2023 Form 5500 filing — Eye Physicians & Surgeons Sc 401k Profit Sharing Plan And Trust

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 20240515131200NAL0066208594001) for Eye Physicians & Surgeons Sc 401k Profit Sharing Plan And Trust, reported by Eye Physicians & Surgeons Sc under EIN 39-1742928 and plan number 001. It reports 41 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.5MReported net assets$9,498,092
Participants41
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240515131200NAL0066208594001
Plan sponsor
Eye Physicians & Surgeons Sc
EIN
39-1742928
Plan number
001
Location
Kenosha, WI
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)$9.5M total assets
Net assets$9.5MLiabilities
Money in vs. money out
Total income / additions$1.8M
Total expenses$203.4K
Benefits paid / distributions$186.8K
Contributions
Employer$247.1K
Participant$173.1K
Full reported line items
Total assets (EOY)
$9,498,092
Net assets (EOY)
$9,498,092
Employer contributions
$247,065
Participant contributions
$173,138
Total income / additions
$1,845,180
Benefits paid
$186,850
Administrative expenses
$16,570
Total expenses
$203,420
Net increase / (decrease)
$1,641,760

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240515131200NAL0066208594001 cover?
It is the 2023 Form 5500 filing for Eye Physicians & Surgeons Sc 401k Profit Sharing Plan And Trust, reported by Eye Physicians & Surgeons Sc (EIN 39-1742928).
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