2023 Form 5500 filing — Healthy Vision Profit Sharing 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 20241016101927NAL0060886498001) for Healthy Vision Profit Sharing 401(K) Plan, reported by James Powers Do Pa Dba Healthy Vision under EIN 30-0183763 and plan number 001. It reports 42 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$849.3KReported net assets$849,289
Participants42
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241016101927NAL0060886498001
Plan sponsor
James Powers Do Pa Dba Healthy Vision
EIN
30-0183763
Plan number
001
Location
St. Petersburg, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$849.3K total assets
Net assets$849.3KLiabilities
Money in vs. money out
Total income / additions$35.1K
Total expenses$98.1K
Benefits paid / distributions$97.6K
Contributions
EmployerNot reported
Participant$2.1K
Full reported line items
Total assets (EOY)
$849,289
Net assets (EOY)
$849,289
Participant contributions
$2,140
Total income / additions
$35,065
Benefits paid
$97,570
Administrative expenses
$510
Total expenses
$98,080
Net increase / (decrease)
-$63,015

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241016101927NAL0060886498001 cover?
It is the 2023 Form 5500 filing for Healthy Vision Profit Sharing 401(K) Plan, reported by James Powers Do Pa Dba Healthy Vision (EIN 30-0183763).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages