Medical Eye Center, Inc. 401k Profit Sharing Plan And Trust — Form 5500 plan (Medical Eye Center Inc)

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, Medical Eye Center, Inc. 401k Profit Sharing Plan And Trust is a benefit plan reported by Medical Eye Center Inc under EIN 93-0603046 and plan number 006. The latest loaded filing year is 2023. The filing reports 225 participants and $12,870,339 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Medical Eye Center Inc
EIN
93-0603046
Plan number
006
Plan type
2
Location
Medford, OR
Latest filing year
2023
Participants
225
End-of-year plan assets
$12,870,339

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023225H, C20241010162252NAL0021431761001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,870,339
Total liabilities (EOY)
$180
Net assets (EOY)
$12,870,159
Net assets (BOY)
$12,556,025

Income & contributions

Employer contributions
$312,640
Participant contributions
$633,567
Total contributions
$1,302,809
Total income / additions
$3,336,886

Expenses & distributions

Benefits paid
$3,007,395
Administrative expenses
$15,310
Total expenses
$3,022,752
Net increase / (decrease)
$314,134

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ferguson Wellman Capital ManagmentNONE$15,264not reported in the loaded dataset2023

Related Form 5500 pages