2023 Form 5500 filing — 401(K) Profit-Sharing Plan For Employees Of Eye Associates Of New Mexico, Ltd.
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 20240808134123NAL0005103681001) for 401(K) Profit-Sharing Plan For Employees Of Eye Associates Of New Mexico, Ltd., reported by Eye Associates Of New Mexico under EIN 85-0246856 and plan number 002. It reports 757 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240808134123NAL0005103681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eye Associates Of New Mexico
- EIN
- 85-0246856
- Plan number
- 002
- Location
- Albuquerque, NM
- Participants
- 757
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,060,273
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,060,273
- Employer contributions
- $840,038
- Participant contributions
- $3,212,732
- Total income / additions
- $12,813,377
- Benefits paid
- $3,847,963
- Administrative expenses
- $137,399
- Total expenses
- $3,982,455
- Net increase / (decrease)
- $8,830,922
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $131,026 | $0 |
| Moss Adams Llp | CONTRACT ADMINISTRATOR | $13,010 | not reported in the loaded dataset |
| Pattison Pension Specialists | OTHER SERVICES | $0 | $5,733 |
| Morningstar Investment Management L | IND ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |