Logo

OPTICAL ASSOCIATES, INC. 401(K) PLAN AND TRUST 401k Plan overview

Plan NameOPTICAL ASSOCIATES, INC. 401(K) PLAN AND TRUST
Plan identification number 001

OPTICAL ASSOCIATES, INC. 401(K) PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:OPTICAL ASSOCIATES, INC.
Employer identification number (EIN):942201014
NAIC Classification:334500

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OPTICAL ASSOCIATES, INC. 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ANDREA CESNEA2024-07-16
0012022-01-01ANDREA CESENA2023-07-24
0012021-01-01ANDREA CESENA2022-07-21
0012020-01-01ANDREA CESENA2021-07-29
0012020-01-01ANDREA CESENA2021-07-29
0012019-01-01ANDREA CESENA2020-10-01
0012018-01-01ANDREA CESENA2019-07-16
0012017-01-01ANDREA CESENA2018-10-05
0012016-01-01PHILIP L KAEFER2017-10-11
0012015-01-01PHILIP L KAEFER2016-10-17
0012014-01-01PHILIP L. KAEFER2015-10-08 PHILIP L. KAEFER2015-10-08
0012013-01-01PHILIP L. KAEFER2014-07-16 PHILIP L. KAEFER2014-07-16
0012012-01-01PHILIP L. KAEFER2013-10-14 PHILIP L. KAEFER2013-10-14
0012011-01-01PHILIP KAEFER2012-07-27 PHILIP L. KAEFER2012-07-27
0012010-01-01PHILIP L. KAEFER2011-09-15

Plan Statistics for OPTICAL ASSOCIATES, INC. 401(K) PLAN AND TRUST

401k plan membership statisitcs for OPTICAL ASSOCIATES, INC. 401(K) PLAN AND TRUST

Measure Date Value
2025: OPTICAL ASSOCIATES, INC. 401(K) PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-1429
Total number of particpants at end of year2025-07-1429
Number of Participants With Account Balances2025-07-1429
2024: OPTICAL ASSOCIATES, INC. 401(K) PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year2024-07-1632
Total number of particpants at end of year2024-07-1632
Number of Participants With Account Balances2024-07-1629

Financial Data on OPTICAL ASSOCIATES, INC. 401(K) PLAN AND TRUST

Measure Date Value
2025 : OPTICAL ASSOCIATES, INC. 401(K) PLAN AND TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-140
Total liabilities as of the end of the plan year2025-07-140
Total liabilities as of the beginning of the plan year2025-07-140
Total expenses incurred by plan in this plan year2025-07-1457086
Net assets as of the end of the plan year2025-07-144467238
Total assets as of the beginning of the plan year2025-07-143439482
Value of plan covered by a fidelity bond2025-07-14200000
Participant contributions to plan in this plan year2025-07-14192956
Value of participant loans at end of plan year2025-07-1450881
Other expenses paid from plan in this plan year2025-07-140
Other contributions to plan in this plan year2025-07-14181075
Other income to plan in this plan year2025-07-14710811
Plan net income in this plan year2025-07-141027756
Net assets as of the end of the plan year2025-07-144467238
Net assets as of the beginning of the plan year2025-07-143439482
Employer contributions to plan in this plan year2025-07-140
Fees paid to broker by Benefit Provider2025-07-14399
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1427187
2024 : OPTICAL ASSOCIATES, INC. 401(K) PLAN AND TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-160
Total liabilities as of the end of the plan year2024-07-160
Total liabilities as of the beginning of the plan year2024-07-160
Total expenses incurred by plan in this plan year2024-07-1630390
Net assets as of the end of the plan year2024-07-163439482
Total assets as of the beginning of the plan year2024-07-162737621
Value of plan covered by a fidelity bond2024-07-16200000
Participant contributions to plan in this plan year2024-07-16141818
Value of participant loans at end of plan year2024-07-1642126
Other expenses paid from plan in this plan year2024-07-160
Other contributions to plan in this plan year2024-07-160
Other income to plan in this plan year2024-07-16590433
Plan net income in this plan year2024-07-16701861
Net assets as of the end of the plan year2024-07-163439482
Net assets as of the beginning of the plan year2024-07-162737621
Employer contributions to plan in this plan year2024-07-160
Fees paid to broker by Benefit Provider2024-07-16147
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-166586

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup