2023 Form 5500 filing — Nvision Eye Centers 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 20241014142204NAL0046338640001) for Nvision Eye Centers 401(K) Plan, reported by Nvision Eye Centers, LLC under EIN 33-0863420 and plan number 001. It reports 1,292 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014142204NAL0046338640001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nvision Eye Centers, LLC
- EIN
- 33-0863420
- Plan number
- 001
- Location
- Aliso Viejo, CA
- Participants
- 1,292
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,788,053
- Total liabilities (EOY)
- $156,697
- Net assets (EOY)
- $20,631,356
- Employer contributions
- $442,416
- Participant contributions
- $3,760,992
- Total income / additions
- $8,061,726
- Benefits paid
- $2,049,340
- Administrative expenses
- $125,607
- Total expenses
- $2,305,386
- Net increase / (decrease)
- $5,756,340
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $68,713 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $32,384 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $24,510 | $0 |