Eyecare Partners 401(K) Plan — Form 5500 plan (Clarkson Eyecare, 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, Eyecare Partners 401(K) Plan is a benefit plan reported by Clarkson Eyecare, Inc. under EIN 43-1213749 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,441 participants and $454,946,701 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clarkson Eyecare, Inc.
- EIN
- 43-1213749
- Plan number
- 001
- Plan type
- 2
- Location
- Ballwin, MO
- Latest filing year
- 2023
- Participants
- 7,441
- End-of-year plan assets
- $454,946,701
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,441 | H, C | 20241227112515NAL0013934129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $454,946,701
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $454,946,701
- Net assets (BOY)
- $243,895,544
Income & contributions
- Employer contributions
- $9,501,889
- Participant contributions
- $30,605,602
- Total contributions
- $52,756,785
- Total income / additions
- $113,641,002
Expenses & distributions
- Benefits paid
- $36,386,969
- Administrative expenses
- $605,643
- Total expenses
- $37,574,949
- Net increase / (decrease)
- $76,066,053
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $521,143 | $0 | 2023 |
| Creative Planning LLC | NONE | $43,350 | not reported in the loaded dataset | 2023 |
| Fidelity Invest Inst Ops Co LLC | NONE | $22,249 | not reported in the loaded dataset | 2023 |
| Plante & Moran Pllc | NONE | $17,000 | not reported in the loaded dataset | 2023 |
| Fenner, Melstrom & Dooling Plc | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Armanino Llp | NONE | $5,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Clarkson Eyecare, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Ballwin, MO
- The Vanguard Group, Inc. — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Fidelity Invest Inst Ops Co LLC — Schedule C compensation
- Plante & Moran Pllc — Schedule C compensation
- Fenner, Melstrom & Dooling Plc — Schedule C compensation
- Armanino Llp — Schedule C compensation