401(K) Profit-Sharing Plan For Employees Of Eye Associates Of New Mexico, Ltd. — Form 5500 plan (Eye Associates Of New Mexico)
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, 401(K) Profit-Sharing Plan For Employees Of Eye Associates Of New Mexico, Ltd. is a benefit plan reported by Eye Associates Of New Mexico under EIN 85-0246856 and plan number 002. The latest loaded filing year is 2023. The filing reports 757 participants and $58,060,273 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eye Associates Of New Mexico
- EIN
- 85-0246856
- Plan number
- 002
- Plan type
- 2
- Location
- Albuquerque, NM
- Latest filing year
- 2023
- Participants
- 757
- End-of-year plan assets
- $58,060,273
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 757 | H, C | 20240808134123NAL0005103681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $58,060,273
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,060,273
- Net assets (BOY)
- $49,229,351
Income & contributions
- Employer contributions
- $840,038
- Participant contributions
- $3,212,732
- Total contributions
- $4,179,101
- Total income / additions
- $12,813,377
Expenses & distributions
- Benefits paid
- $3,847,963
- Administrative expenses
- $137,399
- Total expenses
- $3,982,455
- Net increase / (decrease)
- $8,830,922
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $131,026 | $0 | 2023 |
| Moss Adams Llp | CONTRACT ADMINISTRATOR | $13,010 | not reported in the loaded dataset | 2023 |
| Pattison Pension Specialists | OTHER SERVICES | $0 | $5,733 | 2023 |
| Morningstar Investment Management L | IND ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eye Associates Of New Mexico
- 2023 Form 5500 filing
- Form 5500 filings in NM
- 401(k) and benefit plan filings in Albuquerque, NM
- Principal Life Insurance Company — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Pattison Pension Specialists — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation