2023 Form 5500 filing — Eye Care Physicians & Surgeons, Inc. 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 20241015114641NAL0029448097001) for Eye Care Physicians & Surgeons, Inc. 401(K) Profit Sharing Plan, reported by Eye Care Physicians & Surgeons, Inc under EIN 93-0611638 and plan number 002. It reports 150 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)$14.1MReported net assets$14,125,246
Participants150
Provider compensation$80.4K3 Schedule C row(s)$80,425
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015114641NAL0029448097001
- Plan sponsor
- Eye Care Physicians & Surgeons, Inc
- EIN
- 93-0611638
- Plan number
- 002
- Location
- Salem, OR
- 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)$14.1M total assets
Net assets$14.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $14,125,246
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,125,246
- Employer contributions
- $467,157
- Participant contributions
- $304,181
- Total income / additions
- $2,540,404
- Benefits paid
- $551,581
- Administrative expenses
- $82,525
- Total expenses
- $634,106
- Net increase / (decrease)
- $1,906,298
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pioneer Trust Bank, N.A. | NONE | $36,710 | not reported in the loaded dataset |
| Epic Retirement Plan Services | NONE | $26,215 | $0 |
| Grove, Mueller & Swank P.C. | NONE | $17,500 | not reported in the loaded dataset |