North Idaho Eye Institute, Pa 401(K) Profit Sharing Plan — Form 5500 plan (North Idaho Eye Institute, Pa)

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, North Idaho Eye Institute, Pa 401(K) Profit Sharing Plan is a benefit plan reported by North Idaho Eye Institute, Pa under EIN 82-0448111 and plan number 003. The latest loaded filing year is 2023. The filing reports 171 participants and $11,444,157 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
North Idaho Eye Institute, Pa
EIN
82-0448111
Plan number
003
Plan type
2
Location
Coeur D Alene, ID
Latest filing year
2023
Participants
171
End-of-year plan assets
$11,444,157

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023171H, C20250527181948NAL0004128707001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,444,157
Total liabilities (EOY)
$0
Net assets (EOY)
$11,444,157
Net assets (BOY)
$9,115,709

Income & contributions

Employer contributions
$564,426
Participant contributions
$379,380
Total contributions
$993,506
Total income / additions
$2,513,664

Expenses & distributions

Benefits paid
$117,330
Administrative expenses
$35,832
Total expenses
$185,216
Net increase / (decrease)
$2,328,448

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mercer Global AdvisorsRIA$19,970not reported in the loaded dataset2023
Ascensus LLCRECORDKEEPER$13,310$2452023
Powers StrombergTHIRD PARTY ADMIN$175not reported in the loaded dataset2023

Related Form 5500 pages