2023 Form 5500 filing — Eye Care Physicians & Surgeons, Inc. 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 20241015114641NAL0029448097001) for Eye Care Physicians & Surgeons, Inc. 401(K) Profit Sharing Plan, reported by Eye Care Physicians & Surgeons, Inc under EIN 93-0611638 and plan number 002. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015114641NAL0029448097001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eye Care Physicians & Surgeons, Inc
- EIN
- 93-0611638
- Plan number
- 002
- Location
- Salem, OR
- Participants
- 150
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,125,246
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,125,246
- Employer contributions
- $467,157
- Participant contributions
- $304,181
- Total income / additions
- $2,540,404
- Benefits paid
- $551,581
- Administrative expenses
- $82,525
- Total expenses
- $634,106
- Net increase / (decrease)
- $1,906,298
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pioneer Trust Bank, N.A. | NONE | $36,710 | not reported in the loaded dataset |
| Epic Retirement Plan Services | NONE | $26,215 | $0 |
| Grove, Mueller & Swank P.C. | NONE | $17,500 | not reported in the loaded dataset |