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VSP VENTURES OPTOMETRIC SOLUTIONS 401(K) PLAN 401k Plan overview

Plan NameVSP VENTURES OPTOMETRIC SOLUTIONS 401(K) PLAN
Plan identification number 001

VSP VENTURES OPTOMETRIC SOLUTIONS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

VSP VENTURES OPTOMETRIC SOLUTIONS LLC has sponsored the creation of one or more 401k plans.

Company Name:VSP VENTURES OPTOMETRIC SOLUTIONS LLC
Employer identification number (EIN):842383097
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VSP VENTURES OPTOMETRIC SOLUTIONS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01

Plan Statistics for VSP VENTURES OPTOMETRIC SOLUTIONS 401(K) PLAN

401k plan membership statisitcs for VSP VENTURES OPTOMETRIC SOLUTIONS 401(K) PLAN

Measure Date Value
2023: VSP VENTURES OPTOMETRIC SOLUTIONS 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01429
Total number of active participants reported on line 7a of the Form 55002023-01-01308
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0126
Total of all active and inactive participants2023-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01334
Number of participants with account balances2023-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0110
2022: VSP VENTURES OPTOMETRIC SOLUTIONS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01244
Total number of active participants reported on line 7a of the Form 55002022-01-01398
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0123
Total of all active and inactive participants2022-01-01421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01421
Number of participants with account balances2022-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: VSP VENTURES OPTOMETRIC SOLUTIONS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01276
Total number of active participants reported on line 7a of the Form 55002021-01-01202
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0127
Total of all active and inactive participants2021-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01229
Number of participants with account balances2021-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018

Financial Data on VSP VENTURES OPTOMETRIC SOLUTIONS 401(K) PLAN

Measure Date Value
2023 : VSP VENTURES OPTOMETRIC SOLUTIONS 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets from this plan2023-12-31$3,996
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$789,609
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$288,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$280,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$545,375
Value of total assets at end of year2023-12-31$1,953,815
Value of total assets at beginning of year2023-12-31$1,456,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$7,423
Total interest from all sources2023-12-31$4,770
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$9,530
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$9,530
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$9,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$258,197
Participant contributions at end of year2023-12-31$3,235
Participant contributions at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$196,607
Other income not declared elsewhere2023-12-31$5
Administrative expenses (other) incurred2023-12-31$7,423
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$501,258
Value of net assets at end of year (total assets less liabilities)2023-12-31$1,953,815
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$1,456,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$432,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$525,326
Value of interest in pooled separate accounts at end of year2023-12-31$323,795
Value of interest in pooled separate accounts at beginning of year2023-12-31$130,826
Interest on participant loans2023-12-31$99
Interest earned on other investments2023-12-31$4,671
Value of interest in common/collective trusts at end of year2023-12-31$912,771
Value of interest in common/collective trusts at beginning of year2023-12-31$636,451
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$281,415
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$163,950
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$60,755
Net investment gain/loss from pooled separate accounts2023-12-31$29,079
Net investment gain or loss from common/collective trusts2023-12-31$140,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$90,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$280,928
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-12-31410746749
2022 : VSP VENTURES OPTOMETRIC SOLUTIONS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$20,373
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$534,741
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$287,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$238,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$718,902
Value of total assets at end of year2022-12-31$1,456,553
Value of total assets at beginning of year2022-12-31$1,230,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$49,519
Total interest from all sources2022-12-31$1,876
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$9,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$9,295
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$9,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$220,399
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$403,677
Other income not declared elsewhere2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$246,891
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,456,553
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,230,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$525,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$453,237
Value of interest in pooled separate accounts at end of year2022-12-31$130,826
Value of interest in pooled separate accounts at beginning of year2022-12-31$118,248
Interest earned on other investments2022-12-31$1,876
Value of interest in common/collective trusts at end of year2022-12-31$636,451
Value of interest in common/collective trusts at beginning of year2022-12-31$544,579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$163,950
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$113,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-69,511
Net investment gain/loss from pooled separate accounts2022-12-31$-19,590
Net investment gain or loss from common/collective trusts2022-12-31$-106,231
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$94,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$238,331
Contract administrator fees2022-12-31$49,519
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : VSP VENTURES OPTOMETRIC SOLUTIONS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$1,250,957
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$20,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$18,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,228,632
Value of total assets at end of year2021-12-31$1,230,035
Value of total assets at beginning of year2021-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,647
Total interest from all sources2021-12-31$408
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,952
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$9,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$178,922
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,010,035
Administrative expenses (other) incurred2021-12-31$2,647
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,230,035
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,230,035
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$453,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$0
Value of interest in pooled separate accounts at end of year2021-12-31$118,248
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest earned on other investments2021-12-31$408
Value of interest in common/collective trusts at end of year2021-12-31$544,579
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$113,971
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,691
Net investment gain/loss from pooled separate accounts2021-12-31$2,710
Net investment gain or loss from common/collective trusts2021-12-31$11,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$39,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$18,275
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749

Form 5500 Responses for VSP VENTURES OPTOMETRIC SOLUTIONS 401(K) PLAN

2023: VSP VENTURES OPTOMETRIC SOLUTIONS 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: VSP VENTURES OPTOMETRIC SOLUTIONS 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: VSP VENTURES OPTOMETRIC SOLUTIONS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01First time form 5500 has been submittedYes
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075690
Policy instance 1
Insurance contract or identification number075690
Number of Individuals Covered334
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075690
Policy instance 1
Insurance contract or identification number075690
Number of Individuals Covered421
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075690
Policy instance 1
Insurance contract or identification number075690
Number of Individuals Covered229
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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