2023 Form 5500 filing — Morganton Eye Physicians 401(K) Profit Sharing Pla
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 20241126122409NAL0011077616001) for Morganton Eye Physicians 401(K) Profit Sharing Pla, reported by Morganton Eye Physicians Pa under EIN 56-1109834 and plan number 001. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241126122409NAL0011077616001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Morganton Eye Physicians Pa
- EIN
- 56-1109834
- Plan number
- 001
- Location
- Morganton, NC
- Participants
- 151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,426,113
- Total liabilities (EOY)
- $516,893
- Net assets (EOY)
- $24,909,220
- Employer contributions
- $352,108
- Participant contributions
- $673,940
- Total income / additions
- $5,217,482
- Benefits paid
- $2,573,646
- Administrative expenses
- $55,772
- Total expenses
- $2,629,418
- Net increase / (decrease)
- $2,588,064
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tyner Capital Management | INVESTMENT MANAGER | $43,719 | not reported in the loaded dataset |
| Morganton Eye Physicians Pa | PLAN SPONSOR | $10,950 | not reported in the loaded dataset |