Concord Eye Center Employee Profit Sharing Plan — Form 5500 plan (Concord Ophthalmologic Associates Pa)
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, Concord Eye Center Employee Profit Sharing Plan is a benefit plan reported by Concord Ophthalmologic Associates Pa under EIN 02-0339119 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $26,619,734 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Concord Ophthalmologic Associates Pa
- EIN
- 02-0339119
- Plan number
- 001
- Plan type
- 2
- Location
- Concord, NH
- Latest filing year
- 2023
- Participants
- 195
- End-of-year plan assets
- $26,619,734
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 195 | H, C | 20241001095037NAL0003882707001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,619,734
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,619,734
- Net assets (BOY)
- $21,819,890
Income & contributions
- Employer contributions
- $744,955
- Participant contributions
- $710,097
- Total contributions
- $1,484,501
- Total income / additions
- $5,527,440
Expenses & distributions
- Benefits paid
- $720,685
- Administrative expenses
- $5,034
- Total expenses
- $727,596
- Net increase / (decrease)
- $4,799,844
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $1,794 | $0 | 2023 |