Bridgeview Eye Partners Retirement Savings Plan — Form 5500 plan (Bridgeview Eye Partners)
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, Bridgeview Eye Partners Retirement Savings Plan is a benefit plan reported by Bridgeview Eye Partners under EIN 35-1845786 and plan number 001. The latest loaded filing year is 2023. The filing reports 819 participants and $20,180,174 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bridgeview Eye Partners
- EIN
- 35-1845786
- Plan number
- 001
- Plan type
- 2
- Location
- Wabash, IN
- Latest filing year
- 2023
- Participants
- 819
- End-of-year plan assets
- $20,180,174
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 819 | H, C | 20241014154610NAL0054275010001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,180,174
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,180,174
- Net assets (BOY)
- $13,859,471
Income & contributions
- Employer contributions
- $2,178
- Participant contributions
- $2,556,268
- Total contributions
- $4,822,664
- Total income / additions
- $7,710,114
Expenses & distributions
- Benefits paid
- $1,178,751
- Administrative expenses
- $155,578
- Total expenses
- $1,389,411
- Net increase / (decrease)
- $6,320,703
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $155,578 | $0 | 2023 |
| Dimensional Funds | NONE | $0 | $0 | 2023 |
| Pimco Funds | NONE | $0 | $0 | 2023 |
| Invesco | NONE | $0 | $0 | 2023 |
| Jp Morgan Funds | NONE | $0 | $0 | 2023 |
| Hartford Mutual Funds | NONE | $0 | $0 | 2023 |
| Principal Fund | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| Mfs Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bridgeview Eye Partners
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Wabash, IN
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Dimensional Funds — Schedule C compensation
- Pimco Funds — Schedule C compensation
- Invesco — Schedule C compensation
- Jp Morgan Funds — Schedule C compensation
- Hartford Mutual Funds — Schedule C compensation
- Principal Fund — Schedule C compensation
- Fidelity — Schedule C compensation
- Mfs Funds — Schedule C compensation