Wheaton Eye Clinic — 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, Wheaton Eye Clinic (EIN 36-2709692) is a plan sponsor located in Wheaton, IL 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
36-2709692
Location
Wheaton, IL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$60,199,220
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$60,199,220

Contributions & income

Employer contributions
$1,919,585
Participant contributions
$1,352,922
Total income / additions
$12,072,448

Expenses & distributions

Benefits paid / distributions
$3,920,529
Total expenses
$3,925,167
Net increase / (decrease)
$8,147,281

Coverage

Total reported participants
427
Plans with financial statements
1
Plans with provider compensation
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.

Largest loaded plans by reported assets

Wheaton Eye Clinic plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Wheaton Eye Clinic, Ltd. 401(K) Profit Sharing Plan002230$60,199,2202023
Wheaton Eye Clinic Employee Benefit Plan501197not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Wheaton Eye Clinic
YearPlanParticipantsSchedulesFiling
2023Wheaton Eye Clinic Employee Benefit Plan19720240613163528NAL0049547392001
2023Wheaton Eye Clinic, Ltd. 401(K) Profit Sharing Plan230H, C20240710092641NAL0023729648001

Related Form 5500 pages