2023 Form 5500 filing — West Point Optical, LLC Retirement 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 20240923051540NAL0011071873001) for West Point Optical, LLC Retirement Savings Plan, reported by West Point Optical, LLC under EIN 46-5301472 and plan number 001. It reports 434 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923051540NAL0011071873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- West Point Optical, LLC
- EIN
- 46-5301472
- Plan number
- 001
- Location
- Mason, OH
- Participants
- 434
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,692,640
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,692,640
- Participant contributions
- $927,476
- Total income / additions
- $1,412,870
- Benefits paid
- $170,289
- Administrative expenses
- $24,586
- Total expenses
- $257,845
- Net increase / (decrease)
- $1,155,025
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $24,585 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Park Avenue Securities | ADVISOR | $0 | $0 |