Mann Eye Institute 401(K) Plan — Form 5500 plan (Mann Eye Center, Pa)
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, Mann Eye Institute 401(K) Plan is a benefit plan reported by Mann Eye Center, Pa under EIN 47-0914928 and plan number 002. The latest loaded filing year is 2023. The filing reports 444 participants and $21,496,268 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mann Eye Center, Pa
- EIN
- 47-0914928
- Plan number
- 002
- Plan type
- 2
- Location
- Kingwood, TX
- Latest filing year
- 2023
- Participants
- 444
- End-of-year plan assets
- $21,496,268
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 444 | H, C | 20240909091227NAL0008885122001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,496,268
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,496,268
- Net assets (BOY)
- $17,363,547
Income & contributions
- Employer contributions
- $613,267
- Participant contributions
- $1,511,493
- Total contributions
- $2,228,198
- Total income / additions
- $5,340,878
Expenses & distributions
- Benefits paid
- $1,085,731
- Administrative expenses
- $81,563
- Total expenses
- $1,208,157
- Net increase / (decrease)
- $4,132,721
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $75,897 | $0 | 2023 |
| Lpl Financial | INVESTMENT ADVISOR | $22,284 | not reported in the loaded dataset | 2023 |
| Mann Eye Center Pa | OTHER | $20,500 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $172 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mann Eye Center, Pa
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Kingwood, TX
- Empower Annuity Insurance Company O — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Mann Eye Center Pa — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation