401k Plan data: SHOPTIKAL 401K PLAN plan

SHOPTIKAL 401K PLAN 401k Plan overview

Plan Name	SHOPTIKAL 401K PLAN
Plan identification number	001

SHOPTIKAL 401K 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SHOPTIKAL has sponsored the creation of one or more 401k plans.

Company Name: SHOPTIKAL

Employer identification number (EIN): 834387792

NAIC Classification: 446130
NAIC Description: Optical Goods Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHOPTIKAL 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2019-01-01

Plan Statistics for SHOPTIKAL 401K PLAN

401k plan membership statisitcs for SHOPTIKAL 401K PLAN

Measure Date Value
2022: SHOPTIKAL 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 914
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,016
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 128
Total of all active and inactive participants 2022-01-01 1,144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 1,145
Number of participants with account balances 2022-01-01 1,094
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 16
2021: SHOPTIKAL 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 776
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 819
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 94
Total of all active and inactive participants 2021-01-01 913
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 913
Number of participants with account balances 2021-01-01 874
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 27
2020: SHOPTIKAL 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 683
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 701
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 51
Total of all active and inactive participants 2020-01-01 752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 752
Number of participants with account balances 2020-01-01 696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 34
2019: SHOPTIKAL 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 625
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 657
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 25
Total of all active and inactive participants 2019-01-01 682
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 683
Number of participants with account balances 2019-01-01 611
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2022: SHOPTIKAL 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	914
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,016
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	128
Total of all active and inactive participants	2022-01-01	1,144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	1,145
Number of participants with account balances	2022-01-01	1,094
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	16
2021: SHOPTIKAL 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	776
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	819
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	94
Total of all active and inactive participants	2021-01-01	913
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	913
Number of participants with account balances	2021-01-01	874
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	27
2020: SHOPTIKAL 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	683
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	701
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	51
Total of all active and inactive participants	2020-01-01	752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	752
Number of participants with account balances	2020-01-01	696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	34
2019: SHOPTIKAL 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	625
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	657
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	25
Total of all active and inactive participants	2019-01-01	682
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	683
Number of participants with account balances	2019-01-01	611
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on SHOPTIKAL 401K PLAN

Measure	Date	Value
2022 : SHOPTIKAL 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
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	$-1,482,369
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,805,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,777,258
Expenses. Certain deemed distributions of participant loans	2022-12-31	$701
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$5,144,505
Value of total assets at end of year	2022-12-31	$37,815,505
Value of total assets at beginning of year	2022-12-31	$41,102,886
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$27,053
Total interest from all sources	2022-12-31	$25,801
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$765,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$765,304
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$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	$3,522,230
Participant contributions at end of year	2022-12-31	$123,229
Participant contributions at beginning of year	2022-12-31	$149,075
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$531,796
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	$-3,287,381
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$37,815,505
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$41,102,886
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
Investment advisory and management fees	2022-12-31	$585
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$36,386,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$39,986,114
Interest on participant loans	2022-12-31	$6,270
Income. Interest from loans (other than to participants)	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$1,306,026
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$967,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$967,697
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$19,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-7,417,979
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	$1,090,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,777,258
Contract administrator fees	2022-12-31	$26,468
Did the plan have assets held for investment	2022-12-31	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	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	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BDO USA, P.A.
Accountancy firm EIN	2022-12-31	135381590
2021 : SHOPTIKAL 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
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	$8,674,683
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,295,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,273,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,485,453
Value of total assets at end of year	2021-12-31	$41,102,886
Value of total assets at beginning of year	2021-12-31	$34,723,657
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$21,925
Total interest from all sources	2021-12-31	$8,470
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$646,000
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	$646,000
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$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	$2,914,090
Participant contributions at end of year	2021-12-31	$149,075
Participant contributions at beginning of year	2021-12-31	$175,271
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$28,140
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$547,173
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	$6,379,229
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$41,102,886
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$34,723,657
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
Investment advisory and management fees	2021-12-31	$1,186
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$39,986,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$33,667,792
Interest on participant loans	2021-12-31	$8,188
Income. Interest from loans (other than to participants)	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$967,697
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$842,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$842,866
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$282
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,534,760
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	$1,024,190
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$9,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,273,529
Contract administrator fees	2021-12-31	$20,739
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	BDO USA, LLP
Accountancy firm EIN	2021-12-31	135381590
2020 : SHOPTIKAL 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
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	$0
Total income from all sources (including contributions)	2020-12-31	$6,479,222
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$418,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$410,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,255,600
Value of total assets at end of year	2020-12-31	$34,723,657
Value of total assets at beginning of year	2020-12-31	$28,662,437
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$7,233
Total interest from all sources	2020-12-31	$12,601
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$527,598
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	$527,598
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$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	$2,075,462
Participant contributions at end of year	2020-12-31	$175,271
Participant contributions at beginning of year	2020-12-31	$182,892
Participant contributions at end of year	2020-12-31	$28,140
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$170,550
Administrative expenses (other) incurred	2020-12-31	$706
Total non interest bearing cash at beginning of year	2020-12-31	$14,221
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	$6,061,220
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$34,723,657
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$28,662,437
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	$33,667,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$27,993,472
Interest on participant loans	2020-12-31	$10,451
Income. Interest from loans (other than to participants)	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$842,866
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$210,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$210,280
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$2,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,683,423
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	$9,588
Employer contributions (assets) at end of year	2020-12-31	$9,588
Employer contributions (assets) at beginning of year	2020-12-31	$261,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$410,769
Contract administrator fees	2020-12-31	$6,527
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	WIPFLI LLP
Accountancy firm EIN	2020-12-31	390758449
2019 : SHOPTIKAL 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end 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	$30,032,962
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,370,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,330,172
Expenses. Certain deemed distributions of participant loans	2019-12-31	$38,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$28,372,625
Value of total assets at end of year	2019-12-31	$28,662,437
Value of total assets at beginning of year	2019-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,383
Total interest from all sources	2019-12-31	$3,269
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$547,117
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	$547,117
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
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
Contributions received from participants	2019-12-31	$712,698
Participant contributions at end of year	2019-12-31	$182,892
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$27,398,355
Total non interest bearing cash at end of year	2019-12-31	$14,221
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	$28,662,437
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$28,662,437
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$0
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 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	$27,993,472
Interest on participant loans	2019-12-31	$2,506
Income. Interest from loans (other than to participants)	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$210,280
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$763
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,109,951
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
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	$261,572
Employer contributions (assets) at end of year	2019-12-31	$261,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,330,172
Contract administrator fees	2019-12-31	$1,383
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WIPFLI LLP
Accountancy firm EIN	2019-12-31	390758449

Form 5500 Responses for SHOPTIKAL 401K PLAN

2022: SHOPTIKAL 401K 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	No
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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SHOPTIKAL 401K 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SHOPTIKAL 401K 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SHOPTIKAL 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	First time form 5500 has been submitted	Yes
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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SHOPTIKAL
Employer identification number (EIN):	834387792
NAIC Classification:	446130
NAIC Description:	Optical Goods Stores