Plan5500

Eye Care For The Adirondacks 401(K) Profit Sharing Plan — Form 5500 plan (Eye Care For The Adirondacks Associates In Ophthalmology, 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, Eye Care For The Adirondacks 401(K) Profit Sharing Plan is a benefit plan reported by Eye Care For The Adirondacks Associates In Ophthalmology, P.C. under EIN 16-1415081 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $11,397,098 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eye Care For The Adirondacks Associates In Ophthalmology, P.C.
EIN
16-1415081
Plan number
001
Plan type
2
Location
Plattsburgh, NY
Latest filing year
2023
Participants
149
End-of-year plan assets
$11,397,098

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023149H, C20240912134637NAL0014234816001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,397,098
Total liabilities (EOY)
$0
Net assets (EOY)
$11,397,098
Net assets (BOY)
$10,240,550

Income & contributions

Employer contributions
$300,338
Participant contributions
$334,724
Total contributions
$635,062
Total income / additions
$2,333,373

Expenses & distributions

Benefits paid
$1,128,967
Administrative expenses
$47,858
Total expenses
$1,176,825
Net increase / (decrease)
$1,156,548

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Life & Annuity InsuranceRECORDKEEPER ADMINISTRATO$46,391not reported in the loaded dataset2023
Whitney Pension Associats, Inc.CONTRACT ADMIN$2,917$6,3422023

Related Form 5500 pages