Ocala Eye, P.A. Restated Profit Sharing Plan — Form 5500 plan (Ocala Eye, 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, Ocala Eye, P.A. Restated Profit Sharing Plan is a benefit plan reported by Ocala Eye, P.A. under EIN 59-1363248 and plan number 003. The latest loaded filing year is 2023. The filing reports 200 participants and $24,329,677 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ocala Eye, P.A.
- EIN
- 59-1363248
- Plan number
- 003
- Plan type
- 2
- Location
- Ocala, FL
- Latest filing year
- 2023
- Participants
- 200
- End-of-year plan assets
- $24,329,677
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 200 | H, C | 20240915143257NAL0000508369001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,329,677
- Net assets (EOY)
- $24,329,677
- Net assets (BOY)
- $24,357,532
Income & contributions
- Employer contributions
- $971,453
- Participant contributions
- $724,404
- Total contributions
- $1,695,857
- Total income / additions
- $6,160,627
Expenses & distributions
- Benefits paid
- $6,022,343
- Administrative expenses
- $166,139
- Total expenses
- $6,188,482
- Net increase / (decrease)
- -$27,855
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Bank | NONE | $78,715 | not reported in the loaded dataset | 2023 |
| Personal Financial Profiles In | NONE | $70,511 | not reported in the loaded dataset | 2023 |
| Purvis Gray And Company Llp | NONE | $10,400 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $6,513 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc | NONE | $159 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ocala Eye, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Ocala, FL
- Wells Fargo Bank — Schedule C compensation
- Personal Financial Profiles In — Schedule C compensation
- Purvis Gray And Company Llp — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Charles Schwab & Co., Inc — Schedule C compensation