St. Paul Eye Clinic Cash Balance Pension 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 Cash Balance Pension Plan is a benefit plan reported by St. Paul Eye Clinic, P.A. under EIN 41-0949282 and plan number 003. The latest loaded filing year is 2023. The filing reports 164 participants and $6,996,779 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
003
Plan type
2
Location
Woodbury, MN
Latest filing year
2023
Participants
164
End-of-year plan assets
$6,996,779

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023164H20241008141739NAL0016842225001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,996,779
Total liabilities (EOY)
$0
Net assets (EOY)
$6,996,779
Net assets (BOY)
$5,777,066

Income & contributions

Employer contributions
$1,070,000
Participant contributions
$0
Total contributions
$1,070,000
Total income / additions
$1,589,741

Expenses & distributions

Benefits paid
$342,561
Administrative expenses
$27,467
Total expenses
$370,028
Net increase / (decrease)
$1,219,713

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages