Harvard Eye Associates 401(K) Profit Sharing Plan — Form 5500 plan (Harvard Eye Associates, A Medica)
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, Harvard Eye Associates 401(K) Profit Sharing Plan is a benefit plan reported by Harvard Eye Associates, A Medica under EIN 95-3873981 and plan number 002. The latest loaded filing year is 2023. The filing reports 158 participants and $8,275,147 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harvard Eye Associates, A Medica
- EIN
- 95-3873981
- Plan number
- 002
- Plan type
- 2
- Location
- Laguna Hills, CA
- Latest filing year
- 2023
- Participants
- 158
- End-of-year plan assets
- $8,275,147
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20241003054028NAL0004609651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,275,147
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,275,147
- Net assets (BOY)
- $6,140,494
Income & contributions
- Employer contributions
- $292,623
- Participant contributions
- $623,230
- Total contributions
- $915,853
- Total income / additions
- $2,284,264
Expenses & distributions
- Benefits paid
- $110,614
- Administrative expenses
- $38,730
- Total expenses
- $149,611
- Net increase / (decrease)
- $2,134,653
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Seia LLC | INVESTMENT/FINANCIAL ADVI | $36,443 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $2,286 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Charles Schwab & Co, Inc. | INVESTMENT MANAGER | $0 | $0 | 2023 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Harvard Eye Associates, A Medica
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Laguna Hills, CA
- Seia LLC — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation