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, Wheaton Eye Clinic, Ltd. 401(K) Profit Sharing Plan is a benefit plan reported by Wheaton Eye Clinic, Ltd. under EIN 36-2709692 and plan number 002. The latest loaded filing year is 2023. The filing reports 230 participants and $60,199,220 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,199,220
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,199,220
- Net assets (BOY)
- $52,051,939
Income & contributions
- Employer contributions
- $1,919,585
- Participant contributions
- $1,352,922
- Total contributions
- $3,293,659
- Total income / additions
- $12,072,448
Expenses & distributions
- Benefits paid
- $3,920,529
- Administrative expenses
- $4,601
- Total expenses
- $3,925,167
- Net increase / (decrease)
- $8,147,281