2023 Form 5500 filing — St. Luke'S Cataract And Laser Institute 401(K) 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 20240815105342NAL0027709330001) for St. Luke'S Cataract And Laser Institute 401(K) Plan, reported by St. Luke'S Cataract And Laser Institute, P.A. under EIN 59-1224512 and plan number 001. It reports 512 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240815105342NAL0027709330001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Luke'S Cataract And Laser Institute, P.A.
- EIN
- 59-1224512
- Plan number
- 001
- Location
- Tarpon Springs, FL
- Participants
- 512
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,118,067
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,118,067
- Employer contributions
- $418,045
- Participant contributions
- $1,405,292
- Total income / additions
- $5,158,295
- Benefits paid
- $1,445,991
- Administrative expenses
- $71,695
- Total expenses
- $1,520,893
- Net increase / (decrease)
- $3,637,402
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $32,196 | $0 |
| Pnc Bank Na | INVESTMENT ADVISOR | $27,521 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $11,978 | not reported in the loaded dataset |