401k Plan data: NORTHERN VIRGINIA DOCTORS OF O 401 K PROFIT SHARING PLAN TRUST plan

NORTHERN VIRGINIA DOCTORS OF O 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	NORTHERN VIRGINIA DOCTORS OF O 401 K PROFIT SHARING PLAN TRUST
Plan identification number	003

NORTHERN VIRGINIA DOCTORS OF O 401 K PROFIT SHARING PLAN 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NORTHERN VIRGINIA DOCTORS OF O has sponsored the creation of one or more 401k plans.

Company Name: NORTHERN VIRGINIA DOCTORS OF O

Employer identification number (EIN): 541183960

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHERN VIRGINIA DOCTORS OF O 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2022-01-01 WILLIAM R RAMSEUR 2023-10-02
003 2022-01-01 WILLIAM R RAMSEUR 2024-05-27
003 2021-01-01
003 2021-01-01 WILLIAM R RAMSEUR 2023-10-02
003 2020-01-01 HOPE SNIVELY 2021-07-26
003 2019-01-01 WILLIAM R RAMSEUR 2020-07-17
003 2018-01-01 WILLIAM R RAMSEUR 2019-07-25
003 2017-01-01 WILLIAM R RAMSEUR 2018-07-25
003 2016-01-01 HOPE F SNIVELY 2017-07-20
003 2015-01-01 HOPE SNIVELY, O.D. 2016-07-06
003 2014-01-01 HOPE F SNIVELY 2015-07-02
003 2013-01-01 WILLIAM RAMSEUR 2014-06-04
003 2012-01-01 NORTHERN VIRGINIA DOCTORS OF O 2013-06-07
003 2011-01-01 NORTHERN VIRGINIA DOCTORS OF O 2012-07-30
003 2010-01-01 NORTHERN VIRGINIA DOCTORS OF O 2011-05-31

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2023-01-01
003	2022-01-01	WILLIAM R RAMSEUR	2023-10-02
003	2022-01-01	WILLIAM R RAMSEUR	2024-05-27
003	2021-01-01
003	2021-01-01	WILLIAM R RAMSEUR	2023-10-02
003	2020-01-01	HOPE SNIVELY	2021-07-26
003	2019-01-01	WILLIAM R RAMSEUR	2020-07-17
003	2018-01-01	WILLIAM R RAMSEUR	2019-07-25
003	2017-01-01	WILLIAM R RAMSEUR	2018-07-25
003	2016-01-01	HOPE F SNIVELY	2017-07-20
003	2015-01-01	HOPE SNIVELY, O.D.	2016-07-06
003	2014-01-01	HOPE F SNIVELY	2015-07-02
003	2013-01-01	WILLIAM RAMSEUR	2014-06-04
003	2012-01-01	NORTHERN VIRGINIA DOCTORS OF O	2013-06-07
003	2011-01-01	NORTHERN VIRGINIA DOCTORS OF O	2012-07-30
003	2010-01-01	NORTHERN VIRGINIA DOCTORS OF O	2011-05-31

Plan Statistics for NORTHERN VIRGINIA DOCTORS OF O 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for NORTHERN VIRGINIA DOCTORS OF O 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2022: NORTHERN VIRGINIA DOCTORS OF O 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 54
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 54
Number of participants with account balances 2022-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: NORTHERN VIRGINIA DOCTORS OF O 401 K PROFIT SHARING PLAN TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 73
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 31
Total of all active and inactive participants 2021-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 104
Number of participants with account balances 2021-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 8

Measure	Date	Value
2022: NORTHERN VIRGINIA DOCTORS OF O 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	54
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	54
Number of participants with account balances	2022-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: NORTHERN VIRGINIA DOCTORS OF O 401 K PROFIT SHARING PLAN TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	73
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	31
Total of all active and inactive participants	2021-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	104
Number of participants with account balances	2021-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	8

Financial Data on NORTHERN VIRGINIA DOCTORS OF O 401 K PROFIT SHARING PLAN TRUST

Measure	Date	Value
2022 : NORTHERN VIRGINIA DOCTORS OF O 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$61,647
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-948,177
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$612,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$591,077
Expenses. Certain deemed distributions of participant loans	2022-12-31	$789
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$372,157
Value of total assets at end of year	2022-12-31	$4,156,873
Value of total assets at beginning of year	2022-12-31	$5,655,480
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$20,211
Total interest from all sources	2022-12-31	$2,006
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$3,233
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$3,233
Administrative expenses professional fees incurred	2022-12-31	$3,942
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$451,218
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$253,339
Participant contributions at end of year	2022-12-31	$47,736
Participant contributions at beginning of year	2022-12-31	$71,041
Participant contributions at end of year	2022-12-31	$26,986
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$2,651
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,560,254
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,156,873
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,655,480
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$3,942
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$425,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,569,711
Interest on participant loans	2022-12-31	$2,006
Value of interest in common/collective trusts at end of year	2022-12-31	$3,557,770
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$14,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$14,728
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-794,544
Net investment gain or loss from common/collective trusts	2022-12-31	$-531,029
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$116,167
Employer contributions (assets) at end of year	2022-12-31	$98,615
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$591,077
Contract administrator fees	2022-12-31	$12,327
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	T.E. LOTT & COMPANY
Accountancy firm EIN	2022-12-31	640575804
2021 : NORTHERN VIRGINIA DOCTORS OF O 401 K PROFIT SHARING PLAN TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,238,277
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$94,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$80,940
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Value of total corrective distributions	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$398,417
Value of total assets at end of year	2021-12-31	$5,655,480
Value of total assets at beginning of year	2021-12-31	$4,512,184
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$14,041
Total interest from all sources	2021-12-31	$1,885
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$284,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$284,628
Assets. Real estate other than employer real property at beginning of year	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$451,218
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$259,771
Participant contributions at end of year	2021-12-31	$71,041
Participant contributions at beginning of year	2021-12-31	$42,371
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$0
Liabilities. Value of operating payables at beginning of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,143,296
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,655,480
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,512,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$0
Investment advisory and management fees	2021-12-31	$7,710
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,569,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,416,670
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$1,879
Value of interest in master investment trust accounts at end of year	2021-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$0
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$14,728
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$53,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$53,143
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$6
Assets. Value of investments in 103.12 investment entities at end of year	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-12-31	$0
Asset value of US Government securities at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$553,347
Net investment gain/loss from pooled separate accounts	2021-12-31	$0
Net investment gain or loss from common/collective trusts	2021-12-31	$0
Net gain/loss from 103.12 investment entities	2021-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Assets. Value of employer real property at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$138,646
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$80,940
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$0
Contract administrator fees	2021-12-31	$6,331
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	T.E. LOTT & COMPANY
Accountancy firm EIN	2021-12-31	640575804

Form 5500 Responses for NORTHERN VIRGINIA DOCTORS OF O 401 K PROFIT SHARING PLAN TRUST

2022: NORTHERN VIRGINIA DOCTORS OF O 401 K PROFIT SHARING PLAN TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: NORTHERN VIRGINIA DOCTORS OF O 401 K PROFIT SHARING PLAN TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	NORTHERN VIRGINIA DOCTORS OF O
Employer identification number (EIN):	541183960
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists