2023 Form 5500 filing — Omni Ophthalmic Management Consultants 401(K) Profit Sharing 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 20241003104654NAL0010427633001) for Omni Ophthalmic Management Consultants 401(K) Profit Sharing Plan, reported by Omni Ophthalmic Management Consultants LLC under EIN 22-3768675 and plan number 001. It reports 691 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003104654NAL0010427633001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Omni Ophthalmic Management Consultants LLC
- EIN
- 22-3768675
- Plan number
- 001
- Location
- Iselin, NJ
- Participants
- 691
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,196,157
- Net assets (EOY)
- $37,196,157
- Employer contributions
- $944,603
- Participant contributions
- $2,336,272
- Total income / additions
- $9,591,330
- Benefits paid
- $2,818,810
- Administrative expenses
- $138,292
- Total expenses
- $2,957,102
- Net increase / (decrease)
- $6,634,228
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hauser Retirement Solutions LLC | INVESTMENT ADVISORY - PLA | $72,950 | not reported in the loaded dataset |
| John Hancock Trust Company LLC | RECORDKEEPER | $63,265 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | AUDITOR | $5,250 | not reported in the loaded dataset |
| Planned Retirement Consultants | TPA | not reported in the loaded dataset | not reported in the loaded dataset |