Midwest Eye Institute, P.C. 401(K) Plan — Form 5500 plan (Midwest Eye Institute, 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, Midwest Eye Institute, P.C. 401(K) Plan is a benefit plan reported by Midwest Eye Institute, P.C. under EIN 35-1538522 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $52,095,328 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Midwest Eye Institute, P.C.
EIN
35-1538522
Plan number
001
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
Participants
150
End-of-year plan assets
$52,095,328

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023150H, C20241014092611NAL0045463312001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$52,095,328
Total liabilities (EOY)
$0
Net assets (EOY)
$52,095,328
Net assets (BOY)
$42,073,169

Income & contributions

Employer contributions
$818,091
Participant contributions
$787,252
Total contributions
$1,609,911
Total income / additions
$10,492,829

Expenses & distributions

Benefits paid
$443,890
Administrative expenses
$24,254
Total expenses
$470,670
Net increase / (decrease)
$10,022,159

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bgbc Partners, LlpACCOUNTANT/AUDITOR$28,342not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$26,143$02023

Related Form 5500 pages