2023 Form 5500 filing — Eye Surgeons Of Richmond, Inc. Profit Sharing Plan & Trust

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 20241003104057NAL0009739057001) for Eye Surgeons Of Richmond, Inc. Profit Sharing Plan & Trust, reported by Eye Surgeons Of Richmond, Inc. under EIN 54-1119248 and plan number 001. It reports 554 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$65.3MReported net assets$65,290,073

Participants554

Provider compensation$205.3K4 Schedule C row(s)$205,338

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241003104057NAL0009739057001
Plan sponsor: Eye Surgeons Of Richmond, Inc.
EIN: 54-1119248
Plan number: 001
Location: Richmond, VA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$65.3M total assets

Net assets$65.3MLiabilities—

Money in vs. money out

Total income / additions$12.3M

Total expenses$2.9M

Benefits paid / distributions$2.7M

Contributions

Employer$2.1M

Participant$1.8M

Full reported line items

Total assets (EOY): $65,290,073
Net assets (EOY): $65,290,073
Employer contributions: $2,124,887
Participant contributions: $1,761,561
Total income / additions: $12,289,491
Benefits paid: $2,659,288
Administrative expenses: $205,338
Total expenses: $2,864,626
Net increase / (decrease): $9,424,865

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
First Clearing, LLC$97.7K
ADVISOR · Direct $97.7K
2
Transamerica Retirement Solutions$91.2K
RECORD KEEPER · Direct $91.2K · Indirect $0
3
Harris, Hardy & Johnstone, P.C.$16.4K
AUDITOR · Direct $16.4K
4
National Financial Services$0
SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003104057NAL0009739057001 cover?: It is the 2023 Form 5500 filing for Eye Surgeons Of Richmond, Inc. Profit Sharing Plan & Trust, reported by Eye Surgeons Of Richmond, Inc. (EIN 54-1119248).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).