Associated Eye Care, Ltd. Employees' Profit Sharing Plan — Form 5500 plan (Associated Eye Care, 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, Associated Eye Care, Ltd. Employees' Profit Sharing Plan is a benefit plan reported by Associated Eye Care, Ltd. under EIN 41-1000647 and plan number 007. The latest loaded filing year is 2023. The filing reports 279 participants and $26,293,536 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Associated Eye Care, Ltd.
EIN
41-1000647
Plan number
007
Plan type
2
Location
Stillwater, MN
Latest filing year
2023
Participants
279
End-of-year plan assets
$26,293,536

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023279H, C20240628081937NAL0000497328001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,293,536
Total liabilities (EOY)
$0
Net assets (EOY)
$26,293,536
Net assets (BOY)
$21,257,363

Income & contributions

Employer contributions
$402,036
Participant contributions
$1,016,996
Total contributions
$1,570,770
Total income / additions
$5,460,651

Expenses & distributions

Benefits paid
$415,358
Administrative expenses
$9,120
Total expenses
$424,478
Net increase / (decrease)
$5,036,173

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Murray Financial GroupSERVICE PROVIDER$0$41,8992023
AscensusSERVICE PROVIDER$0$11,2202023

Related Form 5500 pages