2023 Form 5500 filing — Berks Eye Physicians & Surgeons, Ltd. Profit Sharing 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 20240606203739NAL0036743744001) for Berks Eye Physicians & Surgeons, Ltd. Profit Sharing Plan, reported by Berks Eye Physicians & Surgeons, Ltd. under EIN 23-1720360 and plan number 001. It reports 48 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240606203739NAL0036743744001
Filing year
2023
Form type
2
Plan sponsor
Berks Eye Physicians & Surgeons, Ltd.
EIN
23-1720360
Plan number
001
Location
Wyomissing, PA
Participants
48
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$9,887,344
Total liabilities (EOY)
$0
Net assets (EOY)
$9,887,344
Employer contributions
$299,734
Participant contributions
$257,497
Total income / additions
$1,730,995
Benefits paid
$219,263
Administrative expenses
$938
Total expenses
$220,201
Net increase / (decrease)
$1,510,794
Schedule source
Schedule I

Related Form 5500 pages