2023 Form 5500 filing — Wheaton Eye Clinic, Ltd. 401(K) 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 20240710092641NAL0023729648001) for Wheaton Eye Clinic, Ltd. 401(K) Profit Sharing Plan, reported by Wheaton Eye Clinic, Ltd. under EIN 36-2709692 and plan number 002. It reports 230 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240710092641NAL0023729648001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wheaton Eye Clinic, Ltd.
- EIN
- 36-2709692
- Plan number
- 002
- Location
- Wheaton, IL
- Participants
- 230
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,199,220
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,199,220
- Employer contributions
- $1,919,585
- Participant contributions
- $1,352,922
- Total income / additions
- $12,072,448
- Benefits paid
- $3,920,529
- Administrative expenses
- $4,601
- Total expenses
- $3,925,167
- Net increase / (decrease)
- $8,147,281
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $2,325 | $0 |