401k Plan data: OPHTHALMIC CONSULTANTS, LTD. RETIREMENT PLAN AND TRUST plan

OPHTHALMIC CONSULTANTS, LTD. RETIREMENT PLAN AND TRUST 401k Plan overview

Plan Name	OPHTHALMIC CONSULTANTS, LTD. RETIREMENT PLAN AND TRUST
Plan identification number	004

OPHTHALMIC CONSULTANTS, LTD. RETIREMENT PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Life insurance

401k Sponsoring company profile

OPHTHALMIC CONSULTANTS, LTD. has sponsored the creation of one or more 401k plans.

Company Name: OPHTHALMIC CONSULTANTS, LTD.

Employer identification number (EIN): 231716852

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OPHTHALMIC CONSULTANTS, LTD. RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2023-01-01 ELENA SCORNAJENGHI 2024-07-12
004 2022-01-01 ELENA SCORNAJENGHI 2023-08-02
004 2021-10-01 ELENA SCORNAJENGHI 2022-10-14
004 2021-10-01 ELENA SCORNAJENGHI 2022-10-14
004 2020-10-01 ELENA SCORNAJENGHI 2022-07-06
004 2019-10-01 ELENA SCORNAJENGHI 2021-06-30
004 2018-10-01 LAINIE SCORNAJENGHI 2020-02-05
004 2017-10-01
004 2016-10-01
004 2015-10-01
004 2014-10-01
004 2013-10-01 RAYMOND R. JONES, M.D. 2015-06-18
004 2012-10-01 RAYMOND R. JONES, M.D. 2014-06-12
004 2011-10-01 RAYMOND R. JONES, M.D. 2013-07-12 RAYMOND R. JONES, M.D. 2013-07-12
004 2010-10-01 RAYMOND R JONES 2012-07-10 RAYMOND R JONES 2012-07-10
004 2008-10-01
004 2008-10-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2023-01-01	ELENA SCORNAJENGHI	2024-07-12
004	2022-01-01	ELENA SCORNAJENGHI	2023-08-02
004	2021-10-01	ELENA SCORNAJENGHI	2022-10-14
004	2021-10-01	ELENA SCORNAJENGHI	2022-10-14
004	2020-10-01	ELENA SCORNAJENGHI	2022-07-06
004	2019-10-01	ELENA SCORNAJENGHI	2021-06-30
004	2018-10-01	LAINIE SCORNAJENGHI	2020-02-05
004	2017-10-01
004	2016-10-01
004	2015-10-01
004	2014-10-01
004	2013-10-01	RAYMOND R. JONES, M.D.	2015-06-18
004	2012-10-01	RAYMOND R. JONES, M.D.	2014-06-12
004	2011-10-01	RAYMOND R. JONES, M.D.	2013-07-12	RAYMOND R. JONES, M.D.	2013-07-12
004	2010-10-01	RAYMOND R JONES	2012-07-10	RAYMOND R JONES	2012-07-10
004	2008-10-01
004	2008-10-01

Form 5500 Responses for OPHTHALMIC CONSULTANTS, LTD. RETIREMENT PLAN AND TRUST

2008: OPHTHALMIC CONSULTANTS, LTD. RETIREMENT PLAN AND TRUST 2008 form 5500 responses
2008-10-01	Type of plan entity	Single employer plan
2008-10-01	Submission has been amended	Yes
2008-10-01	This submission is the final filing	No
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-10-01	Plan is a collectively bargained plan	No

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Company Name:	OPHTHALMIC CONSULTANTS, LTD.
Employer identification number (EIN):	231716852
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists