2023 Form 5500 filing — Eye Health Northwest, P.C. 401(K) Profit Sharing Plan And Trust
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 20241014101459NAL0051830034001) for Eye Health Northwest, P.C. 401(K) Profit Sharing Plan And Trust, reported by Eye Health Northwest, P.C. under EIN 93-1014730 and plan number 002. It reports 611 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014101459NAL0051830034001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eye Health Northwest, P.C.
- EIN
- 93-1014730
- Plan number
- 002
- Location
- Milwaukie, OR
- Participants
- 611
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $83,937,828
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,937,828
- Employer contributions
- $2,914,733
- Participant contributions
- $2,444,094
- Total income / additions
- $17,377,865
- Benefits paid
- $4,979,587
- Administrative expenses
- $96,185
- Total expenses
- $5,080,481
- Net increase / (decrease)
- $12,297,384
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aldrich Wealth Limited Partnership | INVESTMENT ADVISOR | $55,873 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $40,838 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $27,955 | not reported in the loaded dataset |