11
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	11
Number of participants with account balances	2020-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: OSTOICH OPTICAL LTD 401 K PROFIT SHARING PLAN TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	8
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	8
Number of participants with account balances	2019-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: OSTOICH OPTICAL LTD 401 K PROFIT SHARING PLAN TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	8
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	8
Number of participants with account balances	2018-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: OSTOICH OPTICAL LTD 401 K PROFIT SHARING PLAN TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	7
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	7
Number of participants with account balances	2017-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: OSTOICH OPTICAL LTD 401 K PROFIT SHARING PLAN TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on OSTOICH OPTICAL LTD 401 K PROFIT SHARING PLAN TRUST

Measure	Date	Value
2022 : OSTOICH OPTICAL LTD 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-25,936
Expenses. Total of all expenses incurred	2022-12-31	$576,060
Benefits paid (including direct rollovers)	2022-12-31	$576,060
Total plan assets at end of year	2022-12-31	$13,775
Total plan assets at beginning of year	2022-12-31	$615,771
Value of fidelity bond covering the plan	2022-12-31	$40,000
Other income received	2022-12-31	$-25,936
Net income (gross income less expenses)	2022-12-31	$-601,996
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$13,775
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$615,771
2021 : OSTOICH OPTICAL LTD 401 K PROFIT SHARING PLAN TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$32,548
Total plan assets at end of year	2021-12-31	$615,771
Total plan assets at beginning of year	2021-12-31	$583,223
Value of fidelity bond covering the plan	2021-12-31	$40,000
Other income received	2021-12-31	$32,548
Net income (gross income less expenses)	2021-12-31	$32,548
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$615,771
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$583,223
2020 : OSTOICH OPTICAL LTD 401 K PROFIT SHARING PLAN TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$105,581
Total plan assets at end of year	2020-12-31	$583,223
Total plan assets at beginning of year	2020-12-31	$477,642
Value of fidelity bond covering the plan	2020-12-31	$40,000
Other income received	2020-12-31	$39,881
Net income (gross income less expenses)	2020-12-31	$105,581
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$583,223
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$477,642
Total contributions received or receivable from employer(s)	2020-12-31	$65,700
2019 : OSTOICH OPTICAL LTD 401 K PROFIT SHARING PLAN TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$93,984
Expenses. Total of all expenses incurred	2019-12-31	$14,928
Benefits paid (including direct rollovers)	2019-12-31	$14,928
Total plan assets at end of year	2019-12-31	$477,642
Total plan assets at beginning of year	2019-12-31	$398,586
Value of fidelity bond covering the plan	2019-12-31	$40,000
Other income received	2019-12-31	$37,673
Net income (gross income less expenses)	2019-12-31	$79,056
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$477,642
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$398,586
Total contributions received or receivable from employer(s)	2019-12-31	$56,311
2018 : OSTOICH OPTICAL LTD 401 K PROFIT SHARING PLAN TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$34,779
Total plan assets at end of year	2018-12-31	$398,586
Total plan assets at beginning of year	2018-12-31	$363,807
Value of fidelity bond covering the plan	2018-12-31	$40,000
Other income received	2018-12-31	$-15,625
Net income (gross income less expenses)	2018-12-31	$34,779
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$398,586
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$363,807
Total contributions received or receivable from employer(s)	2018-12-31	$50,404
2017 : OSTOICH OPTICAL LTD 401 K PROFIT SHARING PLAN TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$78,600
Total plan assets at end of year	2017-12-31	$363,807
Total plan assets at beginning of year	2017-12-31	$285,207
Value of fidelity bond covering the plan	2017-12-31	$35,000
Other income received	2017-12-31	$40,684
Net income (gross income less expenses)	2017-12-31	$78,600
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$363,807
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$285,207
Total contributions received or receivable from employer(s)	2017-12-31	$37,916
2016 : OSTOICH OPTICAL LTD 401 K PROFIT SHARING PLAN TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$285,207
Total plan assets at end of year	2016-12-31	$285,207
Total plan assets at beginning of year	2016-12-31	$0
Value of fidelity bond covering the plan	2016-12-31	$30,000
Contributions received from other sources (not participants or employers)	2016-12-31	$234,394
Other income received	2016-12-31	$16,432
Net income (gross income less expenses)	2016-12-31	$285,207
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$285,207
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$34,381

Form 5500 Responses for OSTOICH OPTICAL LTD 401 K PROFIT SHARING PLAN TRUST

2022: OSTOICH OPTICAL LTD 401 K PROFIT SHARING PLAN TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: OSTOICH OPTICAL LTD 401 K PROFIT SHARING PLAN TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: OSTOICH OPTICAL LTD 401 K PROFIT SHARING PLAN TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: OSTOICH OPTICAL LTD 401 K PROFIT SHARING PLAN TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: OSTOICH OPTICAL LTD 401 K PROFIT SHARING PLAN TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: OSTOICH OPTICAL LTD 401 K PROFIT SHARING PLAN TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: OSTOICH OPTICAL LTD 401 K PROFIT SHARING PLAN TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	First time form 5500 has been submitted	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	OSTOICH OPTICAL, INC.
Employer identification number (EIN):	364379355
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists