Berks Eye Physicians & Surgeons, Ltd. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Berks Eye Physicians & Surgeons, Ltd.
  • Sponsor EIN: 231720360
  • Sponsor Address: 1802 PAPER MILL ROAD, WYOMISSING, PA, 19610
  • Plan Type: 401(k)
  • Total Participants: 56
  • Total Assets: $11.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202456$11.1M$322,564$283,179
202349$9.9M$299,734$257,497
202243$8.4M$229,726$217,380

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