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OPTICAL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameOPTICAL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

OPTICAL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='942201014' AND PlanID='002'

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

Additional information about OPTICAL ASSOCIATES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1977-07-11
Company Identification Number: 541157
Legal Registered Office Address: 1401 BRICKELL AVE, STE 806

MIAMI

33131

More information about OPTICAL ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OPTICAL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-04-01PHILIP L. KAEFER2025-01-10
0022022-04-01PHILIP L. KAEFER2024-01-11
0022022-04-01PHILIP L. KAEFER2024-04-01
0022021-04-01PHILIP L. KAEFER2023-03-28
0022020-04-01PHILIP L. KAEFER2022-01-12
0022019-04-01
0022018-04-01
0022018-04-01
0022017-04-01PHILIP L. KAEFER
0022016-04-01PHILIP L. KAEFER PHILIP L. KAEFER2018-01-12
0022015-04-01PHILIP L. KAEFER PHILIP L. KAEFER2017-01-13
0022014-04-01PHILIP L. KAEFER
0022013-04-01PHILIP L. KAEFER PHILIP L. KAEFER2015-01-13
0022012-04-01PHILIP L. KAEFER
0022011-04-01PHILIP L. KAEFER
0022010-04-01PHILIP L. KAEFER
0022009-04-01PHILIP L. KAEFER

