2023 Form 5500 filing — Ocular Partners Mso, Inc. 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240617145555NAL0001125155001) for Ocular Partners Mso, Inc. 401(K) Plan, reported by Ocular Partners Mso, Inc. under EIN 84-3883641 and plan number 001. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants194
Provider compensation$14.3K2 Schedule C row(s)$14,335
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240617145555NAL0001125155001
Plan sponsor
Ocular Partners Mso, Inc.
EIN
84-3883641
Plan number
001
Location
Chicago, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out
Total income / additions$621K
Total expenses$281.4K
Benefits paid / distributions$265.5K
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Total income / additions
$621,029
Benefits paid
$265,461
Administrative expenses
$15,918
Total expenses
$281,379
Net increase / (decrease)
$339,650
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    FINANCIAL ADVISOR · Direct $8.7K
  2. 2
    CUSTODIAN · Direct $3K · Indirect $2.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240617145555NAL0001125155001 cover?
It is the 2023 Form 5500 filing for Ocular Partners Mso, Inc. 401(K) Plan, reported by Ocular Partners Mso, Inc. (EIN 84-3883641).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages