2023 Form 5500 filing — Associated Retina Consultants 401(K) Profit Sharing Plan & Trust
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 20251014103754NAL0001245411001) for Associated Retina Consultants 401(K) Profit Sharing Plan & Trust, reported by Associated Retina Consultants under EIN 86-0285158 and plan number 003. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251014103754NAL0001245411001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Associated Retina Consultants
- EIN
- 86-0285158
- Plan number
- 003
- Location
- Phoenix, AZ
- Participants
- 139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,477,215
- Total liabilities (EOY)
- $3,283
- Net assets (EOY)
- $9,473,932
- Employer contributions
- $5,004
- Participant contributions
- $171,597
- Total income / additions
- $1,774,436
- Benefits paid
- $489,731
- Administrative expenses
- $71,148
- Total expenses
- $564,162
- Net increase / (decrease)
- $1,210,274
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Paychex Inc. | RECORDKEEPER | $16,397 | not reported in the loaded dataset |
| Stonehenge Retirement Planners | ADVISOR | $15,127 | not reported in the loaded dataset |
| Stonehenge Retirement Planners | ADVISOR | $9,094 | not reported in the loaded dataset |
| 401k Generation | CONTRACT ADMINISTRATOR | $9,023 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $6,817 | not reported in the loaded dataset |