2023 Form 5500 filing — North Idaho Eye Institute, Pa 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 20250527181948NAL0004128707001) for North Idaho Eye Institute, Pa 401(K) Profit Sharing Plan, reported by North Idaho Eye Institute, Pa under EIN 82-0448111 and plan number 003. It reports 171 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250527181948NAL0004128707001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- North Idaho Eye Institute, Pa
- EIN
- 82-0448111
- Plan number
- 003
- Location
- Coeur D Alene, ID
- Participants
- 171
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,444,157
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,444,157
- Employer contributions
- $564,426
- Participant contributions
- $379,380
- Total income / additions
- $2,513,664
- Benefits paid
- $117,330
- Administrative expenses
- $35,832
- Total expenses
- $185,216
- Net increase / (decrease)
- $2,328,448
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Global Advisors | RIA | $19,970 | not reported in the loaded dataset |
| Ascensus LLC | RECORDKEEPER | $13,310 | $245 |
| Powers Stromberg | THIRD PARTY ADMIN | $175 | not reported in the loaded dataset |