2023 Form 5500 filing — Cascade Eye & Skin Centers, P.C. Retirement 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 20241014130813NAL0014974467001) for Cascade Eye & Skin Centers, P.C. Retirement Plan, reported by Cascade Eye & Skin Centers, P.C. under EIN 91-1525215 and plan number 001. It reports 389 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$35MReported net assets$35,001,512
Participants389
Provider compensation$104.3K4 Schedule C row(s)$104,348
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014130813NAL0014974467001
Plan sponsor
Cascade Eye & Skin Centers, P.C.
EIN
91-1525215
Plan number
001
Location
University Place, WA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$35M total assets
Net assets$35MLiabilities$0
Money in vs. money out
Total income / additions$7.1M
Total expenses$3.4M
Benefits paid / distributions$3.3M
Contributions
Employer$1.2M
Participant$1M
Full reported line items
Total assets (EOY)
$35,001,512
Total liabilities (EOY)
$0
Net assets (EOY)
$35,001,512
Employer contributions
$1,153,175
Participant contributions
$1,048,990
Total income / additions
$7,051,149
Benefits paid
$3,277,437
Administrative expenses
$104,684
Total expenses
$3,385,159
Net increase / (decrease)
$3,665,990

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
NwpsNONE$39,558not reported in the loaded dataset
Retirement Consulting Grou, IncNONE$38,733not reported in the loaded dataset
Dwyer Pembertn & Coulson PcNONE$15,000not reported in the loaded dataset
Charles Schwab Trust BankNONE$11,057$0

Related Form 5500 pages