Morganton Eye Physicians 401(K) Profit Sharing Pla — Form 5500 plan (Morganton Eye Physicians 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, Morganton Eye Physicians 401(K) Profit Sharing Pla is a benefit plan reported by Morganton Eye Physicians Pa under EIN 56-1109834 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $25,426,113 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Morganton Eye Physicians Pa
- EIN
- 56-1109834
- Plan number
- 001
- Plan type
- 2
- Location
- Morganton, NC
- Latest filing year
- 2023
- Participants
- 151
- End-of-year plan assets
- $25,426,113
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 151 | H, C | 20241126122409NAL0011077616001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,426,113
- Total liabilities (EOY)
- $516,893
- Net assets (EOY)
- $24,909,220
- Net assets (BOY)
- $22,321,156
Income & contributions
- Employer contributions
- $352,108
- Participant contributions
- $673,940
- Total contributions
- $1,026,048
- Total income / additions
- $5,217,482
Expenses & distributions
- Benefits paid
- $2,573,646
- Administrative expenses
- $55,772
- Total expenses
- $2,629,418
- Net increase / (decrease)
- $2,588,064
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tyner Capital Management | INVESTMENT MANAGER | $43,719 | not reported in the loaded dataset | 2023 |
| Morganton Eye Physicians Pa | PLAN SPONSOR | $10,950 | not reported in the loaded dataset | 2023 |