Florida Eye Health Services, LLC 401(K) Retirement Plan — Form 5500 plan (Florida Eye Health Services, LLC)
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, Florida Eye Health Services, LLC 401(K) Retirement Plan is a benefit plan reported by Florida Eye Health Services, LLC under EIN 84-4387020 and plan number 001. The latest loaded filing year is 2023. The filing reports 751 participants and $13,829,163 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Florida Eye Health Services, LLC
- EIN
- 84-4387020
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Myers, FL
- Latest filing year
- 2023
- Participants
- 751
- End-of-year plan assets
- $13,829,163
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 751 | H, C | 20241029144554NAL0002812755001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,829,163
- Total liabilities (EOY)
- $21,752
- Net assets (EOY)
- $13,807,411
- Net assets (BOY)
- $10,954,247
Income & contributions
- Employer contributions
- $821,753
- Participant contributions
- $1,505,082
- Total contributions
- $2,606,944
- Total income / additions
- $4,545,712
Expenses & distributions
- Benefits paid
- $1,618,462
- Administrative expenses
- $74,086
- Total expenses
- $1,692,548
- Net increase / (decrease)
- $2,853,164
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner Smith | INVESTMENT ADVISORY | $34,678 | not reported in the loaded dataset | 2023 |
| Progressive Pension Admin., Inc. | CONTRACT ADMIN | $10,626 | $5,741 | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $6,364 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Florida Eye Health Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Myers, FL
- Merrill Lynch Pierce Fenner Smith — Schedule C compensation
- Progressive Pension Admin., Inc. — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation