2023 Form 5500 filing — Advanced Eye Care, P.C. 401(K) Plan And Trust

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 20240826111516NAL0019337858001) for Advanced Eye Care, P.C. 401(K) Plan And Trust, reported by Advanced Eye Care, P.C. under EIN 03-0344138 and plan number 001. It reports 34 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240826111516NAL0019337858001
Filing year
2023
Form type
2
Plan sponsor
Advanced Eye Care, P.C.
EIN
03-0344138
Plan number
001
Location
Bennington, VT
Participants
34
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$3,624,222
Total liabilities (EOY)
$0
Net assets (EOY)
$3,624,222
Employer contributions
$143,514
Participant contributions
$126,874
Total income / additions
$808,106
Benefits paid
$397,654
Administrative expenses
$0
Total expenses
$397,654
Net increase / (decrease)
$410,452
Schedule source
Schedule I

Related Form 5500 pages