2023 Form 5500 filing — 401(K)/Profit Sharing Plan And Trust For Employees Of Filutowski Eye Institute, P.A.
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 20250322130548NAL0009820561001) for 401(K)/Profit Sharing Plan And Trust For Employees Of Filutowski Eye Institute, P.A., reported by Filutowski Eye Institute, P.A. under EIN 59-3111497 and plan number 001. It reports 129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250322130548NAL0009820561001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Filutowski Eye Institute, P.A.
- EIN
- 59-3111497
- Plan number
- 001
- Location
- Longwood, FL
- Participants
- 129
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,598,091
- Total liabilities (EOY)
- $15,444
- Net assets (EOY)
- $7,582,647
- Employer contributions
- $284,492
- Participant contributions
- $153,268
- Total income / additions
- $993,460
- Benefits paid
- $843,379
- Administrative expenses
- $57,912
- Total expenses
- $901,291
- Net increase / (decrease)
- $92,169
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| David Vaughan Investments, LLC | INVESTMENT ADV | $56,557 | not reported in the loaded dataset |