Clay Eye Physicians & Surgeons 401(K) Profit Sharing Plan — Form 5500 plan (Harris, Wilcox & Donovan, P.A. Dba Clay Eye Physi)
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, Clay Eye Physicians & Surgeons 401(K) Profit Sharing Plan is a benefit plan reported by Harris, Wilcox & Donovan, P.A. Dba Clay Eye Physi under EIN 59-1910113 and plan number 002. The latest loaded filing year is 2023. The filing reports 143 participants and $15,442,052 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harris, Wilcox & Donovan, P.A. Dba Clay Eye Physi
- EIN
- 59-1910113
- Plan number
- 002
- Plan type
- 2
- Location
- Orange Park, FL
- Latest filing year
- 2023
- Participants
- 143
- End-of-year plan assets
- $15,442,052
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 143 | H, C | 20241015144826NAL0030032913001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,442,052
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,442,052
- Net assets (BOY)
- $12,140,869
Income & contributions
- Employer contributions
- $611,546
- Participant contributions
- $474,274
- Total contributions
- $1,085,820
- Total income / additions
- $3,597,903
Expenses & distributions
- Benefits paid
- $291,763
- Administrative expenses
- $4,957
- Total expenses
- $296,720
- Net increase / (decrease)
- $3,301,183
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mai Capital Management, LLC | SERVICE PROVIDER | $0 | $27,857 | 2023 |
| Economic Group Pension Services | THIRD PARTY ADMIN | $0 | $6,212 | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $555 | $0 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $555 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Harris, Wilcox & Donovan, P.A. Dba Clay Eye Physi
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Orange Park, FL
- Mai Capital Management, LLC — Schedule C compensation
- Economic Group Pension Services — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation