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, Zenni Optical 401(K) Plan is a benefit plan reported by Ocusun, LLC under EIN 26-3976373 and plan number 001. The latest loaded filing year is 2023. The filing reports 258 participants and $7,946,069 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,946,069
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,946,069
- Net assets (BOY)
- $5,985,360
Income & contributions
- Employer contributions
- $1,196,768
- Participant contributions
- $1,834,867
- Total contributions
- $3,260,159
- Total income / additions
- $4,614,414
Expenses & distributions
- Benefits paid
- $2,590,045
- Administrative expenses
- $63,660
- Total expenses
- $2,653,705
- Net increase / (decrease)
- $1,960,709