Plan5500

Richmond Eye & Ear Healthcare Alliance, Inc. 401(K) Plan — Form 5500 plan (Richmond Eye & Ear Healthcare Alliance, Inc.)

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, Richmond Eye & Ear Healthcare Alliance, Inc. 401(K) Plan is a benefit plan reported by Richmond Eye & Ear Healthcare Alliance, Inc. under EIN 54-1904435 and plan number 002. The latest loaded filing year is 2023. The filing reports 214 participants and $18,525,378 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$18.5MPlan net assets, end of year$18,525,378
Participants214Covered participants reported
Assets / participant$86.6KComputed: assets ÷ participants$86,567 (computed)
Provider compensation$81.6K3 Schedule C provider row(s)$81,564
Plan sponsor
Richmond Eye & Ear Healthcare Alliance, Inc.
EIN
54-1904435
Plan number
002
Plan type
2
Location
Richmond, VA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    214 participants · 2Sch HSch C
    View filing →
Schedule H · 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)$18.5M total assets
Net assets$18.5MLiabilities$0
Money in vs. money out
Total income / additions$4.3M
Total expenses$2.3M
Benefits paid / distributions$2.3M
Contributions
Employer$567.1K
Participant$1.1M
Full reported line items

Net assets

Total assets (EOY)
$18,525,378
Total liabilities (EOY)
$0
Net assets (EOY)
$18,525,378
Net assets (BOY)
$16,557,253

Income & contributions

Employer contributions
$567,150
Participant contributions
$1,121,270
Total contributions
$1,762,534
Total income / additions
$4,286,808

Expenses & distributions

Benefits paid
$2,275,701
Administrative expenses
$38,937
Total expenses
$2,318,683
Net increase / (decrease)
$1,968,125
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 34%Participant 66%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income53%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Wells Fargo Advisors Financial Netw$42.6K
    INVESTMENT ADVISORY · Direct $0 · Indirect $42.6K
  2. 2
    Principal Life Insurance Company$39K
    CONTRACT ADMINISTRATOR · Direct $39K · Indirect $0
  3. 3
    Morningstar Investment Management L$0
    INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

Related Form 5500 pages