Tri-Century Eye Care, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Tri-Century Eye Care, P.C.)

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, Tri-Century Eye Care, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Tri-Century Eye Care, P.C. under EIN 86-1072293 and plan number 002. The latest loaded filing year is 2023. The filing reports 116 participants and $19,041,973 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tri-Century Eye Care, P.C.
EIN
86-1072293
Plan number
002
Plan type
2
Location
Southampton, PA
Latest filing year
2023
Participants
116
End-of-year plan assets
$19,041,973

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023116H, C20241014101908NAL0014758147001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,041,973
Total liabilities (EOY)
$0
Net assets (EOY)
$19,041,973
Net assets (BOY)
$15,533,845

Income & contributions

Employer contributions
$535,762
Participant contributions
$499,671
Total contributions
$1,130,663
Total income / additions
$3,957,436

Expenses & distributions

Benefits paid
$399,377
Administrative expenses
$49,931
Total expenses
$449,308
Net increase / (decrease)
$3,508,128

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valley Forge Investment ConsulantsINVESTMENT ADVISORY$34,050not reported in the loaded dataset2023
John HancockRECORDKEEPER$16,030not reported in the loaded dataset2023

Related Form 5500 pages