Cascade Eye & Skin Centers, P.C. Retirement Plan — Form 5500 plan (Cascade Eye & Skin Centers, 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, Cascade Eye & Skin Centers, P.C. Retirement Plan is a benefit plan reported by Cascade Eye & Skin Centers, P.C. under EIN 91-1525215 and plan number 001. The latest loaded filing year is 2023. The filing reports 389 participants and $35,001,512 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$35MPlan net assets, end of year$35,001,512
Participants389Covered participants reported
Assets / participant$90KComputed: assets ÷ participants$89,978 (computed)
Provider compensation$104.3K4 Schedule C provider row(s)$104,348
Plan sponsor
Cascade Eye & Skin Centers, P.C.
EIN
91-1525215
Plan number
001
Plan type
2
Location
University Place, WA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023389H, C20241014130813NAL0014974467001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$35M total assets
Net assets$35MLiabilities$0
Money in vs. money out
Total income / additions$7.1M
Total expenses$3.4M
Benefits paid / distributions$3.3M
Contributions
Employer$1.2M
Participant$1M
Full reported line items

Net assets

Total assets (EOY)
$35,001,512
Total liabilities (EOY)
$0
Net assets (EOY)
$35,001,512
Net assets (BOY)
$31,335,522

Income & contributions

Employer contributions
$1,153,175
Participant contributions
$1,048,990
Total contributions
$2,202,165
Total income / additions
$7,051,149

Expenses & distributions

Benefits paid
$3,277,437
Administrative expenses
$104,684
Total expenses
$3,385,159
Net increase / (decrease)
$3,665,990
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 52%Participant 48%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income46%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NwpsNONE$39,558not reported in the loaded dataset2023
Retirement Consulting Grou, IncNONE$38,733not reported in the loaded dataset2023
Dwyer Pembertn & Coulson PcNONE$15,000not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$11,057$02023

Related Form 5500 pages