2023 Form 5500 filing — Rocky Mountain Eye Center, Inc. 401(K) Profit Sharing 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 20241014145316NAL0026473297001) for Rocky Mountain Eye Center, Inc. 401(K) Profit Sharing Plan, reported by Rocky Mountain Eye Center, Inc. under EIN 84-1207157 and plan number 002. It reports 291 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014145316NAL0026473297001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rocky Mountain Eye Center, Inc.
- EIN
- 84-1207157
- Plan number
- 002
- Location
- Pueblo, CO
- Participants
- 291
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,989,384
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,989,384
- Employer contributions
- $216,095
- Participant contributions
- $278,027
- Total income / additions
- $2,377,586
- Benefits paid
- $2,721,316
- Administrative expenses
- $74,564
- Total expenses
- $2,795,880
- Net increase / (decrease)
- -$418,294
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallacher Capital Management LLC | BROKER/ DEALER | $23,633 | not reported in the loaded dataset |
| Great-West Life & Annuity Ins Co | RECORDKEEPER | $20,282 | $0 |
| Cbiz Benefits & Insurance Services | TPA | $14,200 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $10,824 | not reported in the loaded dataset |