Eye Care Physicians & Surgeons, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Eye Care Physicians & Surgeons, Inc)
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, Eye Care Physicians & Surgeons, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Eye Care Physicians & Surgeons, Inc under EIN 93-0611638 and plan number 002. The latest loaded filing year is 2023. The filing reports 150 participants and $14,125,246 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eye Care Physicians & Surgeons, Inc
- EIN
- 93-0611638
- Plan number
- 002
- Plan type
- 2
- Location
- Salem, OR
- Latest filing year
- 2023
- Participants
- 150
- End-of-year plan assets
- $14,125,246
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 150 | H, C | 20241015114641NAL0029448097001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,125,246
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,125,246
- Net assets (BOY)
- $12,218,948
Income & contributions
- Employer contributions
- $467,157
- Participant contributions
- $304,181
- Total contributions
- $823,296
- Total income / additions
- $2,540,404
Expenses & distributions
- Benefits paid
- $551,581
- Administrative expenses
- $82,525
- Total expenses
- $634,106
- Net increase / (decrease)
- $1,906,298
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pioneer Trust Bank, N.A. | NONE | $36,710 | not reported in the loaded dataset | 2023 |
| Epic Retirement Plan Services | NONE | $26,215 | $0 | 2023 |
| Grove, Mueller & Swank P.C. | NONE | $17,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eye Care Physicians & Surgeons, Inc
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Salem, OR
- Pioneer Trust Bank, N.A. — Schedule C compensation
- Epic Retirement Plan Services — Schedule C compensation
- Grove, Mueller & Swank P.C. — Schedule C compensation