2023 Form 5500 filing — Eye Associates Of Southern Indiana 401(K) 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 20241007142851NAL0026406304001) for Eye Associates Of Southern Indiana 401(K) Plan, reported by Eye Associates Of Southern Indiana under EIN 35-1995025 and plan number 001. It reports 186 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007142851NAL0026406304001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eye Associates Of Southern Indiana
- EIN
- 35-1995025
- Plan number
- 001
- Location
- Jeffersonville, IN
- Participants
- 186
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,856,129
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,856,129
- Employer contributions
- $294,806
- Participant contributions
- $590,225
- Total income / additions
- $2,487,399
- Benefits paid
- $106,393
- Administrative expenses
- $71,944
- Total expenses
- $178,337
- Net increase / (decrease)
- $2,309,062
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Axiom Financial Strategies Group | ADVISOR | $46,348 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $22,808 | $0 |