2023 Form 5500 filing — Southern College Of Optometry Defined Contribution 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 20250220154433NAL0008952528001) for Southern College Of Optometry Defined Contribution Plan, reported by Southern College Of Optometry under EIN 62-0548917 and plan number 002. It reports 410 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)$75.9MReported net assets$75,939,358
Participants410
Provider compensation$144.2K2 Schedule C row(s)$144,152
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250220154433NAL0008952528001
- Plan sponsor
- Southern College Of Optometry
- EIN
- 62-0548917
- Plan number
- 002
- Location
- Memphis, TN
- 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)$75.9M total assets
Net assets$75.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $75,939,358
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,939,358
- Employer contributions
- $1,732,998
- Participant contributions
- $927,422
- Total income / additions
- $11,566,331
- Benefits paid
- $6,442,799
- Administrative expenses
- $143,627
- Total expenses
- $6,586,426
- Net increase / (decrease)
- $4,979,905
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa - Teachers Insurance And Annui | NONE | $74,357 | $0 |
| Cbiz Investment Advisory Services L | NONE | $69,795 | not reported in the loaded dataset |