2023 Form 5500 filing — Spokane Eye Clinic, Ps And Inland Empire Optical Employees 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 20250124132235NAL0008338785001) for Spokane Eye Clinic, Ps And Inland Empire Optical Employees 401(K) Profit Sharing Plan, reported by Spokane Eye Clinic Ps under EIN 91-0852217 and plan number 001. It reports 412 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250124132235NAL0008338785001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spokane Eye Clinic Ps
- EIN
- 91-0852217
- Plan number
- 001
- Location
- Spokane, WA
- Participants
- 412
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,063,560
- Total liabilities (EOY)
- $10,466
- Net assets (EOY)
- $46,053,094
- Employer contributions
- $1,610,200
- Participant contributions
- $1,203,197
- Total income / additions
- $9,313,950
- Benefits paid
- $3,444,318
- Administrative expenses
- $135,888
- Total expenses
- $3,580,206
- Net increase / (decrease)
- $5,733,744
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Washington Trust Bank | OTHER | $50,736 | not reported in the loaded dataset |
| Empower Annuity Insurance Co Od Ame | RECORDKEEPER | $30,220 | $0 |
| Mml Investors Services, LLC | INVESTMENT ADVISOR | $12,284 | not reported in the loaded dataset |