Grossnickle Eye Center 401(K) Retirement Plan — Form 5500 plan (Grossnickle Eye Center)
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, Grossnickle Eye Center 401(K) Retirement Plan is a benefit plan reported by Grossnickle Eye Center under EIN 35-1464840 and plan number 006. The latest loaded filing year is 2023. The filing reports 136 participants and $18,555,277 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Grossnickle Eye Center
- EIN
- 35-1464840
- Plan number
- 006
- Plan type
- 2
- Location
- Warsaw, IN
- Latest filing year
- 2023
- Participants
- 136
- End-of-year plan assets
- $18,555,277
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | H, C | 20241011100943NAL0036612912001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,555,277
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,555,277
- Net assets (BOY)
- $17,082,223
Income & contributions
- Employer contributions
- $185,157
- Participant contributions
- $634,810
- Total contributions
- $819,967
- Total income / additions
- $3,512,456
Expenses & distributions
- Benefits paid
- $1,969,595
- Administrative expenses
- $69,807
- Total expenses
- $2,039,402
- Net increase / (decrease)
- $1,473,054
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sym Financial Advisors | ADVISOR | $48,876 | not reported in the loaded dataset | 2023 |
| Riversedge Adv. Ret. Solutions, LLC | RECORDKEEPER | $9,385 | not reported in the loaded dataset | 2023 |
| Atm & Company Cpas | AUDITOR | $7,800 | not reported in the loaded dataset | 2023 |