2023 Form 5500 filing — Eye Surgeons Of Indiana, P. C. 401(K) Profit Sharing 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 20241015091920NAL0016047555001) for Eye Surgeons Of Indiana, P. C. 401(K) Profit Sharing Plan, reported by Eye Surgeons Of Indiana, P.C. under EIN 35-2020403 and plan number 001. It reports 182 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015091920NAL0016047555001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eye Surgeons Of Indiana, P.C.
- EIN
- 35-2020403
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 182
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,407,835
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,407,835
- Employer contributions
- $353,236
- Participant contributions
- $654,542
- Total income / additions
- $2,713,373
- Benefits paid
- $1,488,418
- Administrative expenses
- $75,888
- Total expenses
- $1,564,306
- Net increase / (decrease)
- $1,149,067
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wallington Asset Management | INVESTMENT ADVISOR | $72,790 | not reported in the loaded dataset |