2023 Form 5500 filing — The New England College Of Optometry Defined Contribution Retirement 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 20240621105026NAL0002431713001) for The New England College Of Optometry Defined Contribution Retirement Plan, reported by The New England College Of Optometry under EIN 04-1591060 and plan number 001. It reports 374 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)$45.5MReported net assets$45,546,915

Participants374

Provider compensation$44.2K2 Schedule C row(s)$44,159

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240621105026NAL0002431713001
Plan sponsor: The New England College Of Optometry
EIN: 04-1591060
Plan number: 001
Location: Boston, MA
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.

Reported balance (end of year)$45.5M total assets

Net assets$45.5MLiabilities—

Money in vs. money out

Total income / additions$9M

Total expenses$4.6M

Benefits paid / distributions$4.6M

Contributions

Employer$1.1M

Participant$788K

Full reported line items

Total assets (EOY): $45,546,915
Net assets (EOY): $45,546,915
Employer contributions: $1,118,930
Participant contributions: $788,032
Total income / additions: $9,042,645
Benefits paid: $4,553,095
Administrative expenses: $37,105
Total expenses: $4,599,336
Net increase / (decrease): $4,443,309

Schedule C

Reported service provider compensation

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

1
Cambridge Investment Research$34.2K
BROKER DEALER OF ADVISOR · Direct $34.2K
2
Fidelity Investments Institutional$10K
RECORDKEEPER · Direct $10K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240621105026NAL0002431713001 cover?: It is the 2023 Form 5500 filing for The New England College Of Optometry Defined Contribution Retirement Plan, reported by The New England College Of Optometry (EIN 04-1591060).
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).