Adventus Eye Care 401(K) Profit Sharing Plan — Form 5500 plan (The Eye Physicians, LLC Dba Adventus Eye Care)
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, Adventus Eye Care 401(K) Profit Sharing Plan is a benefit plan reported by The Eye Physicians, LLC Dba Adventus Eye Care under EIN 84-2440535 and plan number 001. The latest loaded filing year is 2023. The filing reports 310 participants and $30,730,587 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Eye Physicians, LLC Dba Adventus Eye Care
- EIN
- 84-2440535
- Plan number
- 001
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 310
- End-of-year plan assets
- $30,730,587
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 310 | H, C | 20241015194035NAL0049572512001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,730,587
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,730,587
- Net assets (BOY)
- $28,680,765
Income & contributions
- Employer contributions
- $1,358,413
- Participant contributions
- $1,208,950
- Total contributions
- $2,787,685
- Total income / additions
- $8,590,905
Expenses & distributions
- Benefits paid
- $6,442,863
- Administrative expenses
- $95,642
- Total expenses
- $6,541,083
- Net increase / (decrease)
- $2,049,822
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Trust Company | RECORDKEEPER | $38,524 | not reported in the loaded dataset | 2023 |
| The Joseph Group LLC | INVESTMENT ADVISOR | $33,913 | not reported in the loaded dataset | 2023 |
| The Mandmarblestone Group LLC | TPA | $15,076 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Eye Physicians, LLC Dba Adventus Eye Care
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Columbus, OH
- John Hancock Trust Company — Schedule C compensation
- The Joseph Group LLC — Schedule C compensation
- The Mandmarblestone Group LLC — Schedule C compensation