2023 Form 5500 filing — Everett & Hurite Ophthalmic Association 401(K) 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 20240906090035NAL0001463184001) for Everett & Hurite Ophthalmic Association 401(K) Profit Sharing Plan, reported by Everett & Hurite Ophthalmic Association under EIN 25-1253504 and plan number 003. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$14.5MReported net assets$14,528,622

Participants135

Provider compensation$35.9K3 Schedule C row(s)$35,853

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240906090035NAL0001463184001
Plan sponsor: Everett & Hurite Ophthalmic Association
EIN: 25-1253504
Plan number: 003
Location: Pittsburgh, PA
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$14.5M total assets

Net assets$14.5MLiabilities$0

Money in vs. money out

Total income / additions$2.9M

Total expenses$254.3K

Benefits paid / distributions$222K

Contributions

Employer$498.5K

Participant$434.6K

Full reported line items

Total assets (EOY): $14,528,622
Total liabilities (EOY): $0
Net assets (EOY): $14,528,622
Employer contributions: $498,487
Participant contributions: $434,572
Total income / additions: $2,853,050
Benefits paid: $222,041
Administrative expenses: $32,304
Total expenses: $254,345
Net increase / (decrease): $2,598,705

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Ironview Capital Management$31.2K
INVESTMENT ADVISOR · Direct $31.2K
2
Dunbar, Bender & Zapf, Inc.$2.5K
TPA · Direct $2.5K
3
The Vanguard Group, Inc.$2.1K
RECORDKEEPER · Direct $2.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240906090035NAL0001463184001 cover?: It is the 2023 Form 5500 filing for Everett & Hurite Ophthalmic Association 401(K) Profit Sharing Plan, reported by Everett & Hurite Ophthalmic Association (EIN 25-1253504).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).