2023 Form 5500 filing — Tallman Eye Associates, P.C. 401(K) Savings 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 20241010143927NAL0011615091002) for Tallman Eye Associates, P.C. 401(K) Savings Plan, reported by Tallman Eye Associates, P.C. under EIN 04-2624483 and plan number 003. It reports 116 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010143927NAL0011615091002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tallman Eye Associates, P.C.
- EIN
- 04-2624483
- Plan number
- 003
- Location
- Lawrence, MA
- Participants
- 116
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,068,073
- Net assets (EOY)
- $9,068,073
- Participant contributions
- $283,428
- Total income / additions
- $1,519,875
- Benefits paid
- $513,064
- Administrative expenses
- $57,816
- Total expenses
- $571,357
- Net increase / (decrease)
- $948,518
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Third Party Administrators, Inc. | TPA | $4,026 | not reported in the loaded dataset |
| John Hancock Life Ins. Co. (U.S.A.) | RECORDKEEPER | $1,839 | not reported in the loaded dataset |