Vision Care Associates 401(K) Plan — Form 5500 plan (Vision Care Associates Llp)
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, Vision Care Associates 401(K) Plan is a benefit plan reported by Vision Care Associates Llp under EIN 46-0363581 and plan number 001. The latest loaded filing year is 2023. The filing reports 130 participants and $21,508,530 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vision Care Associates Llp
- EIN
- 46-0363581
- Plan number
- 001
- Plan type
- 2
- Location
- Aberdeen, SD
- Latest filing year
- 2023
- Participants
- 130
- End-of-year plan assets
- $21,508,530
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 130 | H, C | 20241009132648NAL0019311857001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,508,530
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,508,530
- Net assets (BOY)
- $18,497,634
Income & contributions
- Employer contributions
- $525,833
- Participant contributions
- $413,801
- Total contributions
- $939,634
- Total income / additions
- $4,251,599
Expenses & distributions
- Benefits paid
- $1,192,584
- Administrative expenses
- $48,119
- Total expenses
- $1,240,703
- Net increase / (decrease)
- $3,010,896
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Clearing Services LLC | ADVISOR | $33,147 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $14,972 | $0 | 2023 |