Ophthalmic Consultants Of Boston, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Ophthalmic Consultants Of Boston, 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, Ophthalmic Consultants Of Boston, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Ophthalmic Consultants Of Boston, Inc. under EIN 04-2500346 and plan number 002. The latest loaded filing year is 2023. The filing reports 813 participants and $106,259,912 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ophthalmic Consultants Of Boston, Inc.
EIN
04-2500346
Plan number
002
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
813
End-of-year plan assets
$106,259,912

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023813H, C20250127142011NAL0024456194001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$106,259,912
Total liabilities (EOY)
$0
Net assets (EOY)
$106,259,912
Net assets (BOY)
$92,902,554

Income & contributions

Employer contributions
$2,249,527
Participant contributions
$3,393,683
Total contributions
$5,657,170
Total income / additions
$20,695,021

Expenses & distributions

Benefits paid
$7,150,547
Administrative expenses
$184,176
Total expenses
$7,337,663
Net increase / (decrease)
$13,357,358

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Icapital LLCCONSULTANT$113,786not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$70,907$02023

Related Form 5500 pages