2023 Form 5500 filing — Us Eye 401(K) Retirement Savings 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 20250428103045NAL0007980051001) for Us Eye 401(K) Retirement Savings Plan, reported by Cfs Management, LLC under EIN 83-4228141 and plan number 002. It reports 1,269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250428103045NAL0007980051001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Cfs Management, LLC
- EIN
- 83-4228141
- Plan number
- 002
- Location
- University Park, FL
- Participants
- 1,269
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,688,558
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,688,558
- Employer contributions
- $1,763,735
- Participant contributions
- $3,747,083
- Total income / additions
- $11,304,346
- Benefits paid
- $3,179,213
- Administrative expenses
- $131,594
- Total expenses
- $3,347,103
- Net increase / (decrease)
- $7,957,243
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $47,095 | not reported in the loaded dataset |
| Kb Pension Services, Inc. | CONTRACT ADMIN | $26,490 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $26,154 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $18,639 | not reported in the loaded dataset |
| Assurance Dimensions | AUDITOR | $3,000 | not reported in the loaded dataset |