401k Plan data: ESSILOR PARTNER 401(K) PLAN plan

ESSILOR PARTNER 401(K) PLAN 401k Plan overview

Plan Name	ESSILOR PARTNER 401(K) PLAN
Plan identification number	002

ESSILOR PARTNER 401(K) PLAN 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.
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

ESSILOR OF AMERICA, INC. has sponsored the creation of one or more 401k plans.

Company Name: ESSILOR OF AMERICA, INC.

Employer identification number (EIN): 593294787

NAIC Classification: 423990
NAIC Description: Other Miscellaneous Durable Goods Merchant Wholesalers

Additional information about ESSILOR OF AMERICA, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1999-02-19

Company Identification Number: 0012515906

Legal Registered Office Address: 13555 N STEMMONS FWY

FARMERS BRNCH
United States of America (USA)
75234

More information about ESSILOR OF AMERICA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ESSILOR PARTNER 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2019-01-01
002 2018-01-01
002 2018-01-01
002 2017-01-01 RYAN MURRY RYAN MURRY 2018-10-15
002 2016-04-01 RYAN MURRY RYAN MURRY 2017-10-16

Plan Statistics for ESSILOR PARTNER 401(K) PLAN

401k plan membership statisitcs for ESSILOR PARTNER 401(K) PLAN

Measure Date Value
2022: ESSILOR PARTNER 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 774
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ESSILOR PARTNER 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,454
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 620
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 153
Total of all active and inactive participants 2021-01-01 774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 774
Number of participants with account balances 2021-01-01 531
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 8
2020: ESSILOR PARTNER 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 995
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,274
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 179
Total of all active and inactive participants 2020-01-01 1,454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,454
Number of participants with account balances 2020-01-01 880
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 18
2019: ESSILOR PARTNER 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,465
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 880
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 112
Total of all active and inactive participants 2019-01-01 994
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 994
Number of participants with account balances 2019-01-01 681
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 9
2018: ESSILOR PARTNER 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,378
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,297
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 166
Total of all active and inactive participants 2018-01-01 1,464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1,464
Number of participants with account balances 2018-01-01 977
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 7
2017: ESSILOR PARTNER 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,195
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,225
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 152
Total of all active and inactive participants 2017-01-01 1,378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1,378
Number of participants with account balances 2017-01-01 986
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 10
2016: ESSILOR PARTNER 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-04-01 0
Total number of active participants reported on line 7a of the Form 5500 2016-04-01 1,060
Number of retired or separated participants receiving benefits 2016-04-01 1
Number of other retired or separated participants entitled to future benefits 2016-04-01 128
Total of all active and inactive participants 2016-04-01 1,189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-04-01 0
Total participants 2016-04-01 1,189
Number of participants with account balances 2016-04-01 820
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-04-01 12

Measure	Date	Value
2022: ESSILOR PARTNER 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	774
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ESSILOR PARTNER 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,454
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	620
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	153
Total of all active and inactive participants	2021-01-01	774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	774
Number of participants with account balances	2021-01-01	531
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	8
2020: ESSILOR PARTNER 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	995
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,274
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	179
Total of all active and inactive participants	2020-01-01	1,454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,454
Number of participants with account balances	2020-01-01	880
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	18
2019: ESSILOR PARTNER 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,465
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	880
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	112
Total of all active and inactive participants	2019-01-01	994
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	994
Number of participants with account balances	2019-01-01	681
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	9
2018: ESSILOR PARTNER 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,378
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,297
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	166
Total of all active and inactive participants	2018-01-01	1,464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1,464
Number of participants with account balances	2018-01-01	977
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	7
2017: ESSILOR PARTNER 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,195
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,225
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	152
Total of all active and inactive participants	2017-01-01	1,378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1,378
Number of participants with account balances	2017-01-01	986
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	10
2016: ESSILOR PARTNER 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-04-01	0
Total number of active participants reported on line 7a of the Form 5500	2016-04-01	1,060
Number of retired or separated participants receiving benefits	2016-04-01	1
Number of other retired or separated participants entitled to future benefits	2016-04-01	128
Total of all active and inactive participants	2016-04-01	1,189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-04-01	0
Total participants	2016-04-01	1,189
Number of participants with account balances	2016-04-01	820
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-04-01	12

