Keplr Vision 401(K) Plan — Form 5500 plan (Imperial Optical Midco 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, Keplr Vision 401(K) Plan is a benefit plan reported by Imperial Optical Midco Inc. under EIN 82-4641344 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,037 participants and $69,078,421 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Imperial Optical Midco Inc.
- EIN
- 82-4641344
- Plan number
- 001
- Plan type
- 2
- Location
- Bloomington, IL
- Latest filing year
- 2023
- Participants
- 3,037
- End-of-year plan assets
- $69,078,421
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,037 | H, C | 20241014064718NAL0052596898001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $69,078,421
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,078,421
- Net assets (BOY)
- $50,205,468
Income & contributions
- Employer contributions
- $4,305,810
- Participant contributions
- $9,179,727
- Total contributions
- $13,928,834
- Total income / additions
- $23,190,159
Expenses & distributions
- Benefits paid
- $4,002,828
- Administrative expenses
- $314,378
- Total expenses
- $4,317,206
- Net increase / (decrease)
- $18,872,953
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pension Corporation Of America | NONE | $244,533 | not reported in the loaded dataset | 2023 |
| Pca Investment Advisory Services | NONE | $69,845 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $15,413 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Imperial Optical Midco Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Bloomington, IL
- Pension Corporation Of America — Schedule C compensation
- Pca Investment Advisory Services — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation