2023 Form 5500 filing — Eye Physicians And Surgeons Of Augusta, P. C. 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 20240919001855NAL0005146561001) for Eye Physicians And Surgeons Of Augusta, P. C. 401(K) Profit Sharing Plan, reported by Eye Physicians And Surgeons Of Augusta, P.C. under EIN 58-2425038 and plan number 001. It reports 134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919001855NAL0005146561001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eye Physicians And Surgeons Of Augusta, P.C.
- EIN
- 58-2425038
- Plan number
- 001
- Location
- Augusta, GA
- Participants
- 134
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,202,288
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,202,288
- Employer contributions
- $351,642
- Participant contributions
- $438,418
- Total income / additions
- $2,236,686
- Benefits paid
- $917,077
- Administrative expenses
- $58,456
- Total expenses
- $975,533
- Net increase / (decrease)
- $1,261,153
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $35,279 | $0 |
| First Citizens Bank And Trust | INVESTMENT ADVISOR | $20,000 | not reported in the loaded dataset |
| Ascensus Holdings Inc Dba | CONTRACT ADMIN | $1,250 | $10,000 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,265 | not reported in the loaded dataset |
| Eye Physicians & Surgeons Of | OTHER | $16 | not reported in the loaded dataset |