Eye Specialists Of Mid-Florida, P.A. 401(K) Plan — Form 5500 plan (Eye Specialists Of Mid-Florida, P.A.)
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 Specialists Of Mid-Florida, P.A. 401(K) Plan is a benefit plan reported by Eye Specialists Of Mid-Florida, P.A. under EIN 59-1268685 and plan number 001. The latest loaded filing year is 2023. The filing reports 237 participants and $16,947,497 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eye Specialists Of Mid-Florida, P.A.
- EIN
- 59-1268685
- Plan number
- 001
- Plan type
- 2
- Location
- Winter Haven, FL
- Latest filing year
- 2023
- Participants
- 237
- End-of-year plan assets
- $16,947,497
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 237 | H, C | 20241010114425NAL0011430179002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,947,497
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,947,497
- Net assets (BOY)
- $15,799,370
Income & contributions
- Employer contributions
- $281,457
- Participant contributions
- $589,810
- Total contributions
- $871,267
- Total income / additions
- $3,330,866
Expenses & distributions
- Benefits paid
- $2,030,050
- Administrative expenses
- $123,369
- Total expenses
- $2,182,739
- Net increase / (decrease)
- $1,148,127
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $64,620 | $0 | 2023 |
| Advus Financial Partners LLC | INVESTMENT ADVISOR | $30,869 | $0 | 2023 |
| Bunting Tripp & Ingley Llp | AUDITOR | $13,165 | $0 | 2023 |
| Definiti LLC | CONTRACT ADMIN | $11,364 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,351 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eye Specialists Of Mid-Florida, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Winter Haven, FL
- Empower Annuity Insurance Company — Schedule C compensation
- Advus Financial Partners LLC — Schedule C compensation
- Bunting Tripp & Ingley Llp — Schedule C compensation
- Definiti LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation