Dakota Eye 401(K) Plan — Form 5500 plan (Dakota Eye Institute, Pc)
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, Dakota Eye 401(K) Plan is a benefit plan reported by Dakota Eye Institute, Pc under EIN 45-0413089 and plan number 002. The latest loaded filing year is 2023. The filing reports 193 participants and $29,261,760 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dakota Eye Institute, Pc
- EIN
- 45-0413089
- Plan number
- 002
- Plan type
- 2
- Location
- Bismarck, ND
- Latest filing year
- 2023
- Participants
- 193
- End-of-year plan assets
- $29,261,760
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 193 | H, C | 20241008140031NAL0008432067001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,261,760
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,261,760
- Net assets (BOY)
- $26,572,373
Income & contributions
- Employer contributions
- $794,362
- Participant contributions
- $752,926
- Total contributions
- $1,827,641
- Total income / additions
- $6,284,482
Expenses & distributions
- Benefits paid
- $3,516,873
- Administrative expenses
- $78,222
- Total expenses
- $3,595,095
- Net increase / (decrease)
- $2,689,387
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $28,533 | $0 | 2023 |
| Morgan Stanley | INVESTMENT ADVISOR | $27,386 | not reported in the loaded dataset | 2023 |
| Brady Martz & Associates Pc | OTHER | $10,825 | not reported in the loaded dataset | 2023 |
| Dakota Eye Institute | OTHER | $10,785 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $293 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dakota Eye Institute, Pc
- 2023 Form 5500 filing
- Form 5500 filings in ND
- 401(k) and benefit plan filings in Bismarck, ND
- Empower Annuity Insurance Company O — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Brady Martz & Associates Pc — Schedule C compensation
- Dakota Eye Institute — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation