2023 Form 5500 filing — Bridgeview Eye Partners Retirement 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 20241014154610NAL0054275010001) for Bridgeview Eye Partners Retirement Savings Plan, reported by Bridgeview Eye Partners under EIN 35-1845786 and plan number 001. It reports 819 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014154610NAL0054275010001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bridgeview Eye Partners
- EIN
- 35-1845786
- Plan number
- 001
- Location
- Wabash, IN
- Participants
- 819
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,180,174
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,180,174
- Employer contributions
- $2,178
- Participant contributions
- $2,556,268
- Total income / additions
- $7,710,114
- Benefits paid
- $1,178,751
- Administrative expenses
- $155,578
- Total expenses
- $1,389,411
- Net increase / (decrease)
- $6,320,703
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $155,578 | $0 |
| Dimensional Funds | NONE | $0 | $0 |
| Pimco Funds | NONE | $0 | $0 |
| Invesco | NONE | $0 | $0 |
| Jp Morgan Funds | NONE | $0 | $0 |
| Hartford Mutual Funds | NONE | $0 | $0 |
| Principal Fund | NONE | $0 | $0 |
| Fidelity | NONE | $0 | $0 |
| Mfs Funds | NONE | $0 | $0 |