401k Plan data: OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN plan

OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	002

OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
The employer maintaining this ESOP is an S Corporation
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

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

Company Name: OPTICAL RESEARCH ASSOCIATES

Employer identification number (EIN): 953039654

NAIC Classification: 541519
NAIC Description: Other Computer Related Services

Additional information about OPTICAL RESEARCH ASSOCIATES

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0772597

More information about OPTICAL RESEARCH ASSOCIATES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01
002 2016-01-01 NICHOLAS L. SAAKVITNE
002 2015-01-01 NICHOLAS L. SAAKVITNE
002 2014-01-01 NICHOLAS L. SAAKVITNE
002 2013-01-01 NICHOLAS L. SAAKVITNE
002 2012-01-01 NICHOLAS SAAKVITNE NICHOLAS SAAKVITNE 2013-10-07
002 2011-01-01 NICHOLAS SAAKVITNE NICHOLAS SAAKVITNE 2012-07-24
002 2009-01-01 NICHOLAS L. SAAKVITNE

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2017-01-01
002	2016-01-01	NICHOLAS L. SAAKVITNE
002	2015-01-01	NICHOLAS L. SAAKVITNE
002	2014-01-01	NICHOLAS L. SAAKVITNE
002	2013-01-01	NICHOLAS L. SAAKVITNE
002	2012-01-01	NICHOLAS SAAKVITNE	NICHOLAS SAAKVITNE	2013-10-07
002	2011-01-01	NICHOLAS SAAKVITNE	NICHOLAS SAAKVITNE	2012-07-24
002	2009-01-01	NICHOLAS L. SAAKVITNE

Plan Statistics for OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2017: OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1
Number of participants with account balances 2016-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of retired or separated participants receiving benefits 2012-01-01 13
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 17
Number of participants with account balances 2012-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
Number of retired or separated participants receiving benefits 2011-01-01 91
Number of other retired or separated participants entitled to future benefits 2011-01-01 12
Total of all active and inactive participants 2011-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 103
Number of participants with account balances 2011-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 83
Number of retired or separated participants receiving benefits 2009-01-01 3
Number of other retired or separated participants entitled to future benefits 2009-01-01 16
Total of all active and inactive participants 2009-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 102
Number of participants with account balances 2009-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6

Measure	Date	Value
2017: OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1
Number of participants with account balances	2016-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of retired or separated participants receiving benefits	2012-01-01	13
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	17
Number of participants with account balances	2012-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
Number of retired or separated participants receiving benefits	2011-01-01	91
Number of other retired or separated participants entitled to future benefits	2011-01-01	12
Total of all active and inactive participants	2011-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	103
Number of participants with account balances	2011-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	83
Number of retired or separated participants receiving benefits	2009-01-01	3
Number of other retired or separated participants entitled to future benefits	2009-01-01	16
Total of all active and inactive participants	2009-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	102
Number of participants with account balances	2009-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6

Financial Data on OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2017 : OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$16,340
Expenses. Total of all expenses incurred	2017-12-31	$141,419
Benefits paid (including direct rollovers)	2017-12-31	$141,419
Total plan assets at end of year	2017-12-31	$0
Total plan assets at beginning of year	2017-12-31	$125,079
Value of fidelity bond covering the plan	2017-12-31	$2,000,000
Other income received	2017-12-31	$16,340
Net income (gross income less expenses)	2017-12-31	$-125,079
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$125,079
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$4,802
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$125,079
Total plan assets at beginning of year	2016-12-31	$120,277
Value of fidelity bond covering the plan	2016-12-31	$2,000,000
Other income received	2016-12-31	$4,802
Net income (gross income less expenses)	2016-12-31	$4,802
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$125,079
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$120,277
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-2,537
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$120,277
Total plan assets at beginning of year	2015-12-31	$122,814
Value of fidelity bond covering the plan	2015-12-31	$2,000,000
Other income received	2015-12-31	$-2,537
Net income (gross income less expenses)	2015-12-31	$-2,537
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$120,277
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$122,814
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$1,862
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$122,814
Total plan assets at beginning of year	2014-12-31	$120,952
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Other income received	2014-12-31	$1,862
Net income (gross income less expenses)	2014-12-31	$1,862
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$122,814
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$120,952
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$12,000
Total income from all sources	2013-12-31	$20,599
Expenses. Total of all expenses incurred	2013-12-31	$14,906,210
Benefits paid (including direct rollovers)	2013-12-31	$14,898,139
Total plan assets at end of year	2013-12-31	$120,952
Total plan assets at beginning of year	2013-12-31	$15,018,563
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$5,000
Other income received	2013-12-31	$20,599
Net income (gross income less expenses)	2013-12-31	$-14,885,611
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$120,952
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$15,006,563
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$3,071
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$12,000
Total plan liabilities at beginning of year	2012-12-31	$221
Total income from all sources	2012-12-31	$12,542,139
Expenses. Total of all expenses incurred	2012-12-31	$23,786,562
Benefits paid (including direct rollovers)	2012-12-31	$23,715,195
Total plan assets at end of year	2012-12-31	$15,018,563
Total plan assets at beginning of year	2012-12-31	$26,251,207
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$85
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$12,542,139
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-11,244,423
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$15,006,563
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$26,250,986
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2012-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2012-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$71,282
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$221
Total plan liabilities at beginning of year	2011-12-31	$319,523
Total income from all sources	2011-12-31	$971,105
Expenses. Total of all expenses incurred	2011-12-31	$1,009,933
Benefits paid (including direct rollovers)	2011-12-31	$864,270
Total plan assets at end of year	2011-12-31	$26,251,207
Total plan assets at beginning of year	2011-12-31	$26,609,337
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$29
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$971,105
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-38,828
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$26,250,986
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$26,289,814
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2011-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2011-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$145,634
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$319,523
Total plan liabilities at beginning of year	2010-12-31	$8,580,775
Total income from all sources	2010-12-31	$20,239,814
Expenses. Total of all expenses incurred	2010-12-31	$22,697,108
Benefits paid (including direct rollovers)	2010-12-31	$22,673,672
Total plan assets at end of year	2010-12-31	$26,609,337
Total plan assets at beginning of year	2010-12-31	$37,327,883
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$23,436
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$19,779,491
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$-2,457,294
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$26,289,814
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$28,747,108
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2010-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2010-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$0
Assets. Value of employer securities	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$460,323
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$6,733

Form 5500 Responses for OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN

2017: OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP 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	Yes
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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: OPTICAL RESEARCH ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

OPTICAL RESEARCH ASSOCIATES 401(K) PROFIT SHARING PLAN [EIN = 956599870]

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

Company Name:	OPTICAL RESEARCH ASSOCIATES
Employer identification number (EIN):	953039654
NAIC Classification:	541519
NAIC Description:	Other Computer Related Services

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0772597