2023 Form 5500 filing — Clay Eye Physicians & Surgeons 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 20241015144826NAL0030032913001) for Clay Eye Physicians & Surgeons 401(K) Profit Sharing Plan, reported by Harris, Wilcox & Donovan, P.A. Dba Clay Eye Physi under EIN 59-1910113 and plan number 002. It reports 143 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144826NAL0030032913001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harris, Wilcox & Donovan, P.A. Dba Clay Eye Physi
- EIN
- 59-1910113
- Plan number
- 002
- Location
- Orange Park, FL
- Participants
- 143
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,442,052
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,442,052
- Employer contributions
- $611,546
- Participant contributions
- $474,274
- Total income / additions
- $3,597,903
- Benefits paid
- $291,763
- Administrative expenses
- $4,957
- Total expenses
- $296,720
- Net increase / (decrease)
- $3,301,183
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mai Capital Management, LLC | SERVICE PROVIDER | $0 | $27,857 |
| Economic Group Pension Services | THIRD PARTY ADMIN | $0 | $6,212 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $555 | $0 |
| Morningstar Investment Management | SERVICE PROVIDER | $555 | not reported in the loaded dataset |