Essilorluxottica Puerto Rico Retirement Savings Plan 3 — Form 5500 plan (Essilorluxottica Usa Inc)
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, Essilorluxottica Puerto Rico Retirement Savings Plan 3 is a benefit plan reported by Essilorluxottica Usa Inc under EIN 86-3625314 and plan number 003. The latest loaded filing year is 2023. The filing reports 263 participants and $5,909,764 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Essilorluxottica Usa Inc
- EIN
- 86-3625314
- Plan number
- 003
- Plan type
- 2
- Location
- Port Washington, NY
- Latest filing year
- 2023
- Participants
- 263
- End-of-year plan assets
- $5,909,764
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 263 | H, C | 20241014150012NAL0027637745003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,909,764
- Net assets (EOY)
- $5,909,764
- Net assets (BOY)
- $3,776,558
Income & contributions
- Employer contributions
- $180,932
- Participant contributions
- $253,245
- Total contributions
- $434,177
- Total income / additions
- $1,258,776
Expenses & distributions
- Benefits paid
- $46,382
- Administrative expenses
- $1,078
- Total expenses
- $47,460
- Net increase / (decrease)
- $1,211,316
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $1,197 | $0 | 2023 |