2023 Form 5500 filing — Horizon Eye Care, P.A. 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 20241001154742NAL0007403697001) for Horizon Eye Care, P.A. 401(K) Profit Sharing Plan, reported by Horizon Eye Care, P.A. under EIN 56-2052180 and plan number 001. It reports 420 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)$27.5MReported net assets$27,519,201

Participants420

Provider compensation$33.9K3 Schedule C row(s)$33,905

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241001154742NAL0007403697001
Plan sponsor: Horizon Eye Care, P.A.
EIN: 56-2052180
Plan number: 001
Location: Charlotte, NC
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)$27.5M total assets

Net assets$27.5MLiabilities$0

Money in vs. money out

Total income / additions$6.1M

Total expenses$944.5K

Benefits paid / distributions$914.8K

Contributions

Employer$727.8K

Participant$900.8K

Full reported line items

Total assets (EOY): $27,519,201
Total liabilities (EOY): $0
Net assets (EOY): $27,519,201
Employer contributions: $727,760
Participant contributions: $900,830
Total income / additions: $6,063,213
Benefits paid: $914,812
Administrative expenses: $29,678
Total expenses: $944,490
Net increase / (decrease): $5,118,723

Schedule C

Reported service provider compensation

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

1
Curi Wealth Management$20.1K
SERVICE PROVIDER · Direct $0 · Indirect $20.1K
2
Pentegra Services Inc$11.8K
TPA · Direct $0 · Indirect $11.8K
3
Ascensus Future Plan$2K
TPA · Direct $2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001154742NAL0007403697001 cover?: It is the 2023 Form 5500 filing for Horizon Eye Care, P.A. 401(K) Profit Sharing Plan, reported by Horizon Eye Care, P.A. (EIN 56-2052180).
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).