2023 Form 5500 filing — Opticsplanet, 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 20241015131902NAL0029762225001) for Opticsplanet, Inc. 401(K) Profit Sharing Plan And Trust, reported by Opticsplanet, Inc. under EIN 36-4397726 and plan number 001. It reports 631 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9MReported net assets$8,983,760
Participants631
Provider compensation$21.4K2 Schedule C row(s)$21,447
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015131902NAL0029762225001
Plan sponsor
Opticsplanet, Inc.
EIN
36-4397726
Plan number
001
Location
Northbrook, IL
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9M total assets
Net assets$9MLiabilities$0
Money in vs. money out
Total income / additions$3.1M
Total expenses$616K
Benefits paid / distributions$574K
Contributions
Employer$239.8K
Participant$1.2M
Full reported line items
Total assets (EOY)
$8,983,760
Total liabilities (EOY)
$0
Net assets (EOY)
$8,983,760
Employer contributions
$239,786
Participant contributions
$1,204,458
Total income / additions
$3,076,020
Benefits paid
$574,008
Administrative expenses
$41,956
Total expenses
$615,964
Net increase / (decrease)
$2,460,056
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $18.5K · Indirect $0
  2. 2
    RECORDKEEPER · Direct $2.9K · Indirect $0

Related Form 5500 pages