Westside Eye Clinic 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Westside Eye Clinic)

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, Westside Eye Clinic 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Westside Eye Clinic under EIN 72-1129999 and plan number 001. The latest loaded filing year is 2023. The filing reports 11 participants and $1,434,344 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.4MPlan net assets, end of year$1,434,344
Participants11Covered participants reported
Assets / participant$130.4KComputed: assets ÷ participants$130,395 (computed)
Provider compensationNone reported
Plan sponsor
Westside Eye Clinic
EIN
72-1129999
Plan number
001
Plan type
2
Location
Marrero, LA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202311I20240717155442NAL0002543331001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.4M total assets
Net assets$1.4MLiabilities$0
Money in vs. money out
Total income / additions$293.1K
Total expenses$120
Benefits paid / distributions$0
Contributions
Employer$27K
Participant$69.7K
Full reported line items

Net assets

Total assets (EOY)
$1,434,344
Total liabilities (EOY)
$0
Net assets (EOY)
$1,434,344
Net assets (BOY)
$1,141,342

Income & contributions

Employer contributions
$27,003
Participant contributions
$69,686
Total income / additions
$293,122

Expenses & distributions

Benefits paid
$0
Administrative expenses
$120
Total expenses
$120
Net increase / (decrease)
$293,002
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 28%Participant 72%
Total expenses ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages