2023 Form 5500 filing — American Society Of Cataract 401(K) Profit Sharing 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 20241002132148NAL0014385264001) for American Society Of Cataract 401(K) Profit Sharing Plan And Trust, reported by American Society Of Cataract & Refractive Surgery under EIN 95-3877992 and plan number 001. It reports 73 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.9MReported net assets$6,863,841
Participants73
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241002132148NAL0014385264001
Plan sponsor
American Society Of Cataract & Refractive Surgery
EIN
95-3877992
Plan number
001
Location
Fairfax, VA
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)$6.9M total assets
Net assets$6.9MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$2M
Benefits paid / distributions$2M
Contributions
Employer$271.5K
Participant$486.7K
Full reported line items
Total assets (EOY)
$6,863,841
Total liabilities (EOY)
$0
Net assets (EOY)
$6,863,841
Employer contributions
$271,536
Participant contributions
$486,674
Total income / additions
$2,057,252
Benefits paid
$1,991,789
Administrative expenses
$581
Total expenses
$1,992,370
Net increase / (decrease)
$64,882

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002132148NAL0014385264001 cover?
It is the 2023 Form 5500 filing for American Society Of Cataract 401(K) Profit Sharing Plan And Trust, reported by American Society Of Cataract & Refractive Surgery (EIN 95-3877992).
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