2023 Form 5500 filing — Refac Optical Group 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 20241011162808NAL0022329953001) for Refac Optical Group 401(K) Plan, reported by Refac Optical Group under EIN 13-1681234 and plan number 002. It reports 1,404 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011162808NAL0022329953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Refac Optical Group
- EIN
- 13-1681234
- Plan number
- 002
- Location
- Blackwood, NJ
- Participants
- 1,404
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,504,172
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,504,172
- Participant contributions
- $945,263
- Total income / additions
- $4,287,034
- Benefits paid
- $2,895,265
- Administrative expenses
- $41,908
- Total expenses
- $2,950,840
- Net increase / (decrease)
- $1,336,194
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | N/A | $24,835 | $0 |
| Charles Schwab Trust Bank | N/A | $0 | $4,084 |