2023 Form 5500 filing — Carim Eye & Retina Center, Ltd. Employee Benefit Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240604161306NAL0040701490001) for Carim Eye & Retina Center, Ltd. Employee Benefit Plan, reported by Carim Eye & Retina Center, Ltd. under EIN 23-2628951 and plan number 501. It reports 17 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240604161306NAL0040701490001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carim Eye & Retina Center, Ltd.
- EIN
- 23-2628951
- Plan number
- 501
- Location
- Wyomissing, PA
- Participants
- 17
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,725
- Total liabilities (EOY)
- $13,723
- Net assets (EOY)
- $48,002
- Employer contributions
- $225,893
- Participant contributions
- $1,300
- Total income / additions
- $228,493
- Benefits paid
- $91,692
- Administrative expenses
- $1,116
- Total expenses
- $209,615
- Net increase / (decrease)
- $18,878
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Benecon Group | BROKER | $4,715 | not reported in the loaded dataset |
| Tompkins Insurance | BROKER | $4,650 | not reported in the loaded dataset |
| Capital Bluecross | ADMIN | $1,116 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $976 | not reported in the loaded dataset |