Berkeley Eye Institute, Pa — 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, Berkeley Eye Institute, Pa (EIN 43-2012505) is a plan sponsor located in Kingwood, TX 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
43-2012505
Location
Kingwood, TX
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$13,986,254
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$13,986,254

Contributions & income

Participant contributions
$1,425,270
Total income / additions
$3,866,215

Expenses & distributions

Benefits paid / distributions
$391,015
Total expenses
$486,476
Net increase / (decrease)
$3,379,739

Coverage

Total reported participants
1,117
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

Berkeley Eye Institute, Pa plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Berkeley Eye Center 401k Plan002613$13,986,2542023
Berkeley Eye Institute, Pa Comprehensive Welfare Benefit Plan509504not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Berkeley Eye Institute, Pa
YearPlanParticipantsSchedulesFiling
2023Berkeley Eye Institute, Pa Comprehensive Welfare Benefit Plan50420240513171001NAL0061514882001
2023Berkeley Eye Center 401k Plan613H, C20241010083835NAL0009830563001

Related Form 5500 pages