City Optical Company, Inc. & Related Companies 401(K) Retirement Savings Plan — Form 5500 plan (City Optical Company, 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, City Optical Company, Inc. & Related Companies 401(K) Retirement Savings Plan is a benefit plan reported by City Optical Company, Inc. under EIN 35-1017458 and plan number 001. The latest loaded filing year is 2023. The filing reports 223 participants and $1,888,824 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
City Optical Company, Inc.
EIN
35-1017458
Plan number
001
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
Participants
223
End-of-year plan assets
$1,888,824

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023223H, C20241014125807NAL0052330098001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,888,824
Total liabilities (EOY)
$0
Net assets (EOY)
$1,888,824
Net assets (BOY)
$1,349,872

Income & contributions

Employer contributions
$0
Participant contributions
$515,212
Total contributions
$673,016
Total income / additions
$922,252

Expenses & distributions

Benefits paid
$377,403
Administrative expenses
$5,897
Total expenses
$383,300
Net increase / (decrease)
$538,952

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pruco Securities LLCADVISOR$0$8,2322023
Fidelity Investments InstitutionalRECORDKEEPER$5,897$02023

Related Form 5500 pages