Graystone Ophthalmology Associates, P.A. 401(K) Profit Sharing Plan — Form 5500 plan (Graystone Ophthalmology Associates, 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, Graystone Ophthalmology Associates, P.A. 401(K) Profit Sharing Plan is a benefit plan reported by Graystone Ophthalmology Associates, P.A. under EIN 56-0962483 and plan number 001. The latest loaded filing year is 2023. The filing reports 262 participants and $27,298,586 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Graystone Ophthalmology Associates, P.A.
EIN
56-0962483
Plan number
001
Plan type
2
Location
Hickory, NC
Latest filing year
2023
Participants
262
End-of-year plan assets
$27,298,586

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023262H, C20241014134436NAL0044721536001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,298,586
Total liabilities (EOY)
$0
Net assets (EOY)
$27,298,586
Net assets (BOY)
$22,803,095

Income & contributions

Employer contributions
$1,194,472
Participant contributions
$845,549
Total contributions
$2,064,821
Total income / additions
$5,673,576

Expenses & distributions

Benefits paid
$1,090,473
Administrative expenses
$62,528
Total expenses
$1,178,085
Net increase / (decrease)
$4,495,491

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY EMPLOYER$59,059not reported in the loaded dataset2023

Related Form 5500 pages