Advanced Eye Care, P.C. 401(K) Plan And Trust — Form 5500 plan (Advanced Eye Care, P.C.)
Plain-English plan 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, Advanced Eye Care, P.C. 401(K) Plan And Trust is a benefit plan reported by Advanced Eye Care, P.C. under EIN 03-0344138 and plan number 001. The latest loaded filing year is 2023. The filing reports 34 participants and $3,624,222 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advanced Eye Care, P.C.
- EIN
- 03-0344138
- Plan number
- 001
- Plan type
- 2
- Location
- Bennington, VT
- Latest filing year
- 2023
- Participants
- 34
- End-of-year plan assets
- $3,624,222
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 34 | I | 20240826111516NAL0019337858001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,624,222
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,624,222
- Net assets (BOY)
- $3,213,770
Income & contributions
- Employer contributions
- $143,514
- Participant contributions
- $126,874
- Total income / additions
- $808,106
Expenses & distributions
- Benefits paid
- $397,654
- Administrative expenses
- $0
- Total expenses
- $397,654
- Net increase / (decrease)
- $410,452
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.