Us Eye 401(K) Retirement Savings Plan — Form 5500 plan (Cfs Management, 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, Us Eye 401(K) Retirement Savings Plan is a benefit plan reported by Cfs Management, LLC under EIN 83-4228141 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,269 participants and $34,688,558 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cfs Management, LLC
- EIN
- 83-4228141
- Plan number
- 002
- Plan type
- 3
- Location
- University Park, FL
- Latest filing year
- 2023
- Participants
- 1,269
- End-of-year plan assets
- $34,688,558
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,269 | H, C | 20250428103045NAL0007980051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,688,558
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,688,558
- Net assets (BOY)
- $26,731,315
Income & contributions
- Employer contributions
- $1,763,735
- Participant contributions
- $3,747,083
- Total contributions
- $6,298,645
- Total income / additions
- $11,304,346
Expenses & distributions
- Benefits paid
- $3,179,213
- Administrative expenses
- $131,594
- Total expenses
- $3,347,103
- Net increase / (decrease)
- $7,957,243
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $47,095 | not reported in the loaded dataset | 2023 |
| Kb Pension Services, Inc. | CONTRACT ADMIN | $26,490 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $26,154 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $18,639 | not reported in the loaded dataset | 2023 |
| Assurance Dimensions | AUDITOR | $3,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cfs Management, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in University Park, FL
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Kb Pension Services, Inc. — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Assurance Dimensions — Schedule C compensation