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, Carolina Eye Retirement Savings Plan & Money Purchase Plan is a benefit plan reported by Carolina Eye Associates, P.A. under EIN 56-1183309 and plan number 001. The latest loaded filing year is 2023. The filing reports 374 participants and $27,893,661 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,893,661
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,893,661
- Net assets (BOY)
- $22,747,570
Income & contributions
- Employer contributions
- $525,354
- Participant contributions
- $1,046,967
- Total contributions
- $1,572,321
- Total income / additions
- $5,507,467
Expenses & distributions
- Benefits paid
- $294,651
- Administrative expenses
- $66,725
- Total expenses
- $361,376
- Net increase / (decrease)
- $5,146,091