Vision First Employee Stock Ownership Plan — Form 5500 plan (Pinnacle Eye Care, Inc. D/B/A Vision First)
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 First Employee Stock Ownership Plan is a benefit plan reported by Pinnacle Eye Care, Inc. D/B/A Vision First under EIN 75-2993005 and plan number 002. The latest loaded filing year is 2023. The filing reports 182 participants and $14,221,209 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pinnacle Eye Care, Inc. D/B/A Vision First
- EIN
- 75-2993005
- Plan number
- 002
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 182 | H | 20240815064528NAL0022003152001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $14,221,209
- Total liabilities (EOY)
- $9,781,146
- Net assets (EOY)
- $4,440,063
- Net assets (BOY)
- $3,013,263
Income & contributions
- Employer contributions
- $1,000,787
- Total contributions
- $1,000,787
- Total income / additions
- $2,144,237
Expenses & distributions
- Benefits paid
- $307,025
- Total expenses
- $684,443
- Net increase / (decrease)
- $1,459,794
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.