2023 Form 5500 filing — Lexington Eye Associates, Inc. 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 20250514095720NAL0018694113001) for Lexington Eye Associates, Inc. Retirement Savings Plan, reported by Lexington Eye Associates, Inc. under EIN 04-2460789 and plan number 001. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250514095720NAL0018694113001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lexington Eye Associates, Inc.
- EIN
- 04-2460789
- Plan number
- 001
- Location
- Lexington, MA
- Participants
- 190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,500,687
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,500,687
- Employer contributions
- $824,159
- Participant contributions
- $739,066
- Total income / additions
- $6,036,321
- Benefits paid
- $1,381,967
- Administrative expenses
- $56,325
- Total expenses
- $1,438,292
- Net increase / (decrease)
- $4,598,029
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Moneta Group Investment Advisors Ll | CONTRACT ADMINISTRATOR | $55,820 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $1,031 | $0 |