2023 Form 5500 filing — The Eye Care Group P.C. Employees 401(K) Profit Sharing Plan & Trust Agreement
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 20241011162044NAL0023204705001) for The Eye Care Group P.C. Employees 401(K) Profit Sharing Plan & Trust Agreement, reported by The Eye Care Group, P.C. under EIN 06-0967923 and plan number 001. It reports 193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011162044NAL0023204705001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Eye Care Group, P.C.
- EIN
- 06-0967923
- Plan number
- 001
- Location
- Waterbury, CT
- Participants
- 193
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,546,422
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,546,422
- Employer contributions
- $488,243
- Participant contributions
- $534,317
- Total income / additions
- $4,180,390
- Benefits paid
- $654,707
- Administrative expenses
- $98,408
- Total expenses
- $755,272
- Net increase / (decrease)
- $3,425,118
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | ADVISOR | $74,137 | not reported in the loaded dataset |
| Pcs Retirement, LLC | RECORDKEEPER | $24,028 | not reported in the loaded dataset |