Financial Data on ESSILOR PARTNER 401(K) PLAN

Measure	Date	Value
2022 : ESSILOR PARTNER 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$20,788,433
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$213,765
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$4,334,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$4,308,423
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,359,399
Value of total assets at end of year	2022-12-31	$0
Value of total assets at beginning of year	2022-12-31	$24,908,894
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$25,803
Total interest from all sources	2022-12-31	$99,107
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$146,795
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$146,795
Administrative expenses professional fees incurred	2022-12-31	$12,330
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$6,500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$895,729
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$227,272
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$976,726
Other income not declared elsewhere	2022-12-31	$-7,171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-4,120,461
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$24,908,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$10,817,956
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$6,521,036
Interest on participant loans	2022-12-31	$6,755
Interest earned on other investments	2022-12-31	$92,352
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$7,342,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,133,470
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,250,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$486,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$4,308,423
Contract administrator fees	2022-12-31	$13,473
Did the plan have assets held for investment	2022-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2022-12-31	381357951
2021 : ESSILOR PARTNER 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$3,559,015
Total transfer of assets from this plan	2021-12-31	$21,363,633
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$4,645,550
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$4,127,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,030,183
Expenses. Certain deemed distributions of participant loans	2021-12-31	$37,286
Value of total corrective distributions	2021-12-31	$20,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,550,436
Value of total assets at end of year	2021-12-31	$24,908,894
Value of total assets at beginning of year	2021-12-31	$42,195,746
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$40,118
Total interest from all sources	2021-12-31	$138,505
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$269,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$269,977
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$6,500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,095,330
Participant contributions at end of year	2021-12-31	$227,272
Participant contributions at beginning of year	2021-12-31	$719,167
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$125,475
Other income not declared elsewhere	2021-12-31	$9,152
Administrative expenses (other) incurred	2021-12-31	$40,118
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$26
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$517,766
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$24,908,894
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$42,195,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$10,817,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$25,227,303
Value of interest in pooled separate accounts at end of year	2021-12-31	$6,521,036
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$6,100,738
Interest on participant loans	2021-12-31	$14,640
Interest earned on other investments	2021-12-31	$123,854
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$11
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$7,342,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$10,148,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,151,744
Net investment gain/loss from pooled separate accounts	2021-12-31	$525,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,329,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,030,183
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WHITLEY PENN LLP
Accountancy firm EIN	2021-12-31	752393478
2020 : ESSILOR PARTNER 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$4,865,031
Total transfer of assets from this plan	2020-12-31	$388,581
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$82,445
Total income from all sources (including contributions)	2020-12-31	$7,947,521
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$4,121,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,979,909
Expenses. Certain deemed distributions of participant loans	2020-12-31	$7,062
Value of total corrective distributions	2020-12-31	$81,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,150,036
Value of total assets at end of year	2020-12-31	$42,195,746
Value of total assets at beginning of year	2020-12-31	$33,976,087
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$52,958
Total interest from all sources	2020-12-31	$205,588
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$441,172
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$441,172
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$6,500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,579,652
Participant contributions at end of year	2020-12-31	$719,167
Participant contributions at beginning of year	2020-12-31	$617,877
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$624
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$347,563
Other income not declared elsewhere	2020-12-31	$20,325
Administrative expenses (other) incurred	2020-12-31	$52,958
Total non interest bearing cash at end of year	2020-12-31	$26
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,825,654
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$42,195,746
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$33,893,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$25,227,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$20,248,918
Value of interest in pooled separate accounts at end of year	2020-12-31	$6,100,738
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$4,876,459
Interest on participant loans	2020-12-31	$30,183
Interest earned on other investments	2020-12-31	$175,401
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$10,148,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$8,002,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,547,024
Net investment gain/loss from pooled separate accounts	2020-12-31	$2,583,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$222,821
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$230,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,979,909
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$82,445
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	WHITLEY PENN LLP
Accountancy firm EIN	2020-12-31	752393478
2019 : ESSILOR PARTNER 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$5,368,977
Total transfer of assets to this plan	2019-12-31	$5,368,977
Total transfer of assets from this plan	2019-12-31	$10,725,297
Total transfer of assets from this plan	2019-12-31	$10,725,297
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$82,445
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$82,445
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$6,538,681
Total income from all sources (including contributions)	2019-12-31	$6,538,681
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,629,614
Total of all expenses incurred	2019-12-31	$3,629,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,499,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,499,322
Expenses. Certain deemed distributions of participant loans	2019-12-31	$6,826
Expenses. Certain deemed distributions of participant loans	2019-12-31	$6,826
Value of total corrective distributions	2019-12-31	$28,646
Value of total corrective distributions	2019-12-31	$28,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,338,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,338,712
Value of total assets at end of year	2019-12-31	$33,976,087
Value of total assets at end of year	2019-12-31	$33,976,087
Value of total assets at beginning of year	2019-12-31	$36,340,895
Value of total assets at beginning of year	2019-12-31	$36,340,895
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$94,820
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$94,820
Total interest from all sources	2019-12-31	$188,851
Total interest from all sources	2019-12-31	$188,851
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$493,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$493,421
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$493,421
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$6,500,000
Value of fidelity bond cover	2019-12-31	$6,500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,172,474
Contributions received from participants	2019-12-31	$1,172,474
Participant contributions at end of year	2019-12-31	$617,877
Participant contributions at end of year	2019-12-31	$617,877
Participant contributions at beginning of year	2019-12-31	$804,460
Participant contributions at beginning of year	2019-12-31	$804,460
Participant contributions at end of year	2019-12-31	$624
Participant contributions at end of year	2019-12-31	$624
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$143,657
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$143,657
