2023 Form 5500 filing — Associated Eye Care, Ltd. Employees' 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 20240628081937NAL0000497328001) for Associated Eye Care, Ltd. Employees' Profit Sharing Plan, reported by Associated Eye Care, Ltd. under EIN 41-1000647 and plan number 007. It reports 279 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240628081937NAL0000497328001
Filing year
2023
Form type
2
Plan sponsor
Associated Eye Care, Ltd.
EIN
41-1000647
Plan number
007
Location
Stillwater, MN
Participants
279
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$26,293,536
Total liabilities (EOY)
$0
Net assets (EOY)
$26,293,536
Employer contributions
$402,036
Participant contributions
$1,016,996
Total income / additions
$5,460,651
Benefits paid
$415,358
Administrative expenses
$9,120
Total expenses
$424,478
Net increase / (decrease)
$5,036,173
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Murray Financial GroupSERVICE PROVIDER$0$41,899
AscensusSERVICE PROVIDER$0$11,220

Related Form 5500 pages