Eye Surgeons Of Richmond, Inc. Profit Sharing Plan & Trust — Form 5500 plan (Eye Surgeons Of Richmond, Inc.)
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, Eye Surgeons Of Richmond, Inc. Profit Sharing Plan & Trust is a benefit plan reported by Eye Surgeons Of Richmond, Inc. under EIN 54-1119248 and plan number 001. The latest loaded filing year is 2023. The filing reports 554 participants and $65,290,073 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$65.3MPlan net assets, end of year$65,290,073
Participants554Covered participants reported
Assets / participant$117.9KComputed: assets ÷ participants$117,852 (computed)
Provider compensation$205.3K4 Schedule C provider row(s)$205,338
- Plan sponsor
- Eye Surgeons Of Richmond, Inc.
- EIN
- 54-1119248
- Plan number
- 001
- Plan type
- 2
- Location
- Richmond, VA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 554 | H, C | 20241003104057NAL0009739057001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$65.3M total assets
Net assets$65.3MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $65,290,073
- Net assets (EOY)
- $65,290,073
- Net assets (BOY)
- $55,865,208
Income & contributions
- Employer contributions
- $2,124,887
- Participant contributions
- $1,761,561
- Total contributions
- $3,980,248
- Total income / additions
- $12,289,491
Expenses & distributions
- Benefits paid
- $2,659,288
- Administrative expenses
- $205,338
- Total expenses
- $2,864,626
- Net increase / (decrease)
- $9,424,865
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
55%45%
Employer 55%Participant 45%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Clearing, LLC | ADVISOR | $97,729 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $91,209 | $0 | 2023 |
| Harris, Hardy & Johnstone, P.C. | AUDITOR | $16,400 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eye Surgeons Of Richmond, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Richmond, VA
- First Clearing, LLC — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Harris, Hardy & Johnstone, P.C. — Schedule C compensation
- National Financial Services — Schedule C compensation