2023 Form 5500 filing — Mann Eye Institute 401(K) 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 20240909091227NAL0008885122001) for Mann Eye Institute 401(K) Plan, reported by Mann Eye Center, Pa under EIN 47-0914928 and plan number 002. It reports 444 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909091227NAL0008885122001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mann Eye Center, Pa
- EIN
- 47-0914928
- Plan number
- 002
- Location
- Kingwood, TX
- Participants
- 444
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,496,268
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,496,268
- Employer contributions
- $613,267
- Participant contributions
- $1,511,493
- Total income / additions
- $5,340,878
- Benefits paid
- $1,085,731
- Administrative expenses
- $81,563
- Total expenses
- $1,208,157
- Net increase / (decrease)
- $4,132,721
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $75,897 | $0 |
| Lpl Financial | INVESTMENT ADVISOR | $22,284 | not reported in the loaded dataset |
| Mann Eye Center Pa | OTHER | $20,500 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $172 | not reported in the loaded dataset |