2023 Form 5500 filing — Berkeley Eye Center 401k 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 20241010083835NAL0009830563001) for Berkeley Eye Center 401k Plan, reported by Berkeley Eye Institute, Pa under EIN 43-2012505 and plan number 002. It reports 613 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010083835NAL0009830563001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Berkeley Eye Institute, Pa
- EIN
- 43-2012505
- Plan number
- 002
- Location
- Kingwood, TX
- Participants
- 613
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,986,254
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,986,254
- Participant contributions
- $1,425,270
- Total income / additions
- $3,866,215
- Benefits paid
- $391,015
- Administrative expenses
- $26,093
- Total expenses
- $486,476
- Net increase / (decrease)
- $3,379,739
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bokf, Na | TRUSTEE | $28,042 | $2 |