401k Plan data: JAMES A.CASAZZA O.D. PROFIT SHARING PLAN plan

JAMES A.CASAZZA O.D. PROFIT SHARING PLAN 401k Plan overview

Plan Name	JAMES A.CASAZZA O.D. PROFIT SHARING PLAN
Plan identification number	001

JAMES A.CASAZZA O.D. PROFIT SHARING 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

JAMES A.CASAZZA O.D. has sponsored the creation of one or more 401k plans.

Company Name: JAMES A.CASAZZA O.D.

Employer identification number (EIN): 042950462

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES A.CASAZZA O.D. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 DOUGLAS CASAZZA 2020-07-05
001 2018-01-01 DOUGLAS CASAZZA 2019-10-10
001 2017-01-01 JIM CASAZZA 2018-06-23
001 2016-01-01 JIM CASAZZA 2017-07-12
001 2015-01-01 JIM CASAZZA 2016-07-14
001 2014-01-01 JAMES CASAZZA 2015-06-09 JAMES CASAZZA 2015-06-09
001 2013-01-01 JAMES A CASAZZA 2014-07-07 JAMES A CASAZZA 2014-07-07
001 2012-01-01 EDGIDIO4444 2013-05-01 EDGIDIO4444 2013-05-01
001 2011-01-01 EDGIDIO4444 2012-07-18 EDGIDIO4444 2012-07-18
001 2010-01-01 JAMES A CASAZZA 2011-04-08 JAMES A CASAZZA 2011-04-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	DOUGLAS CASAZZA	2020-07-05
001	2018-01-01	DOUGLAS CASAZZA	2019-10-10
001	2017-01-01	JIM CASAZZA	2018-06-23
001	2016-01-01	JIM CASAZZA	2017-07-12
001	2015-01-01	JIM CASAZZA	2016-07-14
001	2014-01-01	JAMES CASAZZA	2015-06-09	JAMES CASAZZA	2015-06-09
001	2013-01-01	JAMES A CASAZZA	2014-07-07	JAMES A CASAZZA	2014-07-07
001	2012-01-01	EDGIDIO4444	2013-05-01	EDGIDIO4444	2013-05-01
001	2011-01-01	EDGIDIO4444	2012-07-18	EDGIDIO4444	2012-07-18
001	2010-01-01	JAMES A CASAZZA	2011-04-08	JAMES A CASAZZA	2011-04-08

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Company Name:	JAMES A.CASAZZA O.D.
Employer identification number (EIN):	042950462
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists