Asheville Eye Associates, Pllc 401(K) Plan — Form 5500 plan (Asheville Eye Associates, Pllc)
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, Asheville Eye Associates, Pllc 401(K) Plan is a benefit plan reported by Asheville Eye Associates, Pllc under EIN 56-1967404 and plan number 001. The latest loaded filing year is 2023. The filing reports 422 participants and $30,850,790 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Asheville Eye Associates, Pllc
- EIN
- 56-1967404
- Plan number
- 001
- Plan type
- 2
- Location
- Asheville, NC
- Latest filing year
- 2023
- Participants
- 422
- End-of-year plan assets
- $30,850,790
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 422 | H, C | 20250806095303NAL0008053250001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,850,790
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,850,790
- Net assets (BOY)
- $31,755,875
Income & contributions
- Employer contributions
- $1,216,881
- Participant contributions
- $1,045,732
- Total contributions
- $2,263,786
- Total income / additions
- $7,456,759
Expenses & distributions
- Benefits paid
- $8,261,575
- Administrative expenses
- $100,269
- Total expenses
- $8,361,844
- Net increase / (decrease)
- -$905,085
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Equitable Advisors | ADVISOR | $97,568 | $0 | 2023 |
| Pension Services Inc | TPA | $3,525 | not reported in the loaded dataset | 2023 |
| The Vanguard Group Inc | RECORDKEEPER | $3,425 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | RECORDKEEPER | $250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Asheville Eye Associates, Pllc
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Asheville, NC
- Equitable Advisors — Schedule C compensation
- Pension Services Inc — Schedule C compensation
- The Vanguard Group Inc — Schedule C compensation
- Ascensus LLC — Schedule C compensation