2023 Form 5500 filing — Mt. Ogden Eye Center, LLC Profit Sharing 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 20241010120830NAL0020945921001) for Mt. Ogden Eye Center, LLC Profit Sharing 401(K) Plan, reported by Mt. Ogden Eye Center, LLC under EIN 87-0617733 and plan number 001. It reports 385 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010120830NAL0020945921001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mt. Ogden Eye Center, LLC
- EIN
- 87-0617733
- Plan number
- 001
- Location
- Ogden, UT
- Participants
- 385
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,992,705
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,992,705
- Employer contributions
- $540,553
- Participant contributions
- $361,662
- Total income / additions
- $2,415,497
- Benefits paid
- $2,886,225
- Administrative expenses
- $45,299
- Total expenses
- $2,944,199
- Net increase / (decrease)
- -$528,702
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Uma Financial Services Inc | INVESTMENT ADVISOR | $36,407 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,892 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |