Plan5500

Eye Care Physicians & Surgeons, Inc. Cash Balance Plan — Form 5500 plan (Eye Care Physicians & Surgeons, 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, Eye Care Physicians & Surgeons, Inc. Cash Balance Plan is a benefit plan reported by Eye Care Physicians & Surgeons, Inc. under EIN 93-0611638 and plan number 003. The latest loaded filing year is 2023. The filing reports 135 participants and $5,357,136 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eye Care Physicians & Surgeons, Inc.
EIN
93-0611638
Plan number
003
Plan type
2
Location
Salem, OR
Latest filing year
2023
Participants
135
End-of-year plan assets
$5,357,136

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023135H, C20241015105623NAL0055672578001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,357,136
Total liabilities (EOY)
$0
Net assets (EOY)
$5,357,136
Net assets (BOY)
$4,657,210

Income & contributions

Employer contributions
$316,848
Participant contributions
$0
Total contributions
$316,848
Total income / additions
$916,406

Expenses & distributions

Benefits paid
$155,878
Administrative expenses
$60,602
Total expenses
$216,480
Net increase / (decrease)
$699,926

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pioneer Trust Bank, NaNONE$18,329not reported in the loaded dataset2023
Grove Mueller & Swank, P.C.NONE$15,500not reported in the loaded dataset2023
David Dougherty LLCNONE$13,813not reported in the loaded dataset2023

Related Form 5500 pages