Eye Physicians And Surgeons Of Augusta, P. C. 401(K) Profit Sharing Plan — Form 5500 plan (Eye Physicians And Surgeons Of Augusta, P.C.)
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, Eye Physicians And Surgeons Of Augusta, P. C. 401(K) Profit Sharing Plan is a benefit plan reported by Eye Physicians And Surgeons Of Augusta, P.C. under EIN 58-2425038 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $10,202,288 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eye Physicians And Surgeons Of Augusta, P.C.
- EIN
- 58-2425038
- Plan number
- 001
- Plan type
- 2
- Location
- Augusta, GA
- Latest filing year
- 2023
- Participants
- 134
- End-of-year plan assets
- $10,202,288
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 134 | H, C | 20240919001855NAL0005146561001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,202,288
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,202,288
- Net assets (BOY)
- $8,941,135
Income & contributions
- Employer contributions
- $351,642
- Participant contributions
- $438,418
- Total contributions
- $841,845
- Total income / additions
- $2,236,686
Expenses & distributions
- Benefits paid
- $917,077
- Administrative expenses
- $58,456
- Total expenses
- $975,533
- Net increase / (decrease)
- $1,261,153
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $35,279 | $0 | 2023 |
| First Citizens Bank And Trust | INVESTMENT ADVISOR | $20,000 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings Inc Dba | CONTRACT ADMIN | $1,250 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,265 | not reported in the loaded dataset | 2023 |
| Eye Physicians & Surgeons Of | OTHER | $16 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eye Physicians And Surgeons Of Augusta, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Augusta, GA
- Empower Annuity Ins Co Of America — Schedule C compensation
- First Citizens Bank And Trust — Schedule C compensation
- Ascensus Holdings Inc Dba — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Eye Physicians & Surgeons Of — Schedule C compensation