Southern College Of Optometry Defined Contribution Plan — Form 5500 plan (Southern College Of Optometry)
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, Southern College Of Optometry Defined Contribution Plan is a benefit plan reported by Southern College Of Optometry under EIN 62-0548917 and plan number 002. The latest loaded filing year is 2023. The filing reports 410 participants and $75,939,358 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern College Of Optometry
- EIN
- 62-0548917
- Plan number
- 002
- Plan type
- 2
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- 410
- End-of-year plan assets
- $75,939,358
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 410 | H, C | 20250220154433NAL0008952528001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $75,939,358
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,939,358
- Net assets (BOY)
- $70,958,434
Income & contributions
- Employer contributions
- $1,732,998
- Participant contributions
- $927,422
- Total contributions
- $2,809,121
- Total income / additions
- $11,566,331
Expenses & distributions
- Benefits paid
- $6,442,799
- Administrative expenses
- $143,627
- Total expenses
- $6,586,426
- Net increase / (decrease)
- $4,979,905
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa - Teachers Insurance And Annui | NONE | $74,357 | $0 | 2023 |
| Cbiz Investment Advisory Services L | NONE | $69,795 | not reported in the loaded dataset | 2023 |