2023 Form 5500 filing — Boling Vision Center, LLC Employees' 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 20240719131203NAL0007203297001) for Boling Vision Center, LLC Employees' Retirement Plan, reported by Boling Vision Center, LLC under EIN 20-5040190 and plan number 001. It reports 166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240719131203NAL0007203297001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Boling Vision Center, LLC
- EIN
- 20-5040190
- Plan number
- 001
- Location
- Elkhart, IN
- Participants
- 166
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,534,830
- Total liabilities (EOY)
- $35,820
- Net assets (EOY)
- $5,499,010
- Employer contributions
- $28,475
- Participant contributions
- $257,770
- Total income / additions
- $1,520,802
- Benefits paid
- $121,326
- Administrative expenses
- $14,450
- Total expenses
- $125,415
- Net increase / (decrease)
- $1,395,387
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Twg Benefits, Inc. | NONE | $9,228 | not reported in the loaded dataset |
| Cibc Private Wealth Management | NONE | $3,239 | not reported in the loaded dataset |
| Mid Atlantic Trust Company | NONE | $1,933 | not reported in the loaded dataset |