Plan5500

Berkeley Eye Center 401k Plan — Form 5500 plan (Berkeley Eye Institute, Pa)

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, Berkeley Eye Center 401k Plan is a benefit plan reported by Berkeley Eye Institute, Pa under EIN 43-2012505 and plan number 002. The latest loaded filing year is 2023. The filing reports 613 participants and $13,986,254 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Berkeley Eye Institute, Pa
EIN
43-2012505
Plan number
002
Plan type
2
Location
Kingwood, TX
Latest filing year
2023
Participants
613
End-of-year plan assets
$13,986,254

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023613H, C20241010083835NAL0009830563001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,986,254
Total liabilities (EOY)
$0
Net assets (EOY)
$13,986,254
Net assets (BOY)
$10,606,515

Income & contributions

Participant contributions
$1,425,270
Total contributions
$1,797,671
Total income / additions
$3,866,215

Expenses & distributions

Benefits paid
$391,015
Administrative expenses
$26,093
Total expenses
$486,476
Net increase / (decrease)
$3,379,739

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bokf, NaTRUSTEE$28,042$22023

Related Form 5500 pages