2023 Form 5500 filing — Pinnacle Eye Care 401(K) Savings 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 20240807071735NAL0005782016001) for Pinnacle Eye Care 401(K) Savings Plan, reported by Pinnacle Eye Care, Inc. D/B/A Vision First under EIN 75-2993005 and plan number 001. It reports 208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807071735NAL0005782016001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pinnacle Eye Care, Inc. D/B/A Vision First
- EIN
- 75-2993005
- Plan number
- 001
- Location
- Louisville, KY
- Participants
- 208
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,396,149
- Net assets (EOY)
- $7,396,149
- Employer contributions
- $0
- Participant contributions
- $442,104
- Total income / additions
- $1,355,481
- Benefits paid
- $1,185,256
- Administrative expenses
- $33,393
- Total expenses
- $1,229,048
- Net increase / (decrease)
- $126,433
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Comp Of A | RECORDKEEPER | $34,165 | $0 |
| Morgan Stanley Smith Barney LLC | BROKER/ADVISER | $0 | $18,164 |
| Retirement Management Services, LLC | CONTACT ADMIN | $1,790 | $3,388 |
| Morgan Stanley Insurance Services I | BROKER/ADVISER | $0 | $3,026 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $497 | $0 |