Plan5500

Panhandle Eye Group, Llp 401(K) Plan — Form 5500 plan (Panhandle Eye Group, Llp)

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, Panhandle Eye Group, Llp 401(K) Plan is a benefit plan reported by Panhandle Eye Group, Llp under EIN 75-2741195 and plan number 001. The latest loaded filing year is 2023. The filing reports 192 participants and $13,743,906 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Panhandle Eye Group, Llp
EIN
75-2741195
Plan number
001
Plan type
2
Location
Amarillo, TX
Latest filing year
2023
Participants
192
End-of-year plan assets
$13,743,906

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023192H, C20241015155305NAL0030242561001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,743,906
Total liabilities (EOY)
$15,769
Net assets (EOY)
$13,728,137
Net assets (BOY)
$10,950,206

Income & contributions

Employer contributions
$248,328
Participant contributions
$689,348
Total contributions
$937,676
Total income / additions
$3,410,579

Expenses & distributions

Benefits paid
$542,174
Administrative expenses
$90,474
Total expenses
$632,648
Net increase / (decrease)
$2,777,931

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Arista Wealth Management, LLCINVESTMENT ADVISOR$45,843not reported in the loaded dataset2023
Pcs Retirement LLCCONTRACT ADMINISTRATOR$44,631not reported in the loaded dataset2023
Brown, Graham & Company, P.C.AUDITOR$0not reported in the loaded dataset2023

Related Form 5500 pages