Plan5500

Spokane Eye Clinic, Ps And Inland Empire Optical Employees 401(K) Profit Sharing Plan — Form 5500 plan (Spokane Eye Clinic Ps)

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, Spokane Eye Clinic, Ps And Inland Empire Optical Employees 401(K) Profit Sharing Plan is a benefit plan reported by Spokane Eye Clinic Ps under EIN 91-0852217 and plan number 001. The latest loaded filing year is 2023. The filing reports 412 participants and $46,063,560 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Spokane Eye Clinic Ps
EIN
91-0852217
Plan number
001
Plan type
2
Location
Spokane, WA
Latest filing year
2023
Participants
412
End-of-year plan assets
$46,063,560

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023412H, C20250124132235NAL0008338785001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$46,063,560
Total liabilities (EOY)
$10,466
Net assets (EOY)
$46,053,094
Net assets (BOY)
$40,319,350

Income & contributions

Employer contributions
$1,610,200
Participant contributions
$1,203,197
Total contributions
$3,199,943
Total income / additions
$9,313,950

Expenses & distributions

Benefits paid
$3,444,318
Administrative expenses
$135,888
Total expenses
$3,580,206
Net increase / (decrease)
$5,733,744

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Washington Trust BankOTHER$50,736not reported in the loaded dataset2023
Empower Annuity Insurance Co Od AmeRECORDKEEPER$30,220$02023
Mml Investors Services, LLCINVESTMENT ADVISOR$12,284not reported in the loaded dataset2023

Related Form 5500 pages