The Eye Care Group P.C. Employees 401(K) Profit Sharing Plan & Trust Agreement — Form 5500 plan (The Eye Care Group, 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, The Eye Care Group P.C. Employees 401(K) Profit Sharing Plan & Trust Agreement is a benefit plan reported by The Eye Care Group, P.C. under EIN 06-0967923 and plan number 001. The latest loaded filing year is 2023. The filing reports 193 participants and $22,546,422 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Eye Care Group, P.C.
EIN
06-0967923
Plan number
001
Plan type
2
Location
Waterbury, CT
Latest filing year
2023
Participants
193
End-of-year plan assets
$22,546,422

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023193H, C20241011162044NAL0023204705001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,546,422
Total liabilities (EOY)
$0
Net assets (EOY)
$22,546,422
Net assets (BOY)
$19,121,304

Income & contributions

Employer contributions
$488,243
Participant contributions
$534,317
Total contributions
$1,097,655
Total income / additions
$4,180,390

Expenses & distributions

Benefits paid
$654,707
Administrative expenses
$98,408
Total expenses
$755,272
Net increase / (decrease)
$3,425,118

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MercerADVISOR$74,137not reported in the loaded dataset2023
Pcs Retirement, LLCRECORDKEEPER$24,028not reported in the loaded dataset2023

Related Form 5500 pages