Retina Institute Of The Carolinas, P.A. 401(K) Profit Sharing Plan — Form 5500 plan (Retina Institute Of The Carolinas, Ppa)
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, Retina Institute Of The Carolinas, P.A. 401(K) Profit Sharing Plan is a benefit plan reported by Retina Institute Of The Carolinas, Ppa under EIN 57-1126587 and plan number 001. The latest loaded filing year is 2023. The filing reports 31 participants and $9,232,466 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Retina Institute Of The Carolinas, Ppa
- EIN
- 57-1126587
- Plan number
- 001
- Plan type
- 2
- Location
- Rock Hill, SC
- Latest filing year
- 2023
- Participants
- 31
- End-of-year plan assets
- $9,232,466
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 31 | I | 20240814092137NAL0006713331001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $9,232,466
- Net assets (EOY)
- $9,232,466
- Net assets (BOY)
- $7,513,343
Income & contributions
- Employer contributions
- $188,947
- Participant contributions
- $221,447
- Total income / additions
- $1,743,574
Expenses & distributions
- Benefits paid
- $734
- Administrative expenses
- $23,717
- Total expenses
- $24,451
- Net increase / (decrease)
- $1,719,123
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.