2023 Form 5500 filing — Essilorluxottica Puerto Rico Retirement Savings Plan 3
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 20241014150012NAL0027637745003) for Essilorluxottica Puerto Rico Retirement Savings Plan 3, reported by Essilorluxottica Usa Inc under EIN 86-3625314 and plan number 003. It reports 263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$5.9MReported net assets$5,909,764
Participants263
Provider compensation$1.2K1 Schedule C row(s)$1,197
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014150012NAL0027637745003
- Plan sponsor
- Essilorluxottica Usa Inc
- EIN
- 86-3625314
- Plan number
- 003
- Location
- Port Washington, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$5.9M total assets
Net assets$5.9MLiabilities—
Full reported line items
- Total assets (EOY)
- $5,909,764
- Net assets (EOY)
- $5,909,764
- Employer contributions
- $180,932
- Participant contributions
- $253,245
- Total income / additions
- $1,258,776
- Benefits paid
- $46,382
- Administrative expenses
- $1,078
- Total expenses
- $47,460
- Net increase / (decrease)
- $1,211,316
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $1,197 | $0 |