2023 Form 5500 filing — Aeg Vision 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724132445NAL0008186787001) for Aeg Vision 401(K) Plan, reported by Acuity Eyecare Holdings, LLC under EIN 35-2582309 and plan number 001. It reports 3,065 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724132445NAL0008186787001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Acuity Eyecare Holdings, LLC
- EIN
- 35-2582309
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 3,065
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,416,190
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,416,190
- Employer contributions
- $5,333,438
- Participant contributions
- $11,873,078
- Total income / additions
- $31,609,287
- Benefits paid
- $5,810,683
- Administrative expenses
- $260,771
- Total expenses
- $6,077,693
- Net increase / (decrease)
- $25,531,594
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $167,355 | $0 |
| Creative Planning LLC | ADVISOR | $93,416 | not reported in the loaded dataset |