2023 Form 5500 filing — Johnson City Eye Clinic, Pc 401(K) Retirement 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 20250415141752NAL0005715840001) for Johnson City Eye Clinic, Pc 401(K) Retirement Plan, reported by Johnson City Eye Clinic, Pc under EIN 62-1137305 and plan number 001. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415141752NAL0005715840001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Johnson City Eye Clinic, Pc
- EIN
- 62-1137305
- Plan number
- 001
- Location
- Johnson City, TN
- Participants
- 158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,777,828
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,777,828
- Employer contributions
- $614,468
- Participant contributions
- $516,352
- Total income / additions
- $4,507,172
- Benefits paid
- $1,368,970
- Administrative expenses
- $27,797
- Total expenses
- $1,418,856
- Net increase / (decrease)
- $3,088,316
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORD-KEEPER | $16,545 | $0 |
| Newport Trust Company | TRUSTEE | $11,252 | $0 |