Plan5500

James Powers Do Pa Dba Healthy Vision — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, James Powers Do Pa Dba Healthy Vision (EIN 30-0183763) is a plan sponsor located in St. Petersburg, FL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
30-0183763
Location
St. Petersburg, FL
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for James Powers Do Pa Dba Healthy Vision

  • 1 loaded plans hold $849.3K in reported assets.
  • The largest, Healthy Vision Profit Sharing 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 42 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$849.3KSummed across loaded plans$849,289
Total reported assets$849.3K$849,289
Total reported participants42
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$849.3K total assets
Net assets$849.3KLiabilities—
Contributions & income
Employer contributionsNot reported
Participant contributions$2.1K
Total income / additions$35.1K
Expenses & distributions
Benefits paid / distributions$97.6K
Total expenses$98.1K
Net increase / (decrease)-$63K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Healthy Vision Profit Sharing 401(K) Plan
Participants per plan42Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Healthy Vision Profit Sharing 401(K) Plan$849.3K
    Plan #001 · 42 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for James Powers Do Pa Dba Healthy Vision. Open one for its full reported snapshot.

  1. 2023
    Healthy Vision Profit Sharing 401(K) Plan42 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does James Powers Do Pa Dba Healthy Vision report on Form 5500?
James Powers Do Pa Dba Healthy Vision (EIN 30-0183763) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for James Powers Do Pa Dba Healthy Vision?
The Employer Identification Number (EIN) reported for James Powers Do Pa Dba Healthy Vision is 30-0183763.
What is the latest Form 5500 filing year for James Powers Do Pa Dba Healthy Vision?
The latest loaded Form 5500 filing year for James Powers Do Pa Dba Healthy Vision is 2023.

Related Form 5500 pages