2023 Form 5500 filing — Vision First Employee Stock Ownership 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 20240815064528NAL0022003152001) for Vision First Employee Stock Ownership Plan, reported by Pinnacle Eye Care, Inc. D/B/A Vision First under EIN 75-2993005 and plan number 002. It reports 182 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$4.4MReported net assets$4,440,063
Participants182
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20240815064528NAL0022003152001
- Plan sponsor
- Pinnacle Eye Care, Inc. D/B/A Vision First
- EIN
- 75-2993005
- Plan number
- 002
- Location
- Louisville, KY
- 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)$14.2M total assets
Net assets$4.4MLiabilities$9.8M
Full reported line items
- Total assets (EOY)
- $14,221,209
- Total liabilities (EOY)
- $9,781,146
- Net assets (EOY)
- $4,440,063
- Employer contributions
- $1,000,787
- Total income / additions
- $2,144,237
- Benefits paid
- $307,025
- Total expenses
- $684,443
- Net increase / (decrease)
- $1,459,794