Ellsworth Uveitis And Retina Care, Pa Employee Stock Ownership 401(K) Plan — Form 5500 plan (Ellsworth Uveitis And Retina Care, Pa)

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, Ellsworth Uveitis And Retina Care, Pa Employee Stock Ownership 401(K) Plan is a benefit plan reported by Ellsworth Uveitis And Retina Care, Pa under EIN 26-3129974 and plan number 003. The latest loaded filing year is 2023. The filing reports 13 participants and $675,005 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ellsworth Uveitis And Retina Care, Pa
EIN
26-3129974
Plan number
003
Plan type
2
Location
Ellsworth, ME
Latest filing year
2023
Participants
13
End-of-year plan assets
$675,005

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202313I20241003192016NAL0010386705001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$675,005
Total liabilities (EOY)
$6,691
Net assets (EOY)
$668,314
Net assets (BOY)
$1,279,392

Income & contributions

Employer contributions
$17,320
Participant contributions
$32,603
Total income / additions
$87,351

Expenses & distributions

Benefits paid
$693,062
Total expenses
$698,429
Net increase / (decrease)
-$611,078

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages