2023 Form 5500 filing — Vistar Eye Center, Inc. 401(K) Profit Sharing Plan And Trust
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 20241014074817NAL0014612483001) for Vistar Eye Center, Inc. 401(K) Profit Sharing Plan And Trust, reported by Vistar Eye Center, Inc. under EIN 54-0853078 and plan number 003. It reports 319 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014074817NAL0014612483001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vistar Eye Center, Inc.
- EIN
- 54-0853078
- Plan number
- 003
- Location
- Roanoke, VA
- Participants
- 319
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,244,312
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,244,312
- Employer contributions
- $1,432,458
- Participant contributions
- $1,157,596
- Total income / additions
- $8,885,584
- Benefits paid
- $478,861
- Administrative expenses
- $50,882
- Total expenses
- $540,526
- Net increase / (decrease)
- $8,345,058
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners | ADVISOR | $28,368 | not reported in the loaded dataset |
| The Vanguard Group, Inc | ADVISOR | $5,477 | not reported in the loaded dataset |
| Tigers Eye Benefits Consulting | THIRD PARTY ADMIN | $4,745 | not reported in the loaded dataset |
| The Retirement Advantage, Inc | RECORDKEEPER | $1,135 | $0 |