2023 Form 5500 filing — Austin Retina Associates Cash Balance 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 20250203152700NAL0012556560001) for Austin Retina Associates Cash Balance Plan, reported by Austin Retina Associates under EIN 74-2034080 and plan number 002. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.9MReported net assets$3,892,877
Participants142
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250203152700NAL0012556560001
Plan sponsor
Austin Retina Associates
EIN
74-2034080
Plan number
002
Location
Austin, TX
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.9M total assets
Net assets$3.9MLiabilities$0
Money in vs. money out
Total income / additions$183K
Total expenses$12.6K
Benefits paid / distributions$700
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$3,892,877
Total liabilities (EOY)
$0
Net assets (EOY)
$3,892,877
Employer contributions
$0
Participant contributions
$0
Total income / additions
$182,999
Benefits paid
$700
Administrative expenses
$11,853
Total expenses
$12,553
Net increase / (decrease)
$170,446

Related Form 5500 pages