Plan5500

Eye Clinic Of Wisconsin, S.C. Profit Sharing Plan — Form 5500 plan (Eye Clinic Of Wisconsin, S.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, Eye Clinic Of Wisconsin, S.C. Profit Sharing Plan is a benefit plan reported by Eye Clinic Of Wisconsin, S.C. under EIN 39-1093716 and plan number 001. The latest loaded filing year is 2023. The filing reports 255 participants and $26,807,852 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eye Clinic Of Wisconsin, S.C.
EIN
39-1093716
Plan number
001
Plan type
2
Location
Wausau, WI
Latest filing year
2023
Participants
255
End-of-year plan assets
$26,807,852

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023255H, C20240725154838NAL0024592528001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,807,852
Total liabilities (EOY)
$114,059
Net assets (EOY)
$26,693,793
Net assets (BOY)
$24,098,698

Income & contributions

Employer contributions
$953,481
Participant contributions
$759,482
Total contributions
$1,730,207
Total income / additions
$5,372,505

Expenses & distributions

Benefits paid
$2,680,656
Administrative expenses
$96,754
Total expenses
$2,777,410
Net increase / (decrease)
$2,595,095

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wipfli LlpRECORDKEEPER$45,064not reported in the loaded dataset2023
Orgel Wealth ManagementINVESTMENT ADVISOR$42,695not reported in the loaded dataset2023

Related Form 5500 pages