Northwest Optometry Group, 401(K) Plan — Form 5500 plan (Northwest Optometry Group, P.A.)
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, Northwest Optometry Group, 401(K) Plan is a benefit plan reported by Northwest Optometry Group, P.A. under EIN 22-2780791 and plan number 001. The latest loaded filing year is 2023. The filing reports 41 participants and $3,990,919 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northwest Optometry Group, P.A.
- EIN
- 22-2780791
- Plan number
- 001
- Plan type
- 2
- Location
- Sparta, NJ
- Latest filing year
- 2023
- Participants
- 41
- End-of-year plan assets
- $3,990,919
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 41 | I | 20240920092325NAL0014986738001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,990,919
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,990,919
- Net assets (BOY)
- $3,197,062
Income & contributions
- Employer contributions
- $104,042
- Participant contributions
- $129,438
- Total income / additions
- $806,858
Expenses & distributions
- Benefits paid
- $11,366
- Administrative expenses
- $1,635
- Total expenses
- $13,001
- Net increase / (decrease)
- $793,857
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.