2023 Form 5500 filing — Carl Zeiss Vision Inc. 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 20241011153827NAL0023133073001) for Carl Zeiss Vision Inc. 401(K) Plan, reported by Carl Zeiss Vision Inc. under EIN 94-3189941 and plan number 012. It reports 1,178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011153827NAL0023133073001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carl Zeiss Vision Inc.
- EIN
- 94-3189941
- Plan number
- 012
- Location
- Hebron, KY
- Participants
- 1,178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,516,957
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,516,957
- Employer contributions
- $1,445,014
- Participant contributions
- $3,149,674
- Total income / additions
- $14,840,217
- Benefits paid
- $9,140,019
- Administrative expenses
- $104,945
- Total expenses
- $9,242,096
- Net increase / (decrease)
- $5,598,121
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $64,946 | $0 |
| Sageview Advisory Group | INVESTMENT ADVISOR | $40,000 | not reported in the loaded dataset |