Who sponsors the Lehigh Retina Specialists, P.C. Employee Benefit Plan?

Lehigh Retina Specialists, P.C. Employee Benefit Plan is reported as sponsored by Lehigh Retina Specialists, P.C. (EIN 23-2847909, plan number 501) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Lehigh Retina Specialists, P.C. Employee Benefit Plan?

The latest Form 5500 filing year loaded for Lehigh Retina Specialists, P.C. Employee Benefit Plan is 2023.

How many participants does Lehigh Retina Specialists, P.C. Employee Benefit Plan report?

Lehigh Retina Specialists, P.C. Employee Benefit Plan reports 42 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Lehigh Retina Specialists, P.C. Employee Benefit Plan?

Lehigh Retina Specialists, P.C. Employee Benefit Plan reports $59,190 in end-of-year plan assets in its latest loaded Form 5500 filing.

Lehigh Retina Specialists, P.C. Employee Benefit Plan — Form 5500 plan (Lehigh Retina Specialists, P.C.)

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, Lehigh Retina Specialists, P.C. Employee Benefit Plan is a benefit plan reported by Lehigh Retina Specialists, P.C. under EIN 23-2847909 and plan number 501. The latest loaded filing year is 2023. The filing reports 42 participants and $59,190 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$45.4KPlan net assets, end of year$45,410

Participants42Covered participants reported

Assets / participant$1.4KComputed: assets ÷ participants$1,409 (computed)

Provider compensation$22.5K4 Schedule C provider row(s)$22,455

Plan sponsor: Lehigh Retina Specialists, P.C.
EIN: 23-2847909
Plan number: 501
Plan type: 2
Location: Allentown, PA
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	42	I, C	20240618123944NAL0003416960001

Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$59.2K total assets

Net assets$45.4KLiabilities$13.8K

Money in vs. money out

Total income / additions$264.1K

Total expenses$167.6K

Benefits paid / distributions$54.7K

Contributions

Employer$136.8K

Participant$126.4K

Full reported line items

Net assets

Total assets (EOY): $59,190
Total liabilities (EOY): $13,780
Net assets (EOY): $45,410
Net assets (BOY): -$51,023

Income & contributions

Employer contributions: $136,840
Participant contributions: $126,352
Total income / additions: $264,067

Expenses & distributions

Benefits paid: $54,665
Administrative expenses: $2,046
Total expenses: $167,634
Net increase / (decrease): $96,433

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Employee Benefits Consultants, LLC	BROKER	$10,230	not reported in the loaded dataset	2023
The Benecon Group, LLC	BROKER	$8,351	not reported in the loaded dataset	2023
Capital Bluecross	ADMIN	$2,046	not reported in the loaded dataset	2023
Connectcare3	PATIENT ADVOCATE	$1,828	not reported in the loaded dataset	2023