Advanced Optometric Concepts 401(K) Plan — Form 5500 plan (Advanced Optometric Concepts, Pc)
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, Advanced Optometric Concepts 401(K) Plan is a benefit plan reported by Advanced Optometric Concepts, Pc under EIN 85-0429787 and plan number 002. The latest loaded filing year is 2023. The filing reports 5 participants and $63,131 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advanced Optometric Concepts, Pc
- EIN
- 85-0429787
- Plan number
- 002
- Plan type
- 2
- Location
- Bernalillo, NM
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $63,131
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20240522121903NAL0007071152001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $63,131
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,131
- Net assets (BOY)
- $630,594
Income & contributions
- Employer contributions
- $12,336
- Participant contributions
- $48,791
- Total income / additions
- $90,947
Expenses & distributions
- Benefits paid
- $658,295
- Administrative expenses
- $115
- Total expenses
- $658,410
- Net increase / (decrease)
- -$567,463
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.