Plan5500

Eye Surgeons Of Indiana, P. C. 401(K) Profit Sharing Plan — Form 5500 plan (Eye Surgeons Of Indiana, P.C.)

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 Surgeons Of Indiana, P. C. 401(K) Profit Sharing Plan is a benefit plan reported by Eye Surgeons Of Indiana, P.C. under EIN 35-2020403 and plan number 001. The latest loaded filing year is 2023. The filing reports 182 participants and $14,407,835 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eye Surgeons Of Indiana, P.C.
EIN
35-2020403
Plan number
001
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
Participants
182
End-of-year plan assets
$14,407,835

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023182H, C20241015091920NAL0016047555001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,407,835
Total liabilities (EOY)
$0
Net assets (EOY)
$14,407,835
Net assets (BOY)
$13,258,768

Income & contributions

Employer contributions
$353,236
Participant contributions
$654,542
Total contributions
$1,039,234
Total income / additions
$2,713,373

Expenses & distributions

Benefits paid
$1,488,418
Administrative expenses
$75,888
Total expenses
$1,564,306
Net increase / (decrease)
$1,149,067

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wallington Asset ManagementINVESTMENT ADVISOR$72,790not reported in the loaded dataset2023

Related Form 5500 pages