2023 Form 5500 filing — Ophthalmic Consultants Of Boston, Inc. 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 20250127142011NAL0024456194001) for Ophthalmic Consultants Of Boston, Inc. 401(K) Profit Sharing Plan, reported by Ophthalmic Consultants Of Boston, Inc. under EIN 04-2500346 and plan number 002. It reports 813 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250127142011NAL0024456194001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ophthalmic Consultants Of Boston, Inc.
- EIN
- 04-2500346
- Plan number
- 002
- Location
- Boston, MA
- Participants
- 813
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $106,259,912
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $106,259,912
- Employer contributions
- $2,249,527
- Participant contributions
- $3,393,683
- Total income / additions
- $20,695,021
- Benefits paid
- $7,150,547
- Administrative expenses
- $184,176
- Total expenses
- $7,337,663
- Net increase / (decrease)
- $13,357,358
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Icapital LLC | CONSULTANT | $113,786 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $70,907 | $0 |