Plan5500

St. Paul Eye Clinic, P.A. Profit Sharing Plan — Form 5500 plan (St. Paul Eye Clinic, P.A.)

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, St. Paul Eye Clinic, P.A. Profit Sharing Plan is a benefit plan reported by St. Paul Eye Clinic, P.A. under EIN 41-0949282 and plan number 002. The latest loaded filing year is 2023. The filing reports 227 participants and $44,597,066 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
St. Paul Eye Clinic, P.A.
EIN
41-0949282
Plan number
002
Plan type
2
Location
Woodbury, MN
Latest filing year
2023
Participants
227
End-of-year plan assets
$44,597,066

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023227H, C20241007131700NAL0015214145001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,597,066
Total liabilities (EOY)
$0
Net assets (EOY)
$44,597,066
Net assets (BOY)
$40,458,438

Income & contributions

Employer contributions
$884,704
Participant contributions
$888,401
Total contributions
$1,778,174
Total income / additions
$9,419,054

Expenses & distributions

Benefits paid
$5,278,760
Administrative expenses
$1,666
Total expenses
$5,280,426
Net increase / (decrease)
$4,138,628

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan Svcs.RECORDKEEPER$1,666$02023
Charles SchwabBROKERAGE SERVICES$50$02023
Td Ameritrade, IncBROKERAGE SERVICES$0$02023

Related Form 5500 pages