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ALEXANDER EYE INSTITUTE, S.C. 401(K) PLAN 401k Plan overview

Plan NameALEXANDER EYE INSTITUTE, S.C. 401(K) PLAN
Plan identification number 001

ALEXANDER EYE INSTITUTE, S.C. 401(K) PLAN 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ALEXANDER EYE INSTITUTE, S.C. has sponsored the creation of one or more 401k plans.

Company Name:ALEXANDER EYE INSTITUTE, S.C.
Employer identification number (EIN):391934994
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEXANDER EYE INSTITUTE, S.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01AVERY ALEXANDER2024-10-15
0012022-01-01AVERY ALEXANDER2023-10-05
0012021-01-01AVERY ALEXANDER2022-07-19
0012020-01-01AVERY ALEXANDER2021-07-14
0012019-01-01AVERY ALEXANDER2020-10-09
0012018-01-01AVERY ALEXANDER2019-10-08
0012017-01-01AVERY ALEXANDER2018-09-20
0012016-01-01AVERY ALEXANDER2017-10-13
0012015-01-01AVERY ALEXANDER2016-10-04
0012014-01-01AVERY ALEXANDER2015-10-15
0012013-01-01AVERY ALEXANDER2014-10-15
0012012-01-01AVERY ALEXANDER2013-09-30
0012011-01-01AVERY ALEXANDER2012-10-15
0012010-01-01AVERY ALEXANDER2011-07-29

Plan Statistics for ALEXANDER EYE INSTITUTE, S.C. 401(K) PLAN

401k plan membership statisitcs for ALEXANDER EYE INSTITUTE, S.C. 401(K) PLAN

Measure Date Value
2025: ALEXANDER EYE INSTITUTE, S.C. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-0913
Total number of particpants at end of year2025-10-0911
Number of Participants With Account Balances2025-10-0911
2024: ALEXANDER EYE INSTITUTE, S.C. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-1514
Total number of particpants at end of year2024-10-1511
Number of Participants With Account Balances2024-10-1511
2022: ALEXANDER EYE INSTITUTE, S.C. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-1915
Total number of particpants at end of year2022-07-1912
Number of Participants With Account Balances2022-07-1912

Financial Data on ALEXANDER EYE INSTITUTE, S.C. 401(K) PLAN

Measure Date Value
2025 : ALEXANDER EYE INSTITUTE, S.C. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-0919527
Net assets as of the end of the plan year2025-10-091943480
Total assets as of the beginning of the plan year2025-10-091659790
Value of plan covered by a fidelity bond2025-10-09100000
Participant contributions to plan in this plan year2025-10-0935525
Value of participant loans at end of plan year2025-10-093775
Other income to plan in this plan year2025-10-09202270
Plan net income in this plan year2025-10-09283690
Net assets as of the end of the plan year2025-10-091943480
Net assets as of the beginning of the plan year2025-10-091659790
Employer contributions to plan in this plan year2025-10-0965422
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0910446
2024 : ALEXANDER EYE INSTITUTE, S.C. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-15140557
Net assets as of the end of the plan year2024-10-151659790
Total assets as of the beginning of the plan year2024-10-151442327
Value of plan covered by a fidelity bond2024-10-15100000
Participant contributions to plan in this plan year2024-10-1534742
Value of participant loans at end of plan year2024-10-156409
Other income to plan in this plan year2024-10-15264756
Plan net income in this plan year2024-10-15217463
Net assets as of the end of the plan year2024-10-151659790
Net assets as of the beginning of the plan year2024-10-151442327
Employer contributions to plan in this plan year2024-10-1558522
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-159306
2022 : ALEXANDER EYE INSTITUTE, S.C. 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-19367481
Net assets as of the end of the plan year2022-07-191659990
Total assets as of the beginning of the plan year2022-07-191672448
Value of plan covered by a fidelity bond2022-07-19500000
Participant contributions to plan in this plan year2022-07-1928169
Value of participant loans at end of plan year2022-07-193262
Other expenses paid from plan in this plan year2022-07-1911293
Other income to plan in this plan year2022-07-19273629
Plan net income in this plan year2022-07-19-12458
Net assets as of the end of the plan year2022-07-191659990
Net assets as of the beginning of the plan year2022-07-191672448
Employer contributions to plan in this plan year2022-07-1953225

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