Excel Eyecare Optometry

Form 5500

EXCEL EYECARE OPTOMETRY

9975 Carmel Mountain Road #g6, San Diego, Ca 92129 (858) 780-9889 EIN:51-0619267 Plan Admin:John Pan

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameEXCEL EYECARE OPTOMETRY 401(K) PLAN Plan #001 Participants BOY/EOY11 / 5 Assets BOY/EOY$1,044,524 / $1,239,340	2023	EXCEL EYECARE OPTOMETRY 401(K) PLAN - Plan #001	11 / 5	$1,044,524 / $1,239,340
2023	Plan NameEXCEL EYECARE OPTOMETRY CASH BALANCE PLAN Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$560,458 / $878,295	2023	EXCEL EYECARE OPTOMETRY CASH BALANCE PLAN - Plan #003	5 / 5	$560,458 / $878,295
2022	Plan NameEXCEL EYECARE OPTOMETRY 401(K) PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$1,221,617 / $1,044,524	2022	EXCEL EYECARE OPTOMETRY 401(K) PLAN - Plan #001	11 / 11	$1,221,617 / $1,044,524
2022	Plan NameEXCEL EYECARE OPTOMETRY CASH BALANCE PLAN Plan #003 Participants BOY/EOY4 / 4 Assets BOY/EOY$283,039 / $560,458	2022	EXCEL EYECARE OPTOMETRY CASH BALANCE PLAN - Plan #003	4 / 4	$283,039 / $560,458
2022	Plan NameEXCEL EYECARE OPTOMETRY PROFIT SHARING PLAN Plan #002 Participants BOY/EOY6 / 0 Assets BOY/EOY$10,000 / $0	2022	EXCEL EYECARE OPTOMETRY PROFIT SHARING PLAN - Plan #002	6 / 0	$10,000 / $0
2021	Plan NameEXCEL EYECARE OPTOMETRY 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 10 Assets BOY/EOY$1,018,288 / $1,221,617	2021	EXCEL EYECARE OPTOMETRY 401(K) PROFIT SHARING PLAN - Plan #001	11 / 10	$1,018,288 / $1,221,617
2021	Plan NameEXCEL EYECARE OPTOMETRY CASH BALANCE PLAN Plan #003 Participants BOY/EOY6 / 4 Assets BOY/EOY$0 / $283,039	2021	EXCEL EYECARE OPTOMETRY CASH BALANCE PLAN - Plan #003	6 / 4	$0 / $283,039
2021	Plan NameEXCEL EYECARE OPTOMETRY PROFIT SHARING PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$0 / $10,000	2021	EXCEL EYECARE OPTOMETRY PROFIT SHARING PLAN - Plan #002	6 / 6	$0 / $10,000
2020	Plan NameEXCEL EYECARE OPTOMETRY 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$796,779 / $1,018,288	2020	EXCEL EYECARE OPTOMETRY 401(K) PROFIT SHARING PLAN - Plan #001	10 / 11	$796,779 / $1,018,288
2019	Plan NameEXCEL EYECARE OPTOMETRY 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$594,883 / $796,779	2019	EXCEL EYECARE OPTOMETRY 401(K) PROFIT SHARING PLAN - Plan #001	10 / 10	$594,883 / $796,779