Eyecare Medical Group Employee Stock Ownership 401(K) Plan — Form 5500 plan (Eyecare Medical Group)
Plain-English plan 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, Eyecare Medical Group Employee Stock Ownership 401(K) Plan is a benefit plan reported by Eyecare Medical Group under EIN 01-0358257 and plan number 002. The latest loaded filing year is 2023. The filing reports 135 participants and $20,541,411 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eyecare Medical Group
- EIN
- 01-0358257
- Plan number
- 002
- Plan type
- 2
- Location
- Portland, ME
- Latest filing year
- 2023
- Participants
- 135
- End-of-year plan assets
- $20,541,411
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 135 | H, C | 20241014193908NAL0013793891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,541,411
- Total liabilities (EOY)
- $23,212
- Net assets (EOY)
- $20,518,199
- Net assets (BOY)
- $18,332,652
Income & contributions
- Employer contributions
- $317,403
- Participant contributions
- $793,992
- Total contributions
- $1,321,562
- Total income / additions
- $3,460,309
Expenses & distributions
- Benefits paid
- $1,210,760
- Administrative expenses
- $58,869
- Total expenses
- $1,274,762
- Net increase / (decrease)
- $2,185,547
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $33,690 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $16,155 | $0 | 2023 |
| Blue Ridge Esop Associates | CONTRACT ADMIN | $2,305 | $6,302 | 2023 |
| Envestnet Retirement Solutions LLC | OTHER | $6,213 | not reported in the loaded dataset | 2023 |
| Gwfs Equities, Inc. | OTHER | $10 | not reported in the loaded dataset | 2023 |
| Gwfs Equities, Inc. | SHAREHOLDER SERVICES | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eyecare Medical Group
- 2023 Form 5500 filing
- Form 5500 filings in ME
- 401(k) and benefit plan filings in Portland, ME
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Co Of Am — Schedule C compensation
- Blue Ridge Esop Associates — Schedule C compensation
- Envestnet Retirement Solutions LLC — Schedule C compensation
- Gwfs Equities, Inc. — Schedule C compensation