Anderson Ophthalmology Profit-Sharing 401(K) Plan — Form 5500 plan (Anderson Ophthalmology, Pc)
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, Anderson Ophthalmology Profit-Sharing 401(K) Plan is a benefit plan reported by Anderson Ophthalmology, Pc under EIN 57-0750848 and plan number 001. The latest loaded filing year is 2023. The filing reports 9 participants and $1,594,221 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Anderson Ophthalmology, Pc
- EIN
- 57-0750848
- Plan number
- 001
- Plan type
- 2
- Location
- Anderson, SC
- Latest filing year
- 2023
- Participants
- 9
- End-of-year plan assets
- $1,594,221
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9 | I | 20240622164158NAL0002742931001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,594,221
- Total liabilities (EOY)
- $1,197
- Net assets (EOY)
- $1,593,024
- Net assets (BOY)
- $1,300,482
Income & contributions
- Employer contributions
- $14,774
- Participant contributions
- $52,867
- Total income / additions
- $297,916
Expenses & distributions
- Administrative expenses
- $5,374
- Total expenses
- $5,374
- Net increase / (decrease)
- $292,542
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.