Plan5500

Boling Vision Center, LLC Employees' Retirement Plan — Form 5500 plan (Boling Vision Center, LLC)

Plain-English plan 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, Boling Vision Center, LLC Employees' Retirement Plan is a benefit plan reported by Boling Vision Center, LLC under EIN 20-5040190 and plan number 001. The latest loaded filing year is 2023. The filing reports 166 participants and $5,534,830 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Boling Vision Center, LLC
EIN
20-5040190
Plan number
001
Plan type
2
Location
Elkhart, IN
Latest filing year
2023
Participants
166
End-of-year plan assets
$5,534,830

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023166H, C20240719131203NAL0007203297001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,534,830
Total liabilities (EOY)
$35,820
Net assets (EOY)
$5,499,010
Net assets (BOY)
$4,103,623

Income & contributions

Employer contributions
$28,475
Participant contributions
$257,770
Total contributions
$312,759
Total income / additions
$1,520,802

Expenses & distributions

Benefits paid
$121,326
Administrative expenses
$14,450
Total expenses
$125,415
Net increase / (decrease)
$1,395,387

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Twg Benefits, Inc.NONE$9,228not reported in the loaded dataset2023
Cibc Private Wealth ManagementNONE$3,239not reported in the loaded dataset2023
Mid Atlantic Trust CompanyNONE$1,933not reported in the loaded dataset2023

Related Form 5500 pages