Family Vision Care Retirement Plan — Form 5500 plan (Dennis Sommer, O.D.)
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, Family Vision Care Retirement Plan is a benefit plan reported by Dennis Sommer, O.D. under EIN 35-1642799 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $2,327,904 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dennis Sommer, O.D.
- EIN
- 35-1642799
- Plan number
- 001
- Plan type
- 2
- Location
- La Porte, IN
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $2,327,904
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20240601182611NAL0034461362001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,327,904
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,327,904
- Net assets (BOY)
- $1,834,064
Income & contributions
- Employer contributions
- $58,316
- Participant contributions
- $0
- Total income / additions
- $493,840
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $493,840
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.