2023 Form 5500 filing — Advanced Eye Care, P.C. 401(K) 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 20240826111516NAL0019337858001) for Advanced Eye Care, P.C. 401(K) Plan And Trust, reported by Advanced Eye Care, P.C. under EIN 03-0344138 and plan number 001. It reports 34 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.6MReported net assets$3,624,222
Participants34
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240826111516NAL0019337858001
Plan sponsor
Advanced Eye Care, P.C.
EIN
03-0344138
Plan number
001
Location
Bennington, VT
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)$3.6M total assets
Net assets$3.6MLiabilities$0
Money in vs. money out
Total income / additions$808.1K
Total expenses$397.7K
Benefits paid / distributions$397.7K
Contributions
Employer$143.5K
Participant$126.9K
Full reported line items
Total assets (EOY)
$3,624,222
Total liabilities (EOY)
$0
Net assets (EOY)
$3,624,222
Employer contributions
$143,514
Participant contributions
$126,874
Total income / additions
$808,106
Benefits paid
$397,654
Administrative expenses
$0
Total expenses
$397,654
Net increase / (decrease)
$410,452

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240826111516NAL0019337858001 cover?
It is the 2023 Form 5500 filing for Advanced Eye Care, P.C. 401(K) Plan And Trust, reported by Advanced Eye Care, P.C. (EIN 03-0344138).
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