Dekalb Optometric Associates, P.C. Eqrp Salary Reduction Plan — Form 5500 plan (Dekalb Optometric Associates, 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, Dekalb Optometric Associates, P.C. Eqrp Salary Reduction Plan is a benefit plan reported by Dekalb Optometric Associates, P.C. under EIN 36-2741920 and plan number 002. The latest loaded filing year is 2023. The filing reports 9 participants and $954,623 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$954.6KPlan net assets, end of year$954,623
Participants9Covered participants reported
Assets / participant$106.1KComputed: assets ÷ participants$106,069 (computed)
Provider compensationNone reported
Plan sponsor
Dekalb Optometric Associates, P.C.
EIN
36-2741920
Plan number
002
Plan type
2
Location
Dekalb, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20239I20240926122642NAL0001161552001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$954.6K total assets
Net assets$954.6KLiabilities
Money in vs. money out
Total income / additions$102.5K
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
EmployerNot reported
Participant$11.5K
Full reported line items

Net assets

Total assets (EOY)
$954,623
Net assets (EOY)
$954,623
Net assets (BOY)
$2,242,342

Income & contributions

Participant contributions
$11,472
Total income / additions
$102,510

Expenses & distributions

Benefits paid
$1,390,229
Total expenses
$1,390,229
Net increase / (decrease)
-$1,287,719
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets146%Computed ratio
Benefits paid ÷ total income1356%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages