401(K)/Profit Sharing Plan And Trust For Employees Of Filutowski Eye Institute, P.A. — Form 5500 plan (Filutowski Eye 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, 401(K)/Profit Sharing Plan And Trust For Employees Of Filutowski Eye Institute, P.A. is a benefit plan reported by Filutowski Eye Institute, P.A. under EIN 59-3111497 and plan number 001. The latest loaded filing year is 2023. The filing reports 129 participants and $7,598,091 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Filutowski Eye Institute, P.A.
EIN
59-3111497
Plan number
001
Plan type
2
Location
Longwood, FL
Latest filing year
2023
Participants
129
End-of-year plan assets
$7,598,091

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023129H, C20250322130548NAL0009820561001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,598,091
Total liabilities (EOY)
$15,444
Net assets (EOY)
$7,582,647
Net assets (BOY)
$7,490,478

Income & contributions

Employer contributions
$284,492
Participant contributions
$153,268
Total contributions
$437,760
Total income / additions
$993,460

Expenses & distributions

Benefits paid
$843,379
Administrative expenses
$57,912
Total expenses
$901,291
Net increase / (decrease)
$92,169

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
David Vaughan Investments, LLCINVESTMENT ADV$56,557not reported in the loaded dataset2023

Related Form 5500 pages