Berks Eye Physicians & Surgeons, Ltd. Profit Sharing Plan — Form 5500 plan (Berks Eye Physicians & Surgeons, Ltd.)
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, Berks Eye Physicians & Surgeons, Ltd. Profit Sharing Plan is a benefit plan reported by Berks Eye Physicians & Surgeons, Ltd. under EIN 23-1720360 and plan number 001. The latest loaded filing year is 2023. The filing reports 48 participants and $9,887,344 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Berks Eye Physicians & Surgeons, Ltd.
- EIN
- 23-1720360
- Plan number
- 001
- Plan type
- 2
- Location
- Wyomissing, PA
- Latest filing year
- 2023
- Participants
- 48
- End-of-year plan assets
- $9,887,344
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 48 | I | 20240606203739NAL0036743744001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $9,887,344
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,887,344
- Net assets (BOY)
- $8,376,550
Income & contributions
- Employer contributions
- $299,734
- Participant contributions
- $257,497
- Total income / additions
- $1,730,995
Expenses & distributions
- Benefits paid
- $219,263
- Administrative expenses
- $938
- Total expenses
- $220,201
- Net increase / (decrease)
- $1,510,794
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.