Magruder Eye Institute 401(K) Plan — Form 5500 plan (Magruder Eye Institute)
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, Magruder Eye Institute 401(K) Plan is a benefit plan reported by Magruder Eye Institute under EIN 59-3347759 and plan number 001. The latest loaded filing year is 2023. The filing reports 165 participants and $16,355,599 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Magruder Eye Institute
- EIN
- 59-3347759
- Plan number
- 001
- Plan type
- 2
- Location
- Orlando, FL
- Latest filing year
- 2023
- Participants
- 165
- End-of-year plan assets
- $16,355,599
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 165 | H, C | 20250730133821NAL0004806977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,355,599
- Total liabilities (EOY)
- $765
- Net assets (EOY)
- $16,354,834
- Net assets (BOY)
- $13,274,108
Income & contributions
- Employer contributions
- $343,591
- Participant contributions
- $548,978
- Total contributions
- $897,629
- Total income / additions
- $3,224,136
Expenses & distributions
- Benefits paid
- $105,746
- Administrative expenses
- $37,664
- Total expenses
- $143,410
- Net increase / (decrease)
- $3,080,726
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mutual Wealth Managmen | INVESTMENT ADVISOR | $34,851 | not reported in the loaded dataset | 2023 |
| Carpenter Morse Group | CONTRACT ADMIN | $2,600 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $1,013 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Magruder Eye Institute
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Orlando, FL
- Northwestern Mutual Wealth Managmen — Schedule C compensation
- Carpenter Morse Group — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation