2023 Form 5500 filing — Florida Eye Health Services, LLC 401(K) Retirement 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 20241029144554NAL0002812755001) for Florida Eye Health Services, LLC 401(K) Retirement Plan, reported by Florida Eye Health Services, LLC under EIN 84-4387020 and plan number 001. It reports 751 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241029144554NAL0002812755001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Florida Eye Health Services, LLC
- EIN
- 84-4387020
- Plan number
- 001
- Location
- Fort Myers, FL
- Participants
- 751
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,829,163
- Total liabilities (EOY)
- $21,752
- Net assets (EOY)
- $13,807,411
- Employer contributions
- $821,753
- Participant contributions
- $1,505,082
- Total income / additions
- $4,545,712
- Benefits paid
- $1,618,462
- Administrative expenses
- $74,086
- Total expenses
- $1,692,548
- Net increase / (decrease)
- $2,853,164
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner Smith | INVESTMENT ADVISORY | $34,678 | not reported in the loaded dataset |
| Progressive Pension Admin., Inc. | CONTRACT ADMIN | $10,626 | $5,741 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $6,364 | $0 |