Georgia Eye Institute Of The Se, LLC Employee Savings Trust — Form 5500 plan (Georgia Eye Institute Of The Se LLC)
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, Georgia Eye Institute Of The Se, LLC Employee Savings Trust is a benefit plan reported by Georgia Eye Institute Of The Se LLC under EIN 30-0489823 and plan number 001. The latest loaded filing year is 2023. The filing reports 290 participants and $15,441,660 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Georgia Eye Institute Of The Se LLC
- EIN
- 30-0489823
- Plan number
- 001
- Plan type
- 2
- Location
- Savannah, GA
- Latest filing year
- 2023
- Participants
- 290
- End-of-year plan assets
- $15,441,660
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 290 | H, C | 20241014112634NAL0053297522004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,441,660
- Net assets (EOY)
- $15,441,660
- Net assets (BOY)
- $13,456,993
Income & contributions
- Employer contributions
- $342,998
- Participant contributions
- $643,114
- Total contributions
- $1,017,777
- Total income / additions
- $3,220,348
Expenses & distributions
- Benefits paid
- $1,174,623
- Administrative expenses
- $48,814
- Total expenses
- $1,235,681
- Net increase / (decrease)
- $1,984,667
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | TRUST RECORDKEEPER | $38,023 | $1,731 | 2023 |
| Commonwealth Financial Network | ADVISOR | $33,613 | $0 | 2023 |
| Nwrpc LLC | TPA | $14,127 | $0 | 2023 |
| Qualified Plans, LLC | TPA | $1,465 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Georgia Eye Institute Of The Se LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Savannah, GA
- Nationwide — Schedule C compensation
- Commonwealth Financial Network — Schedule C compensation
- Nwrpc LLC — Schedule C compensation
- Qualified Plans, LLC — Schedule C compensation