Jamestown Optometric Group, P.C. Profit Sharing Plan — Form 5500 plan (Jamestown Optometric Group, 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, Jamestown Optometric Group, P.C. Profit Sharing Plan is a benefit plan reported by Jamestown Optometric Group, P.C. under EIN 16-1364552 and plan number 001. The latest loaded filing year is 2023. The filing reports 45 participants and $3,964,074 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jamestown Optometric Group, P.C.
- EIN
- 16-1364552
- Plan number
- 001
- Plan type
- 2
- Location
- Jamestown, NY
- Latest filing year
- 2023
- Participants
- 45
- End-of-year plan assets
- $3,964,074
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 45 | I | 20240612093602NAL0029084657001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,964,074
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,964,074
- Net assets (BOY)
- $3,302,990
Income & contributions
- Employer contributions
- $100,049
- Participant contributions
- $107,337
- Total income / additions
- $747,505
Expenses & distributions
- Benefits paid
- $86,171
- Administrative expenses
- $250
- Total expenses
- $86,421
- Net increase / (decrease)
- $661,084
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.