Rocky Mountain Eye Center, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Rocky Mountain Eye Center, 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, Rocky Mountain Eye Center, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Rocky Mountain Eye Center, Inc. under EIN 84-1207157 and plan number 002. The latest loaded filing year is 2023. The filing reports 291 participants and $11,989,384 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rocky Mountain Eye Center, Inc.
- EIN
- 84-1207157
- Plan number
- 002
- Plan type
- 2
- Location
- Pueblo, CO
- Latest filing year
- 2023
- Participants
- 291
- End-of-year plan assets
- $11,989,384
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 291 | H, C | 20241014145316NAL0026473297001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,989,384
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,989,384
- Net assets (BOY)
- $12,407,678
Income & contributions
- Employer contributions
- $216,095
- Participant contributions
- $278,027
- Total contributions
- $595,445
- Total income / additions
- $2,377,586
Expenses & distributions
- Benefits paid
- $2,721,316
- Administrative expenses
- $74,564
- Total expenses
- $2,795,880
- Net increase / (decrease)
- -$418,294
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gallacher Capital Management LLC | BROKER/ DEALER | $23,633 | not reported in the loaded dataset | 2023 |
| Great-West Life & Annuity Ins Co | RECORDKEEPER | $20,282 | $0 | 2023 |
| Cbiz Benefits & Insurance Services | TPA | $14,200 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $10,824 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rocky Mountain Eye Center, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Pueblo, CO
- Gallacher Capital Management LLC — Schedule C compensation
- Great-West Life & Annuity Ins Co — Schedule C compensation
- Cbiz Benefits & Insurance Services — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation