West Point Optical, LLC Retirement Savings Plan — Form 5500 plan (West Point Optical, 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, West Point Optical, LLC Retirement Savings Plan is a benefit plan reported by West Point Optical, LLC under EIN 46-5301472 and plan number 001. The latest loaded filing year is 2023. The filing reports 434 participants and $2,692,640 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
West Point Optical, LLC
EIN
46-5301472
Plan number
001
Plan type
2
Location
Mason, OH
Latest filing year
2023
Participants
434
End-of-year plan assets
$2,692,640

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023434H, C20240923051540NAL0011071873001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,692,640
Total liabilities (EOY)
$0
Net assets (EOY)
$2,692,640
Net assets (BOY)
$1,537,615

Income & contributions

Participant contributions
$927,476
Total contributions
$1,100,887
Total income / additions
$1,412,870

Expenses & distributions

Benefits paid
$170,289
Administrative expenses
$24,586
Total expenses
$257,845
Net increase / (decrease)
$1,155,025

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$24,585$02023
Adp Broker-DealerRECORD KEEPER$0$02023
Park Avenue SecuritiesADVISOR$0$02023

Related Form 5500 pages