Plan5500

Florida Eye Clinic 401(K) Plan — Form 5500 plan (Florida Eye Clinic, 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, Florida Eye Clinic 401(K) Plan is a benefit plan reported by Florida Eye Clinic, P.A. under EIN 59-1493386 and plan number 003. The latest loaded filing year is 2023. The filing reports 274 participants and $8,741,678 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Florida Eye Clinic, P.A.
EIN
59-1493386
Plan number
003
Plan type
2
Location
Altamonte Springs, FL
Latest filing year
2023
Participants
274
End-of-year plan assets
$8,741,678

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023274H, C20241023164214NAL0008357026001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,741,678
Total liabilities (EOY)
$0
Net assets (EOY)
$8,741,678
Net assets (BOY)
$7,286,071

Income & contributions

Employer contributions
$175,389
Participant contributions
$828,092
Total contributions
$1,003,481
Total income / additions
$2,393,137

Expenses & distributions

Benefits paid
$912,443
Administrative expenses
$25,004
Total expenses
$937,530
Net increase / (decrease)
$1,455,607

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$25,004$02023
Merrill Lynch Pierce Fenner & SmithINVESTMENT ADVISOR$0$20,3862023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages