Panorama Eye Care 401(K) And Profit Sharing Plan — Form 5500 plan (Panorama Eye Care, 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, Panorama Eye Care 401(K) And Profit Sharing Plan is a benefit plan reported by Panorama Eye Care, LLC under EIN 85-3810814 and plan number 002. The latest loaded filing year is 2023. The filing reports 630 participants and $44,553,440 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Panorama Eye Care, LLC
EIN
85-3810814
Plan number
002
Plan type
2
Location
Fort Collins, CO
Latest filing year
2023
Participants
630
End-of-year plan assets
$44,553,440

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023630H, C20241014102621NAL0027022113001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,553,440
Total liabilities (EOY)
$0
Net assets (EOY)
$44,553,440
Net assets (BOY)
$37,445,011

Income & contributions

Employer contributions
$1,326,819
Participant contributions
$2,292,251
Total contributions
$3,785,242
Total income / additions
$10,477,988

Expenses & distributions

Benefits paid
$3,362,300
Administrative expenses
$7,259
Total expenses
$3,369,559
Net increase / (decrease)
$7,108,429

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$4,088$02023

Related Form 5500 pages