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, Heaton Eye Associates Retirement Plan is a benefit plan reported by Charles L Heaton, Md. Pa under EIN 75-1986418 and plan number 003. The latest loaded filing year is 2023. The filing reports 246 participants and $14,852,097 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,852,097
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,852,097
- Net assets (BOY)
- $13,841,810
Income & contributions
- Employer contributions
- $361,621
- Participant contributions
- $790,403
- Total contributions
- $1,152,024
- Total income / additions
- $3,306,529
Expenses & distributions
- Benefits paid
- $2,292,895
- Administrative expenses
- $1,569
- Total expenses
- $2,296,242
- Net increase / (decrease)
- $1,010,287