Berks Eye Physicians & Surgeons, Ltd. Employee Benefit 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. Employee Benefit Plan is a benefit plan reported by Berks Eye Physicians & Surgeons, Ltd. under EIN 23-1720360 and plan number 501. The latest loaded filing year is 2023. The filing reports 31 participants and $33,099 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$16KPlan net assets, end of year$15,985
Participants31Covered participants reported
Assets / participant$1.1KComputed: assets ÷ participants$1,068 (computed)
Provider compensation$24.2K3 Schedule C provider row(s)$24,214
- Plan sponsor
- Berks Eye Physicians & Surgeons, Ltd.
- EIN
- 23-1720360
- Plan number
- 501
- Plan type
- 2
- Location
- Wyomissing, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 31 | I, C | 20241108081735NAL0011351041001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$33.1K total assets
Net assets$16KLiabilities$17.1K
Full reported line items
Net assets
- Total assets (EOY)
- $33,099
- Total liabilities (EOY)
- $17,114
- Net assets (EOY)
- $15,985
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $276,129
- Participant contributions
- $62,929
- Total income / additions
- $340,013
Expenses & distributions
- Benefits paid
- $167,439
- Administrative expenses
- -$6,044
- Total expenses
- $324,028
- Net increase / (decrease)
- $15,985
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
81%19%
Employer 81%Participant 19%
Total expenses ÷ net assets2027%Computed ratio
Benefits paid ÷ total income49%Computed ratio
Provider comp. ÷ net assets151%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Patriot (Power-Kunkle Group, Inc.) | BROKER | $13,032 | not reported in the loaded dataset | 2023 |
| The Benecon Group | BROKER | $9,205 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $1,977 | not reported in the loaded dataset | 2023 |