Lexington Eye Associates, Inc. Retirement Savings Plan — Form 5500 plan (Lexington Eye Associates, Inc.)

Plain-English plan 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, Lexington Eye Associates, Inc. Retirement Savings Plan is a benefit plan reported by Lexington Eye Associates, Inc. under EIN 04-2460789 and plan number 001. The latest loaded filing year is 2023. The filing reports 190 participants and $37,500,687 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lexington Eye Associates, Inc.
EIN
04-2460789
Plan number
001
Plan type
2
Location
Lexington, MA
Latest filing year
2023
Participants
190
End-of-year plan assets
$37,500,687

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023190H, C20250514095720NAL0018694113001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,500,687
Total liabilities (EOY)
$0
Net assets (EOY)
$37,500,687
Net assets (BOY)
$32,902,658

Income & contributions

Employer contributions
$824,159
Participant contributions
$739,066
Total contributions
$1,666,051
Total income / additions
$6,036,321

Expenses & distributions

Benefits paid
$1,381,967
Administrative expenses
$56,325
Total expenses
$1,438,292
Net increase / (decrease)
$4,598,029

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Moneta Group Investment Advisors LlCONTRACT ADMINISTRATOR$55,820not reported in the loaded dataset2023
Capital Group Retirement Plan ServiRECORDKEEPER$1,031$02023

Related Form 5500 pages