2023 Form 5500 filing — Pediatric Ophthalmology Associates, Inc. 401(K) Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240514114441NAL0045830576001) for Pediatric Ophthalmology Associates, Inc. 401(K) Profit Sharing Plan, reported by Pediatric Ophthalmology Associates, Inc. under EIN 31-0892178 and plan number 003. It reports 63 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$28.8MReported net assets$28,768,040
Participants63
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240514114441NAL0045830576001
Plan sponsor
Pediatric Ophthalmology Associates, Inc.
EIN
31-0892178
Plan number
003
Location
Columbus, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$28.8M total assets
Net assets$28.8MLiabilities$0
Money in vs. money out
Total income / additions$4.7M
Total expenses$1.8M
Benefits paid / distributions$1.7M
Contributions
Employer$456.8K
Participant$325.3K
Full reported line items
Total assets (EOY)
$28,768,040
Total liabilities (EOY)
$0
Net assets (EOY)
$28,768,040
Employer contributions
$456,757
Participant contributions
$325,285
Total income / additions
$4,691,320
Benefits paid
$1,746,513
Administrative expenses
$85,037
Total expenses
$1,831,550
Net increase / (decrease)
$2,859,770

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240514114441NAL0045830576001 cover?
It is the 2023 Form 5500 filing for Pediatric Ophthalmology Associates, Inc. 401(K) Profit Sharing Plan, reported by Pediatric Ophthalmology Associates, Inc. (EIN 31-0892178).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages