Cascade Eye & Skin Centers, P.C. Retirement Plan — Form 5500 plan (Cascade Eye & Skin Centers, 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, Cascade Eye & Skin Centers, P.C. Retirement Plan is a benefit plan reported by Cascade Eye & Skin Centers, P.C. under EIN 91-1525215 and plan number 001. The latest loaded filing year is 2023. The filing reports 389 participants and $35,001,512 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cascade Eye & Skin Centers, P.C.
EIN
91-1525215
Plan number
001
Plan type
2
Location
University Place, WA
Latest filing year
2023
Participants
389
End-of-year plan assets
$35,001,512

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023389H, C20241014130813NAL0014974467001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,001,512
Total liabilities (EOY)
$0
Net assets (EOY)
$35,001,512
Net assets (BOY)
$31,335,522

Income & contributions

Employer contributions
$1,153,175
Participant contributions
$1,048,990
Total contributions
$2,202,165
Total income / additions
$7,051,149

Expenses & distributions

Benefits paid
$3,277,437
Administrative expenses
$104,684
Total expenses
$3,385,159
Net increase / (decrease)
$3,665,990

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NwpsNONE$39,558not reported in the loaded dataset2023
Retirement Consulting Grou, IncNONE$38,733not reported in the loaded dataset2023
Dwyer Pembertn & Coulson PcNONE$15,000not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$11,057$02023

Related Form 5500 pages