2023 Form 5500 filing — Tri-Century Eye Care, P.C. 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 20241014101908NAL0014758147001) for Tri-Century Eye Care, P.C. 401(K) Profit Sharing Plan, reported by Tri-Century Eye Care, P.C. under EIN 86-1072293 and plan number 002. It reports 116 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014101908NAL0014758147001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tri-Century Eye Care, P.C.
- EIN
- 86-1072293
- Plan number
- 002
- Location
- Southampton, PA
- Participants
- 116
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,041,973
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,041,973
- Employer contributions
- $535,762
- Participant contributions
- $499,671
- Total income / additions
- $3,957,436
- Benefits paid
- $399,377
- Administrative expenses
- $49,931
- Total expenses
- $449,308
- Net increase / (decrease)
- $3,508,128
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valley Forge Investment Consulants | INVESTMENT ADVISORY | $34,050 | not reported in the loaded dataset |
| John Hancock | RECORDKEEPER | $16,030 | not reported in the loaded dataset |