Northwest Optometry Group, P.A. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Northwest Optometry Group, P.A.
  • Sponsor EIN: 222780791
  • Sponsor Address: 117 SPARTA AVE, SPARTA, NJ, 07871
  • Plan Type: 401(k)
  • Total Participants: 35
  • Total Assets: $4.7M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202435$4.7M$56,123$129,758
202338$4.0M$104,042$129,438
202235$3.2M$0$130,422

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