2023 Form 5500 filing — Dakota Eye 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 20241008140031NAL0008432067001) for Dakota Eye 401(K) Plan, reported by Dakota Eye Institute, Pc under EIN 45-0413089 and plan number 002. It reports 193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008140031NAL0008432067001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dakota Eye Institute, Pc
- EIN
- 45-0413089
- Plan number
- 002
- Location
- Bismarck, ND
- Participants
- 193
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,261,760
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,261,760
- Employer contributions
- $794,362
- Participant contributions
- $752,926
- Total income / additions
- $6,284,482
- Benefits paid
- $3,516,873
- Administrative expenses
- $78,222
- Total expenses
- $3,595,095
- Net increase / (decrease)
- $2,689,387
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $28,533 | $0 |
| Morgan Stanley | INVESTMENT ADVISOR | $27,386 | not reported in the loaded dataset |
| Brady Martz & Associates Pc | OTHER | $10,825 | not reported in the loaded dataset |
| Dakota Eye Institute | OTHER | $10,785 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $293 | not reported in the loaded dataset |