Plan5500

Tallman Eye Associates, P.C. 401(K) Savings Plan — Form 5500 plan (Tallman Eye Associates, P.C.)

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, Tallman Eye Associates, P.C. 401(K) Savings Plan is a benefit plan reported by Tallman Eye Associates, P.C. under EIN 04-2624483 and plan number 003. The latest loaded filing year is 2023. The filing reports 116 participants and $9,068,073 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tallman Eye Associates, P.C.
EIN
04-2624483
Plan number
003
Plan type
2
Location
Lawrence, MA
Latest filing year
2023
Participants
116
End-of-year plan assets
$9,068,073

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023116H, C20241010143927NAL0011615091002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,068,073
Net assets (EOY)
$9,068,073
Net assets (BOY)
$8,119,555

Income & contributions

Participant contributions
$283,428
Total contributions
$295,128
Total income / additions
$1,519,875

Expenses & distributions

Benefits paid
$513,064
Administrative expenses
$57,816
Total expenses
$571,357
Net increase / (decrease)
$948,518

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Third Party Administrators, Inc.TPA$4,026not reported in the loaded dataset2023
John Hancock Life Ins. Co. (U.S.A.)RECORDKEEPER$1,839not reported in the loaded dataset2023

Related Form 5500 pages