Financial Data on OPTICAL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2024 : OPTICAL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2024 401k financial data
Total income from all sources2024-03-31$0
Expenses. Total of all expenses incurred2024-03-31$0
Total plan assets at end of year2024-03-31$2,162,912
Total plan assets at beginning of year2024-03-31$2,162,912
Value of fidelity bond covering the plan2024-03-31$200,000
Net income (gross income less expenses)2024-03-31$0
Net plan assets at end of year (total assets less liabilities)2024-03-31$2,162,912
Net plan assets at beginning of year (total assets less liabilities)2024-03-31$2,162,912
Assets. Value of employer securities2024-03-31$1,357,013
2023 : OPTICAL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Total income from all sources2023-03-31$0
Expenses. Total of all expenses incurred2023-03-31$0
Benefits paid (including direct rollovers)2023-03-31$95,912
Total plan assets at end of year2023-03-31$2,493,478
Total plan assets at beginning of year2023-03-31$2,493,478
Value of fidelity bond covering the plan2023-03-31$200,000
Other income received2023-03-31$-234,654
Net income (gross income less expenses)2023-03-31$0
Net plan assets at end of year (total assets less liabilities)2023-03-31$2,493,478
Net plan assets at beginning of year (total assets less liabilities)2023-03-31$2,493,478
Assets. Value of employer securities2023-03-31$1,666,981
2022 : OPTICAL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at beginning of year2022-03-31$45,590
Total income from all sources2022-03-31$294,928
Expenses. Total of all expenses incurred2022-03-31$41,681
Benefits paid (including direct rollovers)2022-03-31$41,681
Total plan assets at end of year2022-03-31$2,493,478
Total plan assets at beginning of year2022-03-31$2,285,821
Value of fidelity bond covering the plan2022-03-31$200,000
Other income received2022-03-31$294,928
Net income (gross income less expenses)2022-03-31$253,247
Net plan assets at end of year (total assets less liabilities)2022-03-31$2,493,478
Net plan assets at beginning of year (total assets less liabilities)2022-03-31$2,240,231
Assets. Value of employer securities2022-03-31$1,343,158
2021 : OPTICAL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year2021-03-31$45,590
Total plan liabilities at beginning of year2021-03-31$976
Total income from all sources2021-03-31$1,178,965
Expenses. Total of all expenses incurred2021-03-31$45,071
Benefits paid (including direct rollovers)2021-03-31$45,071
Total plan assets at end of year2021-03-31$2,285,821
Total plan assets at beginning of year2021-03-31$1,107,313
Value of fidelity bond covering the plan2021-03-31$200,000
Other income received2021-03-31$978,965
Net income (gross income less expenses)2021-03-31$1,133,894
Net plan assets at end of year (total assets less liabilities)2021-03-31$2,240,231
Net plan assets at beginning of year (total assets less liabilities)2021-03-31$1,106,337
Assets. Value of employer securities2021-03-31$1,372,123
Total contributions received or receivable from employer(s)2021-03-31$200,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
2020 : OPTICAL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year2020-03-31$976
Total plan liabilities at beginning of year2020-03-31$3,312
Total income from all sources2020-03-31$318,316
Expenses. Total of all expenses incurred2020-03-31$5,194
Benefits paid (including direct rollovers)2020-03-31$5,194
Total plan assets at end of year2020-03-31$1,107,313
Total plan assets at beginning of year2020-03-31$796,527
Value of fidelity bond covering the plan2020-03-31$200,000
Other income received2020-03-31$118,316
Net income (gross income less expenses)2020-03-31$313,122
Net plan assets at end of year (total assets less liabilities)2020-03-31$1,106,337
Net plan assets at beginning of year (total assets less liabilities)2020-03-31$793,215
Assets. Value of employer securities2020-03-31$393,211
Total contributions received or receivable from employer(s)2020-03-31$200,000
2019 : OPTICAL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year2019-03-31$3,312
Total plan liabilities at beginning of year2019-03-31$55,485
Total income from all sources2019-03-31$-267,563
Expenses. Total of all expenses incurred2019-03-31$38,803
Benefits paid (including direct rollovers)2019-03-31$38,803
Total plan assets at end of year2019-03-31$795,992
Total plan assets at beginning of year2019-03-31$1,154,531
Value of fidelity bond covering the plan2019-03-31$200,000
Other income received2019-03-31$-267,563
Net income (gross income less expenses)2019-03-31$-306,366
Net plan assets at end of year (total assets less liabilities)2019-03-31$792,680
Net plan assets at beginning of year (total assets less liabilities)2019-03-31$1,099,046
Assets. Value of employer securities2019-03-31$274,563
2018 : OPTICAL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year2018-03-31$55,485
Total plan liabilities at beginning of year2018-03-31$794
Total income from all sources2018-03-31$52,515
Expenses. Total of all expenses incurred2018-03-31$54,969
Benefits paid (including direct rollovers)2018-03-31$54,969
Total plan assets at end of year2018-03-31$1,154,531
Total plan assets at beginning of year2018-03-31$1,102,294
Value of fidelity bond covering the plan2018-03-31$200,000
Other income received2018-03-31$52,515
Net income (gross income less expenses)2018-03-31$-2,454
Net plan assets at end of year (total assets less liabilities)2018-03-31$1,099,046
Net plan assets at beginning of year (total assets less liabilities)2018-03-31$1,101,500
Assets. Value of employer securities2018-03-31$542,348
2017 : OPTICAL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year2017-03-31$794
Total plan liabilities at beginning of year2017-03-31$772
Total income from all sources2017-03-31$430,199
