Mt. Ogden Eye Center, LLC Profit Sharing 401(K) Plan — Form 5500 plan (Mt. Ogden Eye Center, 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, Mt. Ogden Eye Center, LLC Profit Sharing 401(K) Plan is a benefit plan reported by Mt. Ogden Eye Center, LLC under EIN 87-0617733 and plan number 001. The latest loaded filing year is 2023. The filing reports 385 participants and $10,992,705 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mt. Ogden Eye Center, LLC
- EIN
- 87-0617733
- Plan number
- 001
- Plan type
- 2
- Location
- Ogden, UT
- Latest filing year
- 2023
- Participants
- 385
- End-of-year plan assets
- $10,992,705
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 385 | H, C | 20241010120830NAL0020945921001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,992,705
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,992,705
- Net assets (BOY)
- $11,521,407
Income & contributions
- Employer contributions
- $540,553
- Participant contributions
- $361,662
- Total contributions
- $902,215
- Total income / additions
- $2,415,497
Expenses & distributions
- Benefits paid
- $2,886,225
- Administrative expenses
- $45,299
- Total expenses
- $2,944,199
- Net increase / (decrease)
- -$528,702
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Uma Financial Services Inc | INVESTMENT ADVISOR | $36,407 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,892 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mt. Ogden Eye Center, LLC
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Ogden, UT
- Uma Financial Services Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation