Sherry Eye Clinic, P.C. Employees Profit Sharing Plan — Form 5500 plan (Sherry Eye Clinic, 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, Sherry Eye Clinic, P.C. Employees Profit Sharing Plan is a benefit plan reported by Sherry Eye Clinic, P.C. under EIN 73-0980494 and plan number 003. The latest loaded filing year is 2023. The filing reports 4 participants and $2,134,535 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sherry Eye Clinic, P.C.
- EIN
- 73-0980494
- Plan number
- 003
- Plan type
- 2
- Location
- Ardmore, OK
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $2,134,535
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240917201750NAL0002060563001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,134,535
- Net assets (EOY)
- $2,134,535
- Net assets (BOY)
- $1,810,256
Income & contributions
- Employer contributions
- $44,936
- Participant contributions
- $30,000
- Total income / additions
- $368,474
Expenses & distributions
- Benefits paid
- $41,000
- Administrative expenses
- $3,195
- Total expenses
- $44,195
- Net increase / (decrease)
- $324,279
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.