Nvision Eye Centers 401(K) Plan — Form 5500 plan (Nvision Eye Centers, LLC)
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, Nvision Eye Centers 401(K) Plan is a benefit plan reported by Nvision Eye Centers, LLC under EIN 33-0863420 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,292 participants and $20,788,053 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nvision Eye Centers, LLC
- EIN
- 33-0863420
- Plan number
- 001
- Plan type
- 2
- Location
- Aliso Viejo, CA
- Latest filing year
- 2023
- Participants
- 1,292
- End-of-year plan assets
- $20,788,053
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,292 | H, C | 20241014142204NAL0046338640001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,788,053
- Total liabilities (EOY)
- $156,697
- Net assets (EOY)
- $20,631,356
- Net assets (BOY)
- $14,875,016
Income & contributions
- Employer contributions
- $442,416
- Participant contributions
- $3,760,992
- Total contributions
- $5,242,999
- Total income / additions
- $8,061,726
Expenses & distributions
- Benefits paid
- $2,049,340
- Administrative expenses
- $125,607
- Total expenses
- $2,305,386
- Net increase / (decrease)
- $5,756,340
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $68,713 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $32,384 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $24,510 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nvision Eye Centers, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Aliso Viejo, CA
- Ubs Financial Services Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation