2023 Form 5500 filing — Eye Surgeons Associates, P.C. Retirement 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 20241001091828NAL0013261650001) for Eye Surgeons Associates, P.C. Retirement Plan, reported by Eye Surgeons Associates, P.C. under EIN 42-1160748 and plan number 002. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001091828NAL0013261650001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eye Surgeons Associates, P.C.
- EIN
- 42-1160748
- Plan number
- 002
- Location
- Bettendorf, IA
- Participants
- 163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,219,416
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,219,416
- Employer contributions
- $351,941
- Participant contributions
- $742,873
- Total income / additions
- $4,597,411
- Benefits paid
- $710,978
- Administrative expenses
- $32,457
- Total expenses
- $743,466
- Net increase / (decrease)
- $3,853,945
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Investment Consulting Group Inc | INVESTMENT ADVISOR | $17,677 | $0 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $13,141 | $0 |
| Brooke Cline & Associates, LLC | CONTRACT ADMIN | $10,585 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,532 | $0 |