2023 Form 5500 filing — Eye Health America 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 20240930122153NAL0005662545001) for Eye Health America 401(K) Plan, reported by Eye Health America, LLC under EIN 82-3212492 and plan number 001. It reports 1,219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930122153NAL0005662545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eye Health America, LLC
- EIN
- 82-3212492
- Plan number
- 001
- Location
- Easley, SC
- Participants
- 1,219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,963,960
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,963,960
- Employer contributions
- $1,855,661
- Participant contributions
- $4,138,948
- Total income / additions
- $11,846,192
- Benefits paid
- $2,272,153
- Administrative expenses
- $279,429
- Total expenses
- $2,565,271
- Net increase / (decrease)
- $9,280,921
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Excalibur Financial Group Inc | INVESTMENT ADVISOR | $85,731 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $62,876 | $0 |
| Retirement Solutions Specialists | CONTRACT ADMIN | $53,117 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,681 | not reported in the loaded dataset |