2023 Form 5500 filing — Eye Specialists Of Mid-Florida, P.A. 401(K) 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 20241010114425NAL0011430179002) for Eye Specialists Of Mid-Florida, P.A. 401(K) Plan, reported by Eye Specialists Of Mid-Florida, P.A. under EIN 59-1268685 and plan number 001. It reports 237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010114425NAL0011430179002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eye Specialists Of Mid-Florida, P.A.
- EIN
- 59-1268685
- Plan number
- 001
- Location
- Winter Haven, FL
- Participants
- 237
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,947,497
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,947,497
- Employer contributions
- $281,457
- Participant contributions
- $589,810
- Total income / additions
- $3,330,866
- Benefits paid
- $2,030,050
- Administrative expenses
- $123,369
- Total expenses
- $2,182,739
- Net increase / (decrease)
- $1,148,127
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $64,620 | $0 |
| Advus Financial Partners LLC | INVESTMENT ADVISOR | $30,869 | $0 |
| Bunting Tripp & Ingley Llp | AUDITOR | $13,165 | $0 |
| Definiti LLC | CONTRACT ADMIN | $11,364 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,351 | $0 |