2023 Form 5500 filing — Eye Clinic Of Wisconsin, S.C. 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 20240725154838NAL0024592528001) for Eye Clinic Of Wisconsin, S.C. Profit Sharing Plan, reported by Eye Clinic Of Wisconsin, S.C. under EIN 39-1093716 and plan number 001. It reports 255 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725154838NAL0024592528001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eye Clinic Of Wisconsin, S.C.
- EIN
- 39-1093716
- Plan number
- 001
- Location
- Wausau, WI
- Participants
- 255
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,807,852
- Total liabilities (EOY)
- $114,059
- Net assets (EOY)
- $26,693,793
- Employer contributions
- $953,481
- Participant contributions
- $759,482
- Total income / additions
- $5,372,505
- Benefits paid
- $2,680,656
- Administrative expenses
- $96,754
- Total expenses
- $2,777,410
- Net increase / (decrease)
- $2,595,095
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wipfli Llp | RECORDKEEPER | $45,064 | not reported in the loaded dataset |
| Orgel Wealth Management | INVESTMENT ADVISOR | $42,695 | not reported in the loaded dataset |