2023 Form 5500 filing — City Optical Company, Inc. & Related Companies 401(K) Retirement Savings 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 20241014125807NAL0052330098001) for City Optical Company, Inc. & Related Companies 401(K) Retirement Savings Plan, reported by City Optical Company, Inc. under EIN 35-1017458 and plan number 001. It reports 223 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014125807NAL0052330098001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- City Optical Company, Inc.
- EIN
- 35-1017458
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 223
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,888,824
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,888,824
- Employer contributions
- $0
- Participant contributions
- $515,212
- Total income / additions
- $922,252
- Benefits paid
- $377,403
- Administrative expenses
- $5,897
- Total expenses
- $383,300
- Net increase / (decrease)
- $538,952
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pruco Securities LLC | ADVISOR | $0 | $8,232 |
| Fidelity Investments Institutional | RECORDKEEPER | $5,897 | $0 |