Eye Associates Of Southern Indiana 401(K) Plan — Form 5500 plan (Eye Associates Of Southern Indiana)
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 Associates Of Southern Indiana 401(K) Plan is a benefit plan reported by Eye Associates Of Southern Indiana under EIN 35-1995025 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $10,856,129 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eye Associates Of Southern Indiana
- EIN
- 35-1995025
- Plan number
- 001
- Plan type
- 2
- Location
- Jeffersonville, IN
- Latest filing year
- 2023
- Participants
- 186
- End-of-year plan assets
- $10,856,129
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 186 | H, C | 20241007142851NAL0026406304001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,856,129
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,856,129
- Net assets (BOY)
- $8,547,067
Income & contributions
- Employer contributions
- $294,806
- Participant contributions
- $590,225
- Total contributions
- $897,004
- Total income / additions
- $2,487,399
Expenses & distributions
- Benefits paid
- $106,393
- Administrative expenses
- $71,944
- Total expenses
- $178,337
- Net increase / (decrease)
- $2,309,062
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Axiom Financial Strategies Group | ADVISOR | $46,348 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $22,808 | $0 | 2023 |