Other income not declared elsewhere	2019-12-31	$12,353
Other income not declared elsewhere	2019-12-31	$12,353
Administrative expenses (other) incurred	2019-12-31	$94,820
Administrative expenses (other) incurred	2019-12-31	$94,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,909,067
Value of net income/loss	2019-12-31	$2,909,067
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$33,893,642
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$33,893,642
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$36,340,895
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$36,340,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$20,248,918
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$20,248,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$20,938,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$20,938,415
Value of interest in pooled separate accounts at end of year	2019-12-31	$4,876,459
Value of interest in pooled separate accounts at end of year	2019-12-31	$4,876,459
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$5,477,677
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$5,477,677
Interest on participant loans	2019-12-31	$27,367
Interest earned on other investments	2019-12-31	$160,553
Interest earned on other investments	2019-12-31	$160,553
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$931
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$8,002,013
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$8,002,013
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$9,120,343
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$9,120,343
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,361,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,361,353
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,143,991
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,143,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,022,581
Contributions received in cash from employer	2019-12-31	$1,022,581
Employer contributions (assets) at end of year	2019-12-31	$230,196
Employer contributions (assets) at end of year	2019-12-31	$230,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,499,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,499,322
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$82,445
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$82,445
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WHITLEY PENN LLP
Accountancy firm name	2019-12-31	WHITLEY PENN LLP
Accountancy firm EIN	2019-12-31	752393478
Accountancy firm EIN	2019-12-31	752393478
2018 : ESSILOR PARTNER 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$1,084,952
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,803,083
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$4,477,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,295,390
Expenses. Certain deemed distributions of participant loans	2018-12-31	$6,624
Value of total corrective distributions	2018-12-31	$47,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,255,884
Value of total assets at end of year	2018-12-31	$36,340,895
Value of total assets at beginning of year	2018-12-31	$37,930,042
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$127,892
Total interest from all sources	2018-12-31	$249,404
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$663,185
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$663,185
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$6,500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,868,864
Participant contributions at end of year	2018-12-31	$804,460
Participant contributions at beginning of year	2018-12-31	$848,938
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$373,866
Other income not declared elsewhere	2018-12-31	$-369,116
Administrative expenses (other) incurred	2018-12-31	$127,892
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-2,674,099
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$36,340,895
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$37,930,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$20,938,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$15,127,430
Value of interest in pooled separate accounts at end of year	2018-12-31	$5,477,677
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$12,187,667
Interest on participant loans	2018-12-31	$42,399
Interest earned on other investments	2018-12-31	$207,005
Value of interest in common/collective trusts at beginning of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$9,120,343
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$9,766,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,906,784
Net investment gain/loss from pooled separate accounts	2018-12-31	$-89,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,013,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,295,390
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WHITLEY PENN LLP
Accountancy firm EIN	2018-12-31	752393478
2017 : ESSILOR PARTNER 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$12,621,870
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$8,151,386
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,942,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,820,569
Expenses. Certain deemed distributions of participant loans	2017-12-31	$6,505
Value of total corrective distributions	2017-12-31	$7,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$4,675,687
Value of total assets at end of year	2017-12-31	$37,930,042
Value of total assets at beginning of year	2017-12-31	$20,099,638
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$108,450
Total interest from all sources	2017-12-31	$164,835
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$214,160
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$214,160
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$6,500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,662,985
Participant contributions at end of year	2017-12-31	$848,938
Participant contributions at beginning of year	2017-12-31	$307,830
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$2,028,385
Other income not declared elsewhere	2017-12-31	$8,942
Administrative expenses (other) incurred	2017-12-31	$108,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$5,208,534
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$37,930,042
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$20,099,638
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$15,127,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$6,147,837
Value of interest in pooled separate accounts at end of year	2017-12-31	$12,187,667
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$8,090,817
Interest on participant loans	2017-12-31	$26,881
Interest earned on other investments	2017-12-31	$137,193
Value of interest in common/collective trusts at end of year	2017-12-31	$0
Value of interest in common/collective trusts at beginning of year	2017-12-31	$622,214
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$761
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$9,766,007
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$4,930,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$792,539
Net investment gain/loss from pooled separate accounts	2017-12-31	$2,295,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$984,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,820,569
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WHITLEY PENN LLP
Accountancy firm EIN	2017-12-31	752393478
2016 : ESSILOR PARTNER 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$19,540,983
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,366,052
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$807,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$795,551
Expenses. Certain deemed distributions of participant loans	2016-12-31	$2,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$885,845
Value of total assets at end of year	2016-12-31	$20,099,638
Value of total assets at beginning of year	2016-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$9,337
Total interest from all sources	2016-12-31	$56,403
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$45,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$45,316
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$6,500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$607,201
Participant contributions at end of year	2016-12-31	$307,830
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$7,886
Other income not declared elsewhere	2016-12-31	$9,996
Administrative expenses (other) incurred	2016-12-31	$9,337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$558,655
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$20,099,638
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$6,147,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$0
Value of interest in pooled separate accounts at end of year	2016-12-31	$8,090,817
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$0
Interest on participant loans	2016-12-31	$6,573
Interest earned on other investments	2016-12-31	$49,811
Value of interest in common/collective trusts at end of year	2016-12-31	$622,214
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$19
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$4,930,940
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$119,207
Net investment gain/loss from pooled separate accounts	2016-12-31	$241,841
Net investment gain or loss from common/collective trusts	2016-12-31	$7,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$270,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$795,551
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WHITLEY PENN LLP
Accountancy firm EIN	2016-12-31	752393478

