2023 Form 5500 filing — Florida Eye Clinic 401(K) 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 20241023164214NAL0008357026001) for Florida Eye Clinic 401(K) Plan, reported by Florida Eye Clinic, P.A. under EIN 59-1493386 and plan number 003. It reports 274 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241023164214NAL0008357026001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Florida Eye Clinic, P.A.
- EIN
- 59-1493386
- Plan number
- 003
- Location
- Altamonte Springs, FL
- Participants
- 274
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,741,678
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,741,678
- Employer contributions
- $175,389
- Participant contributions
- $828,092
- Total income / additions
- $2,393,137
- Benefits paid
- $912,443
- Administrative expenses
- $25,004
- Total expenses
- $937,530
- Net increase / (decrease)
- $1,455,607
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $25,004 | $0 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $0 | $20,386 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |