2023 Form 5500 filing — Eyecare Partners 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 20241227112515NAL0013934129001) for Eyecare Partners 401(K) Plan, reported by Clarkson Eyecare, Inc. under EIN 43-1213749 and plan number 001. It reports 7,441 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241227112515NAL0013934129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clarkson Eyecare, Inc.
- EIN
- 43-1213749
- Plan number
- 001
- Location
- Ballwin, MO
- Participants
- 7,441
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $454,946,701
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $454,946,701
- Employer contributions
- $9,501,889
- Participant contributions
- $30,605,602
- Total income / additions
- $113,641,002
- Benefits paid
- $36,386,969
- Administrative expenses
- $605,643
- Total expenses
- $37,574,949
- Net increase / (decrease)
- $76,066,053
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $521,143 | $0 |
| Creative Planning LLC | NONE | $43,350 | not reported in the loaded dataset |
| Fidelity Invest Inst Ops Co LLC | NONE | $22,249 | not reported in the loaded dataset |
| Plante & Moran Pllc | NONE | $17,000 | not reported in the loaded dataset |
| Fenner, Melstrom & Dooling Plc | NONE | $12,000 | not reported in the loaded dataset |
| Armanino Llp | NONE | $5,250 | not reported in the loaded dataset |