2023 Form 5500 filing — L. O. Eye Care Employee Retirement 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 20241008072926NAL0033090002001) for L. O. Eye Care Employee Retirement Plan, reported by L.O. Eye Care under EIN 38-1818892 and plan number 001. It reports 337 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008072926NAL0033090002001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- L.O. Eye Care
- EIN
- 38-1818892
- Plan number
- 001
- Location
- East Lansing, MI
- Participants
- 337
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,430,422
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,430,422
- Employer contributions
- $540,099
- Participant contributions
- $812,095
- Total income / additions
- $6,324,958
- Benefits paid
- $2,165,119
- Administrative expenses
- $61,578
- Total expenses
- $2,226,697
- Net increase / (decrease)
- $4,098,261
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $31,606 | $0 |
| Cwm LLC | NONE | $30,002 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $16 | $0 |