Eye Surgical Associates 401(K) Plan — Form 5500 plan (Eye Surgical Associates, LLC)

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 Surgical Associates 401(K) Plan is a benefit plan reported by Eye Surgical Associates, LLC under EIN 47-0626698 and plan number 003. The latest loaded filing year is 2023. The filing reports 143 participants and $13,566,778 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eye Surgical Associates, LLC
EIN
47-0626698
Plan number
003
Plan type
2
Location
Lincoln, NE
Latest filing year
2023
Participants
143
End-of-year plan assets
$13,566,778

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023143H, C20241007110630NAL0007510931001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,566,778
Total liabilities (EOY)
$2,492
Net assets (EOY)
$13,564,286
Net assets (BOY)
$10,909,554

Income & contributions

Employer contributions
$308,120
Participant contributions
$580,161
Total contributions
$888,281
Total income / additions
$2,973,258

Expenses & distributions

Benefits paid
$307,043
Administrative expenses
$11,483
Total expenses
$318,526
Net increase / (decrease)
$2,654,732

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Union Bank & Trust CompanyNONE$11,483$02023
Matrix Clearance And SettlementNONE$0$02023

Related Form 5500 pages