2023 Form 5500 filing — American Vision Partners 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 20240927095947NAL0001119331001) for American Vision Partners 401(K) Plan, reported by Medical Management Resource Group, LLC under EIN 03-0460264 and plan number 001. It reports 2,163 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)$65.9MReported net assets$65,911,708
Participants2.2K2,163
Provider compensation$353.6K3 Schedule C row(s)$353,604
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240927095947NAL0001119331001
Plan sponsor
Medical Management Resource Group, LLC
EIN
03-0460264
Plan number
001
Location
Phoenix, AZ
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)$65.9M total assets
Net assets$65.9MLiabilities$0
Money in vs. money out
Total income / additions$17.3M
Total expenses$8.9M
Benefits paid / distributions$8.6M
Contributions
Employer$258.6K
Participant$7.3M
Full reported line items
Total assets (EOY)
$65,911,708
Total liabilities (EOY)
$0
Net assets (EOY)
$65,911,708
Employer contributions
$258,641
Participant contributions
$7,282,570
Total income / additions
$17,308,327
Benefits paid
$8,625,093
Administrative expenses
$260,902
Total expenses
$8,885,995
Net increase / (decrease)
$8,422,332
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $260.5K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $79K
  3. 3
    ACCOUNTANT · Direct $0 · Indirect $14.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927095947NAL0001119331001 cover?
It is the 2023 Form 5500 filing for American Vision Partners 401(K) Plan, reported by Medical Management Resource Group, LLC (EIN 03-0460264).
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