Expenses. Total of all expenses incurred2017-03-31$6,100
Benefits paid (including direct rollovers)2017-03-31$6,100
Total plan assets at end of year2017-03-31$1,102,294
Total plan assets at beginning of year2017-03-31$678,173
Value of fidelity bond covering the plan2017-03-31$200,000
Other income received2017-03-31$230,199
Net income (gross income less expenses)2017-03-31$424,099
Net plan assets at end of year (total assets less liabilities)2017-03-31$1,101,500
Net plan assets at beginning of year (total assets less liabilities)2017-03-31$677,401
Assets. Value of employer securities2017-03-31$490,019
Total contributions received or receivable from employer(s)2017-03-31$200,000
2016 : OPTICAL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year2016-03-31$772
Total plan liabilities at beginning of year2016-03-31$13,125
Total income from all sources2016-03-31$-417,991
Expenses. Total of all expenses incurred2016-03-31$60,661
Benefits paid (including direct rollovers)2016-03-31$60,661
Total plan assets at end of year2016-03-31$678,173
Total plan assets at beginning of year2016-03-31$1,169,178
Value of fidelity bond covering the plan2016-03-31$200,000
Other income received2016-03-31$-417,991
Net income (gross income less expenses)2016-03-31$-478,652
Net plan assets at end of year (total assets less liabilities)2016-03-31$677,401
Net plan assets at beginning of year (total assets less liabilities)2016-03-31$1,156,053
Assets. Value of employer securities2016-03-31$259,986
2015 : OPTICAL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year2015-03-31$13,125
Total plan liabilities at beginning of year2015-03-31$1,960
Total income from all sources2015-03-31$7,207
Expenses. Total of all expenses incurred2015-03-31$82,089
Benefits paid (including direct rollovers)2015-03-31$82,089
Total plan assets at end of year2015-03-31$1,169,178
Total plan assets at beginning of year2015-03-31$1,232,895
Value of fidelity bond covering the plan2015-03-31$200,000
Other income received2015-03-31$7,207
Net income (gross income less expenses)2015-03-31$-74,882
Net plan assets at end of year (total assets less liabilities)2015-03-31$1,156,053
Net plan assets at beginning of year (total assets less liabilities)2015-03-31$1,230,935
Assets. Value of employer securities2015-03-31$678,173
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
2014 : OPTICAL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year2014-03-31$1,960
Total plan liabilities at beginning of year2014-03-31$4,853
Total income from all sources2014-03-31$-560,099
Expenses. Total of all expenses incurred2014-03-31$33,411
Benefits paid (including direct rollovers)2014-03-31$33,411
Total plan assets at end of year2014-03-31$1,232,895
Total plan assets at beginning of year2014-03-31$1,829,298
Value of fidelity bond covering the plan2014-03-31$200,000
Other income received2014-03-31$-560,099
Net income (gross income less expenses)2014-03-31$-593,510
Net plan assets at end of year (total assets less liabilities)2014-03-31$1,230,935
Net plan assets at beginning of year (total assets less liabilities)2014-03-31$1,824,445
Assets. Value of employer securities2014-03-31$671,241
2013 : OPTICAL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year2013-03-31$4,853
Total plan liabilities at beginning of year2013-03-31$8,148
Total income from all sources2013-03-31$433,788
Expenses. Total of all expenses incurred2013-03-31$93,133
Benefits paid (including direct rollovers)2013-03-31$93,133
Total plan assets at end of year2013-03-31$1,829,298
Total plan assets at beginning of year2013-03-31$1,491,938
Value of fidelity bond covering the plan2013-03-31$200,000
Other income received2013-03-31$233,788
Net income (gross income less expenses)2013-03-31$340,655
Net plan assets at end of year (total assets less liabilities)2013-03-31$1,824,445
Net plan assets at beginning of year (total assets less liabilities)2013-03-31$1,483,790
Assets. Value of employer securities2013-03-31$1,231,564
Total contributions received or receivable from employer(s)2013-03-31$200,000
2012 : OPTICAL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year2012-03-31$8,148
Total plan liabilities at beginning of year2012-03-31$19,763
Total income from all sources2012-03-31$16,068
Expenses. Total of all expenses incurred2012-03-31$49,047
Benefits paid (including direct rollovers)2012-03-31$49,047
Total plan assets at end of year2012-03-31$1,491,938
Total plan assets at beginning of year2012-03-31$1,536,532
Value of fidelity bond covering the plan2012-03-31$200,000
Other income received2012-03-31$-83,932
Net income (gross income less expenses)2012-03-31$-32,979
Net plan assets at end of year (total assets less liabilities)2012-03-31$1,483,790
Net plan assets at beginning of year (total assets less liabilities)2012-03-31$1,516,769
Assets. Value of employer securities2012-03-31$998,177
Total contributions received or receivable from employer(s)2012-03-31$100,000
2011 : OPTICAL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year2011-03-31$19,763
Total plan liabilities at beginning of year2011-03-31$4,902
Total income from all sources2011-03-31$676,162
Expenses. Total of all expenses incurred2011-03-31$43,096
Benefits paid (including direct rollovers)2011-03-31$43,096
Total plan assets at end of year2011-03-31$1,536,532
Total plan assets at beginning of year2011-03-31$888,605
Value of fidelity bond covering the plan2011-03-31$200,000
Other income received2011-03-31$376,162
Net income (gross income less expenses)2011-03-31$633,066
Net plan assets at end of year (total assets less liabilities)2011-03-31$1,516,769
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$883,703
Assets. Value of employer securities2011-03-31$1,082,553
Total contributions received or receivable from employer(s)2011-03-31$300,000

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