2023 Form 5500 filing — Harvard Eye Associates 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 20241003054028NAL0004609651001) for Harvard Eye Associates 401(K) Profit Sharing Plan, reported by Harvard Eye Associates, A Medica under EIN 95-3873981 and plan number 002. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003054028NAL0004609651001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harvard Eye Associates, A Medica
- EIN
- 95-3873981
- Plan number
- 002
- Location
- Laguna Hills, CA
- Participants
- 158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,275,147
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,275,147
- Employer contributions
- $292,623
- Participant contributions
- $623,230
- Total income / additions
- $2,284,264
- Benefits paid
- $110,614
- Administrative expenses
- $38,730
- Total expenses
- $149,611
- Net increase / (decrease)
- $2,134,653
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Seia LLC | INVESTMENT/FINANCIAL ADVI | $36,443 | $0 |
| Adp, Inc. | RECORD KEEPER | $2,286 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Charles Schwab & Co, Inc. | INVESTMENT MANAGER | $0 | $0 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 |