2023 Form 5500 filing — Gailey Eye Clinic, Ltd. 401k Retirement Savings 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 20240919152219NAL0002437171001) for Gailey Eye Clinic, Ltd. 401k Retirement Savings Plan, reported by Gailey Eye Clinic, Ltd. under EIN 37-0924192 and plan number 002. It reports 307 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919152219NAL0002437171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gailey Eye Clinic, Ltd.
- EIN
- 37-0924192
- Plan number
- 002
- Location
- Bloomington, IL
- Participants
- 307
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,619,682
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,619,682
- Employer contributions
- $621,310
- Participant contributions
- $808,893
- Total income / additions
- $5,116,946
- Benefits paid
- $3,674,817
- Administrative expenses
- $56,257
- Total expenses
- $3,746,035
- Net increase / (decrease)
- $1,370,911
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | RECORDKEEPING DISTRIBUTI | $27,491 | not reported in the loaded dataset |
| Securities America, Inc | INVESTMENT ADVISORY | $23,029 | not reported in the loaded dataset |
| Mesirow | INVESTMENT ADVISORY | $10,917 | not reported in the loaded dataset |
| Benefit Planning Consultants | DISTRIBUTION | $2,000 | not reported in the loaded dataset |
| Future Plan By Ascensus | DISTRIBUTION | $1,450 | not reported in the loaded dataset |