Johnson City Eye Clinic, Pc 401(K) Retirement Plan — Form 5500 plan (Johnson City Eye Clinic, 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, Johnson City Eye Clinic, Pc 401(K) Retirement Plan is a benefit plan reported by Johnson City Eye Clinic, Pc under EIN 62-1137305 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $27,777,828 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Johnson City Eye Clinic, Pc
EIN
62-1137305
Plan number
001
Plan type
3
Location
Johnson City, TN
Latest filing year
2023
Participants
158
End-of-year plan assets
$27,777,828

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023158H, C20250415141752NAL0005715840001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,777,828
Total liabilities (EOY)
$0
Net assets (EOY)
$27,777,828
Net assets (BOY)
$24,689,512

Income & contributions

Employer contributions
$614,468
Participant contributions
$516,352
Total contributions
$1,155,036
Total income / additions
$4,507,172

Expenses & distributions

Benefits paid
$1,368,970
Administrative expenses
$27,797
Total expenses
$1,418,856
Net increase / (decrease)
$3,088,316

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORD-KEEPER$16,545$02023
Newport Trust CompanyTRUSTEE$11,252$02023

Related Form 5500 pages