Plan5500

Cascade Eye & Skin Centers, P.C. Cash Balance 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. Cash Balance Plan is a benefit plan reported by Cascade Eye & Skin Centers, P.C. under EIN 91-1525215 and plan number 002. The latest loaded filing year is 2023. The filing reports 214 participants and $3,344,001 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
002
Plan type
2
Location
University Place, WA
Latest filing year
2023
Participants
214
End-of-year plan assets
$3,344,001

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023214H, C20241014133856NAL0046164304001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,344,001
Total liabilities (EOY)
$8,993
Net assets (EOY)
$3,335,008
Net assets (BOY)
$2,411,405

Income & contributions

Employer contributions
$920,000
Total contributions
$920,000
Total income / additions
$1,112,807

Expenses & distributions

Benefits paid
$115,295
Administrative expenses
$73,909
Total expenses
$189,204
Net increase / (decrease)
$923,603

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NwpsNONE$22,673not reported in the loaded dataset2023
Dwyer, Pemberton & Coulson PcNONE$16,500not reported in the loaded dataset2023
Retirement Consulting Group, Inc.NONE$9,973not reported in the loaded dataset2023

Related Form 5500 pages