Gailey Eye Clinic, Ltd. 401k Retirement Savings Plan — Form 5500 plan (Gailey Eye Clinic, Ltd.)
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, Gailey Eye Clinic, Ltd. 401k Retirement Savings Plan is a benefit plan reported by Gailey Eye Clinic, Ltd. under EIN 37-0924192 and plan number 002. The latest loaded filing year is 2023. The filing reports 307 participants and $24,619,682 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gailey Eye Clinic, Ltd.
- EIN
- 37-0924192
- Plan number
- 002
- Plan type
- 2
- Location
- Bloomington, IL
- Latest filing year
- 2023
- Participants
- 307
- End-of-year plan assets
- $24,619,682
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 307 | H, C | 20240919152219NAL0002437171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,619,682
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,619,682
- Net assets (BOY)
- $23,248,771
Income & contributions
- Employer contributions
- $621,310
- Participant contributions
- $808,893
- Total contributions
- $1,444,543
- Total income / additions
- $5,116,946
Expenses & distributions
- Benefits paid
- $3,674,817
- Administrative expenses
- $56,257
- Total expenses
- $3,746,035
- Net increase / (decrease)
- $1,370,911
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | RECORDKEEPING DISTRIBUTI | $27,491 | not reported in the loaded dataset | 2023 |
| Securities America, Inc | INVESTMENT ADVISORY | $23,029 | not reported in the loaded dataset | 2023 |
| Mesirow | INVESTMENT ADVISORY | $10,917 | not reported in the loaded dataset | 2023 |
| Benefit Planning Consultants | DISTRIBUTION | $2,000 | not reported in the loaded dataset | 2023 |
| Future Plan By Ascensus | DISTRIBUTION | $1,450 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gailey Eye Clinic, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Bloomington, IL
- The Vanguard Group, Inc. — Schedule C compensation
- Securities America, Inc — Schedule C compensation
- Mesirow — Schedule C compensation
- Benefit Planning Consultants — Schedule C compensation
- Future Plan By Ascensus — Schedule C compensation