L. O. Eye Care Employee Retirement Plan — Form 5500 plan (L.O. Eye Care)
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, L. O. Eye Care Employee Retirement Plan is a benefit plan reported by L.O. Eye Care under EIN 38-1818892 and plan number 001. The latest loaded filing year is 2023. The filing reports 337 participants and $32,430,422 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- L.O. Eye Care
- EIN
- 38-1818892
- Plan number
- 001
- Plan type
- 2
- Location
- East Lansing, MI
- Latest filing year
- 2023
- Participants
- 337
- End-of-year plan assets
- $32,430,422
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 337 | H, C | 20241008072926NAL0033090002001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,430,422
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,430,422
- Net assets (BOY)
- $28,332,161
Income & contributions
- Employer contributions
- $540,099
- Participant contributions
- $812,095
- Total contributions
- $1,352,194
- Total income / additions
- $6,324,958
Expenses & distributions
- Benefits paid
- $2,165,119
- Administrative expenses
- $61,578
- Total expenses
- $2,226,697
- Net increase / (decrease)
- $4,098,261
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $31,606 | $0 | 2023 |
| Cwm LLC | NONE | $30,002 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $16 | $0 | 2023 |