Eye Health Northwest, P.C. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Eye Health Northwest, 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, Eye Health Northwest, P.C. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Eye Health Northwest, P.C. under EIN 93-1014730 and plan number 002. The latest loaded filing year is 2023. The filing reports 611 participants and $83,937,828 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eye Health Northwest, P.C.
- EIN
- 93-1014730
- Plan number
- 002
- Plan type
- 2
- Location
- Milwaukie, OR
- Latest filing year
- 2023
- Participants
- 611
- End-of-year plan assets
- $83,937,828
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 611 | H, C | 20241014101459NAL0051830034001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $83,937,828
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,937,828
- Net assets (BOY)
- $71,640,444
Income & contributions
- Employer contributions
- $2,914,733
- Participant contributions
- $2,444,094
- Total contributions
- $5,756,396
- Total income / additions
- $17,377,865
Expenses & distributions
- Benefits paid
- $4,979,587
- Administrative expenses
- $96,185
- Total expenses
- $5,080,481
- Net increase / (decrease)
- $12,297,384
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aldrich Wealth Limited Partnership | INVESTMENT ADVISOR | $55,873 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $40,838 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $27,955 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eye Health Northwest, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Milwaukie, OR
- Aldrich Wealth Limited Partnership — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation