2023 Form 5500 filing — Sherry Eye Clinic, P.C. Employees 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 20240917201750NAL0002060563001) for Sherry Eye Clinic, P.C. Employees Profit Sharing Plan, reported by Sherry Eye Clinic, P.C. under EIN 73-0980494 and plan number 003. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240917201750NAL0002060563001
Filing year
2023
Form type
2
Plan sponsor
Sherry Eye Clinic, P.C.
EIN
73-0980494
Plan number
003
Location
Ardmore, OK
Participants
4
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,134,535
Net assets (EOY)
$2,134,535
Employer contributions
$44,936
Participant contributions
$30,000
Total income / additions
$368,474
Benefits paid
$41,000
Administrative expenses
$3,195
Total expenses
$44,195
Net increase / (decrease)
$324,279
Schedule source
Schedule I

Related Form 5500 pages