St. Luke'S Cataract And Laser Institute 401(K) Plan — Form 5500 plan (St. Luke'S Cataract And Laser Institute, P.A.)
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, St. Luke'S Cataract And Laser Institute 401(K) Plan is a benefit plan reported by St. Luke'S Cataract And Laser Institute, P.A. under EIN 59-1224512 and plan number 001. The latest loaded filing year is 2023. The filing reports 512 participants and $21,118,067 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. Luke'S Cataract And Laser Institute, P.A.
- EIN
- 59-1224512
- Plan number
- 001
- Plan type
- 2
- Location
- Tarpon Springs, FL
- Latest filing year
- 2023
- Participants
- 512
- End-of-year plan assets
- $21,118,067
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 512 | H, C | 20240815105342NAL0027709330001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,118,067
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,118,067
- Net assets (BOY)
- $17,480,665
Income & contributions
- Employer contributions
- $418,045
- Participant contributions
- $1,405,292
- Total contributions
- $2,287,853
- Total income / additions
- $5,158,295
Expenses & distributions
- Benefits paid
- $1,445,991
- Administrative expenses
- $71,695
- Total expenses
- $1,520,893
- Net increase / (decrease)
- $3,637,402
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $32,196 | $0 | 2023 |
| Pnc Bank Na | INVESTMENT ADVISOR | $27,521 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $11,978 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for St. Luke'S Cataract And Laser Institute, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tarpon Springs, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Pnc Bank Na — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation