Eye Surgeons Associates, P.C. Retirement Plan — Form 5500 plan (Eye Surgeons 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, Eye Surgeons Associates, P.C. Retirement Plan is a benefit plan reported by Eye Surgeons Associates, P.C. under EIN 42-1160748 and plan number 002. The latest loaded filing year is 2023. The filing reports 163 participants and $24,219,416 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eye Surgeons Associates, P.C.
- EIN
- 42-1160748
- Plan number
- 002
- Plan type
- 2
- Location
- Bettendorf, IA
- Latest filing year
- 2023
- Participants
- 163
- End-of-year plan assets
- $24,219,416
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20241001091828NAL0013261650001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,219,416
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,219,416
- Net assets (BOY)
- $20,365,471
Income & contributions
- Employer contributions
- $351,941
- Participant contributions
- $742,873
- Total contributions
- $1,103,934
- Total income / additions
- $4,597,411
Expenses & distributions
- Benefits paid
- $710,978
- Administrative expenses
- $32,457
- Total expenses
- $743,466
- Net increase / (decrease)
- $3,853,945
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Investment Consulting Group Inc | INVESTMENT ADVISOR | $17,677 | $0 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $13,141 | $0 | 2023 |
| Brooke Cline & Associates, LLC | CONTRACT ADMIN | $10,585 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,532 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eye Surgeons Associates, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Bettendorf, IA
- Investment Consulting Group Inc — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Brooke Cline & Associates, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation