2023 Form 5500 filing — Grossnickle Eye Center 401(K) Retirement 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 20241011100943NAL0036612912001) for Grossnickle Eye Center 401(K) Retirement Plan, reported by Grossnickle Eye Center under EIN 35-1464840 and plan number 006. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011100943NAL0036612912001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Grossnickle Eye Center
- EIN
- 35-1464840
- Plan number
- 006
- Location
- Warsaw, IN
- Participants
- 136
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,555,277
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,555,277
- Employer contributions
- $185,157
- Participant contributions
- $634,810
- Total income / additions
- $3,512,456
- Benefits paid
- $1,969,595
- Administrative expenses
- $69,807
- Total expenses
- $2,039,402
- Net increase / (decrease)
- $1,473,054
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sym Financial Advisors | ADVISOR | $48,876 | not reported in the loaded dataset |
| Riversedge Adv. Ret. Solutions, LLC | RECORDKEEPER | $9,385 | not reported in the loaded dataset |
| Atm & Company Cpas | AUDITOR | $7,800 | not reported in the loaded dataset |