2023 Form 5500 filing — Medical And Surgical Eye Specialists 401(K) 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 20240520120505NAL0002632130001) for Medical And Surgical Eye Specialists 401(K) Profit Sharing Plan And Trust, reported by Medical And Surgical Eye Specialists, Inc. under EIN 54-0881234 and plan number 001. It reports 19 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.8MReported net assets$5,806,066
Participants19
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240520120505NAL0002632130001
Plan sponsor
Medical And Surgical Eye Specialists, Inc.
EIN
54-0881234
Plan number
001
Location
Chesapeake, VA
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)$5.8M total assets
Net assets$5.8MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$114.8K
Benefits paid / distributions$97K
Contributions
Employer$60K
Participant$106.7K
Full reported line items
Total assets (EOY)
$5,806,066
Total liabilities (EOY)
$0
Net assets (EOY)
$5,806,066
Employer contributions
$60,000
Participant contributions
$106,717
Total income / additions
$1,038,597
Benefits paid
$97,004
Administrative expenses
$17,747
Total expenses
$114,751
Net increase / (decrease)
$923,846

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240520120505NAL0002632130001 cover?
It is the 2023 Form 5500 filing for Medical And Surgical Eye Specialists 401(K) Profit Sharing Plan And Trust, reported by Medical And Surgical Eye Specialists, Inc. (EIN 54-0881234).
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