Superior Optical Labs, Inc. 401(K) Plan — Form 5500 plan (Superior Optical Labs, 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, Superior Optical Labs, Inc. 401(K) Plan is a benefit plan reported by Superior Optical Labs, Inc. under EIN 64-0807765 and plan number 001. The latest loaded filing year is 2023. The filing reports 202 participants and $2,218,314 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Superior Optical Labs, Inc.
EIN
64-0807765
Plan number
001
Plan type
2
Location
Ocean Springs, MS
Latest filing year
2023
Participants
202
End-of-year plan assets
$2,218,314

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023202H, C20241011121127NAL0044251730001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,218,314
Total liabilities (EOY)
$0
Net assets (EOY)
$2,218,314
Net assets (BOY)
$1,485,537

Income & contributions

Employer contributions
$253,680
Participant contributions
$369,133
Total contributions
$703,536
Total income / additions
$990,341

Expenses & distributions

Benefits paid
$216,857
Administrative expenses
$31,611
Total expenses
$257,564
Net increase / (decrease)
$732,777

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$17,156$02023
The Aimpoint Group, LLCTHIRD PARTY ADMINISTRATO$0$7,1972023
Element Wealth LLCSERVICE PROVIDER$0$5,3742023

Related Form 5500 pages