Eyemart Express, LLC 401(K) Plan — Form 5500 plan (Eyemart Express, 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, Eyemart Express, LLC 401(K) Plan is a benefit plan reported by Eyemart Express, LLC under EIN 47-2262776 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,859 participants and $20,566,256 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eyemart Express, LLC
EIN
47-2262776
Plan number
001
Plan type
2
Location
Farmers Branch, TX
Latest filing year
2023
Participants
1,859
End-of-year plan assets
$20,566,256

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,859H, C20241001112454NAL0003219699001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,566,256
Total liabilities (EOY)
$0
Net assets (EOY)
$20,566,256
Net assets (BOY)
$16,327,997

Income & contributions

Employer contributions
$1,075,985
Participant contributions
$2,306,233
Total contributions
$3,521,651
Total income / additions
$6,392,844

Expenses & distributions

Benefits paid
$1,934,041
Administrative expenses
$123,723
Total expenses
$2,154,585
Net increase / (decrease)
$4,238,259

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$54,902$02023
Creative Planning LLCINVESTMENT ADVISOR$43,849not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$24,972not reported in the loaded dataset2023

Related Form 5500 pages