Form 5500 Responses for ESSILOR PARTNER 401(K) PLAN

2022: ESSILOR PARTNER 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	Yes
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ESSILOR PARTNER 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ESSILOR PARTNER 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ESSILOR PARTNER 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ESSILOR PARTNER 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ESSILOR PARTNER 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ESSILOR PARTNER 401(K) PLAN 2016 form 5500 responses
2016-04-01	Type of plan entity	Single employer plan
2016-04-01	First time form 5500 has been submitted	Yes
2016-04-01	Submission has been amended	No
2016-04-01	This submission is the final filing	No
2016-04-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-04-01	Plan is a collectively bargained plan	No
2016-04-01	Plan funding arrangement – Insurance	Yes
2016-04-01	Plan funding arrangement – Trust	Yes
2016-04-01	Plan benefit arrangement – Insurance	Yes
2016-04-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

074415

Policy instance

Insurance contract or identification number	074415
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

074415

Policy instance

Insurance contract or identification number	074415
Number of Individuals Covered	774
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

074415

Policy instance

Insurance contract or identification number	074415
Number of Individuals Covered	880
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

074415

Policy instance

Insurance contract or identification number	074415
Number of Individuals Covered	994
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

074415

Policy instance

Insurance contract or identification number	074415
Number of Individuals Covered	1464
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

074415

Policy instance

Insurance contract or identification number	074415
Number of Individuals Covered	1378
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	ESSILOR OF AMERICA, INC.
Employer identification number (EIN):	593294787
NAIC Classification:	423990
NAIC Description:	Other Miscellaneous Durable Goods Merchant Wholesalers

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1999-02-19
Company Identification Number:	0012515906
Legal Registered Office Address:	13555 N STEMMONS FWY FARMERS BRNCH United States of America (USA) 75234