2023 Form 5500 filing — Midwest Eye Institute, P.C. 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 20241014092611NAL0045463312001) for Midwest Eye Institute, P.C. 401(K) Plan, reported by Midwest Eye Institute, P.C. under EIN 35-1538522 and plan number 001. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014092611NAL0045463312001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Midwest Eye Institute, P.C.
- EIN
- 35-1538522
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 150
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,095,328
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,095,328
- Employer contributions
- $818,091
- Participant contributions
- $787,252
- Total income / additions
- $10,492,829
- Benefits paid
- $443,890
- Administrative expenses
- $24,254
- Total expenses
- $470,670
- Net increase / (decrease)
- $10,022,159
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bgbc Partners, Llp | ACCOUNTANT/AUDITOR | $28,342 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$26,143 | $0 |