2023 Form 5500 filing — Twin Cities Eye Consultants 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 20241015121148NAL0049280352001) for Twin Cities Eye Consultants 401(K) Plan, reported by Edina Eye Physicians & Surgeons, P.A. Dba Twin Cities Eye Consultants under EIN 41-0947717 and plan number 001. It reports 197 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015121148NAL0049280352001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Edina Eye Physicians & Surgeons, P.A. Dba Twin Cities Eye Consultants
- EIN
- 41-0947717
- Plan number
- 001
- Location
- Edina, MN
- Participants
- 197
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,817,745
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,817,745
- Employer contributions
- $665,918
- Participant contributions
- $860,337
- Total income / additions
- $5,069,529
- Benefits paid
- $1,379,493
- Administrative expenses
- $119,752
- Total expenses
- $1,499,245
- Net increase / (decrease)
- $3,570,284
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Accredited Investors Inc | INVESTMENT ADVISOR | $61,275 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $25,417 | $0 |
| Christensen Group Financial LLC | ADVISOR | $20,833 | not reported in the loaded dataset |