2023 Form 5500 filing — Ocala Eye, P.A. Restated 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 20240915143257NAL0000508369001) for Ocala Eye, P.A. Restated Profit Sharing Plan, reported by Ocala Eye, P.A. under EIN 59-1363248 and plan number 003. It reports 200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240915143257NAL0000508369001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ocala Eye, P.A.
- EIN
- 59-1363248
- Plan number
- 003
- Location
- Ocala, FL
- Participants
- 200
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,329,677
- Net assets (EOY)
- $24,329,677
- Employer contributions
- $971,453
- Participant contributions
- $724,404
- Total income / additions
- $6,160,627
- Benefits paid
- $6,022,343
- Administrative expenses
- $166,139
- Total expenses
- $6,188,482
- Net increase / (decrease)
- -$27,855
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Bank | NONE | $78,715 | not reported in the loaded dataset |
| Personal Financial Profiles In | NONE | $70,511 | not reported in the loaded dataset |
| Purvis Gray And Company Llp | NONE | $10,400 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $6,513 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc | NONE | $159 | $0 |