2023 Form 5500 filing — St. Paul Eye Clinic, P.A. 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 20241007131700NAL0015214145001) for St. Paul Eye Clinic, P.A. Profit Sharing Plan, reported by St. Paul Eye Clinic, P.A. under EIN 41-0949282 and plan number 002. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007131700NAL0015214145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Paul Eye Clinic, P.A.
- EIN
- 41-0949282
- Plan number
- 002
- Location
- Woodbury, MN
- Participants
- 227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,597,066
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,597,066
- Employer contributions
- $884,704
- Participant contributions
- $888,401
- Total income / additions
- $9,419,054
- Benefits paid
- $5,278,760
- Administrative expenses
- $1,666
- Total expenses
- $5,280,426
- Net increase / (decrease)
- $4,138,628
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $1,666 | $0 |
| Charles Schwab | BROKERAGE SERVICES | $50 | $0 |
| Td Ameritrade, Inc | BROKERAGE SERVICES | $0 | $0 |