Twin Cities Eye Consultants 401(K) Plan — Form 5500 plan (Edina Eye Physicians & Surgeons, P.A. Dba Twin Cities Eye Consultants)
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, Twin Cities Eye Consultants 401(K) Plan is a benefit plan reported by Edina Eye Physicians & Surgeons, P.A. Dba Twin Cities Eye Consultants under EIN 41-0947717 and plan number 001. The latest loaded filing year is 2023. The filing reports 197 participants and $23,817,745 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Edina Eye Physicians & Surgeons, P.A. Dba Twin Cities Eye Consultants
- EIN
- 41-0947717
- Plan number
- 001
- Plan type
- 2
- Location
- Edina, MN
- Latest filing year
- 2023
- Participants
- 197
- End-of-year plan assets
- $23,817,745
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 197 | H, C | 20241015121148NAL0049280352001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,817,745
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,817,745
- Net assets (BOY)
- $20,174,248
Income & contributions
- Employer contributions
- $665,918
- Participant contributions
- $860,337
- Total contributions
- $1,815,697
- Total income / additions
- $5,069,529
Expenses & distributions
- Benefits paid
- $1,379,493
- Administrative expenses
- $119,752
- Total expenses
- $1,499,245
- Net increase / (decrease)
- $3,570,284
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Accredited Investors Inc | INVESTMENT ADVISOR | $61,275 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $25,417 | $0 | 2023 |
| Christensen Group Financial LLC | ADVISOR | $20,833 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Edina Eye Physicians & Surgeons, P.A. Dba Twin Cities Eye Consultants
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Edina, MN
- Accredited Investors Inc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Christensen Group Financial LLC — Schedule C compensation