2023 Form 5500 filing — Eyecare Medical Group Employee Stock Ownership 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 20241014193908NAL0013793891001) for Eyecare Medical Group Employee Stock Ownership 401(K) Plan, reported by Eyecare Medical Group under EIN 01-0358257 and plan number 002. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014193908NAL0013793891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eyecare Medical Group
- EIN
- 01-0358257
- Plan number
- 002
- Location
- Portland, ME
- Participants
- 135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,541,411
- Total liabilities (EOY)
- $23,212
- Net assets (EOY)
- $20,518,199
- Employer contributions
- $317,403
- Participant contributions
- $793,992
- Total income / additions
- $3,460,309
- Benefits paid
- $1,210,760
- Administrative expenses
- $58,869
- Total expenses
- $1,274,762
- Net increase / (decrease)
- $2,185,547
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $33,690 | not reported in the loaded dataset |
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $16,155 | $0 |
| Blue Ridge Esop Associates | CONTRACT ADMIN | $2,305 | $6,302 |
| Envestnet Retirement Solutions LLC | OTHER | $6,213 | not reported in the loaded dataset |
| Gwfs Equities, Inc. | OTHER | $10 | not reported in the loaded dataset |
| Gwfs Equities, Inc. | SHAREHOLDER SERVICES | $0 | $0 |