2023 Form 5500 filing — Retina Consultants Of America 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241223131417NAL0009338513001) for Retina Consultants Of America 401(K) Plan, reported by Retina Group, Inc. Dba Retina Consultants Of America under EIN 84-3983059 and plan number 001. It reports 2,896 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241223131417NAL0009338513001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Retina Group, Inc. Dba Retina Consultants Of America
- EIN
- 84-3983059
- Plan number
- 001
- Location
- Southlake, TX
- Participants
- 2,896
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $235,838,244
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $235,838,244
- Employer contributions
- $9,339,628
- Participant contributions
- $12,409,956
- Total income / additions
- $60,896,524
- Benefits paid
- $19,141,860
- Administrative expenses
- $388,390
- Total expenses
- $19,555,775
- Net increase / (decrease)
- $41,340,749
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $367,421 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $21,354 | not reported in the loaded dataset |